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3 results for Investment Analyst in Rochester Ny

Financial Analyst <p>Responsibilities:</p><p>• Ensuring the monthly, quarterly, or annual closing process is smooth and completed on time. This includes reviewing key financial metrics like revenue recognition, cost of goods sold (COGS), R& D spending, and fixed asset transfers.</p><p>• Ensuring that all invoices are processed promptly and revenue is recognized according to accounting standards and company policies.</p><p>• Assist in reviewing and reconciling the balance sheet, keeping track of indirect expenses (like overheads), and supporting investment activities, which could include R& D projects and capital projects.</p><p>• Work with the team to set the schedule for creating the Annual Operating Plan (AOP), which involves coordinating timelines and assisting with building financial models that align with business goals.</p><p>• Help create Estimates at Completion (EACs) for ongoing projects, establish baseline budgets, and forecast future financial performance. This includes conducting variance analyses to identify deviations from budget or forecasts.Help create Estimates at Completion (EACs) for ongoing projects, establish baseline budgets, and forecast future financial performance. This includes conducting variance analyses to identify deviations from budget or forecasts.</p><p>• Present financial data and insights clearly and concisely in both verbal and written forms to stakeholders at all levels of the organization.</p><p>• Provide support for any additional analyses that may come up, whether related to special projects or urgent requests from management.</p><p><br></p> Financial Analyst We are offering a permanent employment opportunity for a meticulous Financial Analyst to become a part of our dynamic team. Located in Rochester, New York, the Financial Analyst will handle customer accounting inquiries, regulate customer accounts, and manage customer credit applications. Your role will be crucial in the financial services sector, with a focus on accounting software systems, CRM, and data mining techniques.<br><br>Responsibilities: <br><br>• Supervise and regulate customer credit applications with precision and efficiency<br>• Manage and maintain comprehensive and accurate customer credit records<br>• Address customer accounting inquiries in a timely and detail-oriented manner<br>• Monitor customer accounts and execute appropriate actions when necessary<br>• Utilize accounting software systems and CRM to optimize financial processes<br>• Apply data mining techniques to extract valuable information for decision-making<br>• Perform regular auditing to ensure accuracy and compliance<br>• Participate in budget processes, capital management and accrual accounting tasks<br>• Create and manage spreadsheets, macros, and pivot tables for data analysis and reporting<br>• Perform other accounting functions as needed to support the financial operations. Accounting Manager/Supervisor <p>We are offering an exciting opportunity in Farminton, New York for an experienced Accounting Manager/Supervisor or senior accountant ready for the next step. This role is within the industry and will involve handling a variety of accounting functions, with a focus on the month-end close process, tax filings, and management of fixed assets and depreciation schedules. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the month-end and year-end close processes, ensuring all accounting tasks are completed accurately and on time.</p><p>• Handle indirect taxes and sales taxes filings, ensuring compliance with all relevant regulations.</p><p>• Manage the company's fixed assets and depreciation schedule, updating records as necessary.</p><p>• Maintain daily and monthly records, including journal entries and general ledger management.</p><p>• Conduct reconciliation processes on a regular basis to ensure accuracy of financial data.</p><p>• Work closely with auditors, providing necessary information and documents upon request.</p><p>• Maintain and update cash flow projections, ensuring they accurately reflect the company's financial status.</p><p>• Leverage your expertise in Quickbooks Premier to ensure efficient and accurate financial management.</p><p>• Allocate expenses appropriately across various departments or projects.</p><p>• Manage customer credit applications and maintain accurate records.</p>