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Financial Analyst I

2 months ago

Painted Post, New York, United States Russell Tobin Full time
Position Overview

The Financial Analyst I will play a crucial role in ensuring compliance with established financial policies and procedures at Russell Tobin. This position involves daily management of financial transactions within the ERP system, ensuring adherence to organizational standards.

Key Responsibilities
  • Compliance Adherence: Maintain strict compliance with financial policies and procedures.
  • Transaction Management: Oversee daily financial transactions within the ERP system, ensuring they align with company policies.
  • Functional Support: Collaborate with IT and Enterprise Application Support to address any production issues affecting invoice payments and entries.
  • Invoice Processing: Work closely with operations to ensure timely and accurate processing of invoice payments.
  • Relationship Management: Foster strong relationships with key business partners.
  • Audit Support: Provide necessary data and support for both internal and external audits.
  • Process Implementation: Implement effective process and accounting controls.
  • Task Prioritization: Manage ongoing tasks, project work, and other initiatives effectively.
  • Analytical Skills: Utilize technical accounting knowledge and Excel skills to identify and resolve issues, as well as uncover improvement opportunities.
  • Team Collaboration: Contribute to a team-oriented environment, supporting departmental efficiency and standardization initiatives.
  • Accounts Payable Duties: Execute various accounts payable tasks, including audits, invoice entry, employee expenses, purchasing, checks, banking, payment tracing, and system reconciliations.
  • Reporting: Provide daily updates on tasks and maintain communication with team members.
  • Process Tracking: Monitor processes and checklist items, ensuring tasks are completed by specific deadlines.
  • Critical Thinking: Demonstrate strong critical thinking abilities.
  • Data Management: Show proficiency in processing large volumes of data.
  • Multi-tasking: Effectively manage multiple priorities, projects, and customer needs.
  • Analytical and Presentation Skills: Exhibit strong analytical capabilities, presentation skills, and problem-solving abilities.
  • Data Interpretation: Analyze and interpret data, linking findings to business implications.
  • Cultural Sensitivity: Work effectively with individuals across different time zones and cultures.
  • Excel Proficiency: Demonstrate advanced skills in MS Excel, including the creation and use of Pivot Tables.
  • Macro Functions: Familiarity with MS Excel macro functions is a plus, though not required.
  • Customer Service Experience: Previous customer service experience is advantageous but not mandatory.
  • System Knowledge: Basic knowledge of PeopleSoft or SAP systems is beneficial but not essential.
Essential Qualities
  • Strong problem-solving abilities.
  • Excellent customer service skills.
  • Team-oriented mindset.
  • Confidence in work performance.
  • Ability to learn quickly.