Transactions Financal Analyst (Contractor) — REW (Real Estate & Workplace)

GreenLight Workforce Solutions Inc
San Francisco, CA
On-siteCareer-pivot friendly

Who this role is best for

Candidates with finance operations experience and strong data visualization skills will find this role in real estate and workplace operations.

Best fit for

  • Candidates with 4-6 years in finance operations and a track record in accruals and PO lifecycle management
    — “4-6+ years relevant experience in FP&A/ corporate finance / finance operations”
  • Detail-oriented professionals with experience in GL drill-throughs and audit-ready work
    — “Strong experience performing GL drill-throughs and tracing transactions to source documentation”
  • Individuals comfortable with building dashboards and automating repetitive processes
    — “Build and maintain vendor-level dashboards and quick visualizations showing spend trends”

Things to consider

  • The role demands a high level of independence and problem-solving without explicit mention of team size or structure
    — “Independent problem solver who can escalate appropriately”
  • Candidates must be prepared for recurring operational check-ins with stakeholders
    — “Recurring operational check-ins with stakeholders as it relates to budget/forecast updates”

How to stand out

  • Highlight experience with PO systems and accruals in your resume and interview responses
    — “Validate chart of accounts, budget availability, REW PO line descriptions”
  • Showcase examples of creating variance narratives from GL investigations
    — “Compile support, and prepare concise, stakeholder-ready variance narratives”
  • Demonstrate your ability to build dashboards and automate processes using Excel or Google Sheets
    — “Advanced Google Sheets / Excel modeling skills”
  • Emphasize your ability to partner with non-finance stakeholders and extract actionable insights
    — “Strong partnership and communication skills — able to extract needed information from stakeholders”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Validate POs
  • Prepare accruals
  • Perform GL investigations
  • Build vendor dashboards
Typical background
Finance operationsFP&A

Skills & requirements

Required

PO Lifecycle ManagementAccrualsGL Drill-throughVendor Spend VisualizationData Management

Preferred

NetsuiteWorkdayTableauAutomationAI

Stack & domain

PO LifecycleZIP Power-userChart Of AccountsBudget AvailabilityPO Line DescriptionsStart/end DatesAccrualsMonth-end SupportGL Drill-throughsBudget Vs ActualsVendor Spend VisualizationData ManagementActualize FilesBudget And Forecast Cycle SupportTechnology-first MindsetAutomationAINetsuiteWorkdayOracleTableauGoogle SheetsExcelDetail-orientedProcess DisciplinedIndependent Problem SolverEscalationPrioritizationTime ManagementCuriousTechnology-forwardPartnership-firstRapport BuildingClear CommunicationExtract Needed InformationDrive ActionFinanceAccountingFP&ACorporate FinanceFinance OperationsReal EstateConstructionWorkplace OperationsGlobal Food/amenities Spend

About the role

Original posting from GreenLight Workforce Solutions Inc via Ashby

ABOUT THE ROLE

You’ll be the operational, detail-first finance partner embedded in REW doing the deep-dive transactional and analytical work that the team needs to run cleanly. Reporting directly to the REW Finance Manager (Talia Young), you will own PO QA and lifecycle operations, accruals and month-end support, GL drill-throughs for Budget vs Actuals (BvA) commentary, and vendor spend visualizations. You’ll partner closely with Leasing, Workplace Ops, Design & Construction, Workplace Experience, Sourcing, and P2P — and you’ll be expected to roll up your sleeves and deliver high-quality, defensible analysis and clean data.

CORE RESPONSIBILITIES

  • PO lifecycle & ZIP power-user: Validate chart of accounts, budget availability, REW PO line descriptions, start/end dates; help manage REW POs through the PO creation/change order process in ZIP.
  • Accruals & month-end: Assist with month end close; Identify POs that require accruals, collect/validate accrual inputs from owners, prepare accrual backup, input/maintain accrual details in the stratfin file, and reconcile reversals when invoices arrive.
  • GL drill-through & BvA commentary: Perform transaction-level GL investigations to find root causes of variances, compile support, and prepare concise, stakeholder-ready variance narratives.
  • Vendor invoice & spend visualization: Build and maintain vendor-level dashboards and quick visualizations showing spend trends, aged liabilities, and problem areas.
  • Data management & actualize files: Maintain and “actualize” REW files (budget skeletons, accrual trackers, PO registers), ensure data hygiene and version control.
  • Budget and forecast cycle support: Enhance budget and forecast templates and automate where possible. Collect and review submissions in detail.
  • Technology & automation: Bring a technology-first mindset — prototype small automation/AI agent solutions to reduce manual work (e.g., PO QA checks, GL reconciliation assistants).
  • Partnering & follow-up: Recurring operational check-ins with stakeholders as it relates to budget/forecast updates and ensuring operations running smoothly from a financial perspective.

MUST-HAVE QUALIFICATIONS

  • Bachelor’s degree in Accounting, Finance, or equivalent experience.
  • 4-6+ years relevant experience in FP&A/ corporate finance / finance operations
  • Practical, hands-on accruals experience (monthly accruals, prepayments, reversals).
  • Demonstrated experience with PO lifecycle and PO system operations
  • Strong experience performing GL drill-throughs and tracing transactions to source documentation.
  • Advanced Google Sheets / Excel modeling skills
  • Excellent attention to detail and the ability to produce defensible, audit-ready work.
  • Strong partnership and communication skills — able to extract needed information from stakeholders and drive action.

NICE-TO-HAVE

  • Experience with NetSuite, Workday, Oracle, or other ERPs.
  • Dashboarding experience (Tableau)
  • Prior exposure to real estate, construction, workplace operations, or global food/amenities spend.
  • Demonstrated experience prototyping small automations or AI agents to accelerate work.

SOFT SKILLS / COMPETENCIES

  • Extremely detail-oriented and process disciplined.
  • Independent problem solver who can escalate appropriately.
  • Strong prioritization and time management under competing deadlines.
  • Curious and technology-forward — comfortable testing small automation/agent ideas.
  • Partnership-first: builds rapport quickly and communicates clearly with non-finance stakeholders.

Source: GreenLight Workforce Solutions Inc careers (Ashby)

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