Financial Analyst

Found in: beBee S US - 1 week ago

Dallas, United States Alvarez and Marsal Full time

Description

Job Description

The Financial Analyst - Revenue Accountant will oversee all billing and collections processes for the Private Equity Performance Improvement Practice on a daily basis.  They will coordinate across our Sub Business Units (e.g. Commercial Operations, CFO Services, Merger and Acquisition Services) as well as our Corporate Finance department to ensure invoice accuracy, regular / timely billing cycles, and appropriate allocation of cash collections.  Responsibilities will include preparing / processing of complex invoices, monitoring our working capital (WIP and A/R) for any risk / anomalies, and assisting projects teams with self-service invoicing as needed.  Proactive identification and communication of billing-related issues will be an important function of the Financial Analyst - Revenue Accountant.  This role requires a high degree of organization, detail orientation, the ability to easily multi-task and work independently as well as comfort interfacing with all levels of internal management, staff, and at times external clients.

Key Responsibilities:

Billing

  • Ensures timely and accurate preparation of client invoices.
  • Process client bills in our Self-Service Invoice platform (Unit4)
  • Provide direction on reporting and unique billing situations
  • Build relationships with functional leaders within the firm including Finance, Legal, and Conflicts
  • Participate in preparation of reports as requested by management
  • Implement firm billing and collections standards, policies and programs to support the billing function
  • Develop a client service-focused approach with the utmost commitment to professional excellence
  • Update digital records associated with client database as needed by professionals
  • Support professionals with ad hoc requests, e.g. W-9, wiring information and rate cards

Collections and Applications

  • Effectively manage aging reports and help assess risk with input from Managing Directors
  • Provide direction on difficult collection situations in consultation with the Finance team
  • Audit Working Capital Reports to determine reserves for uncollectable A/R and unbillable WIP in preparation for GAAP financial statements
  • Partner with Corporate Finance team to ensure that collections have been applied appropriately to project codes, including lead working credit and referral credit allocation

Qualifications (Experience, Knowledge, Skills & Abilities):

  • Bachelors Degree required, in accounting, finance or related field preferred
  • 3-5 years of professional services billing experience preferred
  • Expert skills in MS Office (i.e. MS Word, Excel, PowerPoint, Teams)
  • Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others.
  • Strategic mindset with the ability to anticipate and proactively address conflict, questions, and concerns in a transparent, concise, and influential way
  • Aptitude and willingness to work with complex procedures
  • Strong organizational skills and attention to detail
  • Ability to manage multiple priorities and adjust to changing priorities in a professional manner
  • Ability to work independently and with a team
  • Willingness and ability to assume new tasks and responsibilities

#LI-LS1

  • Senior Financial Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Dallas, United States SNI Financial Full time

    SNI has partnered with a rapidly growing company to find them a Senior Financial Analyst. This is a very fast paced environment and they need someone who is nimble and adaptable. This person will be responsible for managing multiple financial analysis projects at the same time. ResponsibilitiesPrepare the company's expense plans and monthly...

  • Senior Financial Analyst

    2 weeks ago

    Dallas, United States SNI Financial Full time

    SNI has partnered with a rapidly growing company to find them a Senior Financial Analyst. This is a very fast paced environment and they need someone who is nimble and adaptable. This person will be responsible for managing multiple financial analysis projects at the same time. ResponsibilitiesPrepare the company's expense plans and monthly...

  • Financial Analyst

    14 hours ago

    Dallas, United States Joseph Michaels International Full time

    As a Financial Analyst, (Client will consider a 2+ year Accountant / CPA who seeks Financial analysis.) you will play an integral role in helping businesses make informed decisions that drive their success. You will be responsible for analyzing financial data, identifying trends and providing insights that can impact the performance of the company. Your main...

  • Financial Analyst

    7 days ago

    Dallas, United States Allscripts Healthcare, LLC Full time

    Location: Remote Job Summary: This position is responsible for obtaining key business data and performing analysis and reports required for supporting functional area. What you will contribute: Performs analysis of financial information and recommend Financial Analyst, Financial, Analyst, Technology, Banking

  • Senior Financial Analyst

    5 days ago

    Dallas, United States Rexel USA, Inc. Full time

    The Senior Financial Analyst is responsible for the analysis, review, commentary, and reporting of the financial results as well as projections for Rexel USA. This may include budgeting, estimates, monthly, daily, or weekly reporting and analysis for Financial Analyst, Financial, Analyst, Senior, Skills, Manufacturing, Technology, Budget

  • Financial Analyst

    6 days ago

    Dallas, United States CityVet Full time

    Job Description Job Description JOB SUMMARY As a Financial Analyst at CityVet within our Finance department, you will play a significant role in our financial planning, budgeting, forecasting, and analytical processes. This position serves as a critical stepping stone for advancing your career in the finance sector, offering hands-on experience in financial...

  • Financial Analyst

    2 weeks ago

    Dallas, United States CityVet Full time

    Job DescriptionJob DescriptionJOB SUMMARYAs a Financial Analyst at CityVet within our Finance department, you will play a significant role in our financial planning, budgeting, forecasting, and analytical processes. This position serves as a critical stepping stone for advancing your career in the finance sector, offering hands-on experience in financial...

