Senior Analyst
Financial Operations, Finance
Confirmed live in the last 24 hours
Locations
New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
R
Communications
Excel/Numbers/Sheets
Requirements
- 2-4 years of work within an agency or business service environment in a Financial Operations, Client Finance or Accounting
- Bachelor's degree in Finance or Accounting orrelated field
- Ability to demonstrate strong project management skills, including the ability to multitask and prioritize tasks and responsibilities
- Experience with Netsuite (or a similar commercial ERP required)
- Experience with Adaptive Insights (or similar planning tools) considered a plus
- Strong working knowledge of MS Excel and Google Sheets (pivot tables and Vlookups will be your best friends)
- Strong ability to partner with cross-functional teams and address business concerns in a diplomatic fashion
- Excellent verbal and written communication skills
- Ability to work both independently, and as part of a team while thriving in a fast-paced, high-pressure environment
- Exact compensation may vary based on skills, experience, and location
- Base Salary: $70,000 - $90,000
- Employer-sponsored 401k with match
- Medical, Dental, and vision coverage
- Unlimited PTO
- Caregiver (Parental) Leave
- Health and Wellness benefits
Responsibilities
- Work with the following Departments to understand business priorities and portfolio-specific financial needs: Financial Operations and cross-functional partnership with Shared Services (A/P and A/R), Accounting, Client Services and Project Management
- Liaison with the Shared Services (A/R) team, working closely with direct oversight to track the invoicing process using Netsuite (ERP), from invoice creation to ensuring Client's payments occur timely and accurately while maintaining a strong Client relationship
- Coordinate with Shared Services & Treasury to follow-up & analyze overdue A/R
- Responsible for preparing monthly revenue recognition, including coordination with Accounting as part of the monthly closing process
- Provide support to the Financial Operations Lead throughout the monthly close, including ensuring all monthly invoicing has been completed and tracked to support revenue recognition
- Responsible for Purchase Order (PO) approval
- Coordinate with Shared Services (A/P) to ensure payment has been made to our vendors and the relevant PO process has been followed
- Participate in project wrap meetings, when applicable, to provide context and ensure projects can be fully closed out (impacts revenue, accounts receivable, accounts payable and WIP releases)
- Understand and review agency budgets and scope of works (SOWs) to ensure financial invoicing details and payment terms are accurate
- Ad hoc projects: budget analysis, agency costs, exposure to forecasting & staff cost tracking