Financial Analyst (Trade Finance/AR)

About the role

Soni's client, a growing global commodity trading company in Houston, TX, is seeking a detail-oriented Financial Analyst to support finance and commercial operations, with a focus on accounts receivable, customer invoicing, cash flow forecasting, financial documentation, and financial analysis. This role offers the opportunity to work closely with finance and commercial leadership within a lean team, supporting high-value transactions and contributing to reporting and process improvements.

Responsibilities

• Manage accounts receivable activities, including customer invoicing, AR aging, account reconciliations, and collections support.
• Prepare, review, and validate invoice calculations and financial documentation to ensure accuracy.
• Coordinate Letters of Credit (LOCs), ensuring required documentation is complete, accurate, and compliant with established requirements.
• Support cash flow forecasting, credit analysis, and related financial reporting.
• Reconcile system accounts and investigate discrepancies in financial data, calculations, and account balances.
• Analyze financial information and support reporting, analytics, and process improvement initiatives.
• Collaborate with finance and commercial teams to facilitate accurate and timely transaction processing.
• Identify opportunities to improve reporting processes, analytical capabilities, and operational efficiency.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• 3–5+ years of experience in financial analysis, accounts receivable, accounting, or a related finance function.
• Experience with accounts receivable, collections, cash flow forecasting, credit analysis, or financial documentation.
• Strong Microsoft Excel skills, including financial modeling, reconciliations, and data analysis.
• Ability to review and troubleshoot spreadsheet formulas, financial calculations, and discrepancies.
• Exceptional attention to detail and accuracy.
• Ability to work independently and manage competing priorities within a lean finance team.
• Experience with Letters of Credit (LOCs) or other trade finance documentation preferred.
• Industry experience in commodity trading, oil and gas, energy, logistics, supply chain finance, or international trade preferred.
• Experience with Microsoft Dynamics, Power BI, or Tableau preferred.
• Familiarity with AI tools and automation to improve reporting and processes is a plus.

Pay

Compensation: $90,000 to $105,000 annually + bonus. Compensation is based on a range of factors that include relevant experience, knowledge, skills, and other job-related qualifications.