Financial Analysis Expert

Financial Operations Specialist

This is a multifaceted position encompassing finance, human resources, legal, and information technology responsibilities. As we scale rapidly, this role serves as the operational foundation that enables our client-facing teams to deliver exceptional results while building the systems and processes needed for sustainable growth in a competitive landscape.

• Finance Management:
  • Advanced billing management: Take ownership of complex billing processes, including multi-tiered pricing structures, contract billing, and subscription management across multiple client segments
  • Revenue recognition leadership: Ensure accurate revenue recognition in accordance with accounting standards
  • Contract analysis: Review and analyze customer contracts to ensure proper billing setup and revenue recognition treatment
• Financial Reporting:
  • Management Reporting: Drive comprehensive monthly and quarterly financial reports for executive leadership and board presentations
  • Performance Analytics: Develop and maintain key performance indicators (KPIs) for billing operations, expense margins, and revenue trends
  • Variance Analysis: Conduct detailed analysis of budget-to-actual variances for revenue streams and provide actionable insights to management
  • Planning and Forecasting: Lead revenue forecasting activities and provide critical input for annual budgeting processes
• Accounts Management:
  • Accounts Receivable: Manage AR processes, aging reports, and collection strategies to optimize cash flow
  • Accounts Payable: Oversee AP operations, vendor payments, and expense management systems
  • Collections Strategy: Continuously improve collections strategies and policies, working closely with teams to optimize cash flow
• Audit and Compliance:
  • Internal Audits: Design and implement billing-related internal controls to ensure accuracy, compliance, and fraud prevention
  • External Audits: Serve as primary point of contact for billing-related audit activities, both internal and external
  • Financial Controls: Ensure all financial practices comply with company policies, accounting standards, regulatory guidelines, and SOX requirements
• Human Resources Support:
  • Talent Acquisition and Development:
    • Hiring Leadership: Own recruitment efforts for open positions, including job posting development, candidate screening, and interview coordination
    • Onboarding Program: Design and oversee onboarding programs for new team members
    • Performance Management: Support HR initiatives related to employee performance tracking and development
  • Legal Compliance and Coordination:
    • Compliance Management:
      • Regulatory Compliance: Monitor changes in accounting standards and regulations affecting revenue recognition and billing practices
      • Contract Compliance: Ensure all billing practices comply with contractual obligations and regulatory guidelines
      • Policy Coordination: Coordinate with legal counsel and management to develop and maintain company policies and procedures
    • Legal Coordination:
      • Contract Review: Support contract review processes and coordinate with legal teams on client agreements
      • Risk Management: Identify and mitigate legal and financial risks in billing and operational processes
      • Documentation Management: Maintain proper documentation for legal and compliance purposes
  • Information Technology:
    • Systems Management:
      • Billing Systems Oversight: Lead the optimization and maintenance of billing systems, coordinating with IT on system upgrades and implementations
      • Technology Integration: Evaluate and recommend billing software, automation tools, and integration opportunities
      • System Implementation: Lead or support major system implementations, upgrades, or integrations affecting billing operations
    Qualifications:

The ideal candidate is detail-oriented and thrives in a fast-paced environment, works well in team-driven settings, and is highly motivated. Additionally, you must meet the following qualifications:

• Required Qualifications:
  • Strong knowledge of accounting principles and practices, particularly related to accounts receivable and accounts payable
  • Experience with financial reporting, tracking, planning, and analysis
  • Understanding of audit processes and compliance requirements
  • Excellent analytical and problem-solving skills with keen attention to detail and accuracy
  • Proficiency in Microsoft Excel and other analytical tools
  • Embodies our core values through ownership of complex problems, drive to exceed expectations, adaptability in fast-changing environments, and commitment to continuous improvement of processes and skills
• Preferred Qualifications:
  • 1 year of billing/finance experience in service-based businesses, preferably digital agencies
  • Experience with Zoho Books, Zoho Analytics, and Zoho One suite
  • Background in HR processes and talent management
  • Knowledge of legal compliance and contract management
  • Experience with IT systems integration and implementation
  • Advanced Excel skills (pivot tables, VLOOKUP, financial modeling)
  • Experience with subscription billing or recurring revenue models, and payment processors

Interested candidates should submit:

• Resume highlighting relevant Financial, HR, legal and IT experience
• Personalized cover letter explaining your specific experience with multi-disciplinary operational experience, process improvement initiatives, and financial accuracy in fast-paced environments