Sr Finance Operations Analyst
Company: Job Juncture
Location: Mountain View
Posted on: August 5, 2022
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Job Description:
Job description: Position Summary: The Sr. Finance Operations
Analyst reports directly to the Vice President of Finance (VPF);
however, will also work very closely with the Operations Team
(specifically the Regional Vice-President (RVP)) and Controller to
ensure all billing related matters for key client accounts are
appropriately managed. In addition to the internal Operations Team,
the Sr.FOA works directly on the client-side to maintain an open,
regular and productive flow of communication back and forth with
the client. This position administers and is held accountable for
the daily, weekly, monthly, quarterly, and annual financial
operations of the client portfolio. This role is responsible for
the full life-cycle of the financial routines assigned and required
by the portfolio of business. This position ensures that all
transactions related to accounting and finance, budgeting, QBR
prep, and other related business processes flow smoothly and adhere
to the company standards as well as to local, state and federal
regulations. Essential duties include, but are not limited to:
Prepare monthly fixed billing documents for client portfolio.
Ensure invoices are validated against the contract billing amount
on file. Submit monthly fixed billing packet NLT the first week of
each month (for current month).
Responsible for establishing, coordinating, and maintaining client
POs. Ensure POs are issued in a timely manner and appear on their
corresponding invoice prior to submittal to the client for payment
and listed in comments on aging reports.
Research all financial statements/documents for any payment billing
or payment inconsistencies or errors and provide appropriate
actions to correct.
Input billing and payment history to streamline client related
finance project requests.
Conduct monthly audits on fixed and cost-plus billing procedures to
ensure billing values are aligned with client contractual and
agreement values. Provide actions to address any issues found
during the audit period.
Prepare the financial portion of client QBRs; first draft due 30
days prior to the scheduled date of QBR.
Establish, maintain, and audit the supply budgets for client sites,
ensure Ops Teams receives spend data to control supply budget
performance.
Maintain Job Budget Sheets (JBS) for client portfolio. JBS to be
updated when the labor, costs or billing change. Perform monthly
review of JBS to P&L performance.
Work with VPF and RVP to create and manage client annual budgets,
Union increases and company profitability goals in coordination
with corporate guidelines.
Execute payroll audits (may include conducting controlled payouts
to cross-check for pay issues).
Collaborate and ensure a solid and productive line of communication
exists between the Finance Department and the clients finance team.
Ensure a prompt, thorough, and appropriate response for any
questions, issues, or errors. Schedule monthly meetings with the
clients finance team to review missed payment deadlines (defining
an action plan for payment).
Promptly respond to, and client requests as soon as possible, even
if only a placeholder response. A more complete response is
expected within 24-48 hours.
Maintain and cultivate a responsive and customer-centric culture
with the Ops Team and Client Finance Team.
Create and maintain a database to monitor and calculate key trend
data (i.e. categorization of WO spend-types, WO dollar amounts,
labor hour trends by job number and/or parent number). Utilize data
and trend analysis to provide departmental solutions and process
efficiencies.
Where appropriate and necessary, determine and provide departmental
Best Practices to the client experience.
Take an active role in proactively identifying issues, exceptions,
or errors and work to develop appropriate actions to address.
In the future, this position may be assigned direct reports (i.e.
Billing Specialist and/or KPI Analyst) wherein this role will be
accountable for their responsibilities, performance, and
deliverables.
Develop and present training, as needed, to all appropriate
employees.
Partner closely with Regional Vice-President on any issue(s) where
appropriate assistance is needed.
Collaborate with team members on a variety of projects, which may
be outside of operations on an as needed basis.
Attend company trainings and functions, including company social
events, as necessary.
Perform other related duties or projects, as assigned.
Program Quality Standards: Communicate and partner effectively with
other Departments.
Coach Operational Team verbally and in writing to ensure financial
protocols and GAAP compliance are followed.
Proactively perform audits on key performance indicators within the
Finance department.
Ensure deficiencies are reported immediately and work closely with
VPF and RVP to resolve (as needed).
Ensure compliance with all policies and protocols.
Develop and implement Best Practices to the client experience.
Qualifications: Job Requirements: Available to visit multiple
customer sites in person as needed.
Available to participate at customer events and site walkthrough as
needed.
Basic math, bookkeeping and accounting skills.
Excellent communication, writing, speaking, and active listening
skills.
Exceptional organizational, time management, and prioritization
skills.
Dependable and self-directed.
In-depth knowledge of Janitorial and Maintenance industry (a
plus).
Positive, can-do attitude (team player).
Computer skills (Microsoft Office, NetSuite, Account Management
Software, etc.)
Ability to be discreet and maintain the security and confidence of
the client and company.
Why is This a Great Opportunity: fun team, reports directly to the
Vice President of Finance
Keywords: Job Juncture, Mountain View , Sr Finance Operations Analyst, Accounting, Auditing , Mountain View, California
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