[Hiring] Financial Analyst @MarketStar

Role Description

About the Financial Analyst:

• Be a strategic partner with Client Services managers, generating and maintaining strong financial practices that ensure accurate billing and insightful analysis for clients.
• Drive compliance to internal finance and accounting practices and procedures, maximizing profitability.
• Work with all levels of management to provide creative new ideas regarding client pricing, rep compensation plans, and improved processes.
• Perform a variety of finance and accounting duties for assigned accounts, including:
  • Creation of accurate financial statements
  • Journal entries
  • Reconciliations
  • Month-end close
  • Accounts receivable
  • Financial analysis
  • Budgeting/forecasting
• Oversee billing and compensation of reps on major contracts, including wage true-ups for achievement to monthly/quarterly goals.
• Train and update internal managers on financial principles to help them make better informed decisions.
• Keep management informed of actual expenses versus budget by reviewing financial statements monthly.
• Make suggestions regarding process improvements and assist with the implementation of new systems.
• Check accounting records for accuracy, track and resolve errors, and complete accounting functions in accordance with established policies, procedures, and regulations.

Qualifications

• Ability to conduct training, communicate at panel discussions, and make professional presentations.
• Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
• B. S. in Accounting or Finance.
• Four or more years of related finance/accounting experience.
• Experience with Workday GL and Adaptive encouraged, but can be trained.
• Advanced knowledge of computer applications, specifically Microsoft Excel/Word/PPT.
• Knowledge of GAAP and regulatory requirements.
• Understanding of General Ledger accounting.
• Able to handle multiple tasks and meet deadlines in high pressure situations.
• Attention to detail.

Requirements

• Assume responsibility for the effective performance of accounting & financial functions.
• Work with Client Services SVP, VP’s, and Directors on program pricing, budgeting, and adhoc analysis.
• Assist with month-end close, process journal entries for assigned programs, review statements, make corrections, and reconcile General Ledger accounts.
• Prepare monthly and periodic invoices for the client in accordance with MarketStar policies and client’s approved purchase orders.
• Proactively work with clients to remit invoices based on MSA/SOW, follow up on past due invoices.
• Maintain MarketStar's budgets for assigned programs in Adaptive/Workday to help maintain accurate company forecasts.
• Oversee rep compensation plans on programs including base wages & true-ups based on performance.
• Ensure that accounting functions are completed in accordance with established policies, procedures, and regulations.
• Analyze accounting functions and provide suggestions for improved processes related to the assigned program.
• Assist in the implementation of new systems for different accounting functions.
• Responsible for tracking and reporting of client budget.
• Monthly tracking and forecasting of client budget to be used for the MarketStar contract.
• Reconciliation and reporting of pass-through expense invoice.
• Analysis of client pass-through expense, and recommendation of more efficient and profitable use of client’s available funds.
• Work closely with MarketStar Managers and Business Development Team to make recommendations for redirected spending.
• Assume responsibility for establishing and maintaining effective business relations with clients, outside auditors and regulators, and professional trade groups.
• Coordinate the collection of financial data from clients.
• Cooperate with and assist external auditors during annual and semi-annual audits.
• Ensure that MarketStar’s professional reputation is maintained.
• Ensure appropriate levels of confidentiality regarding company accounting records.
• Other applicable duties assigned.

Benefits

• Structured learning and career development programs.
• Mental health program.
• Generous Paid Time Off policy.
• Paid medical leave.
• Child/Dependent care reimbursement.
• Education reimbursement.
• 401k match, hardship loan program, access to financial wellness advisor.
• Comprehensive healthcare coverage including medical, dental, and vision.