Financial Analyst

Who we are:

Stable. Supportive. Success-driven. eFlexervices is a premier BPO company with a 24-year track record of excellence. We don't just fill seats; we invest in human potential. We are dedicated to finding the perfect fit for your skills and helping you optimize your career performance. If you're looking for a company that values exceptional quality and operates on a foundation of trust, you belong at eFlex.

 

What we are looking for:

Are you ready to take your expertise to the next level? At eFlexervices, we're not just hiring for a Financial Analyst – we're empowering your talent to deliver quality and performance. Join us in shaping the success and making an impact that truly matters.

 

The Financial Analyst plays a critical role in assisting with data analysis, reporting, incentive compensation, revenue optimization, and process improvement.  They will conduct comprehensive analyses of revenue streams and sales data to identify patterns, opportunities, and potential risks. Utilize historical data to forecast revenue projections and trends. Collaborate with the FP&A team to develop accurate revenue forecasts and budgets. In addition, work closely with Branch & Commercial Lines Managers to resolve revenue discrepancies. Thus, contributing to the overall financial health of the organization.

 

What you’ll be doing:

1. Revenue Process:

• Assist in accurate and timely recognition of revenue in accordance with US GAAP and company policies.
• Perform pre-earned Direct Bill Reconciliation.
• Assist with preparing the earned report, including sending out reports to Managers
• Communicate with account managers and commercial lines managers to resolve invoice discrepancies.
• Monitor the exception reports and make corrections as necessary.
• Perform tie out of revenue against 1 st draft of financials, ensuring the accuracy of revenue allocation.
• Prepare deferred revenue calculations for earned reports monthly.
• Assist with audit, month-end, and year-end closing activities, including preparing journal entries and reconciliations.
• Analyze revenue performance against set targets, KPIs, and benchmarks. Identify and investigate any significant variances or deviations and provide insights to stakeholders.

 

2.       Data Analysis and Reporting:

• Assist in the preparation of forecasts and budgets to support strategic decision-making.
• Prepare detailed reports on performance, trends, and analysis. Present findings to management and stakeholders on a regular basis, providing clear and actionable recommendations.
• Conduct variance analysis to explain differences between actual and forecasted revenue figures.
• Provide key metrics and insights by creating Tableau and Workday reports and dashboards.
• Review earned reports for accuracy and identifying abnormalities, swings, and trends in revenue reported.
• Analyze producer book for revenue redistribution between active producers & termed producers.
• Monitor acquisition revenue coded as miscellaneous income to ensure it is recorded correctly with schedule codes. Once live in Epic, reconcile the revenue in production.
• Assist A/P & D/B Manager with yearly surveys requested from Corporate Resources.
• Assist in implementation, maintenance, and adherence to internal controls and Finance procedures ensuring compliance with GAAP.
• Follow accounting regulations, internal controls, and finance policies to ensure compliance.

3. Process Improvement:

• Recommend opportunities to streamline processes and enhance efficiency
• Work with management on acquisitions and ensure a smooth transition of revenue into Epic for acquired entities.
• Work with management & IT teams to automate manual tasks.
• Support special projects related to revenue optimization and business performance as needed.
• Assist with the implementation of Workday planning system. 

 

Qualifications and Requirements:

• Bachelor's degree in finance, accounting, business administration, or a related field.
• Minimum 3 years of Finance working experience.
• Strong working knowledge of US GAAP.
• Experience partnering with internal and external stakeholders.
• Experience working in a high-growth environment.
• Excellent communication and interpersonal skills are required.
• Advanced knowledge of MS Excel and working knowledge of other MS Office programs.
• Experience with Workday Adaptive Planning/Insights is a plus.
• Self-starter with outstanding analytical, problem-solving, and organizational skills.
• Must be able to work independently and collaborate with team members in a fast-paced environment.
• Must be able to meet tight deadlines, with attention to detail.
• Experience working with US/offshore clients.
• Must maintain a positive attitude and sense of humor!

 

Benefits and Perks:

At eFlex, we're not just a workplace – we're a community of playmakers, committed to fostering growth, learning, and personal connections. Here's what's in store for you:

• Living Our Values: We don't just talk the talk; we walk the walk. From learning and personal growth to caring deeply about our team and clients, our values are the compass guiding our vibrant workplace.
• Competitive Compensation: Your hard work deserves recognition. Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements.
• Flexible Work Options: Work your way! If you're outside Baguio City, embrace a permanent work-from-home setup. For those within Baguio, our hybrid work model offers the best of both worlds.
• Wellness Matters: Recharge and refresh! Our flexible vacation and sick leaves empower you to prioritize your well-being, ensuring a healthy work-life balance.
• Pathways to Success: Your journey with us is brimming with growth opportunities. We're dedicated to nurturing your career and supporting your rise through the ranks.

Ready to embark on an enriching journey? Join the eFlex family and experience a workplace that values your individuality and success. Let's thrive together!