Analyst, Financial Operations

Role Overview

Primary Responsibilities

• Produce monthly timecard data and create preliminary invoices.
• Create and validate client invoice reports using the VMS and Excel.
• Enter data accurately into the VMS and Excel.
• Reconcile data between the VMS and PeopleSoft ERP.
• Resolve unpaid and open items, communicate weekly status, and escalate issues as needed.
• Maintain billing operating manuals and checklists.
• Identify concerns and escalate proposed solutions to mitigate risk, irregularities, and errors.
• Maintain well-organized, audit-worthy data.
• Manage workload to meet deliverables while maintaining quality.
• Build relationships with key contacts through customer service.
• Develop and present related training and informational materials with support.
• Provide ad hoc departmental support and assist on client expansions.

Knowledge and Key Skills

• Have 2 years of experience in accounting or financial services.
• A bachelor's degree in Commerce, Business Management, Business Administration, Finance, or Commerce is preferred.
• Be fluent in written and spoken English.
• Use analytical thinking to reach logical conclusions and resolve customer complaints.
• Interpret written, oral, diagrammatic, and schedule-based instructions.
• Work independently and collaboratively as part of a multi-time-zone team.
• Demonstrate organization, attention to detail, and the ability to meet multiple deadlines.
• Have strong MS Office Suite skills, including Excel, Outlook, Word, PowerPoint, and web-based resources.
• Working knowledge of regional tax laws such as VAT, TDS, and GST is a plus.

Benefits

• Competitive PTO and benefits package, including medical, dental, vision, retirement planning, discounts, and perks.
• Opportunities for employee growth, development, charitable contribution matching, and corporate volunteering.