Financial Analyst

Overview
Position Summary

Position suitable for a highly motivated, precise, detail-oriented, service-focused individual who will monitor financial health on multiple clients.

The Financial Analyst position supports client teams by managing a long sheet, which tracks budget, spend, run rate, recognized revenue and forecast. Also responsible for the execution of billing and receivables as well as to highlight key issues and exposure items that may impact profitability. The Financial Analyst will also prepare journal entries and prep and present client-specific reporting, be involved in process improvement projects and ad hoc reporting in support of business needs. The Financial analyst should be a self-starter, with strong written and personal communication skills. This position also requires the ability to sift through and present data in a clear and compelling way.

Detailed Description

Responsible for managing client long sheets (budget, spend, run rate, revenue), and develop and understanding of project lifecycle and project types in relation and their effects on budgets and spend
Responsible for maintenance of client rate cards
Review key financial metrics and proactively resolve issues (unpaid invoices, inactive activities, persuasive evidence, unbilled, A/R, Gross Margin, Contribution margin)
Initiate routine and non-routine journal entries to ensure an accurate categorization of reserves/absorptions, allocations and appropriate WIP maintenance
Responsible for timely and accurate client billing, and the collection of support documentation as needed
Coordinate with a billing coordinator, in some cases
Calculate run rates to monitor and manage financial progress against budgets
Run percent complete meetings and accurately track revenue recognition
Ability to manipulate large data sets and transform for analytical use
Generate and distribute system reports. Analyze data and provide commentary as appropriate.
Highlight potential issues and recommend possible solutions
Understand requests, question or suggest alternatives when appropriate
Ability to explain and translate finance reports/documents to client teams/regional staff
Show judgment on when to elevate issues/requests and when to resolve independently
Suggest process improvements to benefit Capability
Initiative, responsibility and follow through for “owned” work a must
Leverage Capability resources to resolve issues
Prioritize and streamline tasks to ensure accuracy and efficiencies

Qualifications

Basic knowledge of Microsoft Office
Proficiency with Excel (including Pivot Tables)
Familiarity using financial reporting systems (PeopleSoft, SAP)
Understanding of accounting concepts (debits/credits, revenue recognition, reserves/absorptions)
Interpersonal skills necessary to build strong partnerships and communicate with diverse groups agency-wide
Strong attention to detail with the ability to multitask
Accountability and flexibility a must
Ability to work in a fast paced environment
Strong organization and communication skills
Positive team player attitude
Minimum of one - two years of professional experience in a Finance or Accounting position
Bachelor’s Degree in Finance, Accounting, or Business