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Financial Analyst - Entry Level
Job
Robert Half
Mineola, NY (In Person)
Full-Time
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Job Description
Description We are looking for a dependable Financial Analyst - Entry Level to support the accurate administration of individual funds for people receiving services through a nonprofit organization in New Hyde Park, New York. This fully onsite opportunity is a Long-term Contract position suited to someone who works carefully with financial records, follows established procedures, and values consistency in a structured office environment. The role focuses on maintaining precise account activity, preparing routine financial documentation, and helping ensure funds are handled securely and in accordance with internal guidelines.
Responsibilities:
- Monitor incoming payments from benefit programs and personal contributions, and enter each transaction accurately into individual account records.
- Maintain participant fund balances by updating deposits, withdrawals, and other account activity with a high degree of precision.
- Prepare scheduled personal allowance payments and confirm that disbursements align with approved amounts and timelines.
- Administer designated-purpose accounts, including restricted funds and benefit-related balances, while keeping documentation current and organized.
- Complete monthly account reconciliations by comparing internal records with banking activity and resolving discrepancies promptly.
- Create Excel-based financial reports to support accounting review and ongoing tracking of account activity.
- Distribute monthly account summaries to internal stakeholders and ensure reporting is completed on time.
- Assemble vouchers and related backup materials as needed to support financial transactions and recordkeeping.
- Protect confidential financial and personal information by following privacy standards and secure handling procedures. Requirements
- High school diploma or equivalent required.
- Strong attention to detail and commitment to maintaining accurate financial records.
- Comfort working with numbers, transactions, and routine account tracking in a process-driven environment.
- Proficiency with Microsoft Excel, including basic formulas, and general familiarity with Microsoft Office applications.
- Ability to follow established procedures, manage recurring tasks, and meet deadlines consistently.
- Strong organizational skills and a reliable approach to handling sensitive information.
- Previous bookkeeping, accounting support, or related financial administrative experience is helpful but not required.