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Financial Analyst

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance
  • Accounting
    Financial Analyst, Financial Reporting, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Support client reporting requirements, including preparing protocol budget estimates and actual client spend schedules
  • Assist with the financial system setup for new customers, contract awards and pricing schedules
  • Prepare IRB invoices, review invoices for accuracy, distribute invoices, and perform other similar processes associated with the invoice-to-payments cycle
  • Prepare journal entries and updating of periodic financial close schedules
  • Respond to both internal business partner and external client inquiries
  • Preparation of periodic KPIs for management
  • Peer review of work performed by junior team members
  • Create ad hoc reporting as needed
  • Assist with acquisition related activities
  • Maintain databases to ensure data is up to date and accurate
  • Monitor shared mailbox; respond to invoice inquiries, credit memo requests, and fee schedule requests, etc.
  • Other duties as assigned
Requirements
  • Bachelor’s degree in accounting or finance, or equivalent combination of education and experience
  • 2+ years of related finance or accounting experience
  • Strong computer skills with MS EXCEL (Intermediate), MS Access, MS PowerPoint, and MS Word
  • Tableau, Oracle SQL, Salesforce, and Net Suite accounting software experience preferred
  • Accounting procedures and practical knowledge of GAAP
  • Must be organized, detail oriented, and able to provide solutions and follow-up within established rules and timelines
  • Ability to handle multiple projects simultaneously
  • Communication skills required (includes face to face, phone calls, email, and professional writing)
  • Thoroughness
  • Mathematical and analytical thinking skills
  • Data entry skill and accuracy
Hard Skills
  • financial reporting
  • budget estimation
  • journal entries
  • KPI preparation
  • data entry
  • GAAP knowledge
  • analytical thinking
  • mathematical skills
Soft Skills
  • organizational skills
  • detail oriented
  • communication skills
  • problem-solving
  • thoroughness
  • ability to handle multiple projects
Certifications & Qualifications
  • Bachelor’s degree in accounting
  • Bachelor’s degree in finance
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