Job Description

Job Description

Job Description

We are in search of a Financial Analyst - Entry Level to join our team in the non-profit sector, based in New York. As a Financial Analyst, your key role will be to handle customer credit applications, maintain precise customer credit records, and manage customer inquiries. You will also monitor customer accounts and take necessary actions when needed.

Responsibilities:

• Ensure the accurate and efficient processing of customer credit applications.
• Maintain detailed and up-to-date customer credit records.
• Manage and respond to customer inquiries in a timely manner.
• Monitor customer accounts and perform appropriate actions as necessary.
• Prepare and examine funder bills for accuracy before uploading to the relevant portal.
• Respond promptly to email inquiries regarding billings.
• Update the latest budget in the accounting software.
• Participate in monthly variance meetings to discuss and resolve issues.
• Prepare a monthly variance package for the team.
• Maintain and update Budget vs Actual Budget templates with billings and data from the general ledger.• Minimum of 1 year experience in a Finance or Accounting role
• Proficiency in Accounting Software Systems
• Experience with ADP - Financial Services is advantageous
• Familiarity with CRM systems
• Knowledge of Crystal Reports
• Ability to employ Data Mining Techniques
• Understanding of Accounting Functions
• Experience with Accrual Accounting
• Familiarity with Auditing processes
• Knowledge of Budget Processes
• Understanding of Capital Management
• Interest in the Non-Profit sector is a plus
• Bachelor's degree in Finance, Accounting, or a related field is preferred

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