Position Overview
Reporting to the Manager of FP&A and Expense Management, the finance and expense analyst works in partnership with the finance team to compile and analyze financial information for the HAI Group enterprise with the goal of providing recommendations in support of business goals.
In this role, the finance and expense analyst develops integrated expense analyses, projections, reports, and presentations; creating and analyzing monthly, quarterly, and annual reports to ensure financial information has been recorded accurately. They identify trends and developments in the enterprise, presenting recommendation outcomes to business partners and management. The finance and expense analyst will perform financial forecasting and reconciliation of internal data using sound financial decision making and commonly used concepts, practices, and procedures. This position is also responsible for the accounts payable process working to ensure AP is run accurately and efficiently. This includes performing accounts payable functions including processing payment requests, reconciliations, validations, and working with the administrative team to mail payments.
The finance and expense analyst will also contribute to department goals and support various finance projects and initiatives. They will proactively work to automate and improve processes and controls to ensure timeliness and accuracy of financial information that is delivered to stakeholders.
Essential Functions
- Collaborates with the finance team and expense owners to complete the monthly expense close process including reporting, variance analysis, allocations, and controls/validations.
- Working with the Manager of FP&A, supports the preparation of expense and financial reports by collecting, reconciling, formatting, and presenting information to help management monitor trends.
- Analyzes expense results including researching variances, identifying trends, and making recommendations to management.
- Monitors the expense budget and forecasting process working across all areas of the organization.
- Serves as a resource to other departments with budget questions.
- Supports accounts payables tasks including processing all expense/claims vouchers, debit adjustments, reconciliations and controls
- Identifies areas of potential expense saving and make recommendations to management.
- Develops and maintains ad-hoc reports and financial models as needed.
- Participates in various process and reporting improvement projects and initiatives to improve reporting and forecast/budget accuracy, accessibility, and relevance of data.
- Collaborates with internal and external auditors to provide information and explanations.
- Creates/updates processes and controls documentation.
Knowledge, Skills, Abilities:
- Strong attention to detail.
- Exceptional critical thinking skills, ability to decompose complex problems, prioritize issues, and implement sensible solutions.
- Excellent written and verbal communication.
- Handles sensitive and confidential information with discretion.
- Ability to work well independently and as part of a team.
- Ability to build key relationships with finance and other individuals across the organization.
- Extract, manipulate, summarize, and interpret data from multiple sources.
- Self-motivated, inquisitive, and ability to multi-task.
- Strong organization, time management, and follow-through skills to complete assignments on-time.
- Ability to embrace and champion change management
- Curiosity and commitment to self-development.
Job Requirements
- Bachelor's Degree in a business field; preferably in finance, accounting, or related field, required
- 3+ years of experience
- Understanding of accounting and finance concepts and procedures.
- Advanced Microsoft Excel skills; Pivot tables, v-lookups, macros, data analysis, budget, and financial modeling
- Experience with identifying system/process enhancements to improve and automate manual processes and controls
- Experience with Expense Management and/or a FP&A Platform Software, preferred
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Work environment & Physical Demands
- Inside climate-controlled office building
- Ability to lift 25lbs