Accounting and Operations Analyst
Summary
This role is pivotal in ensuring the financial health and operational efficiency of the organization. The ideal candidate will possess strong accounting expertise, operational leadership skills, and a proactive approach to problem-solving in a fast-paced, technology-driven environment.
Responsibilities
Accounting & Financial Management
• Oversee all aspects of financial management, including budgeting, forecasting, accounts payable/receivable, and payroll.
• Prepare, analyze, and present accurate financial reports to senior management and stakeholders.
• Ensure compliance with tax regulations, financial policies, and reporting standards.
• Manage the subscription-based revenue models, ensuring accurate invoicing and revenue recognition.
• Administer sales commissions and oversee the management of referral agents to ensure timely and accurate payouts.
• Maintain oversight of office management tasks, including supplies inventory and maintenance coordination.
• Manage the accounting mailbox to ensure efficient communication and issue resolution.
• Conduct financial audits and identify areas for cost optimization and process improvements.
Operational Leadership
• Oversee procurement processes, vendor management, and contract negotiations to ensure value for money.
• Monitor key performance indicators (KPIs) and implement strategies for continuous operational improvement.
• Identify and mitigate operational risks to maintain service excellence and business continuity.
• Participate in Business Process Management initiatives.
Team Collaboration & Management
• Work closely with department heads to align financial and operational priorities.
• Drive process automation and system optimization initiatives to enhance efficiency and scalability.
• Cross-functional training with other Operations departments.
Requirements
Education & Experience
• Bachelor’s degree in Accounting, Finance, Business Administration, or related field (CPA or CMA preferred).
• Minimum of 5 years of experience in accounting and operations management.
• Proven track record of managing subscription-based revenue models and understanding SaaS financial metrics.
Skills
• Expertise in financial software and tools (e.g., QuickBooks, NetSuite, or similar ERP systems).
• Strong analytical skills with the ability to interpret financial data and drive decision-making.
• Exceptional organizational and time-management skills.
• Knowledge of IT service delivery processes and tools (e.g., PSA systems like ConnectWise or Autotask).
• Excellent communication and leadership abilities.
