Financial Operations Analyst

Summary

Finance business partner supporting the CPG program managers. Responsible for Invoicing (transaction management & compilation), Client/Program Financial Analysis (revenue, labor, expenses), Program Budget/Forecasting support, and Program KPI support. Provide invoicing support for program teams and work as a partner and liaison for a portion of the business. Prepares financial analysis in support of business objectives and program management activities.

Job Description

Prepares and delivers more complex, project based client invoices, using inputs from multiple data sources and aligns with contractual terms and accounting guidance
Programs are more complex (including T&M with multipler, Pay for performance, etc)
Ensures invoices comply with all contract terms and conditions
Works closely with program managers to analyze labor costs, as well as program budgets.
Assists with managing program data and conducts financial analysis, including forecasting
Conduct variance analysis & reconciliations to both forecasts and contractual program budgets
Acts as a liaison between Operations and Corporate Accounting organization to answer questions and research issues.
Protects organization’s value by keeping information confidential.
Drives process improvements, addresses system functionalities
Enter contracts into system of record; make timely and accurate changes and amendments
Assist in researching and answer inquiries and identifying potential solutions where appropriate.
Conduct ad hoc financial analysis and reporting as requested. Interpret results.
Produce process documentation and identify downstream dependencies
Perform timely and insightful financial analysis to determine progress against strategic plan, budget, forecast, and to ensure integrity of the invoices
Other duties and projects as assigned

Deadline-Oriented

Time Management/Prioritization Skills
Ability to read and understand contractual agreements
Attention to Detail
Good communication skills
Possess the ability to work both independently and as part of a cross functional team when needed.

Additional Job Description

Proficient computer skills including advanced Microsoft Excel knowledge (pivot tables, vlookups)

End user-level experience with major ERP systems desired
Working knowledge of GAAP accounting knowledge and experience creating and analyzing financial statements.
Applies these principles to analyze financial information and prepare financial reports.

Business partner to program managers

Equal Opportunity Employer

As an Equal Opportunity Employer, we are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant’s race, color, religion, national origin, marital status, age, disability, protected veteran status, sexual orientation or any other protected status.

The above job description and job requirements are not intended to be all inclusive. CLEAResult retains the right to make changes or adjustment to job descriptions and/or job requirements at any time without notice.