BizFirst is an American-owned recruiting and staffing company that supports small business, commercial, enterprise, and government clients. We help organizations fill critical hiring needs through temporary staffing, direct hire recruiting, and PartnerHire, our retained talent partner service. Our work is practical, relationship-driven, and focused on finding candidates who can do the job and fit the client’s environment. We support candidates and clients with clear communication, thoughtful screening, and a commitment to making the hiring process more effective.
Financial Analyst / Specialist
Location
United States
Posted
2 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Financial Analyst / Specialist
BizFirst
Role Description This is a remote position. BizFirst is assisting our client with recruiting a skilled and experienced Financial Analyst / Specialist (Mid-Level). This position supports the following program: U.S. Department of Transportation (DOT), Office of the Secretary (OST), Working Capital Fund (WCF), Office of Financial Management (OFM) — WCF IT Financial Management, Cost Model Development, and Systems Integration Support. What will you do: - Run the monthly financial heartbeat of a federal Working Capital Fund's IT shared-services operation: billing execution, reconciliation, customer advance management, and transparency reporting for 11 customer organizations. - This is an execution role with hard monthly deadlines and formal quality standards — billing files by the 3rd business day, advance/drawdown reporting by the 5th, reconciliations by the 10th, G-Invoicing compliance tracking by the 15th — where accuracy is inspected at 100% and errors mean unbillable rework. - The right candidate finds satisfaction in clean closes, tight reconciliations, and bills that customers can actually understand. Responsibilities: - Execute monthly billing: generate billing files matching system upload specifications with zero formatting exceptions, by the 3rd business day of each month. - Reconcile billing outputs to source financial data (general ledger, obligations, invoices) and service consumption data; identify, explain, and disposition every variance. - Monitor customer advance balances: process drawdowns, track remaining balances by customer and service category, project burn, and produce exception reporting for over/under-utilization by the 5th business day. - Support Treasury G-Invoicing compliance: agreement (GT&C/Order) tracking, transaction monitoring, and monthly compliance tracking outputs by the 15th. - Produce financial impact analyses within five business days of Government request, with clear, transparent, actionable financial logic. Respond to customer billing questions and disputes with accurate financial evidence within three business days. - Support month-end close, monthly financial reconciliation outputs, budgetary-to-proprietary tie-points, and audit support packages (transaction-level lineage) within three business days of auditor request. - Contribute to billing transparency reports that let customers decompose charges to services, drivers, quantities, and rates. Qualifications - Security Clearance: Public Trust or the ability to obtain one. - Bachelor's degree in Finance, Accounting, Business, or a related field. - 4+ years of experience in federal proprietary and/or budgetary accounting, billing execution, or G-Invoicing compliance tracking. - Working command of federal financial mechanics: obligations, expenditures, accruals, advances, receivables, and reimbursable/intragovernmental transactions. - Strong Excel skills and disciplined, deadline-driven work habits; high accuracy under 100%-inspection quality standards. Requirements - Candidates whose experience is limited to advisory, strategic, or conceptual consulting will not meet this program's bar. The client explicitly requires demonstrated, hands-on implementation experience — deployed cost models, executed billing cycles, delivered automations, and operational financial products. Desired Skills - Hands-on Delphi (Oracle Federal Financials) experience, or comparable federal ERP (momentum toward DOT's environment is a strong plus). - Direct G-Invoicing experience (GT&Cs, Orders, Performance transactions, settlement). - Working Capital Fund, revolving fund, or franchise/shared-services fund experience. - Power Query/Power BI familiarity; CGFM or CDFM a plus. Benefits - Family Health Care (54% cost covered for the entire family) - Family Dental (54% cost covered for the entire family) - Family Vision (54% cost covered for the entire family) - Flexible Spending Account - Overutilization bonuses for Time and Materials (T&M) contracts - Lifetime Event Bonuses (e.g., child, marriage) - Profit-sharing arrangement for any work brought into the company - Unlimited Leave with Approval - 401k 100% employer match on first 4% invested - $1,000 training budget
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• Provide comprehensive information about the Beyond Finance financial hardship debt program to clients • Display empathy and active listening skills to understand and deescalate upset clients • Effectively use our Customer Relationship Management (CRM) system • Assess the client's current financial situation and determine appropriate options • Collaborate with clients to develop customized solutions • Meet or exceed retention targets and earn commissions • Provide a best-in-class customer service experience over the phone and through various communication tools
• Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options. • Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation. • Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system. • Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free. • Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program. • Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives. • Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs.
• Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options. • Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation. • Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system. • Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free. • Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program. • Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives. • Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs
