Objective:
This role has the authority to review confidential financial information, forecast future financials, and present findings. This position also conducts a broad array of financial analyses critical to the organization and its clients. The Financial Analyst will work under general direction providing overview of end result; work is completed unsupervised. Incumbent uses independent judgment and discretion to accomplish tasks. Plans/schedules/arranges own activities. Has considerable latitude of discretion and judgment within scope of position. Develops solutions to complex problems.
Responsibilities
Manage the budgeting & forecasting process
Create & update weekly and monthly Sr. Management financial results
Prepare client staffing plans/models
Analyze client & product profitability
Ad hoc financial analysis
Assist with financial systems
Required Skills
Bachelor’s Degree in Finance or Accounting
5 plus years of financial / accounting work experience in a large corporate environment supporting the business planning, forecasting and analysis function
Strong analytical and problem-solving skills
Proficiency in MS Excel, MS PowerPoint, financial systems, & report writers.
Must be able to communicate / interact effectively with all levels of management while operating in a complex and rapidly changing environment
Ability to operate independently, solve problems and achieve results while balancing and prioritizing work on multiple projects
Demonstrates initiative and innovation in problem solving and anticipating business needs
The responsibilities are many, various, and not limited to those written in this document.
International experience
A/P A/R commentary
Responsible for processing accounts payable transactions and travel and expense reimbursements. This individual is also expected to provide leadership to the department by example, create an environment of openness and trust, foster a team culture and maintain an environment of continuous process improvement and outstanding customer service.
List of Essential Duties
· Provide oversight of vendor creation and maintenance, taking into account all tax implications, cash disbursements and electronic invoice processing in accordance with policies, goals, and objectives established by the organization.
· Ensure proper controls, safeguards and segregation of duties are in place over the Accounts Payable and Travel and Entertainment processes in accordance with client agreements
· Research, analyze and resolve complex payment and vendor issues
· Ensure accurate and timely vendor 1099-MISC tax reporting utilizing an electronic method of distribution
· Develop staff and monitor performance metrics, as well as annual performance evaluations
· Provide customer service and support to both internal and external stakeholders
· Document and maintain policies and procedures manual for accounts payable and travel and expense (T&E) reimbursement
· Query reports and analyze information from an Accounts Payable and T&E systems
· Provide ongoing employee training and cross training to ensure all financial policies and procedures are being adhered to.
· Coordinating the global banking (payment) integration for acquisitions
· Work with several banks, both in the US and abroad, the IT support group and our Treasury department to ensure proper payments are made electronically and manually
· Work with Financial Applications department IT support on an ongoing basis related to day-to-day activity and
special project implementation
· Work with the Internal and External Audit teams on several annual audits for Accounts Payable, Travel and Entertainment reimbursement
· Oversee foundation process and year-end statements and tax returns
· Oversee month-end process
