Finance & Accounting Analyst
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Job Description
Finance & Accounting Analyst supporting Kobie’s loyalty-solutions business through close, invoicing, revenue validation, and reporting. Connecting Accounting, Finance, and operations to improve business decisions.
Responsibilities:
- Own recurring month-end close responsibilities, including reconciliations, journal entries, and client accrual file updates and record-keeping
- Manage the full invoicing cycle, including usage loads, invoice and credit memo creation, approval documentation, and client delivery
- Maintain accuracy between GL and BS accounts and ensure NetSuite invoices are approved and posted to the correct period
- Support committed revenue summaries and revenue allocation across all lines of business
- Review Kobie and client P&L statements against forecasts and resolve variances with operating stakeholders
- Update and validate client-level revenue in Planful
- Support monthly reporting, including SG&A and COGS reviews, margin analysis, and billable/productivity dashboards
- Validate member counts, billed and worked hours, new business, and fulfillment data for financial reporting
- Contribute to Monthly Business Review materials, including financial results, KPIs, and variance analysis
- Support annual budgeting and re-forecasting
- Connect Accounting, Finance, Client Services, and Management across close, reporting, and forecasting
- Identify and help implement process improvements through automation, standardization, and efficiency
- Develop broader accounting and FP&A exposure over time
Requirements:
- 2–4 years of accounting or blended finance/accounting experience
- Exposure to month-end close and invoicing
- Ability to work effectively in a remote or hybrid work environment
- Bachelor’s degree in Accounting, Finance, Business, or a related field, or equivalent experience
- Advanced Excel, including lookups, pivots, and large data validation
- Working knowledge of general ledger accounting, including debits and credits, accruals, prepaid expenses, and account reconciliations
- Experience with variance analysis and reporting
- Experience with NetSuite or similar ERP required
- Accuracy and attention to detail under close deadlines
- Cross-functional communication skills
- Ownership of deliverables
- Curiosity about business drivers
- Experience leveraging generative AI tools preferred
- Experience with Planful preferred
Benefits:
- Flexible Time Off
- Nine Company-Wide Holidays
- Diverse suite of benefits prioritizing growth, development, and personal well-being
- Remote work flexibility
- Periodic travel to support business objectives, team collaboration, customer engagements, training, and company events
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