Jefferson is seeking a Financial Analyst to support a federal project.
Please note that this position is contingent upon contract award and funding approval.
This role will be fully remote.
At Jefferson, we are not just building a team; we are cultivating a community of exceptional individuals driven by a shared passion for innovation and excellence. Joining the Jefferson team means stepping into an environment that values collaboration, encourages creative thinking, and celebrates individual strengths. Here, you'll find a vibrant culture that fosters sharing and connectedness where careers are nurtured, exciting and meaningful work is encouraged, and continuous learning from the smartest people in the industry.
- Our commitment to unlocking your potential goes beyond conventional career paths, offering a dynamic and supportive space where your ideas are not just heard but valued. Join us at Jefferson, where your career becomes a journey of continuous advancement, and your talents find the platform they deserve.
The Financial Analyst will provide professional financial management, contracts and agreements related collections, reconciliation, billing, data analysis, process improvement, automation, and training support to a federal client. The position supports non-inherently governmental financial operations by assisting Government personnel with analysis, documentation, workflow development, reconciliations, reporting, quality control, and implementation support. Work will be performed in accordance with federal financial management requirements, client procedures, internal controls, information security requirements, and contractor quality standards.
Responsibilities:
- Assist with automating current collections processes to support reduced staffing levels, improve operational effectiveness, and increase process efficiency.
- Perform daily reconciliation and validation of Electronic Check Processing (ECP) files to Financial Management Modernization Initiative (FMMI) lockboxes, identifying discrepancies, documenting issues, and supporting resolution.
- Create mass upload templates and support uploads through established two-person control processes, including coordination with a Financial Management Division (FMD) team member for final posting and validation.
- Support Perishable Agricultural Commodities Act (PACA) uploads by preparing files, validating data, documenting upload results, and resolving exceptions in coordination with Government staff.
- Download daily collections vouchers from Treasury's Collections Information Repository (CIR) and maintain organized records of voucher activity.
- Use collections workbooks to pull posting data from daily vouchers and complete workbook entries for FMD review and collections posting.
- Assess and redesign the current Reimbursable Overtime (ROT) billing process, update process documentation, and support development of pilot and implementation plans.
- Identify high-value artificial intelligence and automation use cases that can improve daily financial operations, reduce manual workload, and strengthen internal controls.
- Assist with the development of workflows, guardrails, documentation, and training materials to support responsible daily use of AI and automation tools.
- Map current payment processes and recommend practical steps to increase digital payment adoption, reduce manual processing, and improve customer experience.
- Analyze and streamline the customer account structure, including account consolidation, data cleanup, duplicate identification, and recommendations for sustainable maintenance.
- Design and implement a secure process for emailing customer statements, including standardized templates, logging, exception handling, quality checks, and escalation procedures.
- Deliver role-based training, job aids, and readiness assessments across revised collections, billing, payment, customer-statement, and automation-enabled processes.
- Develop standard operating procedures, process maps, job aids, trackers, templates, dashboards, and status reports to support transparency, repeatability, and knowledge transfer.
- Coordinate with Government financial management personnel, program offices, technical teams, and contractor/agreement leadership to support timely issue resolution and high-quality deliverables.
- Communicating effectively with clients to identify needs and evaluate alternative business solutions
Required Qualifications:
- Bachelor's Degree in accounting, finance, business administration, economics, public administration, or a related field
- At least seven (7) years of relevant professional experience supporting financial management, accounting operations, collections, billing, payment processing, reconciliation, business process improvement, or federal financial operations.
- Experience working with financial systems, reconciliation processes, transaction files, customer account data, workbook-based tracking tools, and financial reporting or posting support.
- Demonstrated ability to analyze operational processes, document workflows, identify risks and inefficiencies, and recommend practical improvements.
- Ability to develop clear templates, standard operating procedures, process maps, job aids, training materials, and implementation support documentation.
- Proficiency with Microsoft Excel and the Microsoft Office suite; experience with workflow automation, Power Platform, data visualization, or AI-enabled productivity tools is preferred.
- Ability to work independently in a high-volume, time-sensitive environment while maintaining accuracy, confidentiality, and strong customer service.
Benefit Overview:
- Medical, dental, and vision insurance
- 401(k) with company match
- Generous paid vacation & sick leave, plus 11 paid holidays and floating holidays
- Paid parental leave
- Company-paid life insurance, short- and long-term disability
- Employee Assistance Program (EAP)
- Gym discounts through medical plan
- Tuition reimbursement and annual professional development stipend
- Access to Jefferson Training Academy (in-house learning & development programs)
- Employee Service Day