Financial Analyst

Job Description:

This role oversees revenue operations, financial planning and analysis (FP&A), and management reporting while serving as a strategic cross-functional business partner.

Revenue, Billing & Accounts Receivable

• Prepare, issue, and reconcile timely customer invoices.
• Monitor AR aging, direct collection efforts, and resolve billing disputes.

Budgeting, Forecasting & FP&A

• Develop annual budgets, rolling forecasts, and labor cost models.
• Perform variance analysis (actuals vs. budget) and build decision-support models.
• Monitor financial and operational KPIs to identify business risks and growth opportunities.

Financial Reporting

• Produce monthly management dashboards and analyze profitability by client, unit, and service line.
• Support month-end close schedules and ensure revenue recognition compliance.

Business Partnership

• Partner with Operations, HR, Sales, and Payroll to gather budget assumptions.
• Conduct pricing analyses, evaluate new business cases, and drive financial process improvements.

Minimum Qualifications:

Education & Experience

• Bachelor's degree in Accounting, Finance, Financial Management, or a related field.
• 3+ years of experience in FP&A, accounting, budgeting, corporate finance, and tax compliance.
• Proven background in billing, accounts receivable, collection monitoring, labor cost forecasting, and financial modeling.

Technical Skills

• Advanced MS Excel proficiency (financial modeling and data analysis).
• Experience with ERP systems (NetSuite, SAP, Business Central) and FP&A software (Planful, Adaptive Planning, Anaplan) preferred.

Core Competencies

• Strong analytical, problem-solving, and presentation capabilities.