Hybrid Financial Analyst

Capleo Global LLC; San Francisco (CA); Hybrid; Full time

Job summary

A leading company is seeking a Financial Analyst for a hybrid role in San Francisco. This position involves managing financial operations, conducting analyses, and ensuring compliance with policies. The ideal candidate will have extensive experience in accounting and finance, strong communication skills, and proficiency in data analysis and Excel.

Qualifications

• At least 5-10 years experience in Accounting and Finance.
• Fluent in written & spoken English.

Responsibilities

• Manages daily operation of the Payment Plus virtual pay program.
• Conduct analysis and reporting to ensure optimal program performance.
• Reconcile and audit all Corporate and Procurement Card transactions.

Skills

Communication

Data Analysis

Excel

Job description

Duration : 3-6 months, extension possible.

Pay : $30.00 / -Hour

Note : Hybrid but mostly remote

Required :

• At least 5-10 years experience in the Accounting and Finance field
• Great communicator, MUST be fluent in written & spoken English
• Strong excel and data analysis skills
• Knowledgeable with positive attitude, be professional

Duties

Manages daily operation of the Payment Plus virtual pay program.

Conduct analysis and reporting to ensure the program is performing at an optimal level and determine areas of improvement.

Assist with Payment Plus and Card Programs campaigns.

Maintains accurate financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.

Provides research on invoices / vouchers to resolve payment issues.

Supports and collaborates with internal (various departments, procurement, and accounts payable) and external customers, communicates payment status, resolves issues, and provides guidance on disbursement-related inquiries.

General administration for Corporate, Procurement Card programs, including process new card applications, maintenance, and ghost card reconciliation.

Reconcile and audit all Corporate and Procurement Card transactions to ensure policy compliance and prevent misuse and abuse of the cards.

Work with end users to determine needed system changes and translate the changes into coherent timing solutions.

Provide continual training to end users to ensure they understand how to use the Corporate Card and Procurement Card programs and how to utilize the supporting system features to the fullest.

Troubleshoot and proved solutions for any problem or bugs that arise in the system.

Ensures work queues are managed within Service Level Agreements (SLA).

Creates and runs departmental reports or operational monitoring and ad-hoc reports for analysis.

Other AP and Card Programs related duties as assigned.

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Financial Analyst Hybrid • San Francisco, California, United States