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Financial Planning Analyst

Intelliswift
San Jose, CA Temporary
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/18/2025

Job Title : Financial Analyst / Accounts Receivable

Location : San Jose, CA 95110 or San Francisco, CA 94103 (Hybrid - 3 days / week onsite)

Duration : 10 months

Contract Type : W2 only

Pay Rate : $65 / Hour

Duties :

  • Manages multi-million dollar AR portfolio ensuring specific performance objectives related to delinquency, bad debt write-offs, and DSO are consistently met for their region.
  • Independently determines which customer to contact, how frequently, and which techniques to apply in order to meet their department objectives.
  • Successful management of their region includes knowing when to recommend service suspension.
  • Required to interpret contracts and lead efforts required to resolve a customer dispute.

Skills :

  • 4 years of experience, excel modeling, business partnering, powerpoint presentations, financial systems experience (IBM / Anaplan / Tableau / etc).
  • BI Dashboard creation / management, B2C SaaS experience a plus.
  • Education :

  • Bachelor's Degree
  • Salary : $65

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