Finance Associate

Join the Team

Serv, a global executive recruitment partner, is hiring on behalf of our client TakeProfitTrader for a Finance Associate.

Take Profit Trader is a high-growth proprietary trading firm handling hundreds of millions of dollars in trading volume. Dedicated to innovation, operational excellence, and empowering traders globally.

As a fully remote organization, Take Profit Trader values individuals with an entrepreneurial spirit who thrive in a fast-moving, ever-evolving environment. The team operates with high ownership, speed, and accountability. If you enjoy building, testing, optimizing, and adapting quickly, you will feel right at home.

To learn more, please visit: https://takeprofittrader.com

Position Overview

As a Finance Associate, you will play an important role in supporting the financial operations that keep the organization running smoothly. This position contributes to the development of scalable financial systems, reporting processes, and operational controls that support the company’s continued growth.

You will work closely with the Vice President of Finance and cross-functional leadership to manage core accounting processes, assist with financial reporting and analysis, support audit readiness, and improve financial workflows. This role is ideal for someone who enjoys both operational execution and improving systems that make finance teams more effective.

Position Responsibilities

• Oversee Accounts Payable (AP) and Accounts Receivable (AR) cycles
• Review invoices for accuracy against vendor contracts
• Reconcile bank statements and general ledger accounts on a monthly basis
• Oversee daily cash management functions
• Prepare wires and ACH transactions
• Develop Standard Operating Procedures (SOPs) for recurring finance tasks
• Assist in the preparation of monthly, quarterly, and annual financial statements
• Assist in preparing budget-to-actual variance analysis and provide commentary to department leaders
• Maintain and update financial models to support long-term forecasting
• Serve as a point of contact for external auditors
• Prepare audit workpapers and ensure documentation is organized and compliant
• Maintain internal controls to mitigate financial risk and ensure data integrity
• Contribute to the review of annual tax documentation including 1099s and 1042s for the client base
• Assist in implementing and managing a sales tax function
• Partner with leadership to provide data-driven insights for special projects
• Assist in the development of a stronger analytics function within the finance team
• Identify opportunities for process automation and operational improvements within the finance department

Qualifications

Required Experience & Skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2 to 4 years of experience in a corporate finance or accounting role
• Advanced Excel skills including VLOOKUPs, Pivot Tables, and complex formulas
• Experience with ERP systems such as NetSuite, SAP, or QuickBooks
• Strong analytical thinking and ability to manage deadlines effectively
• Strong communication skills and ability to collaborate across teams
• Ability to evaluate existing processes and recommend improvements

Nice to Have

• Experience supporting financial reporting and forecasting models
• Exposure to financial process automation or systems improvement initiatives

About You

The perfect fit for our team is…

• A team player: You have no problem rolling up your sleeves to help out a colleague.
• Friendly: You have a great attitude that lends itself to teamwork.
• Motivated: You go the extra mile because, for you, the bare minimum isn’t an option.
• An early adopter: You’re not intimidated by the latest tech. In fact, you love it!
• Organized: You stay on top of projects, and things rarely fall through the cracks.
• An optimizer. You are constantly looking for a better way to get things done, and you like sharing your ideas.
• Inquisitive. You love asking questions (specifically, “why?”).
  
  

The Hiring Process

We take our hiring process seriously and evaluate candidates based on both capability and culture fit. Our goal is to ensure you step into a role where you feel genuinely excited and fulfilled. That’s important for you, and it’s equally important for us. Below is a snapshot of what you can expect throughout our hiring process. Please note that steps may vary slightly depending on the position.

Step One: Video interview with a recruiter
Step Two: Video interview with your direct supervisor
Step Three: Cultural interview

Location

Fully Remote

Compensation

• Base Salary: Starting at $60K
• End-of-Year Discretionary Performance Bonus: up to 20% of annual salary, based on individual and company performance

Benefits:
• Medical insurance
• Wellness stipend
• Paid time off
• Company holidays

TakeProfitTrader provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form I9 upon hire. TakeProfitTrader participates in the E-Verify program