Regional Finance Senior Analyst

Essential Duties & Responsibilities

General Ledger Maintenance

• Ensure proper coding and classification of transactions.
• Reconcile accounts to ensure the accuracy of financial Statements.

Accounting

• Salesforce maintenance: track the deals and pipeline for forecasting; ensure all calculations and data entries are correct.
• Coordinate necessary documents, contracts, and agreements to support invoicing and submit for invoices to be processed.
• Responsible to track accounts receivable aging and follow up with internal team and payors. Reconcile accounts receivable reserve account. Discuss issues with Regional lead.
• Process accounts payable and coordinate with teams on payment process. Working with vendors to ensure payments are timely.
• Work with the Project management teams monthly to maintain billing, unbilled amounts and open accounts receivable. Compiling necessary information for client reimbursable expenses.
• Prepare commission calculations for each pay period to be submitted to the Regional Finance Manager.

Financial Reporting

• Prepare Salesforce work in process reports on a monthly basis and review for accuracy.
• Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports with your Regional lead.
• Ad-hoc financial analysis.

Process Ownership

• Across all areas of support, suggest changes or improvements to increase accuracy and efficiency.
• Assist the Finance and Operations Manager with special projects as needed

Qualifications

• Superior organizational skills: candidate must possess the ability to maintain an organized approach in a multi-task environment
• Detail work is a major focus of the job, and details need to be handled at a faster-than-average pace, correctly, and efficiently; must be able to work closely and accurately within established guidelines
• Candidate must have substantial computer experience including exceptional knowledge of Excel, as well as database systems
• Team oriented, effective communicator that is adaptable and has a take charge attitude; professional written and oral communication skills are required and candidate must possess a willingness to learn and to contribute
• Ability to enter data efficiently, timely, and correctly in order to meet deadlines; disciplined and able to maintain confidentiality with sensitive information
• Friendly and genuinely interested in the business, agenda, and needs of others, including the company, its management, the team, and the company’s customers

Experience & Education

• Bachelor’s degree in Finance/Business is preferred.
• 3+ years of experience is preferred.
• Salesforce CRM knowledge desirable but not required.
• Experience in the commercial real estate industry is desirable is not required; we will provide industry specific training to support you in this role.