Financial Analyst
About The Position
The Financial Analyst is responsible for managing and analyzing large volumes of financial data to support accurate reporting, reconciliation, and decision-making across the organization. This role requires advanced Excel skills, strong attention to detail, and the ability to translate financial data into meaningful insights. The Financial Analyst will support Accounts Receivable, Accounts Payable, billing operations, and revenue analysis, while also assisting with training and special projects as needed. This is a salaried, individual-contributor role with cross-functional exposure to Accounting, Billing, and Operations.
Requirements
- Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, formulas, data analysis)
- Strong experience working with large data sets
- Solid understanding of accounts receivable, accounts payable, and reconciliations
- Strong analytical and problem-solving skills
- High attention to detail and accuracy
- Ability to manage multiple priorities and meet deadlines
- Effective written and verbal communication skills
Nice To Haves
- Experience with ERP or accounting systems preferred
- Bachelor’s degree in Finance, Accounting, Business, or a related field preferred
Responsibilities
- Prepare and maintain Customer Accounts Receivable (AR) aging reports
- Perform routine reconciliations between internal AR aging and third-party systems
- Conduct standard and average revenue analysis
- Prepare Customer Profit & Loss (P&L) statements
- Prepare and maintain Vendor Accounts Payable (AP) aging
- Reconcile vendor statements to internal accounting systems
- Produce daily financial and operational reports
- Create ad hoc financial reports and analysis as requested
- Analyze trends, variances, and anomalies within large datasets
- Serve as backup support for billing and invoicing functions as needed
- Train new staff in Billing Analyst and Account Coordinator roles
- Partner with the Accounting Project Specialist to update and maintain billing forms and documentation
- Participate in special projects, including process improvements and system enhancements
- Identify opportunities to improve reporting accuracy, efficiency, and automation
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
