Senior Financial Analyst
Pathpoint
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $105,000 - $125,000 per year
Job Level
Senior
About the role
- Take ownership of core finance and accounting processes and functions
- Develop new systems and improve existing processes to support clients and internal teams in handling financial and accounting workflows
- Collaborate closely with Operations, Sales, Underwriting, and Strategic Partnerships to provide industry leading client service
Requirements
- 7+ years experience in accounting or finance (AP/AR experience a plus)
- 5+ years experience working in Insurance industry (E&S preferred)
- Strong proficiency with Microsoft Excel, Google Sheets (developing simple automations a plus)
- Experience reconciling large data sets
- Creating and documenting repeatable processes
- Organizing with a high level of attention to detail
- Experience with Salesforce
- Experience with BILL.com
- Experience with Ascend
- Self-starter — you will take over existing processes and improve them independently with a view toward integrating the processes with the rest of the company to make finance and accounting run smoothly for our clients, partners, and employees
- A great collaborator with effective communication skills. You’re quick to respond to issues as they arise and can solution without direct oversight
Benefits
- Competitive compensation, equity, and healthcare packages
- Remote-first working environment while investing in in-person collaboration
- Annual home office stipend
- Monthly WiFi stipend
- Flexible time off
- Paid parental leave
- 401(k) available w/ match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingfinanceaccounts payableaccounts receivabledata reconciliationprocess documentationautomationattention to detailfinancial workflowsclient service
Soft skills
ownershipcollaborationcommunicationproblem-solvingself-starterindependenceorganizational skillsresponsivenesssolution-orientedteamwork