Finance Analyst

About The Role

As a Finance Analyst, you will be responsible for supporting core finance operations, including timely and accurate invoicing, project setup, and other core finance functions. The Finance Analyst is an embedded, dedicated finance resource within a specific business line and is critical to improving operational efficiency, ensuring accurate revenue recognition, and maintaining compliance with internal controls and financial processes.

What You’ll Do

• Support core finance operations within a dedicated business line including invoicing, project set up, and other core finance functions.
• Complete accounting transactions in preparation of client financial statement packages.
• Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted.
• Use aggregate data from multiple sources to generate reports.
• Generate financial packages for accuracy and comprehensive reporting.
• Review the accuracy of information provided and respond to requests from management and vendors.
• Understand and work with scenario planning (exit/maintain/grow) tools/models, while analyzing trends in general business conditions.
• Respond to and resolve issues and requests from management teams and clients regarding various accounting issues and reports.
• Research open accounting issues and recognize potential issues and conflicts so corrective action can intercept and minimize issues.
• Use existing procedures to solve standard problems.

What You’ll Need

• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
• Bachelor's Degree preferred with up to 3 years of relevant experience.
• In lieu of a degree, a combination of experience and education will be considered.
• Ability to use existing procedures to solve standard problems.
• Experience with analyzing information and standard practices to make judgments.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Experience with Microsoft D365 is strongly preferred.
• Organizational skills with a strong inquisitive mindset.
• Intermediate math skills. Ability to calculate difficult figures such as percentages, fractions, and other financial-related calculations.