Finance & Accounting Analyst

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where posting has real specific content. We need to parse the posting. First, the posting includes: - Intro: "Join a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together..." This is generic fluff; not needed. - "Join Us from Anywhere While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with: Flexible Time Off to recharge when needed Nine Company-Wide Holidays A diverse suite of benefits prioritizing your growth, development, and personal well-being Benefits Discover more about our perks and benefits here." - "Kobie is a values-led organization where we believe that everyone is a leader, regardless of their position or role." - Travel Requirements: description. - "About The Team And What We’ll Build Together This role sits at the intersection of Accounting and Finance...." - Then sections: "How You Will Make An Impact" with subsections: Accounting Ownership, Financial Planning, Analysis & Operational Reporting, Business Partnership & Development, Ongoing Success Measures. - Then "What You Need To Be Successful" with Experience, Education, Skills, Systems, Competencies. - Then "Who we are" etc. - Then "Ready to join us?" etc. We need to map to required headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. - About the role: Could be the description of role (About The Team And What We’ll Build Together + How You Will Make An Impact). So we can put that under About the role. - Responsibilities: The bullet points under Accounting Ownership, Financial Planning..., Business Partnership & Development, Ongoing Success Measures. Those are responsibilities. - Requirements: Could be Experience, Education, maybe Travel Requirements? The "What You Need To Be Successful" includes Experience, Education, Skills, Systems, Competencies. Requirements could be Experience and Education. - Qualifications: Could be similar to Requirements? Might combine. But we need separate sections only if content exists. Could put Qualifications as Education + Experience? But we already have Requirements for Experience/Education. Qualifications could be Skills? But we have separate Skills heading. So maybe Qualifications: Education + Experience? But we need to avoid duplication. Let's think: The posting has "What You Need To Be Successful" broken into Experience, Education, Skills, Systems, Competencies. So we can map: - Requirements: Experience (2-4 years ...) maybe also Systems? But Systems is a skill. - Qualifications: Education (Bachelor's degree ...) maybe also Competencies? But Competencies are more like skills. Better: Use Requirements for Experience and Education; Qualifications for Skills and Systems? But we have separate Skills heading. The instruction says use headings for Skills as well. So we need a Skills section. Thus: - About the role: description of role and team. - Responsibilities: list of duties (Accounting Ownership etc.) - Requirements: Experience and Education (maybe also Travel Requirements? but travel is not a requirement per se, it's a note; could be included but not required heading.) - Qualifications: maybe Systems experience? But we have Skills heading for technical skills. Qualifications could be "Experience with NetSuite (or similar ERP) required; experience with Planful preferred". That's more like qualifications. - Skills: Advanced Excel, working knowledge of GL accounting, variance analysis, etc., plus maybe generative AI tools. - Benefits: The posting mentions Flexible Time Off, Nine Company-Wide Holidays, diverse suite of benefits prioritizing growth, development, personal well-being. Also "Benefits Discover more about our perks and benefits here." So we have benefits content. - Pay: Not mentioned. No salary info. So we should NOT include Pay section. - Schedule: Not mentioned explicitly; remote work, flexible time off. No schedule details. So we should NOT include Schedule section. Thus we will output sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. We need to use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate, duplicated lines, application instructions, cookie/navigation/legal/EEO etc. We need to extract the substantive content. Let's gather content: About the role: Could be the paragraph(s) describing the role and team: "About The Team And What We’ll Build Together This role sits at the intersection of Accounting and Finance. In Accounting, we thrive behind the scenes — detail-oriented and meticulous, providing financial insight that helps our organization make informed decisions. In Finance, we partner closely with business leaders, translating financial and operational data into insight that drives planning, performance reviews, and continuous improvement. The Finance & Accounting Analyst maintains ownership of core accounting processes while also supporting the operational metrics, forecasts, revenue validation, and monthly reporting that leadership relies on to understand business performance. This role is intentionally built as a development opportunity — a chance to grow across both disciplines — and as a connective thread that strengthens how Accounting, Finance, and operational reporting work together in service of better business decisions." That's substantive. Responsibilities: The bullet points under Accounting Ownership, Financial Planning..., Business Partnership & Development, Ongoing Success Measures. Let's extract each bullet as list items. Accounting Ownership: - Own recurring month-end close responsibilities, including reconciliations, journal entries, and client accrual file updates and record-keeping for assigned client accounts - Manage the full invoicing cycle — usage loads, invoice and credit memo creation, approval documentation, and client delivery, on both monthly and weekly cadences for assigned client accounts - Maintain accuracy between GL and BS accounts, and ensure NetSuite invoices are approved and posted to the correct period - Support committed revenue summaries and revenue allocation across all lines of business - Review of Kobie and client P&L statements for accuracy against forecast, partnering with operating stakeholders to resolve variances Financial Planning, Analysis & Operational Reporting: - Update and validate revenue in Planful, including client-level revenue, keeping operational data and the financial system of record in sync - Support monthly reporting deliverables, including SG&A and COGS reviews, margin-by-line-of-business analysis, and billable/productivity dashboards - Partner with client and department leads to validate member counts, billed and worked hours, and new business and fulfillment data feeding into financial reporting - Contribute to Monthly Business Review materials — financial results, KPIs, and variance analysis — that leadership uses to understand business performance - Support annual budgeting and re-forecasting Business Partnership & Development: - Serve as a connector between Accounting, Finance, Client Services, and Management keeping data and narrative consistent across close, reporting, and forecasting - Identify and help implement opportunities to improve close and reporting processes through automation, standardization, and efficiency - Build toward broader accounting and FP&A exposure over time, with structured opportunities to expand scope as skills develop Ongoing Success Measures: - First 30 days: Learn the close calendar, chart of accounts; P&L; invoicing; cross-department interactions; shadow one full close - First 60 days: Complete invoicing, recurring journal entries, and reconciliations with oversight; support revenue validation and Planful updates - First 90 days: Aid in production of operational packages and variance commentary; act as point of contact for Client Services data questions; own client invoicing load - Ongoing: Close completed within calendar; reconciliations clean and documented; invoices are sent on-time and error free; Planful ties to GL; reporting delivered on schedule with explained variances We need to preserve all these as list items. Requirements: Experience and Education. Experience: "2-4 years of accounting or blended finance/accounting experience, including exposure to month-end close and invoicing; demonstrated ability to work effectively in a remote or hybrid work environment" Education: "Bachelor’s degree in Accounting, Finance, Business, or a related field (or equivalent experience)" We could combine into a list. Requirements section: maybe two list items: Experience and Education. Qualifications: Could be Systems experience: "Experience with NetSuite (or similar ERP) required; experience with Planful preferred". Also maybe "Competencies: Accuracy and attention to detail under close deadlines; cross-functional communication; ownership of deliverables; curiosity about business drivers". But those are competencies, maybe better under Skills? However we have Skills heading for technical skills. The instruction says use Skills heading for any list of duties/requirements/benefits? Actually they said: Use

