Financial Analyst

YourCause, LLC; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

YourCause, LLC in Plano, Texas is seeking a detail-oriented Financial Analyst to join our dynamic finance team. The ideal candidate will work closely with the Head of Finance, engaging in budgeting, forecasting, and financial analysis while ensuring accurate financial reporting and invoicing.

With at least 3 years of experience in financial analysis, a Bachelor's degree in Accounting or Finance, and advanced skills in Microsoft Excel and Quickbooks, you will contribute significantly to our budgeting processes and manage financial models. Strong communication skills and the ability to work collaboratively in a fast-paced environment are essential.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 3+ years of experience in financial analysis or cost accounting is necessary.
• Advanced knowledge of Microsoft Excel and Quickbooks is essential.

Responsibilities

• Prepare, review and distribute monthly financial reports.
• Track expenses and revenues versus budget and analyze fluctuations.
• Manage accounts receivables and collections efficiently.

Skills

Financial analysis

Cost accounting

Communication skills

Microsoft Excel

Quickbooks

Analytical skills

Education

Bachelor's degree in Accounting or Finance

MBA/CPA

Tools

Quickbooks

Salesforce

Job description

YourCause provides companies the CSRconnect Employee Engagement Platform, which is a dynamic online community tool to consolidate core programming that elevates limited communications, increases participation and truly measures success through comprehensive real-time reporting. The fully-hosted and managed platform contains flexible choices of modules for programs such as employee giving, volunteer, disaster relief, grant management, payroll deductions and more.

Job Description

Join Our Team! We currently have a great opportunity for a Financial Analyst. This position will have an active role in our monthly reporting and analysis, ad-hoc reporting, budgeting, forecasting and projections. YourCause is looking for an analyst who will work hand-in-hand with our Head of Finance and overall finance team. The successful candidate will help lead and develop the following areas: financial results, audits, cash flow, invoicing, internal controls and processes and budgeting. He/she will need to be a great communicator – they will communicate across departments, and often with clients. Ultimately, we are looking for someone who strives to contribute to a first-class team and organization. He/she must be hard-working, self-motivated and detail-oriented.

JOB RESPONSIBILITIES included but not limited to:

• Prepare, review and distribute monthly financial reports to key managers
• Track expenses and revenues vs. budget, estimate and prior periods, and analyze fluctuations
• Prepare monthly consolidation and executive financial package
• Prepare annual financial information to be provided to the external auditors
• Prepare quarterly operating reports
• Create and update Salesforce database
• Assist in the budget & estimate process
• Maintain budget and estimate information in the accounting system (currently Quickbooks)
• Evaluate profit and cost efficiencies in various areas of the organization as needed
• Develop, maintain and distribute as-hoc reports and financial models as needed
• Track contracts and work orders and issue accurate client invoices
• Manage accounts receivables and collections

Qualifications

QUALIFICATIONS:

• Bachelor's degree in Accounting or Finance
• MBA/CPA is a plus
• 3 years of experience in financial analysis or cost accounting
• Accounting/GAAP knowledge
• Advanced knowledge of Microsoft Excel and Quickbooks
• Excellent initiative and communication skills
• Ability to complete projects and tasks efficiently and accurately
• Strong organizational and analytical skills
• Personable and works well with others in fast paced, dynamic environment

Additional Information

Check us out and apply at https://solutions.yourcause.com/careers/#open-positions