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Job Title: Sr. Financial Analyst Work-from-Home Job

Full Time1 Vacancy Posted: 10-29-2024
Expires on 28 Nov

Job Description

Who we are:

eFlexervices is a BPO company with a legacy spanning 22 years, we've honed our craft in providing exceptional quality and building unshakable trust. At eFlex, we're not just a BPO company – we're your partners in success. Our approach is all about finding the perfect match between talent and the organizations we support. We're not just investing in our work but in people, optimizing performance, and maximizing efficiency. We are all about exceptional quality and unwavering trust.

What we are looking for:

Are you ready to take your expertise to the next level? At eFlexervices, we're not just hiring a Finance Operations Sr. Analyst – we're empowering your talent to deliver quality and performance. Join us in shaping the success and making an impact that truly matters.

As Finance Operations Senior Analyst, you will be responsible for the accounting operation processes for our client inclusive of, but not limited to:  bank statement reconciliations, day-to-day banking activities, accounts payables and receivables, and direct bill reconciliation. Additionally, you will play a crucial role in cross-training the offshore team, resolving operational discrepancies, and executing scalable solutions for improved efficiency. Your expertise in financial accounting operations will be instrumental in maintaining accurate financial records and driving the company's financial success.
 

What you’ll be doing:

  1. Accounts Payable and Receivable Management
  • Drive key aspects of the AP and AR functions, including timely invoice processing, Company and Vendor payment processing, client payments and direct bill commissions, Company, and outside broker commissions, 1099 processing, etc.  
  • Collaborate with cross-functional teams to ensure invoices are approved and processed in accordance with company policies and procedures.
  • Give direction to offshore teams to ensure all direct bill transactions are correct and complete each month. Problem-solve issues as they arise. Reconcile production to revenue.
  • Ensure all transactions follow client procedures and protocols.
  • Approving template and bank transactions, ensuring compliance, and taking ownership by reviewing all offshore team’s work
  1. Bank and Credit Card Statement Reconciliations
  • Lead the timely and accurate reconciliation of bank statements, ensuring discrepancies are identified and resolved promptly.
  1. Business licenses and State and Local filings
  • Collaboration on license acquisition and renewals, promoting accurate and timely submission
  • Collaboration on State and local tax filings as they arise
  • Collaboration on license expirations, maintaining accurate and organized records
  1. Operational Efficiency and Scalable Solutions:
  • Drive Efficient Technology Implementation: Take a role in implementing technologies to drive operational efficiency and streamline financial processes 
  • Execute operational inefficiencies and process gaps, implementing management solutions to improve workflow and increase productivity.
  1. Collaborate and train the offshore team:
  • Communicate effectively with the offshore team to delegate tasks and provide guidance.
  • Review the work performed by the offshore team to ensure accuracy and compliance.
  • Offer training and support to the offshore team on processes and procedures.
  • Assist in ad-hoc finance team projects. 
  1. Financial Statement Impact:
  • Conduct a monthly reconciliation of sub-ledgers to the general ledger, ensuring accuracy and taking early action if there are any discrepancies. Conduct detailed flux analysis on cash movement, focusing on CP, AR, and AP, to proactively manage finances and the workload of the team to create efficiency.
  • Communicate financial insights and findings to key stakeholders, facilitating informed decision-making.
  1. Team Player and Role Model:
  • Be a role model for the finance team, embodying the organization's values and promoting a culture of excellence, integrity, and accountability.
  • Collaborate with cross-functional teams to achieve organizational goals and objectives.
  1. Assist and own year-end audit requirements as they pertain to Finance Operation functions


 

Qualifications and Requirements:

  • At least 5 years of experience in the same role or similar capacity
  • Knowledge or experience in US State Tax Filing
  • Experience in Insurance Direct Billing
  • Experience in Quickbooks
  • Experience in leading and managing a remote team
  • Experience in client management
  • Excellent communication skills
  • Exceptional problem-solving skills and the ability to resolve payments, billing, and collection issues efficiently.
  • Strong organizational and time management skills.
  • Proficient in Microsoft Office Suite, particularly Excel.
  • Must be able to meet tight deadlines, with attention to detail.
  • Must maintain a positive attitude and sense of humor!
  • Proven ability to multitask, prioritize work, and meet deadlines in a fast-paced environment.

 

Benefits and Perks:

At eFlex, we're not just a workplace – we're a community of playmakers, committed to fostering growth, learning, and personal connections. Here's what's in store for you:

  • Living Our Values: We don't just talk the talk; we walk the walk. From learning and personal growth to caring deeply about our team and clients, our values are the compass guiding our vibrant workplace.
  • Competitive Compensation: Your hard work deserves recognition. Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements.
  • Flexible Work Options: Work your way! If you're outside Baguio City, embrace a permanent work-from-home setup. For those within Baguio, our hybrid work model offers the best of both worlds.
  • Wellness Matters: Recharge and refresh! Our flexible vacation and sick leaves empower you to prioritize your well-being, ensuring a healthy work-life balance.
  • Pathways to Success: Your journey with us is brimming with growth opportunities. We're dedicated to nurturing your career and supporting your rise through the ranks.

