Financial Operations Associate

Financial Operations Associate

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field
• 1 – 2 years of relevant experience in accounting or finance
• Strong interest in corporate finance, accounting, and financial systems
• Familiarity with or a willingness to learn Workday ERP System
• Proficiency in Microsoft Excel; comfort with data analysis and reporting
• High attention to detail and strong organizational skills
• Ability to work independently as well as in a collaborative environment with demanding and high-quality expectations
• Strong individual leadership experience
• Strong analytical and problem-solving skills
• Excellent interpersonal skills- strong oral and written communication skills
• Ability to work 9-10 hours per day (or an average of 45 to 50 hours per week) consistently throughout the year
• Availability to work nights and weekends as necessary
• Effective Time Management skills (self-motivated to manage schedule and projects)
• Ability to thrive in a fast-paced, high-demand, growth-oriented environment with a high energy level
• Strong values aligned with our Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic)
• Team player with a strong desire to be an active, long-term participant in the overall growth of the Firm
• Entrepreneurial spirit and commitment to Firm’s vision
• Strong intangibles aligning with High Performance Model®
• Ability and willingness to work in a Siegfried office as required for an average of four days per week (or more) in accordance with Siegfried’s then-current policy. (This requirement is subject to change at the discretion of management)

Responsibilities

• Assist with billing and invoicing processes in Workday, ensuring accuracy and timely completion
• Support revenue recognition and tracking in accordance with company policies and relevant accounting standards
• Participate in the monthly close process, including journal entries, account reconciliations, and variance analysis
• Help prepare financial forecasts and reports, working cross-functionally to gather and validate inputs
• Collaborate with internal stakeholders to resolve billing discrepancies and respond to finance-related inquiries
• Contribute to ongoing process improvements to enhance the efficiency and accuracy of finance operations
• Maintain accurate and up-to-date documentation of key finance procedures and workflows
• Monitor and report on key financial performance indicators
• Review and assess various incentives accruals
• Support the Finance Operations Manager in evolving strategic and longer-range initiatives by gathering and preparing various data and analytics
• Identify opportunities for process and reporting enhancements
• Performs other duties as required or assigned

Preferred Qualifications

• Advanced degrees are desired
• CPA or CFA, preferred