Financial Analyst - Disbursements

This is a remote position.

• 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 company’s timekeeping system.
  
• Assist the Senior Financial Analyst and Disbursements management with special projects and other duties as assigned.
  

Requirements

• An Associate’s or Bachelor’s 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.
  

Benefits