Financial Analyst

Blue Star Partners is seeking a Financial Analyst to oversee and execute day-to-day financial operations. The role manages invoicing, expenses, reconciliations, budgets, forecasts, financial reporting, tax processes, and business operations while collaborating with leadership, clients, and consultants.

What you'll do:

• The Financial Analyst will be responsible for overseeing and executing various financial operations processes to ensure the smooth functioning of day-to-day financial activities. This role will involve managing financial management tasks such as invoice processing, expense tracking, and reconciliation of financial accounts. Additionally, the analyst will collaborate with partners to cultivate relationships with stakeholders and assist in organizing accounts and files to support the creation of client deliverables
• Oversee and execute various financial operations processes, including invoice processing, expense tracking, and reconciliation of financial accounts
• Cash Flow Management and Discussions with leadership
• Monthly Financial Meeting with to discuss Financial Projections, Expense projections, and reconciliation of the month
• Develop and maintain budgets and forecasts, aligning financial management
• Regularly analyze revenue and expense trends, identifying areas for improvement and cost-saving opportunities
• Collect payments from clients and accurately record the information
• Generate monthly financial statements and related analyses for internal stakeholders
• Drive the annual tax process, including reconciliation, documentation, and liaising with accountants
• Conduct end-of-year closeout tasks
• Collaborate with leadership to cultivate relationships with clients and consultants
• Organize accounts and files to assist in the creation of client deliverables

What they're looking for:

• Bachelor's degree in Finance, Accounting, Business Administration or related field
• Proven experience in a financial operations, financial management, or related field
• Experienced with Excel required
• Experience with QuickBooks preferred

Benefits:

• Sign-on Bonus
• EOY performance bonus
• Remote work option