Main responsibilities
The Finance Operations Analyst at Helpgrid is a pivotal role responsible for ensuring the accuracy and efficiency of financial operations within the organization. This position encompasses a range of responsibilities, including financial statement preparation, revenue and expense analysis, budget management, and process improvement. The ideal candidate will have a strong analytical background and the ability to collaborate effectively across various departments to support Helpgrid's financial objectives.
- Collaborate with the accounting team to prepare accurate financial statements, including profit and loss (P&L) statements, cash flow statements, and balance sheets.
- Ensure compliance with accounting standards and internal policies, maintaining the integrity of financial reporting.
- Develop pro forma financial statements to project future revenues and expenses and monitor actual expenses against budgets, identifying variances and cost-saving opportunities to enhance financial performance.
- Conduct detailed analysis of revenue streams to assess profitability and inform strategic decisions.
- Assist in the creation of annual budgets by gathering input from department heads and analyzing historical data.
- Perform variance analysis to compare budgeted figures with actual performance, providing insights for necessary adjustments.
- Work collaboratively with department heads to revise budgets as needed, ensuring alignment with organizational goals
- Analyzing employee pay structures to ensure they remain competitive with market standards, refining compensation plans through market research and internal equity assessments, and recommending necessary adjustments to maintain alignment.
- Prepare detailed reports for management that offer insights into financial performance and operational efficiency, while also supporting special projects by providing data-driven analysis and recommendations to aid informed decision-making.
- Identifying opportunities to automate financial tasks and improve workflows for greater efficiency, while ensuring compliance with relevant regulations and internal controls as financial processes are streamlined.
- Collaborate with various teams across the organization to align financial processes with business objectives, acting as a liaison between finance and other departments to ensure financial considerations are integrated into operational planning.
Required Qualifications
- A bachelor’s degree in Finance, Accounting, Economics, or a related field is required.
- Expertise in Microsoft Excel for data analysis, along with experience using accounting systems such as QuickBooks or ERP software.
- Strong understanding of financial principles, budgeting processes, forecasting methods, and performance reporting.
- Ability to analyze complex data sets to identify trends, variances, and opportunities for improvement.
- Excellent time management abilities to handle multiple tasks effectively while meeting deadlines.
- Strong verbal and written communication skills to convey complex financial information clearly to stakeholders at all levels.
- A background in financial forecasting and budgeting within a corporate environment.
- Experience in process automation or improvement initiatives that enhance operational efficiency.
- Previous roles in finance or operations that demonstrate an understanding of cross-functional collaboration.