  • Financial Analyst

    10 hours ago

    Dallas, United States CityVet Full time

    Job DescriptionJob DescriptionJOB SUMMARYAs a Financial Analyst at CityVet within our Finance department, you will play a significant role in our financial planning, budgeting, forecasting, and analytical processes. This position serves as a critical stepping stone for advancing your career in the finance sector, offering hands-on experience in financial...

  • Financial Analyst

    1 week ago

    Dallas, United States Singer Industrial Company Full time

    Singer Industrial is seeking a Financial Analyst to join our Operations and Finance Team. The Financial Analyst will work closely with our teams and offer support in coordination of accounting, financial reporting, financial management, and budgeting efforts. Singer Industrial is one of America’s largest Industrial Distributors with a North American...

  • Financial Reporting Analyst

    Found in: Talent US C2 - 2 weeks ago

    Dallas, United States MUFG Full time

    Dallas, TX Financial Reporting Analyst Fully remote or hybrid in Dallas, Texas This entry-level position will have the primary responsibility of analyzing the quarterly financial statements of private equity partnership investments and recording/reconciling the transactions in the investment accounting system. In addition, the financial reporting...

  • Senior Financial Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Dallas, United States Addison Group Full time

    Job Title: Senior Financial Analyst/ Financial ManagerIndustry: Software Location: HIGHLY hybrid in DallasAddison Group has recently partnered with a private equity backed software company in search of a highly skilled and experienced Senior Financial Analyst/Financial Manager to join their team. The successful candidate will play a critical role in driving...

  • Commercial Financial Analyst II

    3 days ago

    Dallas, United States AmerisourceBergen Corporation Full time

    We are seeking a self-driven, creative Finance professional with excellent communication and interpersonal skills to develop commercial offerings that address the complex landscape of the healthcare industry. As part of the commercial underwriting fi Financial Analyst, Commercial, Financial, Analyst, Healthcare, Sales Leader, Banking

  • Senior Financial Analyst

    1 week ago

    Dallas, United States Liberty Personnel Services, Inc. Full time

    My client a global leader is looking for a senior financial analyst. This role is on site 5 days a week. Strong experience within a large company performing financial analysis and reporting. You will provide support to business units doing annual budgeting, regular forecasting, variance analyses. The manager would like to see 5+ years of experience in...

  • Financial Planning and Analyst

    2 weeks ago

    Dallas, United States California Bioenergy LLC Full time

    Job DescriptionJob DescriptionCalifornia Bioenergy LLC is a leading producer of RNG (Renewable Natural Gas) from dairy manure. WE work with Dairies to capture methane, a potent greenhouse gas, that is currently released into the atmosphere and use it beneficially to reduce CO2e emissions.The Financial Planning Analyst will support the organization in...

  • Financial Planning and Analyst

    10 hours ago

    Dallas, United States California Bioenergy LLC Full time

    Job DescriptionJob DescriptionCalifornia Bioenergy LLC is a leading producer of RNG (Renewable Natural Gas) from dairy manure. WE work with Dairies to capture methane, a potent greenhouse gas, that is currently released into the atmosphere and use it beneficially to reduce CO2e emissions.The Financial Planning Analyst will support the organization in...

  • Division Financial Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Dallas, United States Medical City Healthcare Full time

    HCA Healthcare is committed to research and clinical protocols. Do you want to impact standards of care and save lives across the country? Apply today to our Division Financial Analyst and be a part of the innovation of ideas.Job Summary and QualificationsThe Division Financial Analyst's job responsibilities include but are not limited to:Assisting in the...

  • Financial Analyst

    1 week ago

    Dallas, United States Spero Technology Full time

    Are you a dynamic and ambitious Financial Analyst with an entrepreneurial spirit seeking a thrilling opportunity? We are on the hunt for a highly motivated and detail-oriented individual to join our team. In this role, you will not only report directly to the CEO but also play a pivotal role in shaping the financial and operational aspects of our...

  • Senior Credit Analyst

    6 days ago

    Dallas, United States Triumph Financial Full time

    Join Triumph Financial! At Triumph Financial, we're focused on creating value by driving business and communities of all sizes toward the future. That's why we're looking for passionate, solutions-oriented people to join our team. As a values-driven financial service company, our goal is to help our clients succeed and our communities prosper - and that...

  • Financial Analyst

    6 days ago

    Dallas, United States Briggs Industrial Solutions, Inc. Full time

    At Briggs Industrial Solutions, our team members and our culture are just as important to the company as serving our customers. We believe our team members are the key to our success and we pride ourselves in hiring the highest quality people, placing emphasis on safety, ethics, integrity and respect. We are an ESOP-owned company with a customer-first focus....

  • Sr. Financial Analyst

    1 week ago

    Dallas, United States Trinity Industries Full time

    Job Description Description Trinity Industries is searching for a talented team player to fill the role of Sr. Financial Analyst in our Corporate Financial Planning and Analysis group located in our Dallas, Texas office. As a key member of a Financial Analysis and Planning Team, the successful candidate will be responsible for partnering with the Rail...