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Financial Analyst Position
2 weeks ago
WHO WE ARE
We are passionate about delivering a Global PEO solution that provides an exceptional employee experience and a streamlined, cost-effective solution for our clients.
We are a rapidly growing company looking for focused, positive, and energetic people to join our global team.
Our core values include innovation and creativity, compassion, integrity, and a willingness to get the job done. We believe in balance between work and personal life.
We are building a team that is laser-focused on delivering the best Global PEO solution on the market.
About the Role:
We are seeking a competent AR Analyst to join our Finance team. As an AR Analyst, you will undertake various tasks related to revenue generation and accounting.
Your main goal will be to help guarantee the company's issued invoices and collect receivables timely.
Duties and Responsibilities:
- Prepare monthly invoices
- Receive and apply incoming payments
- Manage and track outstanding payments
- Monitor client account statuses and perform credit control
- Lead communications with clients regarding their outstanding balances and payment deadlines
- Answer clients' questions and resolve invoice disputes
- Mentor new staff and conduct training
- Develop process documentation
Requirements and Qualifications:
- 3+ years of experience as an AR Analyst, Billing Specialist, or similar role
- Understanding of GAAP and revenue accounting concepts
- Proven track record of providing client service
Key Technologies:
- QBO – Accounting software
- HubSpot - CRM system
- ExaVault - Manage sensitive information and documents with clients and partners overseas
- Rydoo/Expensify - Expense Management system for internal and external clients
Bonus Skills:
- Experience in working with international clients
- Intermediate knowledge of MS Office (vlookups, pivot tables, basic formulas)
- Critical thinker and problem-solving skills
- Team player
- Excellent time-management skills
- Great interpersonal and communication skills
- Experience in payroll
- Understanding of customer relationship management
Educational Requirements:
- Bachelor's degree preferred – major or concentration in accounting or finance preferred
Why Join Us?
- Learn best practices and become a SME in your area of expertise.
- We only hire the best which means you're working with the best.
- This is a permanent remote role.
- Always learning something new You will develop a wide variety of skills, and get to apply them in different ways.
- Be part of a growing company where you can see your impact on a daily basis.