About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

• Serve as a finance support partner for the practice, helping with finance and business deliverables (for example, mapping associates to job functions and maintaining operational records).
• Build, maintain and improve advanced Excel models and VBA macros to automate recurring analyses and reporting.
• Support income statement analysis, financial planning and ad-hoc financial analytics.
• Use AI tools to accelerate analysis and speed decision-making while validating outputs.
• Own tasks end-to-end, drive initiatives to closure, and clearly communicate results to stakeholders.

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Qualifications

• Bachelor’s degree in finance, accounting, business, or a related field.
• Strong, hands-on Excel skills; comfort using Excel for advanced projects and analyses.
• Practical experience writing VBA macros in Excel to automate workflows.
• Solid understanding of income statements, financial analysis and planning concepts.
• Strong written and verbal communication skills; able to present analyses clearly.
• Problem-solving mindset, self-starter, and comfortable operating with limited supervision.
• Experience using AI/automation tools to support business solutions is a plus.

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Location & Start Date

• Location: Tarrytown, TX (on-site at Confidential Client offices). Applicants must be willing to relocate if required by business needs.
• Start Date: New hires will start in October 2026. Exact start dates will be communicated in advance.
• Work Authorization: Confidential Client cannot provide U.S. work-authorization sponsorship for this role (including CPT/OPT).

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Compensation & Benefits

• Base salary: $65,000 per year (final offer depends on experience and qualifications).
• Eligible for the client’s discretionary annual incentive program (subject to plan terms).
• Benefits (subject to eligibility):
  • Medical, Dental & Vision insurance
  • Life insurance
  • Paid holidays and Paid Time Off
  • 401(k) plan and employer contributions
  • Short-term and Long-term Disability
  • Paid Parental Leave
  • Employee Stock Purchase Plan (where offered)

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Why Join

• Work with a growing Accounting & Finance team focused on operational rigor and scalable automation.
• Gain hands-on experience building Excel/VBA tooling and applying AI to real financial problems.
• Collaborative environment that values autonomy, curiosity, and clear communication.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.