Financial Analyst

Saint Remy, NY 12401

Employment Type: Direct Hire Category: Finance Job Number: 11848 Salary $: 55,000 Split Eligible: No Industry: Telecommunications Level of Experience: Associate

Job Description

Financial Analyst 

Scope of Role

Our client, a leading Technology Managed Services firm is seeking a Financial Analyst for its Mid-Hudson Valley, New York State location. This role involves reports to the Controller and supports the Finance team as well as being a business decision support resource for Operations leaders.

Responsibilities Include:

  • Compiles & analyzes financial information to maintain financial databases & produce key performance indicators (KPI) reports
  • Overall financial responsibility for accounts including budgets, billing, and reporting
  • Issues monthly and quarterly regional CPI indices for annual price escalations on client contracts
  • Prepares financial information for the Sales department, used in proposals.
  • Prepares and analyzes financial data for federal and state tax credits
  • Participates in the evaluation and enhancement of financial systems
  • Assist in administering and enforcing finance policies and procedures and evaluating credit risk
  • Assist in developing strategies and goals to reduce exposure to write-offs
  • Prepares, reviews, and analyzes finance aging reports
  • Builds strong customer, sales, and credit relationships and continually analyzes customers' credit worthiness
  • Works with manager performs risk analysis on new and existing accounts and evaluates all major obligations
  • Researches trade and credit references
  • Recommends changes to credit policies and updates procedures in line with corporate strategies
  • Maintains the Accounting System



  • Undergraduate degree or equivalent experience
  • 2+ years of finance or accounting experience
  • 2+ years of experience working collaboratively and influence across a matrix environment to drive revenue enhancement and expense management initiatives
  • Proven experience driving business performance in a high growth environment
  • Work experience anticipating accounting, financial reporting, forecasting and operational issues, assessing their implications and developing and implementing an appropriate action plan
  • High level of confidentiality
  • Ability to think, act, and communicate professionally, proactively, and strategically
  • Experience working at a startup company a plus


Additional Information

Established in 1991, J. Patrick & Associates, Inc is an Executive Recruiting firm that focuses on Executive Management, Sales, Marketing and Technical roles within Information Technology markets. We have over 20 years of experience recruiting in every aspect of AV/VTC/UC, Application, Storage, Information/Network Security, Mobile Technologies and Telecommunications. We handle Contingency and Retained search, as well as contract staffing. Our clients include industry-leading Technology Vendors, Systems Integrators, Telecommunications Service Providers and End User organizations.

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