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Temporary Financial Assistant

New York, NY

Employment Type: Temporary Position Function: Accounting / Finance Job Number: 16727677

Job Description

About Our Client

Our client is a leading financial services firm specializing in investment banking, asset management, and wealth management for institutional and high-net-worth clients. Their mission is to deliver superior financial performance and tailored advisory services to help clients achieve their long-term financial goals. With a commitment to integrity, innovation, and client-centric service, they have established themselves as a trusted partner in the financial services market.

The Opportunity

Our client is seeking a detail-oriented and results-driven Temporary Financial Assistant to join their finance team as part of a Contingent Workforce Solution. This pivotal contingent role is focused on supporting the finance team with a variety of tasks, including data entry, financial reconciliation, and report preparation. You will be responsible for assisting with the day-to-day operations of the finance department and contributing to key projects that drive financial accuracy and transparency.

You will be instrumental in gaining hands-on experience in a dynamic finance environment and contributing directly to the company's financial health. This is an exciting opportunity for a professional who thrives on solving complex financial problems and wants to make a direct impact on the company's success in a dynamic and highly visible role. This is a temp-to-perm opportunity for the right candidate.

What You Will Do

  • Assist with data entry and financial record keeping, ensuring accuracy and timeliness.
  • Reconcile financial accounts and prepare financial statements.
  • Support the execution of financial reporting and budgeting processes.
  • Conduct research and analysis to support key business decisions.
  • Collaborate with cross-functional teams to ensure all processes run smoothly and efficiently.
  • Track and report on key metrics to measure financial performance.
  • Serve as a key resource for ad-hoc financial analysis and special projects.

Who You Are

  • A Technical Expert: You have a deep understanding of financial principles and common financial challenges.
  • Detail-Oriented: You possess a high level of accuracy and a meticulous approach to financial data and reporting.
  • A Problem Solver: You excel at diagnosing complex financial issues and can present clear, effective solutions to a wide range of stakeholders.
Ideal Candidate Profile We are seeking a Temporary Financial Assistant with an interest in the financial services, accounting, or a related field. Candidates with a successful history of managing financial data, creating reports, or a related background will also be strongly considered.

Why Join This Team?

This is your chance to gain hands-on experience in a company that is at the forefront of the financial services industry. If you are a self-starter who thrives on independence and the excitement of working with data, you will have the opportunity to directly impact the company s success and contribute to significant growth. You'll be part of a supportive team and backed by cutting-edge solutions that are in high demand across the globe.

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About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

Meet Your Recruiter

Janice Martinez
Associate Director of Talent Acquisition

Janice Martinez has been a key part of Naviga’s talent acquisition team for over four years. Her journey with the firm began uniquely as a part-time temporary Sourcer during the pandemic in 2020. Quickly recognized for her adaptability and broad skill set, Janice transitioned into a permanent role where she has taken on a dynamic range of responsibilities, contributing to many areas beyond traditional recruiting.

Before joining Naviga, Janice amassed over 30 years of experience in sales, marketing, and management. This extensive background enables her to bring a fresh and innovative perspective to talent acquisition, challenging conventional approaches and driving continuous improvement. Her willingness to step up — whether managing marketing projects, improving KPI reporting, or supporting visual branding with content creation — has made her a versatile and invaluable team member.

In her current role as Associate Director of TA, Janice focuses on strategic sourcing, comprehensive KPI reporting, and administration of Naviga’s Applicant Tracking System to optimize process efficiency and data integrity. She also supports the firm’s operations by troubleshooting and managing logistics, and often fills in as a graphic designer to support the firm’s visual communication needs.

Janice embodies Naviga’s culture by fostering open, honest communication and bringing a balanced mix of professionalism and approachability. She values the firm’s culture of autonomy and inclusivity, appreciating the trust and freedom Naviga provides its team members to take ownership and innovate. She is proud of Naviga’s courage to evolve, adapt, and embrace diverse perspectives — qualities she champions in her daily work.

Outside the office, Janice enjoys staying active, savoring good food and drinks with friends, and spending quality time with her family — especially watching her son play baseball. She also pursues creative hobbies like knitting and woodworking.

Her key advice to new Naviga team members is to ask questions and openly share ideas, emphasizing that every fresh perspective is vital to the firm’s ongoing growth and innovation. Janice’s dedication, adaptability, and collaborative spirit make her an essential contributor to Naviga’s success and a trusted leader within the team.

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