Financial Analyst

Job Summary
Location: Plano, Texas
Department: Finance
Employment Type: Full-Time
Experience: Mid-Level

We currently have a great opportunity for a Financial Analyst. This position will have an active role in our monthly reporting and analysis, ad-hoc reporting, budgeting, forecasting and projections.  YourCause is looking for an analyst who will work hand-in-hand with our Head of Finance and overall finance team. The successful candidate will help lead and develop the following areas: financial results, audits, cash flow, invoicing, internal controls and processes and budgeting. He/she will need to be a great communicator – they will communicate across departments, and often with clients. Ultimately, we are looking for someone who strives to contribute to a first-class team and organization.  He/she must be hard-working, self-motivated and detail-oriented.

Your Responsibilities Include:

  • Prepare, review and distribute monthly financial reports to key managers
  • Track expenses and revenues vs. budget, estimate and prior periods and analyze fluctuations
  • Prepare monthly consolidation and executive financial package
  • Prepare annual financial information to be provided to the external auditors
  • Prepare quarterly operating reports
  • Create and update Salesforce database
  • Assist in the budget & estimate process
  • Maintain budget and estimate information in the accounting system (currently Quickbooks)
  • Evaluate profit and cost efficiencies in various areas of the organization as needed
  • Develop, maintain and distribute as-hoc reports and financial models as needed
  • Track contracts and work orders and issue accurate client invoices
  • Manage accounts receivables and collections

Must haves:

  • MBA/CPA is a plus
  • 3 years of experience in financial analysis or cost accounting
  • Accounting/GAAP knowledge
  • Advanced knowledge of Microsoft Excel and Quickbooks
  • Excellent initiative and communication skills
  • Ability to complete projects and tasks efficiently and accurately
  • Strong organizational and analytical skills
  • Personable and works well with others in fast paced, dynamic environment

Education and Experience

  • Bachelor's degree in Accounting or Finance

About YourCause

YourCause, LLC is a SaaS provider of corporate solutions for employee engagement tools within the corporate social responsibility (CSR) niche through its tool CSRconnect.  The platform now supports over 2 million employees.  YourCause provides users with a diverse set of online tools that allow them the ability to showcase their cause, respond to a disaster, fundraise or volunteer for a non-profit, or use the tools provided to promote their cause to family, friends, and co-workers.

What to expect at YourCause

  • A fast moving, technology-first organization with a ‘scrappy’ mentality
  • We work hard.  We play hard
  • An entrepreneurial spirit baked into our culture
  • An open, collaborative environment and office layout
  • Fun stuff: ping-pong tables, company lunches, comfortable lounge area, gym, etc.
  • Company volunteer opportunities
  • Full benefits including: health insurance, 401k, flexible vacation