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Financial Analyst
1 month ago
The Financial Analyst will play a key role in managing and executing various financial processes and tasks, including invoicing, payment collection, sales data management, financial reporting, and forecasting. This position demands strong analytical skills, meticulous attention to detail, and proficiency in financial software systems. The Financial Analyst will support financial operations and collaborate closely with both internal teams and external partners to ensure accurate and timely financial management.
Invoicing & Payment Collection:Prepare and send invoices and credit memos to clients promptly and accurately.
Monitor outstanding payments weekly, ensuring timely collection.
Data Management & Reporting:Maintain detailed records of all financial transactions in Smartsheet and Excel.
Regularly update sales data in Salesforce based on the latest CRM version.
Ensure all client agreements, NDAs, and ITCs are correctly saved on the company server.
Prepare and present monthly sales reports and graphical presentations for Committee meetings at HQ.
Financial Forecasting & Budgeting:Regularly update the internal forecast file with the latest invoice plan.
Assist in preparing the annual budget and quarterly forecasts in collaboration with the General Manager.
Work with the external accountant to accurately close the month's financial records on time.
Act as the finance liaison within the organization, supporting and executing requests from HQ, in collaboration with the company's CPA.
Administrative & Analytical Tasks:Routinely generate and analyze administrative reports for inconsistencies.
Identify discrepancies in reports and communicate with the appropriate internal departments.
Handle additional responsibilities as assigned by management.
Required Qualifications:Bachelor’s degree in Finance, Accounting, or a related field.
3+ years of experience in Accounting and Financial activities.
Proficiency in Excel, PowerPoint, QuickBooks, and Salesforce.
Experience with Smartsheet.
Strong analytical and data management skills.
Excellent attention to detail and organizational abilities.
Ability to work independently and manage multiple tasks simultaneously.
Strong communication and presentation skills.
CPA or CFA certification is a plus.
Fluent in English. Italian is a plus.
All applicants should be authorized to work lawfully in the United States.
Hybrid Work ModelLocation: Brickell Key - Miami, FL, 33131
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