Financial Analyst Disbursements
Job Summary
This is a remote position.
In this role you will analyze financial data reconcile account activity prepare reports assist with tax identification and reporting processes and help resolve discrepancies related to client and project accounts. You will work closely with the Disbursements team project managers and other internal stakeholders to ensure financial information is accurate complete and processed on schedule.
- Analyze account information and financial data to identify discrepancies and ensure accuracy.
- Extract data from company databases and use Excel queries filters and other analytical tools to prepare reports for management.
- Reconcile account activity investigate unexpected variances and assist in developing and implementing solutions.
- Verify the accurate posting of checks and other financial transactions and research unexplained account activity.
- Apply for tax identification numbers with state and federal agencies and respond professionally to agency inquiries.
- Track tax identification applications and follow up with appropriate agencies to ensure required identification numbers are received by established deadlines.
- Prepare quarterly and annual reconciliation reports supporting income tax reporting requirements.
- Maintain accurate client records correspondence and supporting documentation.
- Communicate project status outstanding issues and resolution efforts to Disbursements management project managers and other stakeholders as appropriate.
- Accurately record daily time in the companys timekeeping system.
- Assist the Senior Financial Analyst and Disbursements management with special projects and other duties as assigned.
- An Associates or Bachelors degree in Accounting Finance Business Administration or a related field; relevant coursework and experience will also be considered.
- Basic knowledge of accounting principles and financial reconciliation processes.
- Accounting coursework or previous accounting-related experience strongly preferred.
- Intermediate or better Microsoft Excel skills including experience working with queries filters spreadsheets and financial data.
- Strong analytical and problem-solving skills with the ability to identify and investigate discrepancies.
- Excellent attention to detail and a high degree of accuracy.
- Strong organizational and time-management skills with the ability to manage multiple assignments and meet deadlines.
- Effective written and verbal communication skills and the ability to interact professionally with internal teams clients and government agencies.
- Ability to work independently while contributing effectively within a team environment.
- Ability to work effectively in a deadline-driven high-volume environment.
Required Skills:
Basic knowledge of accounting principles and financial reconciliation processes. Accounting coursework or previous accounting-related experience strongly preferred. Intermediate or better Microsoft Excel skills including experience working with queries filters spreadsheets and financial data. Strong analytical and problem-solving skills with the ability to identify and investigate discrepancies. Excellent attention to detail and a high degree of accuracy. Strong organizational and time-management skills with the ability to manage multiple assignments and meet deadlines. Effective written and verbal communication skills and the ability to interact professionally with internal teams clients and government agencies.
Required Education:
An Associates or Bachelors degree in Accounting Finance Business Administration or a related field1 to 3 years experience.