Financial Analyst

Description
As Financial Analyst on the Finance & Accounting team, you will be the primary driver of accounts receivable reporting, client invoicing, and Net Gross Margin (NGM) analytics across our global BPO client portfolio. You'll build and maintain the reporting infrastructure that gives leadership real-time visibility into account profitability - turning dense operational data such as billable hours, seat utilization, and labor costs into the metrics that guide pricing, staffing, and margin decisions across our BPO programs.

Requirements

• Experience: 2-4 years of experience as a Financial Analyst, Data Analyst, or Corporate Accountant, ideally within the BPO, call center, or professional services industry.
• Education: Bachelor's degree in Finance, Accounting, Economics, or a highly quantitative field - or equivalent practical experience.

Mandatory Technical Skills

• Advanced Excel (Must-Have): Expert-level proficiency required. Highly skilled in managing dense datasets, designing and troubleshooting complex nested logic and lookups, tracking averages, and building robust workforce/operational tracking formulas.
• Microsoft Office Suite: Comprehensive experience using Word for formal documentation, PowerPoint for executive presentations, and Outlook for professional client and internal communication.
• Industry Knowledge: Solid grasp of BPO financial frameworks, operational metrics (billable utilization, attrition impacts, labor optimization), and margin structures.
• Soft Skills: Strong analytical problem-solving skills, sharp attention to detail, and the ability to articulate complex financial data to operational leaders. Comfortable working autonomously in a remote, contractor capacity.

Responsibilities
Financial Reporting & Operations

• Accounts Receivable (AR) Management: Procure, reconcile, and maintain all AR reporting, ensuring accurate tracking of outstanding client balances and aging reports.
• Invoice Processing: Own the end-to-end invoice lifecycle for global BPO clients, verifying billing accuracy against operational headcount, billable hours, and contractual agreements.
• Variance Analysis: Track discrepancies between projected revenue and actual billing, flagging variances for leadership review.

BPO Margin & Performance Analytics

• NGM Reporting: Design, build, and maintain reporting structures around Net Gross Margin (NGM), breaking down profitability by account, line of business, and program.
• Operational Cost Tracking: Analyze direct BPO cost drivers - seat utilization, productive vs. non-productive hours, and labor rates - to understand their impact on margins.
• Data Models & Spreadsheet Auditing: Design, troubleshoot, and refine complex spreadsheet models for operational auditing, monthly forecasting, and workforce tracking.

Stakeholder Support & Documentation

• Partner closely with Account Management and Service Delivery leaders to provide clear visibility into client account profitability and billing milestones.
• Prepare monthly financial data packs, presentation decks, and variance commentary for executive review.
• Maintain organized, accessible financial documentation and standard operating procedures for the reporting pipeline.

Working conditions
Working from Home environment
Contractor