Finance Assistant Jobs in New York
Finance assistant jobs in New York are among the most active in the country, concentrated in financial services, asset management, insurance, and corporate accounting across one of the world's densest employer markets. Most hiring is in New York City, White Plains, and Melville, where firms like JPMorgan Chase, Citi, and Deloitte maintain large back-office and finance operations. Accounts payable coordination, financial reporting support, and budgeting assistance are the sub-areas seeing the steadiest demand, at levels from entry-level through senior assistant. Scan the live roles below and apply to whichever ones fit.
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About the Role
iCapital is seeking a highly motivated and intellectually curious Equity Accounting and Reporting Associate to join the Corporate Finance team. This role offers a unique opportunity to become a subject matter expert in stock-based compensation accounting, equity reporting, and related tax and financial reporting matters within a rapidly growing global fintech organization. This individual will gain exposure to complex technical accounting issues, strategic transactions, and cross-functional initiatives that directly impact the Company's capital structure and growth strategy.
Responsibilities
- Support the monthly accounting, reporting, and quarterly/annual close activities related to the Company's global stock-based compensation programs under ASC 718.
- Prepare and maintain stock compensation calculations, expense forecasts, valuation support schedules, account reconciliations, and disclosure support.
- Analyze the accounting implications of equity transactions, including grants, exercises, vesting events, modifications, forfeitures, cancellations, RSU settlements, share issuances, and other strategic transactions.
- Evaluate complex equity-related transactions, including acquisitions, replacement awards, recapitalizations, liquidity events, and new equity program structures.
- Prepare stock-based compensation disclosures and supporting analyses for financial statements, management reporting, and regulatory filings.
- Assist with equity-related tax accounting analyses, including deferred tax assets, tax deductions, excess tax benefits, and stock compensation impacts on the income tax provision.
- Support technical accounting research, documentation, and stakeholder collaboration related to stock compensation, equity transactions, and emerging accounting guidance.
- Serve as a key finance contact for external auditors, preparing audit-ready documentation and responding to audit inquiries.
- Support the design, execution, documentation, and enhancement of SOX controls and governance processes related to stock compensation and equity reporting.
- Assist in preparing analyses and documentation supporting global tax, regulatory, and compliance requirements.
- Partner with Human Resources, Legal, Payroll, Tax, and third-party equity administrators to ensure accurate processing and reporting of equity transactions.
- Monitor and reconcile equity activity across source systems, capitalization records, and the general ledger.
- Assist with capitalization table management, share reserve analyses, and related equity reporting requirements.
- Identify and execute opportunities to automate processes, enhance reporting capabilities, strengthen internal controls, and support process transformation initiatives.
- Prepare analyses and presentations supporting management decision-making and strategic initiatives.
- Contribute to special projects related to equity programs, acquisitions, and organizational growth.
Qualifications
- Bachelor's degree in accounting, finance, or a related field
- CPA certification is preferred
- 5+ years of experience in public accounting, technical accounting, audit, financial reporting, or corporate accounting
- Strong foundation in U.S. GAAP and financial reporting concepts
- Exposure to ASC 718, ASC 740, business combinations, valuation, or technical accounting matters is preferred
- Demonstrated ability to analyze complex transactions and communicate accounting conclusions clearly and effectively
- Advanced Microsoft Excel skills, including financial modeling, large-data analysis, reconciliations, and reporting
- Strong project management and organizational skills with the ability to effectively manage multiple priorities and deadlines
- Comfortable operating in a controlled environment with a focus on governance, process discipline, and audit readiness
- Highly collaborative with the ability to work cross-functionally across Finance, Tax, Legal, HR, Payroll, and external advisors
Benefits
The base salary range for this role is $ 110,000 to $ 140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
About the Role
iCapital is seeking a highly motivated and intellectually curious Equity Accounting and Reporting Associate to join the Corporate Finance team. This role offers a unique opportunity to become a subject matter expert in stock-based compensation accounting, equity reporting, and related tax and financial reporting matters within a rapidly growing global fintech organization. This individual will gain exposure to complex technical accounting issues, strategic transactions, and cross-functional initiatives that directly impact the Company's capital structure and growth strategy.
Responsibilities
- Support the monthly accounting, reporting, and quarterly/annual close activities related to the Company's global stock-based compensation programs under ASC 718.
- Prepare and maintain stock compensation calculations, expense forecasts, valuation support schedules, account reconciliations, and disclosure support.
- Analyze the accounting implications of equity transactions, including grants, exercises, vesting events, modifications, forfeitures, cancellations, RSU settlements, share issuances, and other strategic transactions.
- Evaluate complex equity-related transactions, including acquisitions, replacement awards, recapitalizations, liquidity events, and new equity program structures.
- Prepare stock-based compensation disclosures and supporting analyses for financial statements, management reporting, and regulatory filings.
- Assist with equity-related tax accounting analyses, including deferred tax assets, tax deductions, excess tax benefits, and stock compensation impacts on the income tax provision.
