Financial Assistant at Guidepoint

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

FinanceIndustries

Requirements

Minimum of 3 years of relevant experience as a bookkeeper, accounting assistant, or financial administrator
Proficiency with software (e.g., Excel, Microsoft Office)
Strong understanding of basic accounting principles and financial reporting
High level of integrity and confidentiality
Excellent organizational skills and attention to detail
Ability to work independently and prioritize multiple tasks
Bachelor’s Degree in Accounting, Finance, or related field
Availability for hybrid role with minimum of 3 days in office
Flexibility in work schedule if urgent financial tasks arise (preferred)

Responsibilities

Record and categorize financial transactions
Review bank and credit card accounts
Process payments, invoices, and expense reimbursements
Manage accounts payable and receivable
Generate monthly, quarterly, and annual financial reports
Assist with tax preparation and coordinate with accountants as needed
Liaise with banks, accountants, and internal financial team to conduct transactions as requested
Track recurring expenses (utilities, subscriptions, insurance, etc.)
Maintain records of financial documents, including receipts and statements
Handle bill payments and ensure timely settlement of obligations
Help manage financial deadlines (taxes, renewals, policy reviews, etc.)
Resolve urgent financial matters timely and as needed (may include evenings and weekends)

Skills

Key technologies and capabilities for this role

ExcelMicrosoft OfficeBookkeepingAccounts PayableAccounts ReceivableFinancial ReportingTax Preparation

Questions & Answers

Common questions about this position

What is the salary range for the Financial Assistant position?

The annual base salary range is $59,200 to $78,000, which may vary based on job-related knowledge, skills, experience, and geographic location. The position is also eligible for an annual discretionary bonus based on performance.

Is this a remote or hybrid role, and what are the office requirements?

This is a hybrid role that requires a minimum of 3 days in the office.

What skills and qualifications are required for this Financial Assistant role?

Candidates need a minimum of 3 years of relevant experience as a bookkeeper, accounting assistant, or financial administrator, proficiency with software like Excel and Microsoft Office, strong understanding of basic accounting principles, a Bachelor’s Degree in Accounting, Finance, or related field, plus high integrity, organizational skills, and ability to work independently.

What benefits are offered for this position?

Benefits include 15 PTO days, 10 legal holidays, sick days, comprehensive medical, dental, and vision plans, 401(k) matching up to 10% of employee contribution, life insurance, paid time-off, parental leave, commuter benefits, corporate gym rate, development via LinkedIn Learning, free office snacks, Friday happy hours, Summer Fridays, and a year-round corporate athletic league.

What makes a strong candidate for this Financial Assistant role?

A strong candidate has the minimum required experience and skills, plus preferred attributes like previous experience supporting high-net-worth individuals or family offices, strong communication skills, and flexibility in work schedule for urgent tasks.

Guidepoint

Connects businesses with specialized advisors

About Guidepoint

Guidepoint connects businesses with a large network of specialized advisors, offering expert insights and market intelligence. With over 1.5 million experts across more than 150 industries, clients can access tailored research solutions, including one-on-one consultations and surveys, to meet their specific needs. Guidepoint manages all logistical aspects to ensure a smooth experience for its clients. The company operates on a business model that charges fees for its services, which can be structured as subscriptions, pay-per-use, or project-based pricing. What sets Guidepoint apart from competitors is its extensive network and the speed and quality of insights it provides, enabling clients to make informed decisions and navigate uncertainty effectively. The goal of Guidepoint is to be a trusted partner for businesses, helping them gain the intelligence needed to drive their decisions and growth.

New York City, New YorkHeadquarters

2003Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive salary.

Medical, Dental, and Vision Insurance.

401(k) with company matching.

Life Insurance (100% Employer Sponsored)

Paid vacation plus 10 legal holidays.

Light snacks and beverages.

Discounted gym memberships.

Commuter Benefits.

Risks

Increased competition from emerging expert networks offering similar services at lower costs.

Rapid expansion into new markets may strain resources and lead to inefficiencies.

Reliance on a large network of advisors poses risk of inconsistent quality and compliance issues.

Differentiation

Guidepoint offers a vast network of over 1.5 million experts globally.

The company provides tailored research solutions across more than 150 industries.

Guidepoint's compliance platform ensures secure and appropriate client-to-Advisor interactions.

Upsides

Growing demand for expert networks in niche industries like renewable energy and biotechnology.

Expansion of remote work increases demand for digital expert network services.

Rising importance of ESG criteria boosts demand for expert insights in these areas.

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