Sr Financial Analyst
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About Us:
SmartAsset is looking for a Senior Financial Analyst / Billing Analyst to join our Finance and Operations team. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in billing and/or accounting. This new role will handle client billing including understanding our payment processors, monthly financial process, and partner with internal stakeholders in SalesOps. This is a great opportunity for an individual looking to be part of an innovative and dynamic fintech startup.
Job Duties
- Support current monthly billing process with a sharp focus on improvements and scale
- Reconcile billing activity, including escrow balances and credits
- Develop deep understanding of current business flows, processes, systems
- Manage key relationships with internal teams to assure accurate billing and build cross functional relationships
- Deliver reporting to highlight monthly activity, KPIs
- Maintain process controls per GAAP and current audit policies
- Partner with internal teams to support various external diligence requests
- Support SVP Finance & Controller
Qualifications
- Experience with Quickbooks, Stripe, Salesforce, and Netsuite a plus
- Experience with client billing and reconciliation
- Strong communication skills and a proactive attitude
- 2-5 years related experience
- Experience with Excel and Google Sheets, including pivot tables, vlookups and data reconciliations
- Proactive attitude and interest in building efficiency and scaling operations
- Bachelor’s Degree in business, accounting or finance
Perks
- Virtual happy hours and team social activities
- Generous benefits package with cost of some medical and dental plans covered at 100%
- 401(k) plan with match that immediately vests
- Professional education reimbursement program
- Paid Parental Leave
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