Financial Analyst II

2 weeks ago


Dallas, Texas, United States Utility Concierge Full time

Job Overview:
The Finance Associate II plays a crucial role in executing various financial and accounting responsibilities, including reconciliations and analytical tasks. This position encompasses duties related to Accounts Receivable, Accounts Payable, Payroll, and more. The role requires collaboration with both the Finance/Accounting and Sales departments, contributing significantly to the overall operations of the Finance/Accounting team.

Key Responsibilities:
- Primarily assists in the management of the company's accounts receivable processes, which involves reconciling provider commission statements and identifying discrepancies.
- Compiles, analyzes, and documents financial transactions; accurately records entries in the general ledger (data entry).
- Supports accounts payable functions and schedules payments.
- Aids in monthly closing activities and financial reporting.
- Conducts necessary audits and engages in projects by generating reports, performing analyses, and providing summaries as needed.
- Researches and communicates basic accounting issues effectively, escalating when necessary.
- Applies relevant accounting procedures for the preparation of financial records, transaction research, and reporting.
- Delivers customer service and reporting to partners.
- Performs additional related duties as required or requested.

Qualifications:

Basic Requirements:
- Bachelor's Degree in Accounting, Finance, or a related field.
- A minimum of 2 years of relevant accounting experience.

Preferred Skills:
- Proficiency in Excel.
- Ability to manage multiple priorities and complete various tasks accurately.
- Strong attention to detail.
- Excellent organizational and time management skills.
- Quick adaptability to new systems/software.
- Capability to work independently as well as collaboratively within a team.
- Strong problem-solving skills with the ability to analyze and resolve issues effectively.
- A solid understanding of financial statements and accounting principles.

Preferred Qualifications:
- At least 1 year of experience in public accounting.
- Familiarity with Salesforce.
- Experience with QuickBooks Online.

The information provided above outlines the essential functions of this position. This job description is not an employment contract, and management reserves the right to modify it at any time without prior notice.

Any physical and mental requirements described are representative of those that must be met by an employee to successfully perform the essential functions of this role.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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