Financial Operations Analyst
Core
Manage end-to-end accounts receivable, invoicing, collections, deferred revenue, and financial statement preparation for a SaaS platform serving global research institutions.
Role type
Financial Operations Analyst (IC)
Builds
Accounts receivable processes, financial reports, and budget forecasts for Globus SaaS platform
Domain
Higher education / Non-profit / SaaS / Cyberinfrastructure
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Accounts receivable management, General ledger maintenance, Bank reconciliations, Budget forecasting, Variance analysis, Procurement support, State sales tax compliance, Oracle Financial Systems, GAAP principles, Advanced Excel
Preferred skills
Research finance experience, Grant fund support, ERP systems (Workday/SAP), BI tools (Power BI/Tableau), Data visualization
Technologies
Oracle, Concur, Workday, UCPLAN, Excel, Power BI, Tableau
Responsibilities
Manage end-to-end accounts receivable process including deposits, collections, and discrepancy investigation; 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 state sales tax obligations and KYC processes; Support budget management, monthly forecasting, and variance analyses; Support preparation of financial statements and ad hoc analyses; Monitor general ledger for spending activity and submit journal entries; Support procurement activities including operational and high-value requests.
Seniority
Mid-level Individual Contributor