Senior Financial Analyst (Automation & Revenue Operations)

Harvey Nash; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services company in Austin, Texas, is seeking a Financial Analyst III to support automated solutions and reporting. The role involves driving process improvements and managing complex data reconciliations. Candidates should have a degree in Finance or Accounting and strong skills in collaboration and analytics. This opportunity offers a chance to improve productivity and scalability within a dynamic team environment, meeting critical timelines and enhancing operational metrics.

Qualifications

• Experience in financial data reconciliation and automated solutions.
• Ability to work on tight deadlines with proactive problem-solving skills.

Responsibilities

• Own the day-to-day process for reconciling and tracking variances.
• Drive system automation and process improvements.
• Perform revenue adjustments and reserve analysis.
• Collaborate with IT and various finance teams.

Skills

Accounting principles

Data reconciliation

Automation tools

Cross-functional teamwork

Education

BBA, BA or BS in Finance or Accounting

Job description

Team up with Client, one of the most influential technology leaders in the industry. Join the Client Finance organization and make a positive impact, where you will share in a commitment to excellence by partnering with world-class teammates, all with one unified vision—creating innovative products that delight customers. Finance is about “fueling innovation.” We do this by hiring quality individuals with integrity and personal accountability, who value teamwork, work product excellence and proactive thinking. If you share these values and want to be part of something big, contact us today.

Client’s Global Business Solutions (GBS) organization operates four regional shared service centers around the world in Singapore; Shanghai, China; Cork, Ireland and Austin, Texas. As Client continues to grow its global presence in new and existing markets, the GBS organization is also growing to better manage and operate the regional sites and drive global coordination.

We are currently seeking a Financial Analyst III in Austin, TX

You will work with a variety of cross-functional teams and external customers or partners to drive automated solutions, reporting and accurate billings and credits. You will work on automation to support large complex data set reconciliations. This includes any necessary manual revenue booking. Additionally, you will support daily interactions with carriers to track and resolve situations manually. This includes any cross-functional process improvements with upstream. You will also be responsible for creating and generating reports and any audit tasks needed to support growth. The tasks and deliverables are time sensitive and a proactive approach to ensure deadlines are consistently met. In addition, you will recommend and lead process improvements to improve the productivity and scalability of key processes. The individual will interact with different levels of management and must communicate effectively at all levels. You will be responsible for prioritizing and working several tasks simultaneously. You will also be responsible for other ad hoc requests.

Responsibilities include:

• Own the day-to-day process for reconciling and tracking variances related to residual commission. This includes partnering with cross functional teams based on critical timeframes.
• Drive & maintain system automation, process improvements, and operational metrics
• Perform monthly/quarterly revenue adjustments and reserve analysis
• Work closely with Information Systems & Technology, Order-to-Cash, various Finance & Sales groups to ensure that root cause is identified, processes are sustainable, scalable, and produce accurate results
• General understanding of SOX controls

Education

BBA, BA or BS in Finance, Accounting, or equivalent experience