Financial Analyst III

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

📋 Description

• Oversee the daily operations related to raising and structuring purchase orders, ensuring that all multi-element and complex deal structures for large client programs are accurately documented.

• Conduct thorough analysis of requested expenditures to confirm alignment with the available budget, facilitating a smooth flow of funding for revenue, COGS, headcount, and expenses.

• Track "committed vs. actual" spending by monitoring raised POs against departmental budget limits to avoid overspending.

• Prepare monthly forecasts, BOD reporting packages, and long-term strategies to anticipate future PO volume and funding needs.

• Identify and monitor relevant performance metrics, such as PO turnaround time and forecast accuracy, to enhance internal company performance.

• Take the initiative to review information and reporting systems to optimize the PO submission and approval process.

⛳️ Requirements

• Bachelor's degree (B.S/B.A) from an accredited four-year college or university and 5 to 8 years of related experience and/or training; or a suitable combination of education and experience.

• Build networks with senior internal and external personnel within one's area of expertise.

• Exhibits sound judgment in selecting methods and techniques for problem-solving.

• Familiarity with general business periodicals, professional journals, technical procedures, or government regulations.

• Proficient in writing reports, business correspondence, and procedural manuals.

• Capable of effectively presenting information and addressing questions from groups of managers, clients, customers, and the general public.

• Experienced in resolving practical issues and managing a variety of concrete variables in situations with limited standardization.

• Ability to interpret various types of instructions provided in written, oral, diagram, or schedule format.

• Knowledgeable in general ledger and accounting practices.

• Skilled in reviewing documents for accuracy and completeness.

🏝️ Benefits

• Medical coverage through UHC (PPO, HSA, Surest options) / Medical coverage through Kaiser (HMO option only) for employees in California only.

• Dental coverage through UHC Nationwide.

• Vision coverage provided by UHC.

• Flexible Spending Account for Health & Dependent Care.

• Pre-Tax Account for Commuter Benefit/Parking & Transit (location-specific).

• Continuing Education and Professional Development through various integrated platforms, such as Udemy and Coursera.

• Corporate Wellness Program offered by Goomi Group.

• Employee Assistance Program.

• Wellness Days.

• 401k Plan.

• Basic and Supplemental Life Insurance.

• Short Term & Long Term Disability.

• Critical Illness, Critical Hospital, and Voluntary Accident Insurance.

• Tuition Reimbursement (available 6 months after start date, with a cap).

• Paid Time Off (accrued and prorated, with a maximum of 120 hours annually).

• Paid Holidays.

• Any other statutory leaves, paid time, or additional benefits mandated by state and federal law.