Financial Analyst

Role Overview

• Monthly preparation of client invoices and partner with Client Account Directors, Managers and Coordinators to ensure invoices adhere to Client Contracts, SOW’s and Change Orders for assigned client accounts.
• File client MSAs, SOWs, purchase orders, and track billings against purchase orders in business unit playbook.
• Develops and manages relationship with team members and clients to identify their needs and recommend potential courses of action in relation to financial matters.
• Establishes trust and credibility with clients and team members by quickly and accurately responding to their needs, always following up and following through, and delivering quality work.
• Collect information quickly and efficiently, distinguishing between relevant and irrelevant information; also notices discrepancies and inconsistencies in information and proactively seeks out information to fill in the gaps.
• Prepare and post journal entries in accordance with GAAP/IFRS for revenue recognition, accrued/deferred income and expense accruals.
• Prepare monthly balance sheet reconciliations for the business unit teams assigned along with maintaining monthly, quarterly and annual project reconciliations for clients.
• Improve project financial profitability by analyzing results; monitoring variances; identifying trends and areas for margin improvements.
• Prepare monthly & YTD P&L variance summaries with commentary identifying project opportunities or risk.
• Responsible for researching and resolving assigned clients’ outstanding & aging A/R collections.
• Assist Finance Team with preparation of annual client budgets and monthly forecast preparation.
• Provide support as necessary to internal and external auditors.
• Identifies process improvement for analysis and other areas and makes suggestions for action.
• Participates in special projects and performs other duties as assigned.

Requirements

• Bachelor Degree required with an emphasis in Accounting, Finance or Business Administration
• Minimum 1-3 years of relevant finance experience
• Experience with billing to contracts and budget estimates and assembling periodic reconciliations to billing
• Strong interpersonal skills in order to work collaboratively across various levels of management within a large, geographically diverse, matrix organization
• Strong organizational and planning skills in order to establish priorities and utilize available resources to meet strict deadlines
• Perform duties with high-level of responsibility and minimal supervision
• Advanced Excel skills (Data Analysis)
• (V-Lookup’s, Pivot Tables, etc.)
• Experience with Oracle or similar ERP Finance system is preferred.

Tech Stack

• ERP
• Oracle

Benefits

• Excellent Benefits – accrued time off
• medical, dental, vision
• 401k
• disability & life insurance
• paid maternity and paternity leave benefits
• employee discounts/promotions
• Recognition programs
• contests
• company-wide awards