Senior Financial Analyst

Provide hourly Rate and References. Need 15-20 hours per week to fulfill the following work: Must be and expert in Quickbooks, Excel, Sales Force (SFDC)/Field Service Lightning. WHEN YOU SUBMIT FOR THIS ROLE - SEND RELATIVE EXPERIENCE ON THESE ITEMS ONLY. AND A RESUME. THANK YOU. Monthly Responsibilities • Checking Invoice Coding vs Salesforce (Regions, Reps, & Service Lines) • Sanitizing Invoice Data so that Quote Numbers and Reps are included on all possible revenue transactions (Accruals) • Sales By Rep Detail Report • Quickbooks Invoice Data Upload for Salesforce (Sent to Greg Monthly) • Regional Dashboard Update – More for reference as questions comes up and the data is useful for historical reporting at a more detailed level • Labor Utilization Report (ADP vs FSL) • Monthly Labor Stats Report • Regional Labor Cost Reclass Entry • Expense Reports for Department Heads (Sales and Engineering Meetings , IT & HR Reports) • Regional Operations P&L Reports and Meeting • Backlog/Forecast Variance Check vs Invoice Data (See where Reps missed their forecast) • NEW Maintenance / Capex / Inventory Budget Meeting – Request from Ian for Maintenance Department Leadership Other Responsibilities • Weekly Labor Utilization Report • Adhoc Historical Reporting o Happens every month but for different reasons. Last month was Propane Reporting and Historical Service Line match with Salesforce (2022 – 2023) • Adhoc Quote and/ or Job Margin Analysis • Customer Sales with Class + State (couple times a year for Lu) • Rate Sheet Analysis – Pricebook Compare File • Format Ratesheets for upload into Salesforce Potential Project Work • ERP Implementation Support – I have deep understanding of Envent’s Invoice and expense data. I have a lot of insight on what is possible, what needs work, and what can be slightly adjusted for a successful ERP implementation. I also have deep knowledge of FSL, Salesforce and ADP data. • Rate Sheet process improvements – Having a base Rate Sheet so that all future analysis and discounts can be graded against the Base Rate Sheet, whether that Street Rates or not • Quote Margin Tool – I have a process that I believed can be incorporated into Salesforce quotes at scale to have an estimated or expected margin for the quote/ job. I had a meeting with Greg and he agrees it is possible. • Ensure that all Rate Sheets are current and up to date in Salesforce. Assist in creating and organizing Rate Sheets for new/existing customers. • Interact with vendors, customers and other stakeholders. • Develop market intelligence, assisting in the determination of addressable market size and opportunities for growth. • Work with the sales team to review new business development opportunities, ensuring profitable projects are pursued. QUALIFICATIONS BS Degree in Finance, Accounting or Business Key Performance Metrics Data Accuracy: Invoice coding and Salesforce alignment accuracy Forecast Accuracy: Variance between forecast, backlog, and invoiced revenue Labor Visibility: Timeliness and accuracy of labor utilization reporting Margin Improvement: Contribution to job, quote, and contract margin expansion Pricing Discipline: Adoption and consistency of rate sheets and pricing standards Contract Uplift: Identified and realized rate improvements in customer contracts Reporting Timeliness: On-time delivery of monthly and weekly reporting