Finance & Accounting Analyst

Kobie Marketing; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible Time Off

Nine Company-Wide Holidays

Growth & Well-being benefits

Job summary

Kobie Marketing is seeking an Accounting and Finance Analyst to join our remote-friendly team. This role focuses on core accounting processes, monthly reporting, and revenue validation, while providing a path to broader FP&A exposure.

You will collaborate with cross-functional partners to drive efficient close and accurate financial insights. This position offers growth across Accounting, Finance, and operational reporting, with a culture that supports work-life balance and ongoing professional

Qualifications

• Experience in accounting processes and financial reporting.
• Strong analytical and detail-oriented mindset.
• Collaborative in cross-functional partnerships.

Responsibilities

• Own recurring month-end close responsibilities, including reconciliations, journal entries, and client accrual file updates for assigned client accounts.
• Manage the full invoicing cycle—usage loads, invoice and credit memo creation, approval documentation, and client delivery for assigned client accounts.
• Maintain accuracy between GL and BS accounts, and ensure NetSuite invoices are approved and posted to the correct period.
• Support committed revenue summaries and revenue allocation across all lines of business.
• Review Kobie and client P&L statements for accuracy against forecast, partnering with operating stakeholders to resolve variances.
• Update and validate revenue in Planful, including client-level revenue, keeping operational data and the financial system of record in sync.
• Support monthly reporting deliverables, including SG&A and COGS reviews, margin-by-line-of-business analysis, and billable/productivity dashboards.
• Partner with client and department leads to validate member counts, billed and worked hours, and new business and fulfillment data feeding into financial reporting.
• Contribute to Monthly Business Review materials — financial results, KPIs, and variance analysis — that leadership uses to understand business performance.
• Support annual budgeting and re-forecasting.

Job description

Join a National Top Workplace

Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We’re always looking for talented individuals who are ready to join a collaborative, growth-focused culture. As a partner to some of the world’s most recognized brands, we are leaders in loyalty, helping brands build lasting emotional connections with their consumers.

Join Us from Anywhere

While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with:

• Flexible Time Off to recharge when needed
• Nine Company-Wide Holidays
• A diverse suite of benefits prioritizing your growth, development, and personal well‑being

Discover more about our perks and benefits here.

Travel Requirements

As a remote-first organization headquartered in St. Petersburg, Florida, Kobie values meaningful in-person connection and collaboration that strengthens our teams, supports our clients, and enhances our culture. While travel requirements vary by role, periodic travel may be required to support business objectives, team collaboration, customer engagements, training, and company events. Candidates should be able and willing to travel as needed to fulfill the responsibilities of the role.

About the team and what we’ll build together

This role sits at the intersection of Accounting and Finance. In Accounting, we thrive behind the scenes — detail-oriented and meticulous, providing financial insight that helps our organization make informed decisions. In Finance, we partner closely with business leaders, translating financial and operational data into insight that drives planning, performance reviews, and continuous improvement.

The Finance & Accounting Analyst maintains ownership of core accounting processes while also supporting the operational metrics, forecasts, revenue validation, and monthly reporting that leadership relies on to understand business performance. This role is intentionally built as a development opportunity — a chance to grow across both disciplines — and as a connective thread that strengthens how Accounting, Finance, and operational reporting work together in service of better business decisions.

How you will make an impact

• Accounting Ownership
  • Own recurring month-end close responsibilities, including reconciliations, journal entries, and client accrual file updates and record-keeping for assigned client accounts
  • Manage the full invoicing cycle — usage loads, invoice and credit memo creation, approval documentation, and client delivery, on both monthly and weekly cadences for assigned client accounts
  • Maintain accuracy between GL and BS accounts, and ensure NetSuite invoices are approved and posted to the correct period
  • Support committed revenue summaries and revenue allocation across all lines of business
  • Review Kobie and client P&L statements for accuracy against forecast, partnering with operating stakeholders to resolve variances
• Financial Planning, Analysis & Operational Reporting
  • Update and validate revenue in Planful, including client-level revenue, keeping operational data and the financial system of record in sync
  • Support monthly reporting deliverables, including SG&A and COGS reviews, margin-by-line-of-business analysis, and billable/productivity dashboards
  • Partner with client and department leads to validate member counts, billed and worked hours, and new business and fulfillment data feeding into financial reporting
  • Contribute to Monthly Business Review materials — financial results, KPIs, and variance analysis — that leadership uses to understand business performance
  • Support annual budgeting and re-forecasting
• Business Partnership & Development
  • Serve as a connector between Accounting, Finance, Client Services, and Management keeping data and narrative consistent across close, reporting, and forecasting
  • Identify and help implement opportunities to improve close and reporting processes through automation, standardization, and efficiencyBuild toward broader accounting and FP&A exposure over time, with structured opportunities to expand scope as skills develop
• Ongoing Success Measures
  • First 30 days: Learn the close calendar, chart