Set up
- US hours (either 9PM-6AM or 10PM-7AM)
- Hybrid setup on the first few weeks of training then 100% work from home
Summary
This position will assist with providing analysis for changes to operations to ensure maximizing company ROI while meeting industry metrics. This includes pricing analysis for new and existing contracts as well as vendor contracts. This position is expected to have business acumen to add qualitative information of external and internal factors to quantitative analysis. This position will also assist in the preparation, analysis, and distribution of the financial statement package. Responsibilities include follow-up to inquiries made regarding issued financial statements, as well as special projects assigned by management. Attention to detail and accuracy of analysis are a must!
Essential Duties and Responsibilities
- Analyzes financial information for the organization or one of its Clients.
- Develops integrated revenue/expense analyses, projections, reports, and presentations.
- Analyzes financial information detailing assets and liabilities and prepares balance sheet, profit and loss statement and other reports to summarize current and projected company financial position.
- Serve as liaison to leadership, assisting them with forecasting and P&L related service issues.
- Complete all cycles of the forecasting process. Assist in the month-end closing and distribution of monthly financial statements.
- Perform detailed financial statement analyses, including discussions on various issues.
- Determine pricing for new and existing business; work with competitive pricing models and develop business proposals that take into account current environment and future changes based on contract length and industry dynamics
- Identifies trends and developments in competitive environments and presents findings to senior management.
- Perform financial forecasting, reconciliation of internal accounts and be able to compare to expectations based on the industry/business.
- Investigate errors and complaints. Adjust journal entries as necessary.
- Review monthly invoicing to ensure compliance with contract
- Assists with accounts receivable and special projects, as necessary.
- Ensure that processes at all times have appropriate internal controls
- Assist with internal and external audits (i.e. financial, benefit plans, workers compensation, bank audits, client audits, etc.)
- Work with regulatory institutions and/or government agencies.
- Conform with and abide by all regulations, policies, work procedures, and instructions.
Leadership
Although this position will not have responsibility for direct reports, the position requires active leadership in daily interactions with the program directors. The Financial Analyst provides the tools, insight, and understanding of billing mechanisms to help manage the forecast, financials and billing in conjunction with the program director. This position also requires active leadership in the way of supporting strategic initiatives as well as active personal development and application of Six Sigma methodologies.
Qualifications
- Bachelor's degree in Accounting or Finance
- Minimum of 2 years of financial planning and analysis experience from BPO, KPO, or global shared services companies
- Assistant Managers and Managers who are willing to take on an individual contributor role are welcome to apply
Skills/Abilities/Knowledge
- Excellent interpersonal, verbal and written business communication skills. Ability to establish rapport, build relationships and loyalty with external and internal customers and coworkers.
- Highly self motivated with the ability to prioritize complex, diversified responsibilities, multi task effectively and execute tasks with a sense of urgency with minimum supervision. Strong organizational, time management and planning skills. Ability to remain focused and productive while working under pressure. Strong attention to detail and accuracy.
- Strong analytical skills, logical decision making and troubleshooting skills with the ability to problem solve in a timely and effective manner. Exercises good judgment.
- Ability to maintain a high level of integrity and confidentiality by handling sensitive and private client and customer information in accordance to the organization and its Clients' policies and regulatory requirements.
- Ability to work with ambiguity embraces change and is flexible to the needs of the business and team.
- Proven ability to meet deadlines and key metrics, and deliver results in a fast paced, ever changing, global environment.
- Ability to learn and understand new software and other technology applications as introduced by the organization and its Clients.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
- Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.