Job Description

Financial Analyst

AD Solutions | Orlando, FL | On-Site

Monday-Friday 8am-5pm

Focus: Financial process improvement

AD Solutions is seeking an experienced financial professional who enjoys understanding how a business works, finding gaps, and following through on solutions.

As a member of our finance team, you’ll support deals and review the financial workflows that connect departments from end to end. Working closely with our department leaders, you’ll strengthen financial accuracy, improve controls, and simplify processes.

This role offers hands-on ownership and the opportunity to turn your recommendations into lasting improvements.

What You’ll Do

• Support the sales team in moving deals through funding, ensuring terms are accurately documented and financial requirements are met.
• Review agreement terms and transaction records to identify discrepancies, missed revenue, and processing delays.
• Trace financial information across departments and systems, investigate root causes, and coordinate corrections through resolution.
• Improve workflows connecting departments through clearer procedures, ownership, and automation.
• Identify and resolve billing and account discrepancies, proactively coordinating follow-up and action steps with customers and internal teams to ensure timely turnaround.
• Process financial transactions through existing workflows, validate information, and use findings to strengthen supporting documentation and internal controls.
• Analyze profitability and financial performance; develop reports and KPIs that translate findings into actionable recommendations.
• Lead assigned financial improvement projects, communicate priorities and progress, and verify results.

What You’ll Bring

• 3-5 + years of progressively responsible experience in finance or financial operations.
• Experience in a small or medium-sized business where you’ve worked across multiple financial processes.
• Demonstrated success assessing financial workflows and implementing improvements with limited direction.
• Strong working knowledge of business processes and workflow design
• Experience translating customer contract terms into accurate billing and financial transactions.
• Ability to gather and validate information from multiple sources, connect findings, and draw well-supported conclusions.
• A bachelor’s degree in Finance or a related field

How You Work

You ask thoughtful questions, investigate inconsistencies, and take ownership through resolution. You can explain financial issues clearly, work collaboratively across departments, and balance recurring responsibilities with improvement projects.

Benefits

Comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, paid holidays, life insurance, and paid time off (PTO).

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