Financial Analyst

Financial Analyst

Austin, TX (3 days in-office, 2 days wfh)

Kada Recruiting is partnering with a cause-based marketing agency in Austin, Texas, recruiting for a Financial Analyst to join their growing organization.  
All of their work promotes public health, traffic safety, environmental health, and social justice for government and nonprofit clients.

We are seeking a Financial Analyst with strong accounting expertise to provide crucial financial support to their client service and finance teams. The ideal candidate will possess exceptional analytical skills, proficiency in Excel, and a keen eye for detail, thriving in a dynamic work environment.

Essential Duties & Responsibilities:

- Review advertising invoices, estimates, and purchase orders to accurately record expenses for billing purposes.

- Prepare necessary documentation according to specific billing requirements.

- Process monthly media invoices, collaborating closely with the media and billing teams to meet deadlines.

- Identify, escalate, and follow up on discrepancies and missing vendor invoices.

- Ensure compliance with agency procedures to uphold client requirements.

- Execute media vendor payments on a weekly, monthly, or as-needed basis.

- Reconcile vendor statements and promptly resolve any discrepancies.

- Maintain organized records of pertinent vendor invoices and files.

- Provide support across various accounting functions.

- Offer financial guidance to client service teams and oversee client budget monitoring.

- Proactively document and assist with budget reconciliations and timely job closures.

- Contribute to the creation and preparation of weekly and quarterly financial reports, including flash reports, productivity analyses, and month-end summaries.

- Monitor accuracy of job details, estimates, and rate cards.

- Ensure timely opening, maintenance, and closure of job codes in alignment with client agreements, working closely with client service teams and Business Managers.

- Collaborate with Business Managers and Client Service teams to optimize billing efficiency and accuracy.

- Act as a dependable business analytics resource for assigned accounts.

Qualifications:

- Bachelor’s Degree in Finance or Accounting with 2-4+ years of relevant experience.

- Proficiency in Microsoft Office suite, particularly strong Excel skills.

- Excellent verbal and written communication abilities.

- Capability to collaborate effectively with both finance and non-financial personnel.

- Strong organizational skills with the ability to prioritize and streamline tasks for accuracy.

- Demonstrated initiative and ability to work independently.

- Proven problem-solving skills, with a proactive approach to finding solutions.