Financial Analyst
2 weeks ago
Key Responsibilities:
- Manage and maintain financial records in QuickBooks, ensuring accuracy and consistency
- Book invoices, process payments, and reconcile accounts payable and receivable in QuickBooks
- Prepare financial statements, including income statements, balance sheets, and cash flow reports
- Analyze financial data, trends, and reports to provide actionable insights
- Assist in budgeting, forecasting, and financial planning processes
- Prepare financial reports and presentations for management and stakeholders
- Reconcile bank statements, credit card transactions, and general ledger accounts
- Monitor cash flow, expenses, and revenue trends to optimize financial performance
- Support month-end and year-end closing processes, journal entries, and adjustments
- Identify opportunities for cost reduction, efficiency improvement, and process automation
- Ensure compliance with financial regulations, tax laws, and company policies
- Collaborate with cross-functional teams to support financial initiatives and audits
Qualifications and Requirements:
- Bachelor's degree in Finance, Accounting, or a related field
- 2+ years of experience as a Financial Analyst or in a similar role
- Proficiency in QuickBooks (Online and/or Desktop) is mandatory
- Strong knowledge of financial principles, reporting, and forecasting
- Experience in managing invoices, reconciliations, and financial statement preparation
- Advanced Excel skills and familiarity with data analysis tools
- Excellent analytical, problem-solving, and organizational skills
- Strong attention to detail and accuracy in financial reporting
- Ability to work both independently and within a team-oriented environment
- Effective communication skills, both verbal and written
Preferred Qualifications:
- 1-4 years of experience in business consulting, strategy management, financial services, or related domains.
- Knowledge of GAAP and other accounting principles.
- Familiarity with financial modeling, business intelligence tools, and ERP systems.
- Experience in automation tools or process optimization within financial workflows.
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