Financial Analyst

Zenex Partners, Inc
Published
August 27, 2021
Location
San Jose, CA
Category
Job Type

Description

Financial Analyst

Location:- Remote (San Jose, CA)

Duration:- 6+ Months (could be converted to full time)

Responsibilities of Financial Analyst

  • Run reports from our Flexi Accounting system, including P&Ls, balance sheets, department expense and headcount reports. Validate numbers against our FLUX report. Input to excel, format, and apply the correct percentages/calculations. Must be able to review reports and identify large gaps (mistakes) from prior month results that should be investigated
  • Manage our Tableau reporting. Update monthly (download, change month, and then upload). Manage the permissions/licenses. Create basic ad hoc reports or change the formatting if needed. End of year, work on adding the 2022 calculations. Troubleshoot any Tableau issues with our India team/developer
  • support the monthly close with our JE Stats report (tableau) and any marketing accruals. Also assist with our reporting for consortia reports and partner overrides. Run all monthly close reports
  • ad hoc support as needed. Support would be creating reports or using excel expertise to assist with issues
  • Basic modeling in excel may be requested

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