Financial Analyst

MarketStar•Ogden, UT

6d•Remote

About The Position

MarketStar is seeking a Financial Analyst to partner with Client Services managers, ensuring strong financial practices for accurate billing and insightful analysis for clients. This role drives compliance with internal finance and accounting procedures while maximizing profitability. The Financial Analyst will collaborate with management to develop innovative ideas for client pricing, rep compensation, and process improvements to enhance company efficiencies. Responsibilities include performing various finance and accounting duties for assigned accounts, such as creating financial statements, journal entries, reconciliations, month-end close, accounts receivable, financial analysis, and budgeting/forecasting. The role also involves overseeing billing and compensation for reps on major contracts, including wage true-ups based on performance goals. Additionally, the Financial Analyst will train internal managers on financial principles to support informed decision-making, monitor actual expenses against budget, and suggest process improvements, assisting with new system implementations. The position requires checking accounting records for accuracy, tracking and resolving errors, and completing accounting functions in line with established policies and regulations.

Requirements

Ability to conduct training, communicate at panel discussions, and to make professional presentations
Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style
B. S. in Accounting or Finance
Four or more years of related finance/accounting experience
Experience with Workday GL and Adaptive encouraged, but can be trained
Advanced knowledge of computer applications, specifically Microsoft Excel/Word/PPT
Knowledge of GAAP and regulatory requirements
Understanding of General Ledger accounting
Able to handle multiple tasks and meet deadlines in high pressure situations
Attention to detail

Nice To Haves

Experience with Workday GL and Adaptive encouraged, but can be trained

Responsibilities

Be a strategic partner with Client Services managers, in generating and maintaining strong financial practices that ensures accurate billing and insightful analysis for our clients, while at the same time driving compliance to internal finance and accounting practices and procedures, and maximizing profitability.
Work with all levels of management to provide creative new ideas regarding client pricing, rep compensation plans, and improved processes to create greater efficiencies within the company.
Responsible for performing a variety of finance and accounting duties, for assigned accounts, including creation of accurate financial statements, journal entries, reconciliations, month-end close, accounts receivable, financial analysis, and budgeting/forecasting.
Oversee billing and compensation of reps on major contracts, including wage true-ups for achievement to monthly/quarterly goals.
Train and update internal managers on financial principles that will help them make better informed decisions.
Keep management well informed of actual expenses versus budget by reviewing financial statements with managers on a monthly basis.
Make suggestions regarding process improvements and assist with the implementation of new systems.
Checks accounting records for accuracy, tracks and resolves errors, and completes accounting functions in accordance with established policies, procedures, and regulations.
Assumes responsibility for the effective performance of accounting & financial functions.
Work with Client Services SVP, VP’s, and Directors on program pricing, budgeting, and adhoc analysis
Assist with month-end close, processes journal entries for assigned programs, review statements and make corrections, and reconciles General Ledger accounts
Prepare monthly and periodic invoices for the client in accordance with MarketStar policies and client’s approved purchase orders
Proactively work with clients to remit invoices based on MSA/SOW, followup on past due invoices
Maintain MarketStar's budgets for assigned programs in Adaptive/Workday to help maintain accurate company forecasts
Oversee rep compensation plans on programs including base wages & true-ups based on performance
Ensure that accounting functions are completed in accordance with established policies, procedures, and regulations
Analyze accounting functions and provides suggestions for improved processes related to the assigned program
Assist in the implementation of new systems for different accounting functions.
Responsible for tracking and reporting of client budget
Monthly tracking and forecasting of client budget to be used for the MarketStar contract.
Reconciliation and reporting of pass-through expense invoice
Analysis of client pass-through expense, and recommendation of more efficient and profitable use of client’s available funds
Work closely with MarketStar Managers and Business Development Team to make recommendations for redirected spending
Assume responsibility for establishing and maintaining effective business relations with clients, outside auditors and regulators, and professional trade groups
Coordinate the collection of financial data from clients
Cooperates with and assists external auditors as during annual and semi-annual audits
Ensures that Marketstar’s professional reputation is maintained
Ensure appropriate levels of confidentiality regarding company accounting records
Other applicable duties assigned