Marshall and Sterling Inc

About the Company

Marshall+Sterling helps you protect what you've built, and what comes next--through a legacy of expertise, personalized risk solutions, and a dedicated team--securing you with the confidence to succeed. Founded in 1864, we offer tactical risk solutions for business and employee benefits, as well as personal risk solutions for living and wealth. Headquartered in New York and licensed in all states and the U.S. Virgin Islands, our firm is regularly recognized among the top 50 of privately held insurers in the United States.

Listed Jobs

Company Name

Marshall and Sterling Inc

Job Title

Senior Financial Services Specialist

Job Description

**Job Title** Senior Financial Services Specialist **Role Summary** Provide comprehensive accounting and financial support for a financial services organization. Manage daily ledger activities, billing, commission tracking, and month‑end/year‑end processes while ensuring accurate records, compliance, and fiscal reporting. **Expectations** - Maintain high accuracy and compliance in all accounting functions. - Deliver timely financial reports and reconciliations. - Collaborate across departments to resolve invoicing and collection issues. - Uphold confidentiality and integrity of financial data. **Key Responsibilities** - Process day‑to‑day payments, deposits, and reconciliations. - Record, track, and report on commissions, billing, and invoicing, including error resolution and collection coordination. - Prepare and distribute financial statements and reports. - Support month‑end and year‑end closing, accruals, and reporting activities. - Assist with audits and regulatory compliance requirements. - Maintain accurate and complete financial documentation. - Provide ad‑hoc financial support to teammates and project initiatives. - Build positive working relationships across finance and related teams. **Required Skills** - Strong accounting and bookkeeping knowledge. - Proficiency in Microsoft Office; advanced Excel skills. - Experience with AI tools, Outlook, ImageRight; Vertafore knowledge preferred. - Excellent verbal and written communication. - High organizational ability with meticulous attention to detail. - Effective interpersonal and teamwork skills. **Required Education & Certifications** - High school diploma or equivalent required. - College degree preferred (business, finance, accounting). ---

Poughkeepsie, United states

On site

Senior

02-12-2025