Oversee Accounts Payable (AP) and Accounts Receivable (AR) cycles
Review invoices for accuracy against vendor contracts
Reconcile bank statements and general ledger accounts on a monthly basis
Oversee daily cash management functions
Prepare wires and ACH transactions
Develop Standard Operating Procedures (SOPs) for recurring finance tasks
Assist in the preparation of monthly, quarterly, and annual financial statements
Assist in preparing budget-to-actual variance analysis and provide commentary to department leaders
Maintain and update financial models to support long-term forecasting
Serve as a point of contact for external auditors
Prepare audit workpapers and ensure documentation is organized and compliant
Maintain internal controls to mitigate financial risk and ensure data integrity
Contribute to the review of annual tax documentation including 1099s and 1042s for the client base
Assist in implementing and managing a sales tax function
Partner with leadership to provide data-driven insights for special projects
Assist in the development of a stronger analytics function within the finance team
Identify opportunities for process automation and operational improvements within the finance department.

Junior Financial Analyst

Key skills