Financial Analyst

Axelon Services Corporation
Norwell, MA Full Time
POSTED ON 4/16/2024
Job Title : Financial Analyst

Location : Norwell, MA

Job Summary:

Billing Specialist to assist with all aspects of AR functions within the Finance team.

Responsibilities & Duties:

Accounts Receivable

Review/Interpret Client Contracts for billing parameters

Preparation of contract billing information in Salesforce in advance of sync to Sage Intacct accounting system

Liaise with Sales team to update contract renewals due for upcoming invoicing

Calculation/Verification of Fund Administrator quarterly volume billing information

Maintain quarterly volume billing data in excel workbooks; reconciliation of excel revenue to Sage Intacct GL accounts

Prepare/Generate client invoices in Sage Intacct for email transmission to clients

Correspond with client contacts to obtain Purchase Order #s for invoicing

Follow-up with clients as needed for past due invoices (including Dunning notices)

Prepare weekly AR report for CFO and Sales team

Post daily client collections received in bank accounts

Maintain correspondence in Invoices email inbox

Maintain Cashflow spreadsheet and Commissions database

Calculation of quarterly commissions to Sales team

Maintain customer files and records

Other duties as assigned

Technical Skills:

Proficient in MS Office software (Outlook, Word, Excel)

Qualifications:

Salesforce, Sage Intacct, Oracle experience a plus

Bachelor s Degree in Accounting, Finance, or related field

Minimum 2 years of finance work experience

Personal Skills:

Excellent organization skills

Great attention to detail and accuracy

Good written communication skills

Salary.com Estimation for Financial Analyst in Norwell, MA
$68,830 to $87,574
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