- Consolidate and analyze financial data, taking into account the company’s goals and financial standing
- Provide creative alternatives and recommendations to reduce costs and improve financial performance
- Assemble and summarize data to structure sophisticated reports on financial status and risks
- Develop financial models, conduct benchmarking and process analysis
- Conduct business studies on past, future, and comparative performance
- Develop forecast models
- Identify trends, advise the company, and recommend actions to a senior financial analyst based on sound analysis
- Track and determine financial status by analyzing actual results in comparison with forecasts
- Reconcile transactions by comparing and correcting data
- Gain and update job knowledge to remain informed about novelty in the field
- Consult with management to guide and influence long-term and strategic decision-making within the broadest scope
- Drive process improvement and policy development initiatives that impact the function
- Maintain updated employment tax rate and other state registration information within the payroll system (e.g. Gusto)
- Prepare and process government forms in accordance with employment tax registration rules, with guidance from leadership.
- Cooperate with bookkeeper and CPA to ensure that day-to-day finances are accurately recorded and filed in a systematic manner. Willingness to learn more of the daily billing and bookkeeping tasks in order to serve as reviewer and/or primary bookkeeper, as needed.
- Utilize finance projections alongside personnel/staffing information to forecast hiring needs in order to maintain revenue growth goals
- Bookkeeping functions for bookkeeping clients - account reconciliation and preparing of financial statements
- Prepare and file other reporting requirements such as State Sales Tax and Workers' Compensation Reconciliation
- Other finance projects as needed
Requirements
- Proven working experience as a Finance Analyst
- Proficient in spreadsheets, databases, Google Workspace, MS Office, and financial software applications
- Hands-on experience with statistical analysis
- Outstanding English written and oral presentation, reporting, and communication skills
- Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
- Well-informed in current financial subjects, accounting, tax laws, money market, and business environments
- BS degree in Finance, Economics or related field
Benefits
- Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.
Philippines
