Financial Operations Analyst

• Client Financial Support: Partner with the Account Management team to address client inquiries regarding invoices, payments, and account reconciliations
• analyze discrepancies and provide timely resolutions
• Root Cause Investigation: Identify and analyze recurring financial issues to drive cross-functional product and process improvements that streamline internal efficiency and elevate the client experience
• Technical Liaison: Proactively collaborate with Product and Technology teams on needed features and functionality to reduce friction in the client reconciliation process
• Reporting & Analysis: Maintain comprehensive records of issues and prepare regular reports for management review, including detailed root cause analysis and recommendations developed in partnership with technical teams
• Ad Hoc Analysis: Provide custom financial reporting and data translation to clients as needed to ensure transparency and trust
• Process Architecture: Design and document repeatable procedures where none exist, transforming manual tasks into scalable operations as our organization evolves

• At least 4 years of experience in accounting, finance, or accounts receivable, preferably in a SaaS or technology environment
• Strong proficiency in data analysis tools such as Excel (Advanced/Superstar level) and Google Sheets
• experience with NetSuite is a plus
• Excellent problem-solving skills with a keen attention to detail and a proven ability to drive cross-functional projects independently
• Experience navigating ambiguity and a willingness to advocate for system changes and process improvements
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field

Experience with NetSuite is a plus