
Senior Financial Analyst
2 days ago
The role of a senior financial analyst involves managing financial records, preparing accurate reports, and ensuring compliance with regulatory requirements. This position entails a combination of routine tasks, such as accounts receivable functions, payroll processing, accounts payable support, general ledger maintenance, and active participation in special projects.
Key Responsibilities:- Prepare and maintain accurate financial statements, including balance sheets, income statements, and cash flow statements
- Maintain and reconcile general ledger accounts in compliance with US GAAP
- Ensure compliance with company policies and relevant financial regulations
- Perform month-end close activities, including reconciliations, journal entry postings, and accurate reporting
- Process monthly revenue tasks, including reconciliations, posting of entries, and resolving discrepancies
- Prepare documentation for internal and external audits and assist auditors as needed
- Assist in the preparation and filing of annual tax returns
- Conduct financial analysis and provide insights and recommendations based on financial data
- Support accounts receivable tasks, including contract uploads, billing, invoicing, and cash application
- Manage customer relationships and resolve billing issues
- Process monthly payroll activities, including payroll runs and payroll entries
- Assist with investor and bank reporting
- Manage emails effectively within Zendesk
- Know how to manage project management tools in a timely and proactive manner
- Implement best practices to enhance efficiency and accuracy
- Perform ad hoc tasks, financial analysis, and process improvement projects as needed
- Bachelor's degree in accounting, finance, or a related field (CPA preferred)
- Minimum of 3 years of practical experience in accounts receivable, payroll processing, accounts payable, and month-end close procedures
- Strong understanding of accounting principles and financial reporting
- Knowledgeable in ASC 606 revenue recognition standards
- Experience working with US-based SaaS companies
- Proficiency with accounting software (e.g., Xero), Google Suite, and Microsoft Office Suite (Excel, Word)
- Excellent analytical and problem-solving skills
- Strong attention to detail and accuracy
- Excellent communication and interpersonal skills
- Proactive, responsible, and able to work independently as well as collaboratively within a team
- Tech-savvy accountant with the ability to adapt to new systems and tools
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