10,699 Chartered Financial Analyst jobs in the United States

About the job Chartered Financial Accountant + Business Central Analyst

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

Characteristics of an ideal candidate include

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

About the job Chartered Financial Accountant + Business Central Analyst

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

Characteristics of an ideal candidate include

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

Job Description

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

General Accounting:

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team
  
  

Accounts Receivable:

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

Month End Close:

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

REQUIRED: MB 800 Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications | Microsoft Learn

CFA/CPA/ACCA

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

General Accounting:

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team
  
  

Accounts Receivable:

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

Month End Close:

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

REQUIRED: MB 800 Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications | Microsoft Learn

CFA/CPA/ACCA

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

General Accounting:

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team
  
  

Accounts Receivable:

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

Month End Close:

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

REQUIRED: MB 800 Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications | Microsoft Learn

CFA/CPA/ACCA

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

General Accounting:

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team
  
  

Accounts Receivable:

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

Month End Close:

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

REQUIRED: MB 800 Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications | Microsoft Learn

CFA/CPA/ACCA

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

General Accounting:

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team
  
  

Accounts Receivable:

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

Month End Close:

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

REQUIRED: MB 800 Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications | Microsoft Learn

CFA/CPA/ACCA

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

General Accounting:

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team
  
  

Accounts Receivable:

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

Month End Close:

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

REQUIRED: MB 800 Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications | Microsoft Learn

CFA/CPA/ACCA

Microsoft Business Central Accountant/Analyst to join our growing team. In this role, you will play a pivotal role in onboarding new customers/projects.

About the Position - CFA/CPA/ACCA

We are looking for a curious and dynamic professional to join our growing team as a Financial Accountant/Analyst capable of managing budgets and recurring billing projects for services and consulting.

This role specifically will involve Microsoft Dynamics 365 Finance/Business Central 365 admin steps such as configuring a Microsoft Dynamics 365 Finance/Business Central 365.

Essential duties will include managing governance around financial processes, articulating, and helping to define project direction and priorities, communicating project status and issues, and management, and actively acting to reduce risk and resolve issues. In addition, the consultant will support training and development specific to program delivery process, operational tools, and status reporting.

• Experience in the successful implementation of an ERP system.
• Strong background in finance/accounting, project accounting & reporting
• Proficiency in multi-currency accounting tasks.
• Familiarity with Project management principles and cost analysis.
• In-depth knowledge of business processes within organization
• Ability to take initiative and self-direct assignments to meet objectives.
• Strong problem-solving skills.
• Certifications/licenses such as CMA, CPA, APICS CPIM or CSCP, Lean Six Sigma are preferred.

General Accounting:

• Review the monthly credit card statements and record all expenses into the appropriate expense / department accounts
• Record all accruals, amortization, and depreciation entries
• Assist in the Annual Audit process.
• Perform ad hoc projects, such as account analysis, spending analysis,

• Setup new Projects in MS Dynamics 365 Business Central with appropriate tasks/Bills of Materials
• Enter required project information in MS Dynamics 365 Business Central, verify all information is accurate and reconciles to contract
• Invoice projects per contract terms on a monthly basis coordinating as necessary with PMs
• Monitor and adjust posting of time/expenses to ensure phases on the project are duplicated correctly
• Review and monitor projects to determine both opportunities and risks related to billings and collections
• Effectively communicate with Project Managers (PM) and Principals-in-Charge (PIC) regarding contract documents, change orders and other contract modifications, approvals, and any additional services
• Manage consultant invoices and release as appropriate for payment
• Prepare monthly consultant accruals
• Coordinate with office leadership to update monthly cash flow
• Create policies for project contract documents, change orders and other contract modifications, approvals, and any additional services
• Report monthly billing and contract status for office
• Provide both automatic and ad hoc MS Dynamics 365 Business Central project reports as requested by PMs and others
• Prepare special project analyses and provide finance support as requested by PICs, PMs and others
• Recommend and implement agreed process improvements to finance processes
• Act as an integrated and collaborative member of the finance team
  
  

Accounts Receivable:

• Proper storage of all customer billings and related documentation.
• Collection of past due accounts.
• Cash application of incoming customer payments.
• Prepare weekly / monthly reporting to VP Finance on status of AR; i.e. AR Report, Customers on Hold
• General Finance Duties (a) Weekly (b) PowerBI Reporting (b)
• Assist with the Finance database, used for commission calculation and gross margin analysis.
• Ad Hoc Projects (a) Perform ad hoc projects and analysis upon request.

Month End Close:

• This role will assist in the month-end close process.
• record month end entries in accordance with company and generally accepted accounting policies.
• Complete account reconciliations.
• Bank Recs

REQUIRED: MB 800 Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications | Microsoft Learn

CFA/CPA/ACCA