Finance & Accounting Analyst

Job Description

Finance & Accounting Analyst | Kobie

The Tone:
This is a full-time role at Kobie, located remotely, with headquarters in St. Petersburg, Florida. Kobie is a leader in loyalty solutions, helping brands build lasting emotional connections with their consumers through strategy-led technology. This role is central to providing critical financial insight and operational data, enabling informed business decisions and fostering collaboration between Accounting, Finance, and Client Services.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, St. Petersburg, Florida

• Team: Sits at the intersection of Accounting and Finance.
• Mission: Owns core accounting processes and supports operational metrics, forecasts, revenue validation, and monthly reporting to drive business performance.
• Tech Stack: NetSuite, Planful, Excel

What You’ll Actually Do
• Accounting Ownership: Own recurring month-end close responsibilities, including reconciliations, journal entries, and client accrual file updates and record-keeping for assigned client accounts.
• Invoicing & Accuracy: Manage the full invoicing cycle for assigned client accounts, including usage loads and invoice creation, while maintaining accuracy between GL and BS accounts.
• Financial Reporting: Update and validate revenue in Planful, support monthly reporting deliverables like SG&A and COGS reviews, and contribute to Monthly Business Review materials.
• Data Validation: Partner with client and department leads to validate member counts, billed and worked hours, and new business data feeding into financial reporting.
• Process Improvement & Partnership: Identify and help implement opportunities to improve close and reporting processes, serving as a connector between Accounting, Finance, Client Services, and Management.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, Business, or a related field (or equivalent experience); Early Career.
• Experience: 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.
• Skills: 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.
• Bonus: Preferred experience leveraging generative AI tools; experience with Planful.