Title
Financial Analyst
Location
Marlborough, MA
Description
Reporting to the Director of Finance, this person will participate in the key activities of a corporate finance department, including the monthly financial close, monthly/quarterly financial/operational reporting, annual budgeting, and quarterly forecasting. The candidate will work closely with members of the Finance and Accounting teams and have exposure to all parts of the organization.
Responsibilities
Close Related
- Utilization reporting
- Headcount reporting
- Help review and distribute budget variance reporting
- 3rd party invoicing - ie Crystal, Conexis
- Assist with call center tracking and reporting
Assist with internal dashboard reporting
- Compile customer satisfaction data
- Analyze and enter pipeline, new business, etc.
- Financial dashboard
- Renewals, sales metrics, turnover
- Income Statements
- Consolidate product line dashboards for total company
- Format files for current month's data
- Set-up books, copy and collate
Assist with other monthly reporting
- Call center
- Other internal reporting
Assist with forecasting
- Quarterly short term cash forecasting
- Short term expense forecasting
- Call center forecasting
Assist with annual budgeting
- Create budget files from master template: add headcount; change reporting segment, paste in trend data; set up links to master allocations file
- Create consolidations by group/business unit
- Assist in drafting budgets
Assist with External Board of Directors Reporting
- Dashboard
- Set-up quarterly reporting and compile data
- Quarterly Financial Reporting
- Check numbers against financials; assist with inputs as needed
- Assist w/commentary (e.g. G&A pages, collecting balance sheet commentary, etc.)
Other tasks as assigned
Qualifications
Bachelors degree in Accounting or Finance
Skills: Strong MS Office skills including moderate/advanced Excel and Powerpoint
Experience: 0-3 years experience in Finance/ Accounting
Qualified candidates please submit a copy of your resume in Microsoft Word format to hrjobs@workscape.com.
Workscape is an Equal Opportunity Employer. We encourage diverse candidates to apply.