Accounting & Financial Analyst

Finance & Accounting AnalystQuick Facts:This is a Hybrid role, so the ideal candidate will need to be located in/around Chicago -OR- Washington DC area with the expectation of being in-office up to 3 days per week The ideal candidate has 2+ years of experience in an Accounting, Financial Analyst or equivalent roleStrong experience with invoicing / invoice processing, and Client billingHeavy proficiency in Microsoft Excel (or Google Sheets), with and understanding of pivot tables, vlookups, along with Salesforce or other CRM strongly preferredFollow Pezian Search Group on LinkedIn at www.linkedin.com/company/pezian-search-group and review our openings at www.pezian.careersThe expected compensation for this role is up to $62k and offers benefits and long-term growth opportunityOverview:Pezian Search Group is in search of an Finance & Accounting Analyst to join their growing finance team. This person will handle invoicing and accounts receivable operations across all areas and will serve as the main point of contact for billing, ensuring that revenue is invoiced accurately and on time, and will maintain clean, reconciled. This person will work closely with the Licensing, Advisory, and Client Relations teams, as well outsourced partners and clients, to ensure the firm’s billing cycle running smoothly.Duties / Responsibilities:Review / approve monthly invoices across all areas to ensure accuracy and timely issuanceCoordinate with teams and members to obtain finalized invoice data and submit to the billing team, with a focus on consistent and quick turnaround timesReview and approve various report and ensure accuracyAct as the main point of contact for end-to-end invoicing for engagements, tracking milestone completion and ensuring billing is executedServe as the primary point of contact for all billing-related inquiries, responding to questions from customers and clients regarding invoices and remittance detailsManage client onboarding (and offboarding) process by distributing forms and capturing AR contact information, and ensuring that information remains up to dateMaintain strong client relationships by providing timely, accurate, and professional billing supportServe as the internal point of contact for related billing and AR questionsOwn the data that drives the firm’s revenue reporting, ensure it is clean, accurate, and reconciled across Salesforce, billing records, and tracking sheetsUpdate and maintain the work plans and revenue trackers for the firm, incorporating actuals so revenue estimates and work plans stay currentAnalyze trends across billing, collections, and revenue, and surface insights and risks to finance leadershipOwn the AR reconciliation process, including coordinating client follow-ups with relevant stakeholders, monitoring payment status, and communicating updates to the team regarding statusesReport on AR performance and uncover any trends that may indicate riskBackground / Experience:2+ years of experience in accounts receivable, financial analysis, or a related accounting or finance roleBachelor’s degree in Accounting, Finance, Business, or equivalent / related fieldExperience with invoicing processes, including recurring, milestone-based, and hourly invoicingStrong analytical skills, with the ability to analyze financial data, identify trends and variances, and translate findings into actionable insightsProficiency with Salesforce or a comparable CRM, and comfort reconciling data between multiple systemsStrong attention to detail and ability to maintain accurate, well-organizedfinancial records.Advanced spreadsheet skills (Excel / Google Sheets), including pivot tables, lookups, and other formulas, managing tracking and validating data across sourcesExcellent written and verbal communication skills, with the ability to provide professional, client-facing customer serviceAbility to manage multiple priorities and deadlines independently in a fast-pacedenvironment.If you or someone you may know is interested in this opportunity, please apply directly through this posting and a member of our team will reach out to you to discuss further.Follow Pezian Search Group on Linkedin - www.linkedin.com/company/pezian-search-groupPezian Search Group is an equal opportunity employer.