Financial Analyst

Aditi Consulting; Mountain View (CA); On-site; USD 79,900 - 84,033; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k) with match

Paid time off

Job summary

Aditi Consulting is seeking a Financial Operations Specialist in Mountain View, CA. You will manage revenue processes, forecast data, and invoicing accuracy to support SPG and the broader organization.

The role emphasizes detail orientation, collaboration with finance teams, and ongoing process improvements. 4–6 years of financial experience and a Bachelor’s degree are required, with strong Excel and financial software skills.

Qualifications

• Bachelor’s degree required in Operations, Business or a related field.
• 4-6 years financial and/or accounting experience required.

Responsibilities

• Manage revenue and forecast tracking, with detailed revenue history.
• Create and issue invoices according to internal policies.
• Reconcile accounts receivable and monitor overdue payments.
• Collaborate with finance and service partnership teams to ensure timely revenue reporting.
• Support ad hoc financial projects and analyses.

Skills

Attention to detail

Organizational skills

Forecasting analysis

Independent worker

Communication skills

Bilingual English/Korean

Education

Bachelor's degree in Operations/Business

Tools

Excel

Financial software

Job description

Payrate: $58.60- $58.60/hr.

Summary: We are seeking a detail-oriented and proactive Financial Operations Specialist to join our Strategy and Business Operations team. In this role, you will be responsible for managing the financial operations process. You will play a key role in managing revenue reports, tracking payment statues, and recording revenue in our systems. Your work will contribute to the smooth operation of our SPG group and the overall financial health of the organization.

• Job Responsibilities:
• Financial Operations Management/Forecasting
  • Manage and update the revenue/payment tracker, maintaining a detailed history of revenue amounts and payment statuses
  • Support forecasting processes by analyzing data trends
  • Create and issue accurate invoices according to internal policies
  • Ensure all invoices are aligned with the revenue data and are processed in a timely manner
  • Record revenue accurately in the system, ensuring that all entries are aligned with the revenue reports and financial policies
  • Monitor accounts to identify outstanding payments and follow up on overdue payments
  • Reconcile accounts receivable balances to ensure accuracy
• Process Improvement
  • Identify and implement improvements to streamline invoicing and revenue recording processes
  • Assist in the development and implementation of financial operations processes
• Work closely with the finance teams and the service partnership management team to ensure accurate and timely revenue reporting/payment
• Support the Financial Operations Manager with ad hoc financial projects and analysis

Payrate: $58.60- $58.60/hr.

Summary: We are seeking a detail-oriented and proactive Financial Operations Specialist to join our Strategy and Business Operations team. In this role, you will be responsible for managing the financial operations process. You will play a key role in managing revenue reports, tracking payment statues, and recording revenue in our systems. Your work will contribute to the smooth operation of our SPG group and the overall financial health of the organization.

• Job Responsibilities:
  • Financial Operations Management/Forecasting
    • Manage and update the revenue/payment tracker, maintaining a detailed history of revenue amounts and payment statuses
    • Support forecasting processes by analyzing data trends
    • Create and issue accurate invoices according to internal policies
    • Ensure all invoices are aligned with the revenue data and are processed in a timely manner
    • Record revenue accurately in the system, ensuring that all entries are aligned with the revenue reports and financial policies
    • Monitor accounts to identify outstanding payments and follow up on overdue payments
    • Reconcile accounts receivable balances to ensure accuracy
  • Process Improvement
    • Identify and implement improvements to streamline invoicing and revenue recording processes
    • Assist in the development and implementation of financial operations processes
  • Collaboration
    • Work closely with the finance teams and the service partnership management team to ensure accurate and timely revenue reporting/payment
    • Support the Financial Operations Manager with ad hoc financial projects and analysis

Skills:

• Strong attention to detail and organization skills
• Proficient in financial software and MS Offices, particularly Excel
• Demonstrated ability to support forecasting processes, including analyzing historical data and identifying key trends for actionable insights
• Quick grasp and adapt to the structure of operational trackers and tools to ensure seamless workflow integration
• Ability to work independently and manage multiple tasks simultaneously
• Excellent communication and interpersonal skills
• Bilingual preferred - English and Korean

Education/Experience:

• Bachelor’s degree required in Operations, Business or a related field.
• 4-6 years financial and/or accounting experience required.

Pay Transparency: The typical base pay for this role across the U.S. is: $58.60 - $58.60/hour. Non-exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match, life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus. Sick leave and mobile phone reimbursement provided based on state or local law.

Consent to Communication and Use of AI Technology: By submitting your application for this position and providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated (including auto telephone dialing systems or automatic text messaging systems), pre-recorded, AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliates at the phone number and/or email address you have provided. These communications may include information about potential opportunities and information. Message and data rates may apply. Message frequency may vary. You represent and warrant that the email address(es) and/or telephone number(s) you provided to us belong to you and that you are permitted to receive calls, text (SMS) messages, and/or emails at these contacts. You also acknowledge and agree to Aditi Consulting LLC’s use of AI technology during the sourcing process, including calls from an AI Voice Recruiter. AI is used solely to gather data and does not replace human-based decision-making in employment decisions. Calls may be recorded.

Consent is not a condition of purchasing any property, goods, or services. You may revoke your consent at any time by replying “STOP” to messages or by contacting [e-mail]. For information about our collection, use, and disclosure of applicant's personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

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