Finance Associate

Onshore is the modern standard for U.S. companies claiming the R&D tax credit. We find, document, and defend the tax credits and deductions that farms, manufacturers, architects, and engineers have earned. Claiming the R&D tax credit has historically been an ordeal full of consultants, spreadsheets, and hidden fees. Now, our software and AI-powered solutions read every line of a client's records against the tax code, produce verified computations, and are reviewed by a credentialed tax professional before filing.

This position is based in New York City, and in-office attendance is required Monday-Friday.

Onshore is a rapidly scaling company seeking a Finance Associate to join its finance team. Reporting to the Head of Strategic Finance, the Finance Associate will manage client invoicing, support referral partner payments, and prepare data for financial and investor reporting.

Although invoicing is the core of the role, it requires more than processing transactions. The Finance Associate is expected to develop a sound understanding of the business, learn how the company’s systems connect, and ensure that the CRM and financial records remain accurate and aligned. The position works closely with several functions across the company and offers broad exposure to finance operations, with the opportunity to take on greater responsibility as the team grows.

Key Responsibilities

• Prepare and issue accurate, timely client invoices in accordance with contract terms.

• Coordinate with Sales, Operations and Delivery teams to confirm billing details and process invoice changes.

• Develop a working understanding of how the CRM, billing and accounting systems connect, and maintain consistency of records across them.

• Identify, investigate and resolve discrepancies between systems before they affect clients or reporting.

• Support the Head of Strategic Finance run monthly referral partner payment reports, verifying payments against agreed terms and maintaining complete partner records.

• Compile and organize data for month-end close and for financial reporting to investors and other stakeholders.

• Gather and organize data for monthly close, investor updates and stakeholder reporting

• Support compliance requests, audits and data requests with clean, well-documented backup

• Document finance processes and recommend improvements that increase accuracy and efficiency.

• Support ad hoc analyses and special projects as business needs evolve.

• Pick up new projects as the company grows, from ad hoc analysis to new workflows

What We’re Looking For

• Bachelor’s degree in Accounting, Finance or a related field.

• One to three years of experience in finance, accounting, billing or a similar role.

• Working knowledge of core accounting concepts, including revenue recognition, accruals, deferred revenue, accounts receivable and accounts payable.

• Exceptional attention to detail, with a consistent record of producing accurate work.

• Strong analytical skills and the curiosity to trace a discrepancy to its source.

• Proficiency in Excel or Google Sheets, including lookups and pivot tables; experience with a CRM or accounting system is an advantage.

• Clear, professional written and verbal communication skills, and the ability to work effectively across functions.

• Ability to learn quickly, manage multiple priorities and adapt in a fast-paced, high-growth environment.

Why Join Us

• Work directly with the Head of Strategic Finance and gain visibility into how the entire business operates.

• Take on meaningful ownership from the outset, with room to grow as the finance team expands.

• Gain broad exposure across billing, partner payments, financial reporting and investor work.

• Join a small, collaborative team where ideas are heard and put into practice.