Financial Analyst

Kastle Systems
Falls Church, VA
Sep 15, 2017
Sep 18, 2017
Analyst, Finance
Full Time
Overview: The role of the Financial Analyst is to support the operations team with financial analysis of its client base. Included in this is researching and analyzing billing inquiries submitted to Kastle Systems LLC. Additionally, the role will have responsibility for drafting annual renewal contracts and service agreements, as well as working with Client Services and Accounting to investigate and resolve billing issues. The role will also perform customer and market analysis and reporting including client opportunity, attrition, and customer economics. At times, collaboration with other internal partners will be necessary to accurately prepare financial projections, develop recommendations, and facilitate healthy, longstanding customer relationships. Responsibilities: The primary functions of this role include: (1) weekly/monthly/quarterly reporting, (2) researching and analyzing billing inquiries, (3) supporting customer management teams by performing financial analyses on customer economics, and (4) drafting annual contract renewals.Other functions include ad hoc analyses and reporting and support for customer management and project teams.Acting as a liaison between Client Services and Accounting.All other duties as assigned. Qualifications: College degree required.3-5 years in financial analysis, accounting, auditing, and/or billings/collectionAccounting/Auditing/Financial Analysis experience Attention to detailStrong Excel skillsAbility to function in Accounting Database (Dynamics AX) and perform account analysis.Able to identify and communicate solutions to billing errors/issues.Familiarity with Accounting vocabulary.Assist Client Services in understanding/communicating with clients inquiring about accounts.Must be willing to participate in and pass the company's pre-employment screening process including a background investigation, drug screening and driving record.Must continue to maintain a safe driving record and valid driver's license to fulfill the travel requirements of this position. Must be able to meet and continue to meet state licensing requirements for security.Must be able to meet client background and suitability screening when required to access client's data and/or site. Physical & Mental Requirements: These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions of the job.While performing the duties of this role, the employee may be required to talk and hear face-to-face and while using telecommunication devices; sit for long periods of time; use hands and fingers to handle or feel, and manipulate standard keyboard, mouse and office equipment; stand, walk, and reach; lift and carry with arms and hands; use close vision; and be able to adjust visual focus. The employee must be physically and mentally capable of functioning effectively for extended periods of time and consistently produce organized thoughts and execute sound judgment in environments with:moderate to high levels of stress competing demands and dynamic response requiredOpen floor plans with ambient noise and activity consistent with office or call center workOngoing construction Work Environment: The following work environment characteristics are representative of the environment the employee will encounter while performing the duties of his/her job; the employee is subject to prevailing weather conditions at the time, the noise level in the office environment is usually quiet to moderateThe employee may be exposed to moving mechanical parts, tools and vehiclesReasonable accommodation may be made to enable people with disabilities to perform the essential functions of the job.* This job description is intended to convey information essential to understanding the scope of this role and it is not intended to be an exhaustive list of the duties, knowledge, skills, abilities or working conditions associated with the role.

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