  • for any list of duties/requirements/benefits, and

    for prose. So Skills section should be a list. Thus we need to decide what goes under Skills vs Qualifications. Qualifications could be "Experience with NetSuite (or similar ERP) required; experience with Planful preferred". That's a qualification. Skills: "Advanced Excel (lookups, pivots, large data validation); working knowledge of general ledger accounting — debits and credits, accruals, prepaid expenses, and account reconciliations; variance analysis and reporting; preferred experience leveraging generative AI tools". Also maybe "Competencies: Accuracy and attention to detail under close deadlines; cross-functional communication; ownership of deliverables; curiosity about business drivers". Those are more like competencies but could be considered skills. However we already have a Skills heading; we could include both technical and soft skills there. But we need to avoid duplication. Let's put under Skills: Advanced Excel, working knowledge of GL accounting, variance analysis and reporting, preferred experience leveraging generative AI tools, accuracy and attention to detail, cross-functional communication, ownership of deliverables, curiosity about business drivers. Qualifications: Experience with NetSuite (or similar ERP) required; experience with Planful preferred. Benefits: "Flexible Time Off to recharge when needed; Nine Company-Wide Holidays; A diverse suite of benefits prioritizing your growth, development, and personal well-being". Also maybe "Benefits Discover more about our perks and benefits here." but that's a link; we can ignore link. We should preserve the substance: Flexible Time Off, Nine Company-Wide Holidays, diverse suite of benefits prioritizing growth, development, personal well-being. We should not include "Discover more about our perks and benefits here." as it's just a link. Now we need to output HTML fragment with headings

    and content. We must not include any extra text outside HTML. Let's craft:

    About the role

    About The Team And What We’ll Build Together This role sits at the intersection of Accounting and Finance. In Accounting, we thrive behind the scenes — detail-oriented and meticulous, providing financial insight that helps our organization make informed decisions. In Finance, we partner closely with business leaders, translating financial and operational data into insight that drives planning, performance reviews, and continuous improvement. The Finance & Accounting Analyst maintains ownership of core accounting processes while also supporting the operational metrics, forecasts, revenue validation, and monthly reporting that leadership relies on to understand business performance. This role is intentionally built as a development opportunity — a chance to grow across both disciplines — and as a connective thread that strengthens how Accounting, Finance, and operational reporting work together in service of better business decisions.

    Responsibilities

    • Own recurring month-end close responsibilities, including reconciliations, journal entries, and client accrual file updates and record-keeping for assigned client accounts
    • Manage the full invoicing cycle — usage loads, invoice and credit memo creation, approval documentation, and client delivery, on both monthly and weekly cadences for assigned client accounts
    • Maintain accuracy between GL and BS accounts, and ensure NetSuite invoices are approved and posted to the correct period