- Company Name
- Planitar Inc.
- Job Title
- Financial Analyst
- Job Description
-
Job Title: Financial Analyst
Role Summary:
Supports accurate invoicing, payment processing, and financial reporting within a technology-driven environment. Delivers month‑end close support, manages data integrity across systems, and collaborates with cross‑functional teams on accounting processes and improvements.
Expectations:
- Maintain high data accuracy in all accounting transactions.
- Process invoices, accounts payable/receivable, and supplier payments within tight deadlines.
- Support month‑end close activities, including bank reconciliations, accruals, warranty provisions, and foreign currency entries.
- Produce timely financial summaries and ad‑hoc reports.
- Identify and resolve discrepancies, driving continuous process improvement.
- Provide responsive, customer‑focused support to internal and external stakeholders.
Key Responsibilities:
- Manage the primary accounting email inbox and provide support to all departments.
- Execute month‑end close procedures: bank reconciliations, accrual entries, warranty provisions, AR/AP transactions, client billing changes.
- Run system reports, extract financial data, and support necessary calculations for journal entries.
- Process AP/AP transactions, purchase orders, and invoices; handle foreign currency accounts.
- Audit customer accounts and transactions, ensuring accurate, timely invoicing for large clients.
- Prepare and issue invoices, statements, and related reports per company standards.
- Process supplier payments accurately within scheduled timelines.
- Handle internal/external payment processing, refunds, and account inquiries.
- Prepare periodic financial summaries, cost statements, and ad‑hoc reports per request.
- Lead or support process improvements in finance workflows and system usage.
- Collaborate with Sales, Operations, and Customer Experience to align customer payment and credit data.
Required Skills:
- Strong grasp of accounting principles, invoicing processes, and month‑end close procedures.
- Proficiency in Excel and accounting/ERP/CRM systems (Xero, Dext, NetSuite, HubSpot, or similar).
- Excellent attention to detail and data entry accuracy.
- Ability to manage ambiguity, prioritize tasks, and solve problems independently.
- Analytical mindset to identify trends and resolve discrepancies.
- Effective written and verbal communication skills.
- Adaptability to evolving systems, tools, and processes.
- Strong organizational and time‑management capabilities.
- Demonstrated integrity, accountability, and proactive work ethic.
Required Education & Certifications:
- Post‑secondary degree or diploma in Accounting, Finance, or a related field.
- Minimum 3 years of accounting experience, preferably in a technology or SaaS environment.
- CPA or other accounting designation considered an asset.