Financial Operations Analyst

Posted 2 Days Ago
Be an Early Applicant
Calgary, AB
Mid level
Software
The Role
As a Financial Operations Analyst at Benevity, you will manage customer payment activities, optimize financial transactions, and maintain accounts receivable records. You will communicate with clients regarding past-due accounts and create comprehensive job aids. This role heavily emphasizes collaboration and continuous improvement to enhance client experiences.
Summary Generated by Built In

Meet Benevity

Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more! 

Our Finance Operations team is seeking a rockstar Financial Operations Analyst, AR to join our team in the Calgary office. You will be a motivated self-starter with excellent teamwork skills and the ability to get involved where needed. You will be an integral part of the operations team by assisting with all types of client requests that relate to finance, special projects and day to day operational activities while demonstrating attention to detail and excellent communication and interpersonal skills.

What you’ll do:

  • Manage and implement all customer payment activities, including receiving, processing, and applying payments to accounts
  • Optimize financial transactions and systems by reconciling payments and customer accounts
  • Communicate discrepancies to management, identify slow-paying customers, and recommend collection candidates
  • Strengthen client relationships by discussing past-due accounts with customers
  • Streamline the accounts receivable process by identifying areas for improvement
  • Maintain up-to-date accounts receivable records, ensuring credits and collections are applied, uncollectible amounts are accounted for, and discrepancies are adjusted
  • Monitor and collect accounts receivable by contacting clients via phone and email
  • Prepare analytical and ratio analyses to provide management with insights into collection efforts
  • Document processes and create/update comprehensive job aids for Financial Operations Oracle processes
  • Communicate key issues with leaders across functional areas and participate in resolution efforts
  • Foster a culture of continuous improvement with a focus on enhancing the client experience

What you’ll bring:

  • Bachelor's degree (major in Accounting or Finance is nice to have)
  • 3+ years of relevant experience in a fast growth environment in an AR function
  • Strong knowledge of client programs, Spark and our financial processes as a company
  • Attention to detail
  • Communication skills, both written and verbal and application towards customer service
  • Strong people skills as this team member will be working across teams
  • Comfortable working in Excel
  • A self-starter, and the ability to work independently
  • Ability to meet strict deadlines

Discover your purpose at work

We’re not employees, we’re Benevity-ites. From all locations, backgrounds and walks of life, who deserve more …

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …

It’s time to join Benevity. We’re so excited to meet you.

Where we work

At Benevity, we have developed a Community First approach that we design our people's experience around with goals to build a strong community and culture, achieve stellar execution of our business goals and social mandate, and ensure Benevity-ites thrive. For those who live within a reasonable commuting distance to an office, we can split our time working in the office and from home to optimize the opportunities of both, with the requirement that we spend at least 50% of the time in the office.

Join a company where DEIB isn’t a buzzword

Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine. 

That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.

Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to [email protected].

Top Skills

Excel
Oracle
The Company
HQ: Calgary, Alberta
818 Employees
Remote Workplace
Year Founded: 2008

What We Do

Benevity is the global social impact software with an all-in-one platform for corporate grantmaking, volunteering, giving, micro-actions and employee resource groups.

A certified B Corporation and recognized in Fortune's Impact 20, we empower iconic brands to attract, retain and engage diverse workforces, embed social action in customer experiences, support communities and understand their impact in the world.

Since our inception, Benevity has helped businesses around the world donate over $14 billion, track 72 million volunteer hours and support communities with over $19 billion in grants

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