Full-Time Financial Assistant

Looking for an organized, detailed-oriented individual to assist VP of Financial Operations with contract management and financial planning responsibilities.

As Financial Analyst, you will have following key responsibilities:

1. Order entry for invoicing of clients through company CRM interface system. (Salesforce and Microsoft Dynamics)
2. Allocate revenue for each product based on contract
3. Allocate invoice for tax calculation based on deliverables to client
4. Manage the invoice instructions provided to the AR department and coordinate with AR team for collection
5. Generate standard and ad-hoc reports from CRM system, SAP and PowerBI
6. Order entry for contract entitlement and product delivery
7. Update contract entitlement system based on contracts
8. Coordinate with third party delivery systems regarding client entitlement
9. Update client status
10. Assist with contract management and financial planning
11. Update/maintain reports for contract renewals, hold status and financial planning and analysis
12. Update/maintain financial revenue reports by product
13. Serve as backup for contract execution process

Financial Analyst, should have the following skills, qualifications and experience:

• Accounting and finance experience
• Basic understanding of financial terms
• Experience with sales tax as it relates to client billings
• Be able to understand financial terms in a legal agreement
• Salesforce and Microsoft Dynamics CRM systems
• Microsoft Office knowledge
• Ability to work independently
• SAP experience is a plus

This role has a market-competitive salary with an anticipated base compensation of the following range: $73,000 - $110,000. Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location. This role might also be eligible for a sales-based incentive or performance-based bonus.

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