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Financial Analyst

Be Human. Be Accountable. Be Better.

Our Approach

Lloyd is a fast-growing, fun to work for, technology services firm founded to create opportunities to earn, learn and live better. Our commitment to our clients is to humanize their technology experience, freeing them to build their businesses by taking the headaches out of technology. If you love interacting with people, thrive on learning new things, and are up for the challenge, we offer the opportunity of a lifetime, with salary and benefits too!

Who We Need

The essence of the Lloyd brand is the extraordinary individual, the Lloydian. Today we are seeking a Financial Analyst to be part of the Lloyd story. You'll be part of a team that provides best-in-class support for over 5,000 people across over 130 successful organizations. Our service delivery values garnered us a spot in the top 100 managed services providers, globally and made us a 6 time Inc. 500 | 5000 honoree. People don’t join Lloyd to play it safe. They join Lloyd to be challenged and embark on a career that offers unbelievable opportunity.

Role Description

The Financial Analyst will act as liaison to Lloyd Group clients and vendors by providing proactive communications to ensure timely payments. It is the responsibility of the Financial Analyst to provide Lloyd Teams with accurate and timely information pertaining to the company’s accounts receivables, accounts payable, monthly recurring billing and client escrow accounts.

Accounts Receivable

  • Maintain client accounts with “Bank of Time” payments
  • Maintain Finance “Won Deals Board,” tracks monthly recurring revenue
  • Communicate with clients on open balances
  • Maintain credits board
  • Receive all client payments
  • Prepare daily bank deposits
  • Create/send Daily Depost Report – daily status for cash receipts, open projects, other receivables
  • Maintain AR aging reports
  • Maintain/update client agreements in ConnectWise (CRM system)
  • Oversee/coordinate AR aging process with Engagement team
  • Maintain/monitor large project receivables
  • Create monthly recurring invoices
  • Create Project Invoices
  • Process ACH & CC for all automatic payments
  • Project Equitas – “Right Pricing Clients”

Accounts Payable

  • Make all necessary AP payments
  • Maintain AP aging reports
  • Enter AP bills and maintain accounts
  • Maintain Ingram Micro payment schedule & report
  • Process/pay NY & NJ sales tax
  • Process/reconcile corporate Amex payments
  • New York state sales tax audit
  • Create AP check run, determine payments, create and print checks
  • Communicate with vendors on open payments

Finance Team Member 

  • Product ID Maintenance – all products created by Finance
  • Oversee daily purchasing Invoicing & Processing
  • ConnectWise Product ID System Creation
  • Maintain/Update/Analyze Daily Cash Flow Report
  • Update QB with daily cash transactions
  • Bank Reconciliation
  • All other Finance related tasks as needed

Criteria for Success

  • A minimum of 2 years’ experience preferred
  • Must have experience with QuickBooks

Changing the Game

Lloyd gives small and mid-sized businesses something they’ve never had before: personalized enterprise level IT strategy and support. Unlike typical IT outsourcing firms who provide cookie-cutter, anonymous tech support for any business at a monthly fee, Lloyd Group delivers fully customized lifecycle IT strategy and support with professionals who become de facto members of your organization. And we don’t stop at just managing your technology – we show you how to compete more effectively in your particular marketplace. We create harmony between your technology and your business. Nobody serves outsourced IT and consulting services to small and mid-sized companies better than we do. Period.

Join the Lloyd Community

We’re excited that you are interested in being part of the Lloyd story. Please join the Lloyd community online via Linkedin (/lloyd), Facebook (@Lloyd) and Twitter (@lloydgroup). Here you’ll find useful information about Lloyd, tech culture, industry news, and available opportunities to be a Lloydian. We update daily so stay tuned.

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