Financial Operations Analyst - Valuation and Advisory
About The Position
The Financial Operations Analyst will oversee various activities, including research analysis, revenue management, expense tracking, commission applications, policy tracking, cash management, and revenue recognition. This role involves collaborating with appraisers, clients, market leadership, and Valuation & Advisory Leadership to ensure accurate and timely revenue and expense management. The analyst will conduct research and analysis to support these activities, monitor revenue streams, expenses, and cash flow, and assist in the preparation and review of commission applications. Additionally, the role requires tracking policy changes, managing accounts receivable (AR) and accounts payable (AP) functions, resolving revenue-related issues, participating in process improvements, preparing financial reports, and supporting revenue recognition activities in compliance with accounting standards.
Requirements
- Proven experience in revenue management, expense tracking, or accounting roles.
- Strong analytical and problem-solving skills, with the ability to interpret financial data and perform research analysis.
- Excellent attention to detail and accuracy in data entry and record-keeping.
- Proficient in using accounting software and other relevant tools (e.g., Microsoft Excel, Workday, etc.).
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse stakeholders.
- Ability to adapt to changing priorities and work independently as well as in a team environment.
Nice To Haves
- Bachelor's degree in accounting, finance, or a related field preferred.
Responsibilities
- Oversee research analysis, revenue management, expense tracking, commission applications, policy tracking, cash management, and revenue recognition.
- Collaborate with appraisers, clients, market leadership, and Valuation & Advisory Leadership to ensure accurate and timely revenue and expense management.
- Conduct research and analysis to support revenue management and expense tracking activities.
- Monitor and track revenue streams, expenses, and cash flow to ensure accuracy and compliance with organizational policies and procedures.
- Assist in the preparation and review of commission applications and ensure proper documentation and adherence to commission policies.
- Track and maintain records of policy changes, updates, and ensure compliance with relevant regulations and guidelines.
- Manage accounts receivable (AR) and accounts payable (AP) functions, including invoice generation, payment processing, and reconciliation.
- Collaborate with internal teams and stakeholders to resolve any revenue-related issues or discrepancies.
- Participate in the development and implementation of improved revenue management and accounting processes.
- Assist in the preparation of financial reports and statements related to revenue, expenses, and cash management.
- Support revenue recognition activities and ensure compliance with applicable accounting standards and regulations.
Benefits
- health, vision, and dental insurance
- flexible spending accounts
- health savings accounts
- retirement savings plans
- life, and disability insurance programs
- paid and unpaid time away from work
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
