Financial Analyst

The Role

What You'll Do

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

Nice to Have

Bachelor’s degree in Business/Accounting/Finance
Strong interpersonal skills to collaborate with various job levels
Familiarity with QuickBooks

Interviewing with Veeva

We value your time and believe in a transparent hiring process. Here is the process you can expect.
• Follow the application process and submit your resume.
• Within 3 days, you will receive a link to a personality assessment administered by a third party, unless you have already completed it with Veeva previously.
• Once you complete the assessment, our team will review your full application package and follow up via email with our decision.
• If moving to the interview stage, the process is as follows:
  1. A conversation with the hiring manager
  2. A practical case exercise
  3. A final conversation with our group's Senior Leader.
• Once all interviews are complete, the manager will be in touch with a final decision. 

Perks & Benefits

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

Compensation

Base pay: $60,000 - $85,000
The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus.

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