Financial Analyst

Summary

Join DGR Systems as a Financial Analyst specializing in the IT industry or Professional Services. Provide financial leadership and guidance to various teams, collaborating closely with leadership on forecasting, planning, and cash flow management. This role demands a highly motivated individual with strong finance knowledge and excellent analytical, reporting, communication, and presentation skills. Responsibilities include accounts receivable and payable management, payroll processing, financial forecasting and planning, report preparation, and maintaining confidential financial information. You will interact with executive management and other teams daily. The position requires a Bachelor’s degree, 5+ years of finance/accounting experience, and excellent computer skills.

Requirements

• Bachelor’s degree in business, accounting, finance, or equivalent, is required
• 5+ years proven experience in finance/accounting positions
• Knowledge of general accounting procedures, reporting and expense analysis, and journal posting is required
• Excellent computer skills are required, particularly Microsoft Excel
• Demonstrated analytical, reporting, communication, and presentation skills
• Possess strong time management skills and attention to detail
• Ability to manage several different projects at various stages with ease
• High emotional intelligence to be able to work in stressful situations with top priority outcomes
• Client service orientation
• Ability to work effectively within a remote environment and with remote team members

Responsibilities

• Prepare and send invoices to customers
• Post customer check, ACH and credit card payments
• Handle customer inquiries, billing issues and collections
• Receive, validate and record vendor invoices and ensure timely and accurate payments to vendors
• Maintain vendor relationships, address inquires and resolve issues
• Manage and process payroll to ensure accurate employee paychecks
• Responsible for financial forecasting and planning and maintaining budgeting and forecasting processes and models
• Preparing profit and loss statements, balance sheets and other management reports to forecast financial outcomes
• Maintaining confidential financial information
• Interact daily with executive management, project team leaders, sales managers and financial professionals
• Planning, implementing, improving, monitoring and supporting financial business information across multiple departments
• Reviewing general ledger accounts and preparing and adjusting journal entries
• Performing account analysis and reconciliation, including bank statements and general ledger accounts
• Posting monthly, quarterly and yearly accruals
• Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results
• Coordinating and preparing internal and external financial statements
• Coordinating activities of external auditors
• Providing management with information vital to the decision-making process
• Assessing current accounting operations, offering recommendations for improvement and implementing new processes
• Evaluating accounting and internal control systems
• Evaluating the effectiveness of accounting software and supporting database, as needed
• Developing and monitoring business performance metrics
• Assist with special projects as required

Preferred Qualifications

• Experience in the professional service or IT industry, preferred
• Experience implementing and/or using MS Dynamics and / or MS Business Central, preferred
• Detailed knowledge and experience in the use of Microsoft Office Products, including collaborative applications such as MS Teams, SharePoint, and One Drive

Benefits

• Group Health Care Plans (Medical, Dental & Vision)
• Company Paid Life Insurance (Basic & AD&D)
• Company Paid Short Term & Long Term Disability
• Company Paid Family Leave (Maternity, Paternity)
• Voluntary Insurance Options (Voluntary Life, Accident Insurance, Critical Illness Insurance)
• 401(k) with Company Match
• Paid Time Off (Vacation, Sick & Public Holidays)
• Certification Reimbursement
• Work From Home Program
• Wellness Resources