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David Careers

Financial Analyst

Posted today

pezian search groupMundelein (IL)
Accountants and AuditorsOther Accounting Services

SENIORITY

Senior

SALARY

$85k

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About the role

Job Description: Financial & Accounting Analyst
Quick Facts:
  • This is a Hybrid role, so the ideal candidate will need to be located in/around Chicago -OR- Washington DC area with the expectation of being in-office up to 3 days per week
  • The ideal candidate has 2+ years of experience in an Accounting, Financial Analyst or equivalent role
  • Strong experience with invoicing / invoice processing, and Client billing
  • Heavy proficiency in Microsoft Excel (or Google Sheets), with and understanding of pivot tables, vlookups, along with Salesforce or other CRM strongly preferred
  • Follow Pezian Search Group on LinkedIn at www.linkedin.com/company/pezian-search-group and review our openings at www.pezian.careersThe expected compensation for this role is up to $85k and offers benefits and long-term growth opportunity
Overview: Pezian Search Group is in search of an Financial & Accounting Analyst to join their growing finance team. This person will handle invoicing and accounts receivable operations across all areas and will serve as the main point of contact for billing, ensuring that revenue is invoiced accurately and on time, and will maintain clean, reconciled. This person will work closely with the Licensing, Advisory, and Client Relations teams, as well outsourced partners and clients, to ensure the firm’s billing cycle running smoothly.
Duties / Responsibilities:
  • Review / approve monthly invoices across all areas to ensure accuracy and timely issuance
  • Coordinate with teams and members to obtain finalized invoice data and submit to the billing team, with a focus on consistent and quick turnaround times
  • Review and approve various report and ensure accuracy
  • Act as the main point of contact for end-to-end invoicing for engagements, tracking milestone completion and ensuring billing is executed
  • Serve as the primary point of contact for all billing-related inquiries, responding to questions from customers and clients regarding invoices and remittance details
  • Manage client onboarding (and offboarding) process by distributing forms and capturing AR contact information, and ensuring that information remains up to date
  • Maintain strong client relationships by providing timely, accurate, and professional billing support
  • Serve as the internal point of contact for related billing and AR questions
  • Own the data that drives the firm’s revenue reporting, ensure it is clean, accurate, and reconciled across Salesforce, billing records, and tracking sheets
  • Update and maintain the work plans and revenue trackers for the firm, incorporating actuals so revenue estimates and work plans stay current
  • Analyze trends across billing, collections, and revenue, and surface insights and risks to finance leadership
  • Own the AR reconciliation process, including coordinating client follow-ups with relevant stakeholders, monitoring payment status, and communicating updates to the team regarding statuses
  • Report on AR performance and uncover any trends that may indicate risk
Background / Experience: 3+ years of experience in accounts receivable, financial analysis, or a related accounting or finance role Bachelor’s degree in Accounting, Finance, Business, or equivalent / related field Experience with invoicing processes, including recurring, milestone-based, and hourly invoicing Strong analytical skills, with the ability to analyze financial data, identify trends and variances, and translate findings into actionable insights Proficiency with Salesforce or a comparable CRM, and comfort reconciling data between multiple systems Strong attention to detail and ability to maintain accurate, well-organizedfinancial records. Advanced spreadsheet skills (Excel / Google Sheets), including pivot tables, lookups, and other formulas, managing tracking and validating data across sources Excellent written and verbal communication skills, with the ability to provide professional, client-facing customer service Ability to manage multiple priorities and deadlines independently in a fast-pacedenvironment. If you or someone you may know is interested in this opportunity, please apply directly through this posting and a member of our team will reach out to you to discuss further. Follow Pezian Search Group on Linkedin - www.linkedin.com/company/pezian-search-groupPezian Search Group is an equal opportunity employer.

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