Financial Analyst – Bookkeeper

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Participate in weekly pipeline meetings to remain informed about deal flow and collaborate closely with individual Sales and Consulting leads to gather specific billing information.

• Ensure inclusion in relevant client email discussions to capture purchase order numbers and billing contacts.

• Maintain precise data across HubSpot (Sales), QuickBooks (Finance), and cash flow models to avoid double-counting revenue or forecasting inaccuracies.

• Track payment deadlines, send reminders, and escalate issues to the Finance Director only when absolutely necessary.

• Establish new client accounts and keep contact information current.

• Prepare and deliver weekly updates on pipeline status, invoicing, and pending purchase orders to the directors.

• Collaborate with administrators to ensure all expenses are properly logged, pursue missing receipts, and upload them accurately to AutoEntry.

• Reconcile supplier invoices, batch payments, prioritize them by urgency, and present organized payment runs for the Finance Director's approval.

• Work alongside the Finance Director to manage cash flow documents, budgets, and financial forecasts.

• Review ledgers to identify erroneous expenditures, unused subscriptions, or overspending, and flag these for corrective action.

• Conduct daily reconciliation of bank feeds to ensure real-time accuracy.

• Manage journals, accruals, and prepayments in preparation for the accountant's review of accounts.

• Produce standard financial reports, including Aged Debtors and Profit & Loss snapshots.

• Maintain a well-organized digital filing system for audit trails.

• Identify gaps and inefficiencies in current systems and implement enhancements.

⛳️ Requirements

• A minimum of 5 years of experience in financial administration, bookkeeping, or related finance positions.

• A strong grasp of UK/British accounting practices is essential.

• Experience in a consulting firm or consultancy setting is preferred.

• Demonstrated experience in financial modeling, forecasting, and budgeting.

• Proficient in Excel and accounting software such as QuickBooks and AutoEntry.

• Familiarity with HubSpot or similar CRM systems is highly desirable.

• Proven capability to manage multiple stakeholders, including directors, consultants, and clients.

• Exceptional written and verbal communication abilities.

• Highly organized, detail-oriented, and capable of working independently.

• Confident, proactive, and able to take the initiative in a dynamic, senior role.

• Demonstrated ability to identify and implement process enhancements in financial operations.

• Possess a "Finisher Mindset," delivering work that is accurate, graded, and ready for immediate execution, allowing directors to concentrate on strategy.

• Comfortable navigating multiple platforms and understanding their integration.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and career progression.

• Flexible working arrangements and a supportive work environment.

• Comprehensive health and wellness benefits.

• Engaging company culture with team-building activities.