
Expert Financial Planner
7 days ago
This is a financial planning role that requires expertise in expense management, coding accuracy, internal documentation, and financial reporting.
- Ensure accurate categorization of corporate spend by account and department before month-end close.
- Verify card transactions through reconciliation using tools such as Ramp or other systems.
- Proactively identify recurring issues in expense classification and propose solutions to reduce errors at the source.
- Monitor and validate key expense types including software, sales & marketing, consulting, and contractor payments.
- 1-3 years of experience in finance, accounting, or operations support roles.
- High proficiency in English, both written and verbal.
- A bachelor's degree in Accounting, Finance, or a related field is preferred but not required.
- Strong Excel skills with working knowledge of formulas, pivot tables, and data cleanup techniques.
- Comfort communicating with stakeholders to resolve discrepancies and clarify procedures.
- Strong attention to detail and ability to manage recurring deadlines.
- Full-time employment with potential for overtime if requested.
- Hybrid work model.
- Competitive compensation based on experience.
- Attractive benefits package including medical, dental, and vision options.
We value diversity, inclusion, equity, and belonging. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other applicable legally protected characteristics.
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