Financial Analyst
About The Position
The Financial Analyst (Entry-Level) is responsible entering and tracking client engagements into our financial platforms, reviewing and analyzing schedules for payroll and billing accuracy, analysis of financial performance, and recommending relevant policy actions by collecting, mining, monitoring, and studying data. What You Will You Work On: Assist with entry of new recurring clients or ad hoc engagements into Crisis24 systems (WinTeam, Salesforce, Concur) to include building Jobs, Customers, Bill Codes, etc. Provide as needed technical troubleshooting report for operational leaders and schedulersCommunicate or liaise with operations leadership, direct management, finance personnel, and other analysts in meeting tasks assigned by the firm Support operations and finance personnel in tracking the completion of ad hoc engagements and assist with compiling information for accurate and timely billing Review operations schedules for prior weeks for schedule entry/billing accuracy and provide analysis and corrections Assist in the preparation of weekly, monthly, quarterly, and annual financial reportsConduct month end finance reviews Optimize and automate finance applications to improve productivityPerform budget and cost analysis, reviewing and advisory of financial status Maintain confidentiality of client information and company data.
Requirements
- Familiarity with financial and business tools such as WinTeam, Concur Expense, Pivot Payables, and Salesforce CRM is a plus.
- Proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and other advanced functions.
- Bachelor’s degree in finance, Accounting, Business Administration, or a related discipline required.
- Strong analytical skills with the ability to interpret complex data and provide actionable insights and recommendations.
- Outstanding attention to detail and accuracy in all aspects of work.
- Strong verbal and written communication skills, with the ability to convey information clearly and professionally.
- Demonstrated ability to prioritize and manage multiple tasks or projects while meeting deadlines.
- Strong interpersonal skills, with the ability to collaborate effectively with team members and stakeholders.
- Adaptability and a positive attitude when navigating challenges or new responsibilities.
Responsibilities
- Assist with entry of new recurring clients or ad hoc engagements into Crisis24 systems (WinTeam, Salesforce, Concur) to include building Jobs, Customers, Bill Codes, etc.
- Provide as needed technical troubleshooting report for operational leaders and schedulers
- Communicate or liaise with operations leadership, direct management, finance personnel, and other analysts in meeting tasks assigned by the firm
- Support operations and finance personnel in tracking the completion of ad hoc engagements and assist with compiling information for accurate and timely billing
- Review operations schedules for prior weeks for schedule entry/billing accuracy and provide analysis and corrections
- Assist in the preparation of weekly, monthly, quarterly, and annual financial reports
- Conduct month end finance reviews
- Optimize and automate finance applications to improve productivity
- Perform budget and cost analysis, reviewing and advisory of financial status
- Maintain confidentiality of client information and company data.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
