Lead Financial Analyst

Job Title: Lead Financial Analyst (Accounts Payable Research)
Engagement:
One-time Project / Short-Term Contract

Work Mode:
Remote – US

Compensation:
Result oriented incentive

About Discover Dollar
Discover Dollar helps enterprises unlock hidden financial value by analyzing unstructured data — invoices, contracts, emails, PDFs, chats, and more -using AI, data science, and modern audit automation.

We work with global retailers and enterprises to identify revenue leakage and missed recovery opportunities.

Role Overview
We are looking for a
Lead Financial Analyst (Accounts Payable Research)
[PK1]
on a contract basis
for a short-term, one-time engagement.

The Primary Responsibility Is To

• Bringing real-world Accounts Payable expertise
• Conducting research and documentation in Accounts Payable Processes.
• Creating a space for innovation and discovery
• Evaluating, creating and testing our audit intelligence tools
• Identifying gaps, edge cases, and improvement opportunities
• Helping our product team refine and build better solutions

This is a hands-on evaluation role requiring a strong understanding of Account payable processes, invoice structures, vendor terms, financial discrepancies and more.

Key Responsibilities
Research & Domain Understanding

• Analyze and document current, emerging, and best-practice Accounts Payable processes
• Identify and bring experience in pain points, bottlenecks, and typical challenges faced by Account payable teams
• Study market trends, compliance norms, vendor terms, and invoice structures

Tool Testing & Evaluation

• Test the core audit platform using sample datasets and scenarios.
• Validate system outputs related to:
• Overpayments
• Duplicate payments
• Pricing or contract mismatches
• Missed allowances or credits
• Identify inaccuracies and categorize them (true positives, false positives, false negatives).

Research & Documentation

• Analyze vendor agreements, POs, invoices, and contracts to understand expected behavior.
• Research financial discrepancies and evaluate whether tool logic aligns with Accounts Payable /contract rules.
• Provide structured feedback notes, suggestions, and improvement points.

Collaboration & Reporting

• Work closely with the product team to explain issues, gaps, and edge cases.
• Offer recommendations to improve audit rules, UI flows, and output formats.
• Document findings in a clear, systematic, and reproducible format.

Requirements
Education
Bachelor's or master's degree in

• Commerce
• Finance
• Accounting
• Economics
• or a related field.

Experience
3-5 years of experience
in:

• Accounts Payable operations or audits
• Vendor reconciliation
• Invoice analysis
• Procurement/retail finance
• Recovery audits or contract compliance audits
• Experience spotting financial discrepancies and leakages is essential

Skills

• Strong analytical and financial research skills
• Deep understanding of invoice structures, AP workflows, and 2-way / 3-way matching
• High precision and attention to detail
• Strong Excel/Sheets proficiency
• Good communication skills for documenting feedback
• Bonus: Experience with QA, SQL, or product testing

What We're Looking For

• A Lead financial analyst with strong domain understanding and experience of real-world Account payable operations
• Someone who can independently explore Account payable workflows and simulate user behavior
• A detail-oriented professional who can articulate discrepancies clearly
• Ability to work fast, think critically, and deliver high-quality insights within the project timeline

Deliverables

• User Simulation Report
• End-to-end walkthrough of actions taken as a simulated Account payables/Finance user
• Notes on ease of use, User experience, workflow processes, and more.
• Impact Assessment
• Analysis on how the tool/Idea helps professionals in their roles
• Evaluation of time savings, accuracy, and workflow benefits
• Efficiency Evaluation
• How efficiently a user can identify discrepancies
• Steps that feel slow, confusing, or require too much manual input
• Gap & Opportunity Findings
• Cases where expected insights were missing
• False positives/negatives
• Suggestions for improving audit rules, workflow logic, and UI design
• Final Structured Feedback Document
• List of recommendations
• Prioritization of issues (High/Medium/Low)
• User-centered suggestions for product enhancement