What are the responsibilities and job description for the Financial Analyst position at TAG?
Would you like to be an essential part of a dynamic organization that helps our clients achieve business and financial goals? Join our thriving organization and be a part of a team that provides premier outsourced accounting and software solutions.
IF THESE WORDS RESONATE WITH YOU: Client Centric. Detail Oriented. Driven. Proactive.
Then please read on.
To be successful in our Financial Analyst role, you will be an engaging, high-performer who provides continued support to our Bill Pay Department, ensuring that their needs are met with a high degree of efficiency and effectiveness. You are someone that enjoys the accounting oversight, as well as the production of financial and management reports.
Keep Reading IF:
QUALITY, DETAILS AND FOLLOW THROUGH MATTER TO YOU. You have a proven track record for producing quality reports and documents. You stay focused and no details fall through the cracks on your watch.
YOU LOVE PROVIDING EXCEPTIONAL CLIENT SERVICE. You thrive on helping, assisting and supporting everyone around you, all the time. No task is too small for you.
YOU HAVE AN AFFINITY FOR NUMBERS. You have a natural talent for finance and accounting and you enjoy tasks such as data analysis, general ledger, coding and chart of accounts review, and reporting.
YOU ARE A SUPER COMMUNICATOR. You are able to interact well with all levels of an organization. Over the phone or by email, you can convey just about anything to anyone and help him or her feel heard & understood, every time.
ESSENTIAL JOB FUNCTIONS MAY INCLUDE:
Education, Skills & Experience:
IF THESE WORDS RESONATE WITH YOU: Client Centric. Detail Oriented. Driven. Proactive.
Then please read on.
To be successful in our Financial Analyst role, you will be an engaging, high-performer who provides continued support to our Bill Pay Department, ensuring that their needs are met with a high degree of efficiency and effectiveness. You are someone that enjoys the accounting oversight, as well as the production of financial and management reports.
Keep Reading IF:
QUALITY, DETAILS AND FOLLOW THROUGH MATTER TO YOU. You have a proven track record for producing quality reports and documents. You stay focused and no details fall through the cracks on your watch.
YOU LOVE PROVIDING EXCEPTIONAL CLIENT SERVICE. You thrive on helping, assisting and supporting everyone around you, all the time. No task is too small for you.
YOU HAVE AN AFFINITY FOR NUMBERS. You have a natural talent for finance and accounting and you enjoy tasks such as data analysis, general ledger, coding and chart of accounts review, and reporting.
YOU ARE A SUPER COMMUNICATOR. You are able to interact well with all levels of an organization. Over the phone or by email, you can convey just about anything to anyone and help him or her feel heard & understood, every time.
ESSENTIAL JOB FUNCTIONS MAY INCLUDE:
- Analyze financial status by collecting, monitoring, and studying data; recommending actions.
- Review coding, maintain reports for GL and Charts of Accounts, and data analysis.
- Identify financial status by comparing and analyzing actual results with plans and forecasts.
- Reconcile transactions by comparing and correcting data.
- Increase productivity by researching automated accounting applications; coordinating information requirements.
- Protect operations by keeping financial information confidential.
- Maintain technical knowledge by attending educational workshops; reviewing publications.
- Contribute to team effort by accomplishing related results as needed.
- Create customized client reporting for all bill pay clients.
Education, Skills & Experience:
- Bachelor’s degree in business, finance, accounting, or economics, or any finance related degree is a plus
- Minimum of one to three years’ experience as a junior financial analyst, financial analyst, or in a similar role
- QuickBooks experience is a plus
- Proficient computer skills working with various office equipment, computers and various programs including databases, Word, Outlook, PowerPoint, Excel, etc.
- Critical thinking and problem-solving abilities
- Good interpersonal skills, detail oriented, self-motivated and organized
- Good research, quantitative, and analytical skills
- Good communication and presentation skills – verbal and oral
- Ability to prioritize task, multitask, and work in a fast-paced environment
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