Financial Operations Analyst

Overview

The Financial Operations Analyst oversees research analysis and day-to-day financial operations, including revenue management, expense tracking, commission applications, policy tracking, cash management, and revenue recognition.

This position may be remote or hybrid and will work Pacific time zone hours.

Responsibilities

• Collaborate with appraisers, clients, market leadership, and Valuation & Advisory leadership to ensure accurate and timely revenue and expense management.
• Conduct research and analysis to support revenue management and expense tracking activities.
• Monitor and track revenue streams, expenses, and cash flow to ensure accuracy and compliance with organizational policies and procedures.
• Assist in the preparation and review of commission applications, ensuring proper documentation and adherence to commission policies.
• Track and maintain records of policy changes and updates, ensuring compliance with relevant regulations and guidelines.
• Manage accounts receivable (AR) and accounts payable (AP) functions, including invoice generation, payment processing, and reconciliation.
• Collaborate with internal teams and stakeholders to resolve revenue-related issues or discrepancies.
• Participate in the development and implementation of improved revenue management and accounting processes.
• Assist in the preparation of financial reports and statements related to revenue, expenses, and cash management.
• Support revenue recognition activities and ensure compliance with applicable accounting standards and regulations.

Requirements

• Bachelor’s degree in accounting, finance, or a related field preferred.
• Proven experience in revenue management, expense tracking, or accounting roles.
• Strong analytical and problem-solving skills, including the ability to interpret financial data and perform research analysis.
• Excellent attention to detail and accuracy in data entry and record-keeping.
• Proficient in using accounting software and other relevant tools (e.g., Microsoft Excel, Workday, etc.).
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse stakeholders.
• Ability to adapt to changing priorities and work independently as well as in a team environment.

Preferred Qualifications

• None specified.

Compensation & Benefits

• Compensation for the position is: $59,500.00 - $70,000.00.
• Pay may vary based on factors such as whether the position is covered by a collective bargaining agreement, the geographic area where work is performed, market pay rates in that area, and the candidate’s experience and qualifications.
• The employer will not pay less than minimum wage for this role.
• Eligible employees may enroll in benefit programs generally including health, vision, and dental insurance; flexible spending accounts; health savings accounts; retirement savings plans; life and disability insurance; and paid and unpaid time away from work.

Location

Remote or hybrid with work scheduled for Pacific time zone hours.