Financial Analyst

The Role

Oversight of all financial matters related to assigned accounts
Intermediary between business team and FP&A group
Subject Matter Expert on all customer billing, pricing, and financial needs
Know all open work orders and purchase orders
Maintain proper records relating to billed and unbilled amounts by project
Work with business to understand all necessary charges against work orders
Keep records related to all billings and revenue recognition related to projects
Monthly recognition of events, fixed, variable, and project revenue
Invoicing for all fees pertaining to work performed for customers
Responsible for all out of pocket (pass through) costs billed to customers
Review of all invoices raised for customers
Weekly review of UAR to ensure all costs have been billed (for customers with weekly invoicing)
Weekly tracking of all out of pocket (pass through) costs applied against prepayments and up to date tracker of current prepaid balance (where applicable)
Monthly reconciliation of out of pocket (pass through) costs to customers
Monthly review of out of pocket (pass through) billings/UAR and Events Management system values
Responsible for all customer facing and internal forecasts
Reasonable estimation for event volumes/pass through costs/and revenue by month to allow for proper internal planning
Monthly Accruals reporting
Ad hoc Reporting

Requirements

• Advanced working knowledge of Microsoft Excel
• Excellent verbal and written communication skills
• 2+ years of related experience
• Detail-oriented with a focus on accuracy
• Ability to navigate complex situations and prioritize effectively
• Experience working with large data and complex reports
• Ability to work independently as well as with a team
• Good time management and multitasking skills
• Bachelor’s degree in Business/Accounting/Finance
• Strong interpersonal skills to collaborate with various job levels
• Familiarity with QuickBooks

Qualifications

• None specified

Skills

• None specified

Benefits

• Medical, dental, vision, and basic life insurance
• Flexible PTO and company paid holidays
• Retailer programs
• 1% charitable giving program

Pay

Base pay: $60,000 - $85,000

Schedule

N/A