What are the responsibilities and job description for the Full Time Financial Analyst position at Performance Development Group?
About PDG
Performance Development Group (PDG) is an award-winning, global leader helping Life Sciences companies improve business results by improving sales performance. Recognized as a premier company in our field, we provide collaborative advisory services and innovative sales performance solutions that help our clients exceed their business goals.
Here at PDG, our core values influence everything that we do:
- Delight our clients
- Get stuff done
- Treat it like you own it
- Play for the same team
- Lead with your unique
To support the continued growth of our business, PDG is hiring a Financial Analyst. This is a full-time remote role which may require some travel for PDG team meetings and training as needed. PDG's compensation package for this role includes a competitive salary, a comprehensive benefits package, and participation in PDG's annual bonus program.
The interview process for this role includes the following steps:
- Resume Review
- Talent Acquisition Team Screening
- Signature of Non-Disclosure Agreement
- Hiring Manager Interviews
- Payroll
- Accounting/Bookkeeping
Position Summary
The Financial Analyst is responsible for:
- Daily accounting functions including all entries and output related to our accounting systems
- Accounts payable and receivables
- Processing of semimonthly payroll
- Assisting in the preparation of year-end reports
- Financial tracking, reporting, and analysis
Responsibilities
The Financial Analyst will:
- Generate financial reports including P&L, departmental budgets, sales & invoicing
- Provide financial analysis associated with business performance
- Create, maintain, and distribute ad-hoc reports and financial models as needed
- Assist in the Budget process
- Reconcile all bank accounts
- Track A/R and follow up with clients, as necessary
- Process A/P for all contractor invoices utilizing the PDG Time and Expense Reporting system
- Close A/P on a monthly basis; review, correct, and distribute reports
- Enter debits/credits, resolve billing/payment discrepancies, and work with Sales to ensure correct and timely invoicing
- Review, process, and distribute A/P check requests
- Accounting system administration and support
- Filing and e-filing of all related paperwork
- Prepare and distribute contractor 1099 and other tax-related forms
- Audit employee expenses to ensure compliance with corporate policy
- Prepare payroll, 401(k), sales commissions and bonus projections
- Calculate, transmit, and review all funds and data pertaining to 401(k) processing
- Other projects as assigned
Requirements
Education and Professional Experience
The Financial Analyst has:
- BS in Accounting, related field, or commensurate work experience
- 1-3 years of previous payroll and accounting-related experience required
- 2 years experience processing payroll on the ADP platform
General Knowledge and Skills
The Financial Analyst can:
- Demonstrate proficiency with accounting software packages, experience with Intacct is a plus
- Demonstrate strong mathematical and analytical skills
- Possess a high level of proficiency with Microsoft Excel, Word, and collaboration tools such as Microsoft Teams, and Microsoft SharePoint
- Explain, discuss, and apply various local, state, and federal government rules and regulations
- Maintain strict confidentiality and effective working relationships with employees, clients, and vendors
- Identify, report, and solve problems
- Demonstrate strong verbal and written communication skills
- Maintain a high level of detail and organization
- Exhibit strong project and time management skills
- Manage multiple priorities and deadlines
- Work effectively as a team player
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