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
Requirements:
- 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
