Financial Operations Analyst
Core
Manage end-to-end accounts receivable, invoicing, collections, deferred revenue, and financial statement preparation for a mission-driven SaaS organization serving global research institutions.
Role type
Financial Operations Analyst (IC)
Builds
Accounts receivable processes, financial reports, and budget forecasts for Globus (a University of Chicago unit).
Domain
Higher Education / Non-profit / SaaS / Cyberinfrastructure
Required skills
Accounts receivable management, General ledger reconciliation, Budget forecasting, Financial statement preparation, Procurement support, Sales tax compliance, Oracle Financial Systems, Advanced Excel, GAAP principles
Preferred skills
Research finance experience, Grant fund management, Power BI/Tableau, Data visualization, Post-award financial management
Technologies
Oracle, Concur, Workday, UCPLAN, Excel, Power BI, Tableau
Responsibilities
Manage end-to-end accounts receivable process including recording deposits and investigating discrepancies; Serve as primary point of contact for customer-facing payment communications; Monitor AR and deferred revenue subledgers and perform reconciliations; Perform monthly bank account reconciliations and daily general ledger downloads; Assist with tracking state sales tax obligations and support KYC processes; Assist with budget management and monthly forecasting using UCPLAN; Support preparation of financial statements and ad hoc analyses; Monitor general ledger for spending activity and submit journal entries; Support procurement activities in Oracle, Concur, and Workday.
Seniority
Mid-level, hands-on IC