 

Ready to embark on an enriching journey? Join the eFlex family and experience a workplace that values your individuality and success. Let's thrive together! 

 

  • Job Function / Expertise / Department

    All Accounting Jobs

  • Industry

    Accounting

  • Years of Work Experience

    3 - 5 Years

  • Position Level

    Senior Level

  • Job Type

    Full Time

  • Work Hours

    Night shift

  • Educational Attainment

    Bachelor’s Degree

  • Preferred field of Study

    Not Specified

Employee Benefits

Work from HomeLaptop13th month

Preferred Candidate

Interpersonal / Soft Skills

Technical / Hard Skills

NetSuite (1-3 Years) Experience in Quickbooks (1-3 Years)

Tools

Company Overview

Office Address:

23 MALVAR ST., TRANSCOVILLE, Baguio City, Benguet

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 Who we are:eFlexervices is a BPO company with a legacy spanning 22 years, we've honed our craft in providing exceptional quality and building unshakable trust. At eFlex, we're not just a BPO company – we're your partners in success. Our approach is all about finding the perfect match between talent and the organizations we support. We're not just investing in our work; we're investing in people, optimizing performance, and maximizing efficiency. We are all about exceptional quality and unwavering trust. What we are looking for:The Customer Success Operations Analyst will play a crucial role in optimizing our customer success team's efficiency and effectiveness. This role involves analyzing data to provide actionable insights, developing processes to improve customer satisfaction, and supporting the overall strategy and operations of the customer success team that will help increase our product’s value and revenue potential while also minimizing churn rates. Ultimately, you will work directly with our Customer Success Managers and Customer Success Leadership Team to help solve problems and ensure their satisfaction. You will also work closely with other employees to ensure questions and concerns are addressed promptly. What you’ll be doing:● Data Analysis & Reporting: Analyze customer data to identify trends, areas for improvement, and opportunities for proactive support. Develop, maintain, and automate reports and dashboards to track KPIs, such as customer satisfaction, retention, and engagement metrics.● Process Optimization: Partner with cross-functional teams to create and refine workflows, processes, and tools that enhance productivity and customer outcomes. Conduct regular audits to identify process bottlenecks and propose solutions.● Customer Segmentation: Work closely with the customer success team to define and refine customer segments based on usage, lifecycle stage, and behavior to deliver more tailored experiences.● Customer Health Scoring: Support the design, implementation, and management of customer health scores to assess and monitor account health, proactively identifying at-risk accounts.● System Management: Serve as the administrator for Customer Success tools (e.g., Gainsight, Salesforce, etc.), ensuring data quality, setting up new users, and troubleshooting issues.● Cross-functional Collaboration: Work closely with Product, Sales, and Marketing to communicate customer insights and advocate for improvements that impact customer satisfaction and retention.● Customer Insights: Regularly gather, analyze, and communicate feedback from customers to support product enhancements, improve customer experience, and inform strategic decision-making.● Documentation & Training: Develop and maintain documentation for customer success processes and help with conducting training sessions to ensure the team can fully leverage available tools and resources. Qualifications and Requirements:Bachelor's degree or equivalent work experience1-2 years of customer success operations or similar role experience1-2 years of experience in reports building, data analysis and data visualizationExcellent communication, interpersonal, and organizational skillsProficiency in Excel, Salesforce and GainsightStrong problem-solving skills and the ability to think on your feet Benefits and Perks:At eFlex, we're not just a workplace – we're a community of playmakers, committed to fostering growth, learning, and personal connections. Here's what's in store for you:Living Our Values: We don't just talk the talk; we walk the walk. From learning and personal growth to caring deeply about our team and clients, our values are the compass guiding our vibrant workplace.Competitive Compensation: Your hard work deserves recognition. Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements.Flexible Work Options: Work your way! If you're outside Baguio City, embrace a permanent work-from-home setup. For those within Baguio, our hybrid work model offers the best of both worlds.Wellness Matters: Recharge and refresh! Our flexible vacation and sick leaves empower you to prioritize your well-being, ensuring a healthy work-life balance.Pathways to Success: Your journey with us is brimming with growth opportunities. We're dedicated to nurturing your career and supporting your rise through the ranks.Ready to embark on an enriching journey? Join the eFlex family and experience a workplace that values your individuality and success. Let's thrive together!