Overview
This role is a full-time, Associate-level Financial Analyst position supporting marketing strategy and operations through financial-focused, analysis-led work. Responsibilities center on maintaining accurate financial records, performing reconciliations, and handling exceptions. Work products should clearly reflect the source used, what changed, what remains open, and who owns the next action.
Responsibilities
- Audit support & confidential handling: Help protect confidential account information and ensure actions remain traceable.
- Record maintenance: Review financial inputs against supporting records and keep documentation organized and current.
- Reconciliation & discrepancy handling: Reconcile discrepancies before reporting or processing; identify issues that require follow-up.
- Exception tracking: Track unresolved financial exceptions and ensure each exception has an appropriate owner.
- Audit-ready documentation: Maintain documentation that can be verified by another authorized teammate without reconstructing the full history.
- Variance analysis: Apply variance analysis while maintaining clear evidence, owners, and deadlines.
- Workflow decision documentation: Document workflow decisions clearly so reasoning can be followed by others working in related reporting and operations.
- Escalation-ready judgment: Use sound judgment around reconciliation, escalating when appropriate rather than assuming outcomes.
Requirements
- Experience performing or supporting financial records work, including reconciliation.
- Experience with invoice review and payment tracking.
- Strong spreadsheet analysis and account review skills.
- Ability to ensure data accuracy and resolve exceptions.
- Experience supporting financial reporting and audit support.
- Demonstrated ability to maintain confidentiality.
- Ability to support document review and approval tracking.
Preferred Qualifications
- Familiarity with variance analysis and maintaining evidence trails.
- Experience with financial-focused, analysis-led documentation that supports auditability and handoffs.
- Experience with marketing strategy operations or related reporting workflows.
Compensation & Benefits
- Base salary: $43,000–$68,000 per year.
Location
- 100% remote within the United States.
- Remote execution is expected to support secure, traceable, and reviewable documentation for document review, marketing strategy reporting, and financial workflows.