This role is on W2 Job Title: Financial Analyst 1 Location: Stanford, CA (hybrid) Duration: 6- month Contract on W2 Job Description: Your responsibilities include: ● Perform structured analysis; conduct data mining; identify, clarify, and investigate discrepancies and exceptions; proactively develop solutions and processes. ● Maintain, reconcile, review, combine, and validate financial data sets and accounts, utilizing financial reports, financial databases, and key financial information. ● Contribute to development of budget, forecasting, and analyses to be used for key activities or decision making. ● Run and analyze financial reports, often from multiple systems; assist in preparation of management information reports. ● Resolve issues within immediate work unit; Perform preliminary analysis, recognize exceptions and recommend solutions that may require policy changes or the development of new processes. ● Ensure works complies with complex internal policies and external regulations which may require interpretation. ● Participate as a member of a project team and contribute to change management strategy through communication and collaboration with others. ● Serve as a first line resource to client groups on matters in work unit. ● Understand and participate in cross training on core functions in work area or unit; serve as a back-up to other functions. ● May supervise the day-to-day activities and provide on the job coaching and training to other staff, as needed. Additional Duties: ● Develop reports and presentations of complex financial data and metrics for management and third parties. ● Prepare and analyze accounts receivable aging reports and resolve billing or payment issues. ● Reconcile discrepancies between accounts and resolve billing issues. ● Maintain positive relationships with students and clients, answer finance related inquires, and provide excellent financial service. ● Accurately record financial transactions and maintain organized records; receive, record, and apply payments from students and clients to their respective accounts; Generate and send out invoices to clients promptly and accurately. ● Maintain and review accounting process controls; recommend and implement any approved modifications; preliminary analysis and recommend solutions. Develop and maintain desktop procedures and process documentation for area of responsibility. Requirements: Education & Experience (Required) ● Bachelor’s degree and two years of relevant experience or combination of education and relevant experience. Knowledge, Skills, & Abilities (Required) ● Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel. ● User knowledge and demonstrated experience of financial systems; internet and computer literacy. ● Understanding and ability to apply basic accounting skills and concepts. ● Demonstrated communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal audiences and client groups. ● Basic project management skills and ability to contribute as part of a project team. Knowledge, Skills, & Abilities (Desired) ● Advanced use of Pivot tables and VLOOKUP formula. ● Knowledge of Oracle or other business financial systems ● Strong customer service knowledge and experience is required. ● Strong attention to detail and accuracy. Working Conditions: ● Routine extended working hours during peak cycles; travel to school/unit sites across university. ● Hybrid: 3 days in office and 2 days remote
