Administrative Financial Assistant
Full Time • New York
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Paid time off
- Vision insurance
Job Title: Administrative Financial Assistant
Location: New York City, NY (In-Office)
Salary Range: $50,000 – $65,000
Location: New York City, NY (In-Office)
Salary Range: $50,000 – $65,000
About LoanBud
LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit.
LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit.
Position Overview
We’re hiring an Administrative Financial Assistant to keep our finance and partner operations running smoothly. You will assist with accounts receivable (AR), accounts payable (AP), commission management, partner onboarding, and general administrative tasks that support our Finance, Partnerships, and Executive teams.
We’re hiring an Administrative Financial Assistant to keep our finance and partner operations running smoothly. You will assist with accounts receivable (AR), accounts payable (AP), commission management, partner onboarding, and general administrative tasks that support our Finance, Partnerships, and Executive teams.
Key Responsibilities
Accounts Receivable (AR): Generate and send invoices; maintain AR aging; post receipts and reconcile deposits; coordinate reminders and escalate past-due items; maintain customer billing records and supporting documentation.
Accounts Payable (AP): Enter/code vendor bills; manage approvals; schedule payments; reconcile credit cards and expense reports; maintain vendor files (W-9s, profiles) and 1099 support.
Commission Management: Maintain deal logs and commission matrices; prepare monthly commission statements; validate inputs against lender/partner reports; track payouts and resolve discrepancies.
Partner Onboarding: Collect and file partner agreements and payment details; set up partners in CRM/finance systems; provision access to portals; schedule kickoffs; share enablement materials; maintain partner roster and payout settings.
General Administrative Support: Assist with calendar/travel coordination; prepare agendas, notes, and follow-ups; organize digital files (Drive/Notion); maintain SOP checklists and recurring task cadences; support office operations (vendors, supplies, mail/shipments).
Close & Controls Support: Assist with month-end close checklists, reconciliations, and tie-outs (banks, AR/AP, commissions); uphold documentation standards, approval limits, and confidentiality/InfoSec procedures.
Accounts Receivable (AR): Generate and send invoices; maintain AR aging; post receipts and reconcile deposits; coordinate reminders and escalate past-due items; maintain customer billing records and supporting documentation.
Accounts Payable (AP): Enter/code vendor bills; manage approvals; schedule payments; reconcile credit cards and expense reports; maintain vendor files (W-9s, profiles) and 1099 support.
Commission Management: Maintain deal logs and commission matrices; prepare monthly commission statements; validate inputs against lender/partner reports; track payouts and resolve discrepancies.
Partner Onboarding: Collect and file partner agreements and payment details; set up partners in CRM/finance systems; provision access to portals; schedule kickoffs; share enablement materials; maintain partner roster and payout settings.
General Administrative Support: Assist with calendar/travel coordination; prepare agendas, notes, and follow-ups; organize digital files (Drive/Notion); maintain SOP checklists and recurring task cadences; support office operations (vendors, supplies, mail/shipments).
Close & Controls Support: Assist with month-end close checklists, reconciliations, and tie-outs (banks, AR/AP, commissions); uphold documentation standards, approval limits, and confidentiality/InfoSec procedures.
Requirements
- 2–5 years of experience in bookkeeping/finance admin or operations support (startup or financial-services experience a plus).
- Proficiency with QuickBooks Online (Advanced preferred) and bill-pay/expense tools (Bill.com, Ramp, or similar).
- Strong spreadsheet skills (lookups, pivot tables) and comfort working with statements and PDFs.
- Clear written and verbal communication; highly organized, detail-oriented, and deadline-driven.
- Discretion handling sensitive financial and personal data.
Nice to Have: Payroll/benefits exposure (Gusto/ADP); CRM familiarity (HubSpot/Salesforce); experience with commissions or revenue-share payouts; SBA, lending, mortgage, or brokerage exposure.
Location
The position is office-based in New York City, supporting our collaborative and interactive company culture.
The position is office-based in New York City, supporting our collaborative and interactive company culture.
Compensation & Benefits
-
Compensation: Base salary $50k – $65k, commensurate with experience.
- Comprehensive health, dental, and vision insurance.
- Generous paid time off to support work-life balance.
- Competitive 401(k) plan with company matching.
Application Process
Interested candidates are invited to submit a detailed résumé and a brief cover letter explaining their fit for this role and motivation to join LoanBud.
Interested candidates are invited to submit a detailed résumé and a brief cover letter explaining their fit for this role and motivation to join LoanBud.
Be Part of Our Growth Story
Join LoanBud and help more entrepreneurs access the capital they need to grow. Your operational excellence will directly accelerate approvals and partner success—apply today and help shape the future of how small businesses access SBA financing.
Join LoanBud and help more entrepreneurs access the capital they need to grow. Your operational excellence will directly accelerate approvals and partner success—apply today and help shape the future of how small businesses access SBA financing.
Compensation: $50,000.00 - $65,000.00 per year
Our Mission is to Empower and Grow Small Businesses
At LoanBud, we believe small businesses are the backbone of the economy, and we exist to empower entrepreneurs by simplifying access to SBA capital so they can achieve their dreams. By partnering with an extensive network of SBA lenders, we offer a wide credit box that opens doors for more business owners—even those turned away by traditional banks. Our streamlined digital application and expert guidance help entrepreneurs navigate what can otherwise be a complex financing process.
Whether you’re looking to acquire a business, invest in owner-occupied commercial real estate, or secure working capital, LoanBud’s digital marketplace connects you to the right SBA loan solution. We measure success by the real-world impact on growing businesses—so you can focus on building the future you envision, knowing you have a trusted partner in your corner.
By combining technology with dedicated support, we strive to empower entrepreneurs so they can focus on growing their businesses and making a meaningful impact on their communities. Let us handle the complexities of SBA financing, connecting you with the right lenders and solutions, so you can do what you do best: building something remarkable.
Careers
LoanBud is continuing to grow, and we have an exciting opportunities for the right candidate to join a great team. Join us in the pursuit of our mission to help small businesses get the financing they need to succeed, and enjoy a career filled with professional growth opportunities, team-oriented colleagues, and the satisfaction of supporting small businesses.
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