Job Description

To begin your application, please fill out the attached form below:

https://forms.monday.com/forms/c7666333c4c85610e2e8865f23c2a75d?r=use1

As the Finance Analyst you are a proactive and highly organized individual with a passion for numbers and a proven ability to manage financial tasks with precision. Trustworthy and detail-oriented, you excel at working independently while collaborating effectively with internal teams to ensure seamless financial operations. In this role you will report to the Chief Financial Officer (CFO).

Skilled at identifying challenges and delivering solutions, you act quickly to resolve issues and communicate clearly, even when delivering difficult news. With expertise in cash flow management, financial projections, QuickBooks, commission calculations, and financial auditing, you maintain a clear pulse on the financial health of the business and confidently handle tasks like compiling business and personal financial summaries (BFS & PFS).

Responsibilities:

Accurately enter, categorize, and reconcile financial transactions to maintain precise records. Review, process, and settle charges while ensuring compliance with company policies. Generate and maintain financial reports that provide actionable insights for decision-making. Utilize

QuickBooks, Google Sheets, or MS Excel

to analyze financial data across multiple platforms. Assist in tracking budgets and expenditures to support financial planning and forecasting. Work closely with various departments to resolve financial inquiries and challenges. Identify inefficiencies in financial operations and suggest improvements for accuracy and efficiency. Ensure financial records comply with internal policies and industry regulations.

Required Skills

Quickbooks: 2 to 3 years Finance Skills: 3 to 4 years Google Sheets: 2 to 3 years

Candidate Requirements

Requirements:

A Bachelor's degree in Finance, Accounting, or a related field, or equivalent years of relevant finance experience.

Experience in the US banking industry is required

, with a strong understanding of banking regulations, compliance standards, and financial products. Candidates should have prior experience working with US-based financial institutions, handling banking operations, customer service, etc. A minimum of 3+ years in a finance or accounting role is required. Experience in US Tax code. Hands-on experience with QuickBooks. Experience with PFS & BFS. Experience in personally being responsible for creating cash flow reports as well as forecast reports. Mastery in Google Sheets. An eye for detail with the ability to identify and rectify discrepancies, ensuring accurate reporting, spreadsheets, monthly billing, and expense management. Excellent communication and interpersonal skills, with the ability to collaborate across teams and present financial information clearly and effectively. Proactive and resourceful, capable of managing complex fi nancial tasks and troubleshooting issues with a results-driven mindset. Schedule is Monday-Friday 9:30am-5:30pm EST

To proceed with your application, please fill out the attached form below:

https://forms.monday.com/forms/c7666333c4c85610e2e8865f23c2a75d?r=use1

Job Type: Full-time

Experience:

Finance or Accounting: 3 years (Required) QuickBooks: 1 year (Required) US Tax Code: 1 year (Required) US Banking Industry: 1 year (Required)
Language:

English (Preferred)
Work Location: Remote