Financial Analyst Job at Way Forward Consulting, Plano, TX

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  • Way Forward Consulting
  • Plano, TX

Job Description

W2 job to a staffing company Top skills:

  1. Budget planning, Financial reporting, and analysis experience is required.
  2. Communication skill
  3. Excel skills (vlookup, if, sumif, Pivot-table), SAP, Tableau
  4. Develop and maintain excellent working relationships with all assigned levels within and outside the company
  5. Ability to gather and analyze large sets of data from multiple sources, prepare both quantitative and qualitative analysis of information
Schedule: 4 days in the office & 1 day remote

KEY RESPONSIBILITES/REQUIREMENTS:

Responsibilities:
  • Submit budget request (Plan Proposals) for Marketing programs and Ensures adherence to budget policies, procedures, and regulations.
  • Managing the payment schedule, ensuring timely payments to vendors, and maintaining communication regarding payment status.
  • Verify purchase orders against invoices to ensure goods and services are received and paid for correctly
  • Reconciling accounts payable ledgers, resolving discrepancies, and maintaining accurate financial records.
Assisting in month-end closing activities, including accruals and reconciliations. Ensuring compliance with company policies, procedures, and relevant regulations. • Review POP(proof of performance), BOL, Contracts, Term Sheets (MDF and SD) for payment. Background/Experience to qualify for this position, the following minimal background and skill levels are required:
  • Bachelor’s degree in Business, Accounting, or related field and minimum of 3- 5 years of progressive, post-baccalaureate experience in the job offered or occupation
  • Experience in managing A/R, A/P and financial closing process
  • Demonstrated ability to identifying areas of process improvement and managing improvement projects until completion
  • Experience in business process review and analysis, including financial and operational analysis and audits
Necessary Skills/Attributes for this position the following skills and abilities must be demonstrated at a proficient level:
  • Develop and maintain excellent working relationships with all assigned levels within and outside the company
  • Strong attention to detail and organizational skills.
  • In-depth knowledge and expertise with SAP or other financial systems or networking knowledge
  • Demonstrated competency in both oral and written communication modes for both internal and external personnel at various levels, especially in the sales and marketing, and financial areas
  • Work independently and in a team environment in order to achieve personal and team goals and complete assignments within established time frames
  • Demonstrated excellence in time management skills and follow up to ensure meeting on time deliverables
  • Ability to make decisions and problem solving on time sensitive matters
Physical/Mental Demands and Working Conditions: The position requires the ability to perform the essential duties and responsibilities in the following environment:
  • Operate a computer keyboard and view a video display terminal more than 75% of work time
  • Lift, move, or adjust general office equipment and boxes of presentation or media materials using proper materials handling equipment and procedures
  • Physically make project presentations or demonstrations to customers and internal and external groups using verbal and graphics communication modes
  • Ability to work additional hours beyond normal schedule
  • Ability to work in a high stress environment Way Forward Consulting

Job Tags

Work at office,

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