
Financial Operations Specialist
2 weeks ago
The Financial Operations Analyst provides critical support to the organization's financial operations. The role requires a strong analytical and communication skillset, enabling the individual to effectively collaborate with senior leaders and other stakeholders.
Responsibilities include:
- Optimizing engagement efficiency and profitability through active project management
- Handling recurring and ad hoc requests around project management, client invoicing, accounts receivable & payable, and expense management
- Monitoring opportunity pipelines (CRM), tracking demand, updating opportunities, and ensuring data integrity
- Integrating pipeline data into firm-wide reporting
- Providing ad-hoc reporting and insights to Audit Financial Operations Leaders, including intelligence on projections, trends, risks, and courses of action
- Collaborating with colleagues across finance functions in day-to-day financial management
- Assisting with month-end/quarter-end/year-end closings
Key skills and qualifications for this role include:
- Bachelor's degree in Accounting, Finance, Business, or a related field
- 0 to 1 years of relevant experience
- Experience in professional services industry preferred
- Strong understanding of business operations and alignment with business goals
- Excellent written, verbal, and interpersonal communication skills
- Strong project management skills
- Ability to work independently with minimal supervision
- Communicate well with all levels of professional teams
- Anticipate obstacles, take proactive steps to avoid them, and complete projects accurately and timely
- Provide high-quality work with a detail-oriented focus
- Excellent analytical and problem-solving abilities
This role offers:
- Opportunities for professional growth and development
- A dynamic and collaborative work environment
- Competitive compensation and benefits packages
This position requires:
- Advanced skills in Microsoft Suite (Outlook, Word, Excel, Access, PowerPoint, Power BI)
- SharePoint skills a plus
- Able to work additional hours as needed and travel occasionally
- Must have a client service mindset and understand business from both a practitioner and business operator perspective
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