Sr Financial Analyst

 SmartAsset ( View website )
 June 8, 2021

About Us:

SmartAsset is looking for a Senior Financial Analyst / Billing Analyst to join our Finance and Operations team. An ideal candidate is self-motivated, independent, has a sharp attention to detail and expert-level data analysis skills, and has a background in billing and/or accounting. This new role will handle client billing including understanding our payment processors, monthly financial process, and partner with internal stakeholders in SalesOps.  This is a great opportunity for an individual looking to be part of an innovative and dynamic fintech startup.

Job Duties

  • Support current monthly billing process with a sharp focus on improvements and scale
  •  Reconcile billing activity, including escrow balances and credits
  •  Develop deep understanding of current business flows, processes, systems
  • Manage key relationships with internal teams to assure accurate billing and build cross functional relationships
  • Deliver reporting to highlight monthly activity, KPIs
  • Maintain process controls per GAAP and current audit policies
  • Partner with internal teams to support various external diligence requests
  • Support SVP Finance & Controller


  • Experience with Quickbooks, Stripe, Salesforce, and Netsuite a plus
  • Experience with client billing and reconciliation
  •  Strong communication skills and a proactive attitude
  • 2-5 years related experience
  • Experience with Excel and Google Sheets, including pivot tables, vlookups and data reconciliations
  • Proactive attitude and interest in building efficiency and scaling operations
  • Bachelor’s Degree in business, accounting or finance


  • Virtual happy hours and team social activities
  • Generous benefits package with cost of some medical and dental plans covered at 100%
  • 401(k) plan with match that immediately vests
  • Professional education reimbursement program
  • Paid Parental Leave