Top 16 Finance specialist Jobs in Newburgh Ny

Finance Specialist
CloudFirst Technology Solutions, Inc. —Newburgh, NY
- $56,299.30 - $67,801.31 a year
- Full-time
- CPA
- Mid-level
- Office
Quick Apply
12d
Financial Services Professional
New York Life - Hudson Valley —Fishkill, NY
- $60,000 - $150,000 a year
- Mid-level
- Life insurance
Quick Apply
10d
Financial Services Professional - Hybrid Remote (NY)
Bankers Life —Fishkill, NY
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Client Onboarding Specialist
MARSHALL & STERLING WEALTH ADVISORS INC —Poughkeepsie, NY
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Client Service Specialist- Commercial Lines
MARSHALL & STERLING INC —Poughkeepsie, NY
- $47,500 - $52,500 a year
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Medicare Broker Transition & Successorship Specialist
Advocate Health Advisors, LLC —United States
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Paid training
- Health insurance
Quick Apply

Discover related jobs

Based on your search for finance specialist jobs.

Financial Advisor Trainee
Northwestern Mutual —Poughkeepsie, NY
We will train, coach, mentor and develop the right candidate in our Wealth Management Advisor Program. Financial support for professional designations and…
$70,000 - $150,000 a year
Quick Apply
Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®,…
$61,000 - $250,000 a year
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Finance Specialist
Peak Retirement Planning, Inc. —Columbus, OH
Assist with daily bookkeeping tasks including data entry, bank reconciliations, and invoice tracking. Experience with financial data entry, reconciliations, and…
$45,000 - $80,000 a year
9d
Business Intelligence Specialist, Global Finance Operations
Abbott Laboratories —Columbus, OH
Bachelor’s degree in Business, Finance, Information Systems, or a related field. Tuition reimbursement, the Freedom 2 Save student debt program and FreeU…
$78,000 - $156,000 a year
5d

Show more jobs in cities nearby

I want to receive the latest job alert for finance specialist in newburgh ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance specialist jobs near newburgh ny

Direct Support Professional jobs in Bronx, NY

Direct Support Professional jobs in Bowie, MD

Financial Professional jobs in Fleming Island, FL

Financial Professional jobs in Mclean, VA

Financial Professional jobs in Cheboygan, MI

Financial Professional jobs in Farmingdale, NY

Client Services Specialist jobs in Birmingham, AL

Client Services Specialist jobs in El Paso, TX

Child Life Specialist jobs in South Carolina

Client Services Specialist jobs in Lake Oswego, OR

Human Services jobs in New York, NY

Client Services Specialist jobs in Plainfield, IN

Five Horizons Health Services jobs in Alabama

Peer Wellness Specialist jobs in Oregon

Direct Support Professional jobs in Georgia

Licensed Professional Counselor jobs in Houston, TX

Professional Guardianships jobs in Wisconsin

Financial Professional jobs in Deerfield, IL

Financial Professional jobs in Staunton, VA

Financial Professional jobs in Texas

Finance Specialist

CloudFirst Technology Solutions, Inc.
Newburgh, NY

Quick Apply

Job Details

Full-time
$56,299.30 - $67,801.31 a year
12 days ago

Qualifications

Teamwork
CPA
High school diploma or GED
Attention to detail
QuickBooks
Organizational skills
Accounting and finance experience

Full Job Description

CloudFirst Technology Solutions is seeking a detail-oriented and proactive Finance Specialist to support daily financial operations within our growing Managed Services Provider (MSP) environment. This role is responsible for maintaining accurate financial records, supporting full-cycle accounting activities, and ensuring efficient billing, reporting, and compliance processes.

The ideal candidate will have strong accounting fundamentals, experience with QuickBooks Online, and the ability to manage financial data with accuracy and attention to detail. This position provides an opportunity to contribute to process improvements, financial reporting, and the continued growth of a technology-focused organization.

Key Responsibilities

Perform full-cycle accounting activities, including accounts receivable, accounts payable, general ledger maintenance, reconciliations, and journal entries.
Manage and support billing processes, ensuring accurate invoicing, timely collections, and proper revenue tracking.
Maintain financial records in QuickBooks Online and support integration with business systems such as ConnectWise.
Review and reconcile account balances to ensure financial accuracy and data integrity.
Prepare journal entries, perform account analysis, and support month-end closing activities.
Assist with preparation of monthly financial reports, budgets, forecasts, and variance analysis.
Coordinate and review AP/AR transactions to ensure accuracy, completeness, and compliance with company procedures.
Support sales tax filings, audit preparation, and financial documentation requirements.
Maintain compliance with accounting standards, internal controls, and company financial policies.
Identify opportunities to improve accounting workflows, reporting processes, and operational efficiencies.
Handle confidential financial information with professionalism and discretion.

Qualifications

3–5+ years of experience in accounting, finance, or related roles; experience in an MSP, technology, or service-based organization is preferred.
Strong understanding of accounting principles, financial reporting, and bookkeeping practices.
Hands-on experience with QuickBooks Online; familiarity with ConnectWise or similar business management platforms is a plus.
Experience with accounts payable, accounts receivable, billing operations, reconciliations, and general ledger accounting.
Knowledge of sales tax requirements and experience supporting audits.
Strong Excel skills with the ability to analyze financial data and maintain accurate spreadsheets.
Excellent attention to detail, organizational skills, and ability to manage multiple priorities independently.
Strong communication skills with the ability to collaborate across teams and support internal and external stakeholders.
CPA certification or equivalent accounting credential is a plus.

What We Offer

Competitive salary and opportunities for professional growth.
Collaborative, team-oriented work environment.
Opportunity to gain exposure to financial operations within a fast-growing MSP organization.
A role where your contributions directly support operational efficiency and business success.

CloudFirst Technology Solutions is an equal opportunity employer and values diversity, inclusion, and collaboration in the workplace.

Pay: $56,299.30 - $67,801.31 per year

Application Question(s):

please share expected rate and availability to work onsite

Education:

High school or equivalent (Preferred)

Experience:

Finance Role: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance specialist jobs in newburgh ny

Finance Specialist

Financial Services Professional

Financial Services Professional - Hybrid Remote (NY)

Wealth Client Onboarding Specialist

Client Service Specialist- Commercial Lines

Medicare Broker Transition & Successorship Specialist

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for finance specialist in newburgh ny

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected