Financial Analyst

Description

DESCRIPTION

The Client Financial Analyst is a finance operations role aligned to specific client portfolios with responsibility to manage the order-to-cash financial processes. The primary focus includes project and contract administration, revenue recognition in accordance with established financial policies, and client invoicing in a PeopleSoft financial application.

Responsibilities:

• Documentation of financial procedures and act as main point of coordination for all financial aspects related to assigned clients.
• Functions as primary point of entry to corporate revenue processes in the order to cash lifecyle which includes creating projects.
• Analyzed client contract, setting up revenue plans in accordance with financial policies, and client invoicing.
• Provides support to client, financial and business managers for client financial needs.
• Functions as point of entry to firm processes for project/contract set-up and maintenance
• Ensured sufficient evidence, project setup and maintenance.
• Reviews calculations for fee submissions and fee revenue entry.
• Understands client agreements for assigned clients and applies understanding to revenue processes.
• Works with appropriate business partners to ensure the accuracy and integrity of client engagement financial data.
• Drafts invoice preparation, review and validation, invoice revisions and approval with business partners.
• Functions as primary point of contact for the client billing/invoicing process for an assigned portfolio of clients. This includes the creation of invoices based upon contractual requirements and engagement status, as well as mapping project results to the invoice line items.

Qualifications:

• Bachelors degree in accounting, finance or business-related field.
• Minimum 3 to 5 years of financial or analytical work experience.
• Prior experience in PeopleSoft applications, preferably version 8.4 or later in the Project Costing, Contracts, and Billing modules.
• Prior experience in large global corporation, preferably in a services/consulting industry.
• Experience in a corporate finance shared services organization with onshore and offshore team desirable.
• Strong analytical and problem-solving skills.
• Customer Service skills required.
• Strong partnering and communication skills (written and verbal).
• Excellent working knowledge of Microsoft Office Excel, Windows and enterprise systems and applications.
• Can work independently and effectively within a Matrix style organization and team environment.
• Should prioritize, research and multitask.
• Ability to deliver high-quality detail orientated work.
• Accurate work within tight deadlines.
• Flexible and to work in a changing and developing environment.
• Demonstrated ability to understand and follow standard policies, processes and procedures.

SKILLS
PeopleSoft applications, Microsoft Office (Excel), Windows and enterprise systems and applications

Synectics is an Equal Opportunity Employer.