SUMMARY :

This position is responsible for the preparation of financial reports, maintaining the financial integrity of the company, review of financial transactions and in assisting with financial planning activities. As a member of the Corporate Finance team, you will have the opportunity to help drive a variety of new initiatives and support our rapidly growing organization.

GENERAL INFORMATION:

• This position is a exempt and full-time role.
  
• This position is located at San Mateo office.
  

ESSENTIAL TASKS, DUTIES AND RESPONSIBILITIES

• Include the following steps to provide simplicity and service to our clients. Others may be assigned.
  
• Prepare monthly and annual financials, monthly budget vs. actual variance analysis and metrics for distribution to management.
  
• Assist in budgeting and forecasting.
  
• Participate in the monthly close process
  
• New and Lost business reporting, monitoring and financial impact reporting
  
• Deem expense reporting, monitoring, identifying cost savings and policy development
  
• Perform various general ledger accounts analysis
  
• Prepare quarterly Agency Profile Reports
  
• Special projects as assigned
  
• To perform this position successfully, an individual must be able to perform each essential duty satisfactorily.
• Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
  

KNOWLEDGE, SKILLS AND ABILITIES

• That demonstrate professionalism, passion and ways to use technology for good:
  
• A thorough knowledge of accounting and finance principles
  
• Ability to multi-task efficiently and to be flexible with ever-changing priorities and deadlines.
  
• Must work well with others in a fast-paced, customer service oriented environment and be responsive to co-workers and colleagues.
• Must also work independently, with minimal supervision and have the ability to take initiative and create solutions.
  
• Advance skills in Excel, Proficient in Word and PowerPoint, as well as use of the Internet. Ability to learn and implement other programs quickly and efficiently.
  
• Strong organizational skills and attention to detail.
  
• Excellent verbal and written communication skills.
  
• Active participation as an team member, suggesting improvements in processes and procedures and ways to make the organization better.
  

EDUCATION AND EXPERIENCE

• Bachelor\'s degree (ideally in Finance, Economics, Accounting)
  
• 2+ years of Finance/Accounting experience