Note: The job is a remote job and is open to candidates in USA. Kobie is a loyalty solutions company that partners with recognized brands to build lasting emotional connections with consumers. The Finance & Accounting Analyst owns core accounting processes while supporting operational metrics, forecasts, revenue validation, and monthly reporting. The role connects Accounting, Finance, and operational reporting to improve business decision-making.
Responsibilities
- Own recurring month-end close responsibilities, including reconciliations, journal entries, and client accrual file updates and record-keeping for assigned client accounts
- Manage the full invoicing cycle — usage loads, invoice and credit memo creation, approval documentation, and client delivery, on both monthly and weekly cadences for assigned client accounts
- Maintain accuracy between GL and BS accounts, and ensure NetSuite invoices are approved and posted to the correct period
- Support committed revenue summaries and revenue allocation across all lines of business
- Review of Kobie and client P&L statements for accuracy against forecast, partnering with operating stakeholders to resolve variances
- Update and validate revenue in Planful, including client-level revenue, keeping operational data and the financial system of record in sync
- Support monthly reporting deliverables, including SG&A and COGS reviews, margin-by-line-of-business analysis, and billable/productivity dashboards
- Partner with client and department leads to validate member counts, billed and worked hours, and new business and fulfillment data feeding into financial reporting
- Contribute to Monthly Business Review materials — financial results, KPIs, and variance analysis — that leadership uses to understand business performance
- Support annual budgeting and re-forecasting
- Serve as a connector between Accounting, Finance, Client Services, and Management keeping data and narrative consistent across close, reporting, and forecasting
- Identify and help implement opportunities to improve close and reporting processes through automation, standardization, and efficiency
- Build toward broader accounting and FP&A exposure over time, with structured opportunities to expand scope as skills develop
- First 30 days: Learn the close calendar, chart of accounts; P&L invoicing; cross-department interactions; shadow one full close
- First 60 days: Complete invoicing, recurring journal entries, and reconciliations with oversight; support revenue validation and Planful updates
- First 90 days: Aid in production of operational packages and variance commentary; act as point of contact for Client Services data questions; own client invoicing load
- Ongoing: Close completed within calendar; reconciliations clean and documented; invoices are sent on-time and error free; Planful ties to GL; reporting delivered on schedule with explained variances
Skills
- 2-4 years of accounting or blended finance/accounting experience, including exposure to month-end close and invoicing; demonstrated ability to work effectively in a remote or hybrid work environment
- Bachelor's degree in Accounting, Finance, Business, or a related field (or equivalent experience)
- Advanced Excel (lookups, pivots, large data validation); working knowledge of general ledger accounting — debits and credits, accruals, prepaid expenses, and account reconciliations; variance analysis and reporting
- Experience with NetSuite (or similar ERP) required
- Accuracy and attention to detail under close deadlines; cross-functional communication; ownership of deliverables; curiosity about business drivers
- Preferred experience leveraging generative AI tools
- Experience with Planful preferred
Benefits
- Freedom to work remotely
- Flexible Time Off to recharge when needed
- Nine Company-Wide Holidays
Company Overview