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Associate Product Manager
FranklinCovey
Jackson, MS
2+ years of experience in product management, product operations, technical program management, implementation, solutions consulting, or a similar role at a software or technology company
Added just now
Spa Supervisor- SPASU042799
Crescent Hotels & Resorts
Jackson, MS
…for eligible associates & your family members. 401K matching program for eligible associates. Discounts with our Crescent managed properties in North America for you & your family members.…
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Product Operations Specialist
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Jackson, MS
2+ years in product operations, product support, release or program management, or a comparable cross-functional operations role in a software or platform organization
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Training Content & Creative Development Specialist- Healthcare
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Jackson, MS
Working closely with the Healthcare Program Manager, you will translate approved learning strategies, curriculum requirements, and business objectives into clear, engaging,…
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C
Project Manager - Fleet
CBRE
Jackson, MS
- $90,000 to $110,000 USD / year
As a CBRE Project Manager on theIntegrated Fleet Services (IFS) team, you'll run fleet telematics and vehicletechnology programs across North America, from technician mobilization…
Added 1 min ago
SF
Senior Administrative Analyst, AFSCME (Transportation)
San Francisco Bay Area Rapid Transit District (BART)
Oakland, CA
- $61.71 to $75.01 USD / hour
…health benefits, paid time off, and the CalPERS retirement…
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Contact Center Supervisor
State of Illinois
Springfield, IL
Collaborate with the Contact Center Manager, Benefits Counseling Manager, Lisle Office Manager, and other departments to anticipate member needs, address emerging issues, and support…
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WR
Senior Manager, Data Collections Operations
Walden Robotics
Cambridge, MA
- $187,000 to $250,000 USD / year
Every capability our robots learn starts with data. The Senior Manager, Data Collection Operations leads the team that produces it, on real robots, in simulation, and through egocentric…
Added 5 mins ago
T
Project Manager
TEKsystems
Hillsboro, OR
- $60 to $75 USD / hour
…contract lifecycle management (CLM) platform and needs a Project Manager to run delivery from kickoff through go-live. You'll own the project plan, schedule, budget, and vendor…
Added 6 mins ago
Grooming Salon Manager
Petco Animal Supplies Stores, Inc.
Lake Charles, LA
As a Grooming Salon Leader at Petco, you will lead salon operations and salon team members, while delivering expert grooming services to our valued customers' pets. Your passion for people…
Added 10 mins ago
Logistics Coordinator
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Added 11 mins ago
Pharmacy Intern - Grad
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Manager, Paid Social
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Operations Manager
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Philadelphia, PA
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Added 11 mins ago
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Detroit, MI
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Human Resources Generalist (6112)
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…administration, compliance, payroll coordination, and general HR operations. This role requires a professional who can manage multiple priorities, build effective working relationships, and…

Pathstone

Associate, Finance

Atlanta, GA, United States
Boston, MA, United States
Denver, CO, United States
Englewood, NJ, United States
Potomac, MD, United States
San Francisco, CA, United States
Winter Park, FL, United States

$70,000 to $80,000 USD / year

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Job details

Pay: $70,000 to $80,000 USD / year
Education: Bachelor’s degree
Experience: 3 – 5 years of experience in expense management, Accounts Payable, accounting operations, or a related Finance role.
Posting language: English
Posted: Oct 30, 2026

Original job description

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Job Description: The Finance Associate is responsible for the day-to-day administration of the firm’s team member expense reporting process and serves as a member of the Controller’s Accounting Team. This position manages daily Concur activities, provides team member training and support, serves as a backup for Accounts Payable and corporate card administration, and assists with other Finance activities including specific in-office duties under the oversight of the Manager.

This role offers remote work flexibility, with the expectation that the individual will be available to work onsite as needed to perform certain responsibilities or support business needs.

Key Responsibilities:

Review and process team member expense reports in Concur, ensuring reports are complete, properly documented, and consistent with company policies; follow up with team members and escalate exceptions as appropriate.
Manage the Concur user database, including team member setup and maintenance, and serve as a primary point of contact for team member questions, troubleshooting, and system support.
Provide Concur training to new team members and maintain training materials, procedures, and other resources supporting the expense reporting process.
Take ownership of the day-to-day expense management process under the oversight of the Manager, ensuring issues are resolved or appropriately escalated and identifying opportunities to improve efficiency and internal controls.
Perform required in-office Finance duties, including processing batch client check deposits and preparing and mailing state tax checks.
Serve as a backup for Accounts Payable functions, including invoice processing, vendor payments, and other AP responsibilities as needed.
Assist with additional Finance activities, including quarterly shareholder distributions, year-end Form 1099 processing, and ad hoc reporting and analysis.
Assist with the administration of the firm’s American Express corporate card program, serving as backup for ordering and cancelling cards, maintaining cardholder accounts, and processing payment of the corporate card statement when needed.

Qualifications:

Bachelor’s degree in accounting, finance, business or related field is required.
3 – 5 years of experience in expense management, Accounts Payable, accounting operations, or a related Finance role.
Experience with SAP Concur Expense is strongly preferred; experience with BILL payables software is a plus.
Experience processing team member expense reports and Accounts Payable transactions.
Strong Microsoft Office skills, especially Excel.
Strong attention to detail, organization, communication, and problem-solving skills.
Ability to work independently in a remote environment while collaborating effectively with the broader team.
Ability to provide responsive team member support and handle confidential financial information appropriately.
Willingness to learn, grow, and take on additional Finance responsibilities as business needs evolve.
Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $70,000 - $80,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

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More about this job

Skills

Reporting
Accounts payable
Troubleshooting
SAP Concur
Microsoft Office
Microsoft Excel
Attention to detail
Communication skills
Problem solving
Work independently
Collaboration

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