Financial Analyst

Blue Star Partners LLC; Chicago (IL); Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

Sign-on Bonus

EOY performance bonus

Job summary

Blue Star Partners LLC is seeking a part-time Financial Analyst in Chicago, IL, offering a 20-hour work week with a contract-to-hire path to full-time. The role supports financial operations, invoicing, expense tracking, and coordination with stakeholders to prepare client deliverables.

The candidate will manage budgets, analyze revenue and expenses, and assist in tax processes. Strong Excel skills and familiarity with QuickBooks are preferred; remote work is allowed for local candidates.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration or related field.
• Proven experience in financial operations or financial management.
• New graduates with internships considered.
• Excel proficiency required; QuickBooks experience preferred.

Responsibilities

• Oversee and execute financial operations tasks including invoice processing, expense tracking, and reconciliation.
• Manage cash flow and discuss projections with leadership.
• Prepare monthly financial statements and support year-end close and tax processes.
• Collaborate with leadership to organize accounts and client deliverables.

Skills

Financial operations experience

Financial management experience

Education

Bachelor’s degree in Finance, Accounting, Business Administration or related field

Tools

Excel

QuickBooks

Job description

Position: Financial Analyst
Location: Chicago, IL (Remote - Local candidates preferred)
Contract to Hire: 6 Months, convert to Full-Time
Hours:20 Hours Per Week
Rate: Up to $18-$25/hr based on experience during initial 6 months
Sign-on Bonus: Yes,plus EOY performance bonus.
Start Date: ASAP

Responsibilities

The Financial Analyst will be responsible for overseeing and executing various financial operations processes to ensure the smooth functioning of day-to-day financial activities. This role will involve managing financial management tasks such as invoice processing, expense tracking, and reconciliation of financial accounts. Additionally, the analyst will collaborate with partners to cultivate relationships with stakeholders and assist in organizing accounts and files to support the creation of client deliverables.

Financial Management

• Oversee and execute various financial operations processes, including invoice processing, expense tracking, and reconciliation of financial accounts.
• Cash Flow Management and Discussions with leadership
• Monthly Financial Meeting with to discuss Financial Projections, Expense projections, and reconciliation of the month.
• Develop and maintain budgets and forecasts, aligning financial management
• Regularly analyze revenue and expense trends, identifying areas for improvement and cost-saving opportunities
• Collect payments from clients and accurately record the information.
• Generate monthly financial statements and related analyses for internal stakeholders.
• Drive the annual tax process, including reconciliation, documentation, and liaising with accountants.
• Conduct end-of-year closeout tasks

Operations Management

• Collaborate with leadership to cultivate relationships with clients and consultants.
• Organize accounts and files to assist in the creation of client deliverables.
• Manage all areas of business operations, not limited to Financial and Operations
• Develop statements of work (SOWs) and add amendments when necessary.
• Collect consultants’ timesheets and create invoices monthly.
• Engage in weekly meetings with managing partners to discuss consulting-related matters and create work plans.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration or related field.
• Proven experience in a financial operations, financial management, or related field.
  • However, we are open to new graduates with demonstrated success at internships.
• Experienced with Excel required; experience with QuickBooks preferred.