Financial Analyst

The Judge Group; Santa Cruz (CA); Remote; USD 55,000 - 75,000; Full time

Job summary

The Judge Group is seeking a Finance/Accounting professional for a remote role with occasional onsite visits to the Marina/Santa Cruz, CA area (about once per quarter). You will update financial models, prepare journal entries in Dynamics 365 Finance, assist with monthly close, reconciliations, and reporting, and support A/P, fixed assets, and treasury activities.

This position requires 1–3 years of accounting/finance experience, solid Excel skills, and a bachelor’s degree in a related field.

Qualifications

• 1–3 years of accounting/finance-related experience.
• Working knowledge of journal entries, debits/credits, reconciliations, accruals, and basic financial statements.
• Intermediate Excel skills including formulas, lookups, pivot tables, and data organization.

Responsibilities

• Update financial models, assumption schedules, source data, and supporting calculations under management direction.
• Prepare routine journal entries in Microsoft Dynamics 365 Finance, with complete support and proper approval routing.
• Assist with monthly close, opening-balance activity, account reconciliations, accrual schedules, and general-ledger maintenance.
• Support bank reconciliations, cash-position reporting, transaction research, and cash-management documentation.
• Perform finance and accounting data entry for vendors, invoices, accounts, cost-centers, fixed assets, and reporting.
• Assist with accounts payable, fixed assets, treasury, and other processing activities following approvals.
• Prepare recurring budget-to-actual, forecast, cash-flow, and variance reports using Excel and source-system data.
• Track open financial-model assumptions and data requests, follow up with owners, and maintain status logs.
• Maintain audit-ready reconciliations, schedules, control evidence, and electronic files with naming/version control.
• Document repeatable procedures and support process improvements as the joint venture finance function develops.

Skills

Accounting/Finance experience

Excel skills

ERP/GL experience

Education

Bachelor's degree in accounting, finance, or related field

Tools

Microsoft Dynamics 365 Finance

Job description

Location: Remote role with occasional onsite visits to the Marina/Santa Cruz, CA area, approximately once per quarter as needed (flexible)

Key Responsibilities:

• Update financial models, assumption schedules, source data, and supporting calculations under management direction.
• Prepare routine journal entries in Microsoft Dynamics 365 Finance, with complete support and proper approval routing.
• Assist with monthly close, opening-balance activity, account reconciliations, accrual schedules, and general-ledger maintenance.
• Support bank reconciliations, cash-position reporting, transaction research, and preparation of authorized cash-management or bank-transfer documentation.
• Perform finance and accounting data entry, including vendor, invoice, account, cost-center, fixed-asset, and reporting data as assigned.
• Assist with accounts payable, fixed assets, treasury, and other transaction-processing activities while following authorization and documentation requirements.
• Prepare recurring budget-to-actual, forecast, cash-flow, and variance reports using Excel and source-system data.
• Track open financial-model assumptions and data requests, follow up with designated owners, and maintain organized status logs.
• Maintain audit-ready reconciliations, schedules, control evidence, and electronic files with clear naming and version control.
• Document repeatable procedures and support practical process improvements as the joint venture finance function develops.

Qualifications:

• One to three years of relevant accounting, finance, treasury, audit, or financial-analysis experience.
• Working knowledge of journal entries, debits and credits, account reconciliations, accruals, and basic financial statements.
• Intermediate Microsoft Excel skills, including formulas, lookups, pivot tables, data organization, and model updates.
• Experience using an ERP or general-ledger system, plus strong accuracy, organization, confidentiality, and follow-through.

Education/Experience:

• Bachelor’s degree in accounting, finance, business administration, or a related field, or equivalent relevant experience.

Added bonus:

• Experience with Microsoft Dynamics 365 Finance.
• Experience supporting monthly close, bank reconciliations, cash reporting, accounts payable, or fixed assets.
• Financial-modeling or FP&A support experience in a manufacturing, automotive, aerospace, or startup environment.