Job Details
This position provides Financial/Accounting support for the organization. The position will be onsite in our Tampa office 2-3 days per week. Local candidates only - unable to relocate.
We are seeking a highly skilled and detail-oriented Financial Analyst with expertise in revenue and expense forecasting, invoicing, and advanced proficiency in various financial software platforms. As a key member of our finance and accounting team, you will be responsible for ensuring accurate financial reporting, optimizing revenue streams, assisting in the month-end close process, and providing insightful analysis to support strategic decision-making. In this highly visible role, you will assist in driving revenue and NOI to Plan across multiple business functions.
Responsibilities:
- Management: Oversee the invoicing process, ensuring timely and accurate billing to clients/customers. Collaborate with cross-functional teams to resolve billing discrepancies and streamline invoicing procedures.
- Revenue and Expense Forecasting: Develop and maintain robust models for forecasting revenue and expenses based on historical data, market trends, and business projections. Analyze variances and provide actionable insights to drive financial performance.
- Financial Analysis: Conduct thorough analysis of financial data, including profitability analysis, cost-benefit analysis, and trend analysis. Identify opportunities for cost optimization and revenue enhancement.
- Financial Reporting: Prepare comprehensive financial reports and presentations for internal stakeholders and senior management. Communicate financial performance metrics and key insights in a clear and concise manner.
- System Expertise: Utilize advanced skills in Excel and proficiency in financial software platforms such as Sales Force, Oracle, NetSuite, OpenAir, Avalara, and Workday Adaptive to extract, manipulate, and analyze data effectively.
- Process Improvement: Continuously evaluate and improve financial processes and systems to enhance efficiency, accuracy, and scalability. Recommend and implement automation solutions where applicable.
- and Controls: Ensure compliance with regulatory requirements and internal controls. Participate in audits and assist in the development of policies and procedures to mitigate financial risks.
- Budgeting: Help drive creation and adherence to the budget while performing ad-hoc variance analyses throughout the year.
- Contracting & Contract Management: Assistance in contract writing may be required from time-to-time. An understanding of the revenue and expense implications of contract language is also required.
- Resource Planning & Optimization: Ability to assist resource managers with resource and capacity planning, utilization, and optimization. Demonstrated ability to implement, enforce, and drive to KPI s that meaningfully impact business performance.
Qualifications:
- 5-7 years experience in financial and accounting analysis, with a focus on invoicing and forecasting.
- Advanced proficiency in Microsoft Excel, with the ability to create complex financial models and perform data analysis.
- Hands on experience with one of the following financial software platforms: Sales Force, Oracle, NetSuite, OpenAir, Avalara (sales tax) and Workday Adaptive is preferred,
- Strong analytical skills and attention to detail, with the ability to interpret financial data and draw meaningful conclusions.
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
- Ability to thrive in a fast-paced environment, manage multiple priorities, and meet tight deadlines.
- CPA, or other relevant certifications preferred.
- Willing to work onsite up to 3 days per week (Tues-Thur)