Financial Analyst

Financial Analyst

Kada Recruiting is partnering with a cause-based marketing agency in Austin, Texas, recruiting for a Financial Analyst to join their growing organization. All of their work promotes public health, traffic safety, environmental health, and social justice for government and nonprofit clients. We are seeking a Financial Analyst with strong accounting expertise to provide crucial financial support to their client service and finance teams. The ideal candidate will possess exceptional analytical skills, proficiency in Excel, and a keen eye for detail, thriving in a dynamic work environment.

Essential Duties & Responsibilities:

• Review advertising invoices, estimates, and purchase orders to accurately record expenses for billing purposes.
• Prepare necessary documentation according to specific billing requirements.
• Process monthly media invoices, collaborating closely with the media and billing teams to meet deadlines.
• Identify, escalate, and follow up on discrepancies and missing vendor invoices.
• Ensure compliance with agency procedures to uphold client requirements.
• Execute media vendor payments on a weekly, monthly, or as-needed basis.
• Reconcile vendor statements and promptly resolve any discrepancies.
• Maintain organized records of pertinent vendor invoices and files.
• Provide support across various accounting functions.
• Offer financial guidance to client service teams and oversee client budget monitoring.
• Proactively document and assist with budget reconciliations and timely job closures.
• Contribute to the creation and preparation of weekly and quarterly financial reports, including flash reports, productivity analyses, and month-end summaries.
• Monitor accuracy of job details, estimates, and rate cards.
• Ensure timely opening, maintenance, and closure of job codes in alignment with client agreements, working closely with client service teams and Business Managers.
• Collaborate with Business Managers and Client Service teams to optimize billing efficiency and accuracy.
• Act as a dependable business analytics resource for assigned accounts.

Qualifications:

• Bachelor's Degree in Finance or Accounting with 2-4+ years of relevant experience.
• Proficiency in Microsoft Office suite, particularly strong Excel skills.
• Excellent verbal and written communication abilities.
• Capability to collaborate effectively with both finance and non-financial personnel.
• Strong organizational skills with the ability to prioritize and streamline tasks for accuracy.
• Demonstrated initiative and ability to work independently.
• Proven problem-solving skills, with a proactive approach to finding solutions.