Financial Analyst at Way Forward Consulting

Financial Analyst 2

Schedule: Fully onsite

Top skills: Organization skill, Data management skill, Communication skill

Summary:
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Job Responsibilities:
� Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
� Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
� Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.

Skills:
� Verbal and written communication skills, attention to detail, and critical thinking.
� Basic ability to work independently and manage one's time.
� Basic ability to analyze business trends and project future revenues and expenses.
� Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
� Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
� Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

Education/Experience:
� Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
� 2-4 years financial and/or accounting experience required.

Key responsibilities/requirements:
• Manage Verizon account back-end margin validation and payment process for Direct (Verizon) and Indirect (Ingram Micro, Ice, Telamon) channels
o Draft and Execute back-end margin contracts for Direct and Indirect customers
o Manage Back-end margin approval process
o Manage Back-end margin monthly accrual
o Communicate and reconcile back-end margin claim differences with Direct and Indirect customer counter parts (via email/ WebEx meetings)
o Validate and process invoices

• Manage Back-end margin incentives for Direct and Indirect channels
o Review and set up incentive requirements for various customers
o Track performance and manage incentive accrual
o Communicate validation requirements with customers and execute contracts
o Validate and process invoices

• Manage Verizon National/CRM promotion operations
o Manage/ communicate with Verizon contract team ensuring accurate and timely contract execution
o Manage Samsung contract legal review process for promotion contracts
o Review and confirm alignment on Verizon Promotional contracts based on finalized terms with Verizon
o Manage promotion accrual/approval system (Conditions) submission/approval for accurate reflection of finalized terms and timely submission
o Reconcile and validate Promotional invoices received from Verizon for executed promos
o Manage communication with Verizon billing team ensuring timely invoice validation and payment process