Finance & Accounting Analyst

This is a fully remote position, open to applicants in Florida, +6 more states.

📋 Description

• Take charge of ongoing month-end closing tasks, which include reconciliations, journal entries, and updates to client accrual files along with record-keeping.

• Oversee the complete invoicing process, encompassing usage loads, the creation of invoices and credit memos, documentation for approvals, and delivery to clients.

• Ensure accuracy between GL and BS accounts and verify that NetSuite invoices receive approval and are posted to the appropriate period.

• Assist in summarizing committed revenue and allocating revenue across various business lines.

• Analyze Kobie and client P&L statements against forecasts and address any discrepancies with operational stakeholders.

• Update and confirm client-level revenue in Planful.

• Aid in monthly reporting, including reviews of SG&A and COGS, margin analysis, and the development of billable/productivity dashboards.

• Validate member counts, billed and worked hours, new business intake, and fulfillment data for financial reporting purposes.

• Contribute to the preparation of Monthly Business Review materials, which include financial outcomes, KPIs, and variance analysis.

• Assist with annual budgeting and re-forecasting processes.

• Facilitate connections among Accounting, Finance, Client Services, and Management in areas related to closing, reporting, and forecasting.

• Identify opportunities for process enhancements through automation, standardization, and improved efficiency.

• Gain broader exposure to accounting and FP&A over time.

⛳️ Requirements

• 2–4 years of experience in accounting or a combination of finance and accounting roles.

• Familiarity with month-end closing procedures and invoicing processes.

• Capability to work efficiently in a remote or hybrid work setting.

• Bachelor’s degree in Accounting, Finance, Business, or a related discipline, or equivalent experience.

• Proficiency in advanced Excel, including lookups, pivots, and managing large data validations.

• Solid understanding of general ledger accounting, including debits and credits, accruals, prepaid expenses, and account reconciliations.

• Experience in conducting variance analysis and reporting.

• Familiarity with NetSuite or a comparable ERP system is required.

• Strong accuracy and attention to detail, especially under tight deadlines.

• Effective cross-functional communication skills.

• Strong sense of ownership regarding deliverables.

• A curious mindset regarding business drivers.

• Experience with generative AI tools is preferred.

• Experience with Planful is preferred.

🏝️ Benefits

• Flexible Time Off.

• Nine Company-Wide Holidays.

• A diverse range of benefits that prioritize growth, development, and personal well-being.

• Flexibility to work remotely.

• Occasional travel to support business objectives, foster team collaboration, engage with customers, participate in training, and attend company events.