- Support technical accounting research, documentation, and stakeholder collaboration related to stock compensation, equity transactions, and emerging accounting guidance.
- Serve as a key finance contact for external auditors, preparing audit-ready documentation and responding to audit inquiries.
- Support the design, execution, documentation, and enhancement of SOX controls and governance processes related to stock compensation and equity reporting.
- Assist in preparing analyses and documentation supporting global tax, regulatory, and compliance requirements.
- Partner with Human Resources, Legal, Payroll, Tax, and third-party equity administrators to ensure accurate processing and reporting of equity transactions.
- Monitor and reconcile equity activity across source systems, capitalization records, and the general ledger.
- Assist with capitalization table management, share reserve analyses, and related equity reporting requirements.
- Identify and execute opportunities to automate processes, enhance reporting capabilities, strengthen internal controls, and support process transformation initiatives.
- Prepare analyses and presentations supporting management decision-making and strategic initiatives.
- Contribute to special projects related to equity programs, acquisitions, and organizational growth.
Qualifications
- Bachelor's degree in accounting, finance, or a related field
- CPA certification is preferred
- 5+ years of experience in public accounting, technical accounting, audit, financial reporting, or corporate accounting
- Strong foundation in U.S. GAAP and financial reporting concepts
- Exposure to ASC 718, ASC 740, business combinations, valuation, or technical accounting matters is preferred
- Demonstrated ability to analyze complex transactions and communicate accounting conclusions clearly and effectively
- Advanced Microsoft Excel skills, including financial modeling, large-data analysis, reconciliations, and reporting
- Strong project management and organizational skills with the ability to effectively manage multiple priorities and deadlines
- Comfortable operating in a controlled environment with a focus on governance, process discipline, and audit readiness
- Highly collaborative with the ability to work cross-functionally across Finance, Tax, Legal, HR, Payroll, and external advisors
Benefits
The base salary range for this role is $ 110,000 to $ 140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
See All 32 Finance Assistant Jobs in New York
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Find Finance Assistant JobsFinance Assistant Jobs by City in New York
Where New York roles are concentrated, by current openings.
Finance Assistant Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Staffing & Recruiting
- Consulting & Professional Services
What New York Employers Look For
The qualifications that appear most often in finance assistant jobs across New York.
- Associate or bachelor's degree in accounting, finance, or a related business field
- Proficiency in Microsoft Excel including pivot tables and financial modeling functions
- Experience with accounting software such as QuickBooks, SAP, or Oracle Financials
- Familiarity with accounts payable, accounts receivable, and general ledger processes
- Strong attention to detail and ability to reconcile multi-line financial records accurately
- Working knowledge of New York State tax filing requirements and municipal compliance reporting
Finance Assistant Jobs in New York: Frequently Asked Questions
How do you become a finance assistant in New York?
Most finance assistant roles in New York require at minimum an associate degree in accounting or finance, though a bachelor's degree is increasingly standard at banks, asset managers, and large corporations. New York does not require a state license to work as a finance assistant, but earning credentials such as the AICPA Bookkeeping Certificate or pursuing CPA exam eligibility strengthens competitiveness considerably. Large New York employers in financial services and healthcare typically prioritize candidates with demonstrated software skills alongside formal education.
Which companies hire finance assistants in New York?
Employers hiring finance assistants in New York right now include icapital, St. John Fisher University, and ACLD, based on current listings on Migrate Mate as of November 2026. New York's concentration of investment banks, insurance carriers, and Fortune 500 headquarters means demand for finance assistants is spread across both specialized financial firms and large corporate finance departments.
Which New York cities have the most finance assistant jobs?
The cities with the most finance assistant openings in New York are New York, Rochester, and Troy. New York City dominates due to its unmatched density of financial institutions and corporate headquarters, while White Plains and Melville draw steady hiring from regional insurance companies, healthcare systems, and suburban corporate campuses that have expanded outside Manhattan.
Are there remote finance assistant jobs in New York?
Yes, and more than many comparable roles. About 56% of finance assistant openings tied to New York are remote or hybrid as of November 2026, reflecting the desk-based and software-driven nature of the work. Financial reporting support, accounts payable processing, and budget tracking are the functions most commonly offered on a remote or hybrid basis by New York employers.
How can I get hired as a finance assistant in New York with little or no experience?
The most realistic entry path is through a finance operations coordinator or accounting clerk role at a New York-area hospital system, insurance carrier, or mid-size corporate finance department, where volume creates steady junior openings. Large employers such as New York-Presbyterian, Northwell Health, and major Midtown accounting firms run associate and rotational programs that accept candidates with a two-year degree and strong Excel fundamentals. A completed AICPA Bookkeeping Certificate or demonstrated QuickBooks proficiency gives candidates a concrete edge over others with equivalent education.
Where can I find and apply to finance assistant jobs in New York?
You can find and apply to finance assistant jobs in New York on Migrate Mate, which lists current openings across New York City, the Hudson Valley, Long Island, and upstate markets. Search the available roles, find the ones that match your background and preferred location, and apply directly through each listing.
See All 32 Finance Assistant Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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