The Role
The FP&A and Operations Analyst role involves managing AR/AP processes, preparing financial reports, building dashboards, and utilizing AI tools for financial insights.
Summary Generated by Built In
We are seeking a detail-oriented and analytical FP&A and Operations Analyst to join our team. This hybrid role combines hands-on accounting operations (AR/AP) with strategic financial planning, reporting, and analysis. The ideal candidate is comfortable owning day-to-day finance operations while also building dashboards, forecasts, and commission models that drive business decisions. Familiarity with modern AI tools and a curiosity for technology are highly valued.
Key Responsibilities
- Accounts Receivable & Accounts Payable
- Manage the full AR cycle: invoicing, collections, customer account reconciliations, and aging analysis.
- Manage the full AP cycle: vendor onboarding, bill processing, approval workflows, and timely payments.
- Maintain accurate records in QuickBooks, Bill.com, and other accounting/AP platforms.
- Resolve discrepancies with customers and vendors and ensure clean month-end close support.
- Financial Reporting, Forecasting & Analysis
- Prepare monthly, quarterly, and annual financial reports for leadership.
- Build and maintain budgets, forecasts, and variance analyses.
- Calculate and validate sales commissions in line with company plans.
- Partner with department leaders to provide data-driven insights and recommendations.
- Reporting Platforms & Dashboards
- • Design, build, and maintain financial dashboards that surface KPIs in real time.
- • Implement and administer reporting platforms to consolidate data across systems.
- • Automate recurring reports to reduce manual effort and improve data accuracy
Requirements
- 3–5 years of experience running Accounts Receivable.
- 3–5 years of experience running Accounts Payable.
- Working knowledge of QuickBooks, Bill.com, and similar accounting and AP platforms.
- Demonstrated experience in financial reporting, forecasting, and commission calculations.
- Experience with reporting platforms and building financial dashboards.
- Foundational familiarity with Claude, ChatGPT, and other AI platforms used in a business context.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
Preferred Qualifications
- Knowledge of coding (e.g., Python, SQL, JavaScript) and/or web development.
- Experience automating workflows or integrating finance tools via APIs or no-code platforms.
- Bachelor's degree in Finance, Accounting, Business, or a related field.
What You'll Bring
- A blend of accounting discipline and analytical curiosity.
- Comfort working across both operational accounting and strategic FP&A.
- An openness to leveraging AI and automation to scale the finance function.
Skills Required
- 3-5 years of experience running Accounts Receivable
- 3-5 years of experience running Accounts Payable
- Working knowledge of QuickBooks, Bill.com, and similar accounting and AP platforms
- Demonstrated experience in financial reporting, forecasting, and commission calculations
- Experience with reporting platforms and building financial dashboards
- Foundational familiarity with Claude, ChatGPT, and other AI platforms used in a business context
- Knowledge of coding (e.g., Python, SQL, JavaScript) and/or web development
- Experience automating workflows or integrating finance tools via APIs or no-code platforms
- Bachelor's degree in Finance, Accounting, Business, or a related field
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The Company
What We Do
Meta Resources Group helps businesses execute complex business and technology initiatives by providing expert delivery teams, solutions architecture, IT staffing, and training, offering cutting-edge digital solutions.
