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Financial Analyst 2
4 months ago
OVERVIEW:
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.
PRIMARY RESPONSIBILITIES:
- Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
- Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
- Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
- Manage Verizon account back-end margin validation and payment process for Direct (Verizon) and Indirect (Ingram Micro, Ice, Telamon) channels
- Draft and Execute back-end margin contracts for Direct and Indirect customers.
- Manage Back-end margin approval process.
- Manage Back-end margin monthly accrual.
- Communicate and reconcile back-end margin claim differences with Direct and Indirect customer counter parts (via email/ WebEx meetings).
- Validate and process invoices.
- Manage Back-end margin incentives for Direct and Indirect channels
- Review and set up incentive requirements for various customers.
- Track performance and manage incentive accrual.
- Communicate validation requirements with customers and execute contracts.
- Validate and process invoices.
- Manage Verizon National/CRM promotion operations
- Manage/ communicate with Verizon contract team ensuring accurate and timely contract execution.
- Manage Samsung contract legal review process for promotion contracts.
- Review and confirm alignment on Verizon Promotional contracts based on finalized terms with Verizon.
- Manage promotion accrual/approval system (Conditions) submission/approval for accurate reflection of finalized terms and timely submission.
- Reconcile and validate Promotional invoices received from Verizon for executed promos.
- Manage communication with Verizon billing team ensuring timely invoice validation and payment process.
POSITION REQUIREMENTS:
- Verbal and written communication skills, attention to detail, and critical thinking.
- Basic ability to work independently and manage one's time.
- Basic ability to analyze business trends and project future revenues and expenses.
- Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
- Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
- Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.
- Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
- 2-4 years financial and/or accounting experience required.
We thank all applicants for their interest. However, only those qualified individuals who closely meet the qualifications of the position will be contacted. The details of the position are only a summary, other duties may be assigned as necessary.
Background Check and Drug Screen may be required.