Financial Analyst

Join us in shaping the success and making an impact that truly matters.

About eFLEXervices, Inc.

• Stable.
• Supportive.
• Success-driven. eFlexervices is a premier BPO company with a 24-year track record of excellence.
• We don't just fill seats; we invest in human potential.
• We are dedicated to finding the perfect fit for your skills and helping you optimize your career performance.
• If you're looking for a company that values exceptional quality and operates on a foundation of trust, you belong at eFlex.
• Are you ready to take your expertise to the next level?
• At eFlexervices, we're not just hiring for a Financial Analyst – we're empowering your talent to deliver quality and performance.
• At eFlex, we're not just a workplace – we're a community of playmakers, committed to fostering growth, learning, and personal connections.
• Living Our Values: We don't just talk the talk; we walk the walk.
• From learning and personal growth to caring deeply about our team and clients, our values are the compass guiding our vibrant workplace.
• We're dedicated to nurturing your career and supporting your rise through the ranks.

Responsibilities

• The Financial Analyst plays a critical role in assisting with data analysis, reporting, incentive compensation, revenue optimization, and process improvement.
• They will conduct comprehensive analyses of revenue streams and sales data to identify patterns, opportunities, and potential risks.
• Utilize historical data to forecast revenue projections and trends.
• Collaborate with the FP&A team to develop accurate revenue forecasts and budgets.
• In addition, work closely with Branch & Commercial Lines Managers to resolve revenue discrepancies.
• Thus, contributing to the overall financial health of the organization.
• Revenue Process: Assist in accurate and timely recognition of revenue in accordance with US GAAP and company policies.
• Perform pre-earned Direct Bill Reconciliation.
• Assist with preparing the earned report, including sending out reports to Managers Communicate with account managers and commercial lines managers to resolve invoice discrepancies.
• Monitor the exception reports and make corrections as necessary.
• Perform tie out of revenue against 1 st draft of financials, ensuring the accuracy of revenue allocation.
• Prepare deferred revenue calculations for earned reports monthly.
• Assist with audit, month-end, and year-end closing activities, including preparing journal entries and reconciliations.
• Analyze revenue performance against set targets, KPIs, and benchmarks.
• Identify and investigate any significant variances or deviations and provide insights to stakeholders.
• 2.
• Assist in the preparation of forecasts and budgets to support strategic decision-making.
• Prepare detailed reports on performance, trends, and analysis.
• Present findings to management and stakeholders on a regular basis, providing clear and actionable recommendations.
• Conduct variance analysis to explain differences between actual and forecasted revenue figures.
• Provide key metrics and insights by creating Tableau and Workday reports and dashboards.
• Review earned reports for accuracy and identifying abnormalities, swings, and trends in revenue reported.
• Analyze producer book for revenue redistribution between active producers & termed producers.
• Monitor acquisition revenue coded as miscellaneous income to ensure it is recorded correctly with schedule codes.
• Once live in Epic, reconcile the revenue in production.
• Assist A/P & D/B Manager with yearly surveys requested from Corporate Resources.
• Assist in implementation, maintenance, and adherence to internal controls and Finance procedures ensuring compliance with GAAP.
• Follow accounting regulations, internal controls, and finance policies to ensure compliance.
• 3.
• Recommend opportunities to streamline processes and enhance efficiency Work with management on acquisitions and ensure a smooth transition of revenue into Epic for acquired entities.
• Work with management & IT teams to automate manual tasks.
• Support special projects related to revenue optimization and business performance as needed.
• Assist with the implementation of Workday planning system.

Requirements

• Bachelor's degree in finance, accounting, business administration, or a related field.
• Minimum 3 years of Finance working experience.
• Strong working knowledge of US GAAP.
• Experience partnering with internal and external stakeholders.
• Experience working in a high-growth environment.
• Excellent communication and interpersonal skills are required.
• Advanced knowledge of MS Excel and working knowledge of other MS Office programs.
• Experience with Workday Adaptive Planning/Insights is a plus.
• Self-starter with outstanding analytical, problem-solving, and organizational skills.
• Must be able to work independently and collaborate with team members in a fast-paced environment.
• Must be able to meet tight deadlines, with attention to detail.
• Experience working with US/offshore clients.
• Must maintain a positive attitude and sense of humor!

Benefits

• Your hard work deserves recognition.
• Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements.
• Work your way!
• If you're outside Baguio City, embrace a permanent work-from-home setup.
• For those within Baguio, our hybrid work model offers the best of both worlds.
• Recharge and refresh!
• Our flexible vacation and sick leaves empower you to prioritize your well-being, ensuring a healthy work-life balance.
• Your journey with us is brimming with growth opportunities.

Ready to embark on an enriching journey?

• Join the eFlex family and experience a workplace that values your individuality and success.
• Let's thrive together!