Job Description

Financial Analyst

Salary: $100,000-$120,000/ annual

Region: California, Remote

Blackstone Consulting, Inc. is seeking a Financial Analyst.

JOB SUMMARY:

The Financial Analyst will play a crucial role in supporting our Accounts Payable & Receivable audit, review and reporting, ensuring invoice completeness, accuracy & timeliness, and maintaining contractual compliance with requirements of our customers' invoice validation systems and expectations. This position reports to the Senior Compliance Manager of Finance Operations. The analyst will be responsible for reviewing and reconciling documentation needed for invoicing processes with multiple clients, ensuring company information and data related to invoicing are accurate, aligned with supporting documentation, and agree to clients' requested services and/or allowable costs and labor hours.

JOB DUTIES:

Partner with Operations Management to review financial performance, KPIs, and metrics for their respective areas. Provide insights and guidance to ensure the operation leaders understand the financial implications of their decisions and identify areas for improvement. Collaborate with Operations to develop and implement action plans to drive efficiencies and achieve financial objectives.

• Continuously monitor and analyze industry trends, market conditions, and competitor performance. Make recommendations to leadership regarding strategic pivots, resources allocation, and risk mitigation based on both external and internal financial considerations.

• Serve as a financial subject matter expert and thought partner to cross-functional teams, including operations, marketing, and executive leadership. Provide ad hoc analysis and decision support to guide strategic initiatives and process improvements. Attend and actively participate in senior-level meetings to offer financial perspectives and recommendations.

• Analyze financial performance data relevant to company KPIs across various contracts with multiple customers

• Develop, prepare, and maintain data and/or reports as required for business intelligence dashboards

• Conduct detailed financial analysis and modeling to identify trends, variances, and opportunities for operational improvements. Develop and present recommendations to senior management and operations managers based on findings, including strategies to enhance revenue, reduce costs, and optimize profitability.

• Review and reconcile documentation needed for invoicing processes with multiple clients.

• Track invoices throughout the AR process, review and collaborate on corrections needed on any rejected invoices, ensure invoices are corrected and resubmitted, track until payment is received and AR and accounting record the payments.

• Assist in preparing reports & meetings on a regular cadence, i.e. weekly, monthly, quarterly, annually, etc. and additional ad hoc reports for customers and company senior leadership.

• Reconcile monthly AR receipts to Open AR report and investigate aging receivables.

• Analyze monthly spend from expense reports and AP data to ensure all reimbursable and other billable items are invoiced to the clients within the expected timeframe.

• Perform other associated tasks as needed.

Minimum Experience:

• Bachelor's Degree in Finance, Business or related field
• 2+ years accounting or finance experience.
• Experience in financial analysis, budgeting, and forecasting
• Training in Accounts Payable and Accounts Receivable processes
• Proven track record of leading procurement transformations and implementing best-in-class P2P processes

Preferred Experience:

• Master's Degree or MBA
• 5+ years as a Financial Analyst with:
• Certified CPA or CFA

Company benefits include – see all the details at

• Medical Insurance - The Kaiser HMO plan has a $0 annual deductible & an out-of-pocket max of $1,500/$3,000 (CA Kaiser Medical Plan) with a co-pay of $10 Primary Doctor and $10 for Specialist per visit.
• Vision Insurance - Vision care plan option through Guardian for employees and eligible dependents.
• Dental Insurance - PPO dental plan option through Guardian for employees and eligible dependents.
• Retirement & 401(k) - Retirement benefits are available for purchase through Empower. Employees are eligible to enroll in a 401(k) savings plan if they have been an employee for at least 6 months and are 18+ years old.
• Short-Term & Long-Term Disability Insurance - BCI offers Short-Term and Long-Term Disability coverage for employees to purchase through Guardian.
• Employee Assistance Program - Through Guardian’s WorkLifeMatters program. 100% paid by BCI.
• Voluntary Life and AD&D Insurance - Employees have the opportunity to purchase voluntary life and AD&D insurance coverage for themselves and eligible dependents through Guardian.
• Supplemental Insurance - Employees have the opportunity to purchase Accident and/or Critical Illness supplemental insurance through Guardian.
• Additional Benefits - Pet insurance can be purchased through Nationwide. Employees are eligible to enroll in several disability supplemental, and life plans offered by Aflac and TransAmerica.
• Annual Raises - wage increase every January
• Paid Time Off
• Recognition Programs
• Training & Career Development
• Employee Resources Group - Women in Healthcare Security Network provides scholarships, mentorship, and other great programs

EOE/M/F/D/V/SO

PPO-12867 CALBSIS License

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