Financial Analyst

AD Solutions•Orlando, FL

3d•$80,000 - $95,000•Onsite

About The Position

AD Solutions is seeking an experienced financial professional to support deals and review financial workflows connecting departments from end to end. Working closely with department leaders, the Financial Analyst will strengthen financial accuracy, improve controls, and simplify processes. The role offers hands-on ownership and the opportunity to turn recommendations into lasting improvements, with a focus on financial process improvement.

Requirements

3–5+ years of progressively responsible experience in finance or financial operations.
Experience in a small or medium-sized business working across multiple financial processes.
Demonstrated success assessing financial workflows and implementing improvements with limited direction.
Strong working knowledge of business processes and workflow design.
Experience translating customer contract terms into accurate billing and financial transactions.
Ability to gather and validate information from multiple sources, connect findings, and draw well-supported conclusions.
Bachelor’s degree in Finance or a related field.
Ability to explain financial issues clearly, collaborate across departments, and balance recurring responsibilities with improvement projects.
Takes ownership of investigating inconsistencies and following them through to resolution.

Responsibilities

Support the sales team in moving deals through funding, ensuring terms are accurately documented and financial requirements are met.
Review agreement terms and transaction records to identify discrepancies, missed revenue, and processing delays.
Trace financial information across departments and systems, investigate root causes, and coordinate corrections through resolution.
Improve workflows connecting departments through clearer procedures, ownership, and automation.
Identify and resolve billing and account discrepancies, coordinating follow-up and action steps with customers and internal teams to ensure timely turnaround.
Process financial transactions through existing workflows, validate information, and use findings to strengthen supporting documentation and internal controls.
Analyze profitability and financial performance; develop reports and KPIs that translate findings into actionable recommendations.
Lead assigned financial improvement projects, communicate priorities and progress, and verify results.