Finance & Compliance Analyst

Neal Careers•Sarasota, FL

5d•Onsite

About The Position

The Finance & Compliance Analyst supports the Vice President of Finance in administering corporate finance operations, including cash management, debt administration, corporate compliance, tax reporting, and financial reporting. The role supports banking relationships, debt facilities, bond issuances, tax filings, and corporate entity maintenance, while assisting with special projects involving acquisitions, financing transactions, and land development. The position is on-site.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
At least 5 years of experience in accounting, finance, public accounting, or a related field.
Strong understanding of financial statements, reconciliations, and accounting principles.
Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, and complex formulas.
Ability to analyze financial data and identify discrepancies.
Strong organizational and time-management skills.
Excellent written and verbal communication skills.
Ability to manage multiple projects and deadlines.
High attention to detail and accuracy.

Responsibilities

Support banking relationships and account administration.
Assist with daily cash management activities and cash flow reporting.
Support line of credit administration, including monthly collateral reporting, covenant compliance, and supporting schedules.
Assist with annual renewals for line of credit agreements and annual credit rating.
Record monthly interest expense and loan fee journal entries for all active debt facilities.
Support bond issuances and related financing transactions.
Coordinate debt- and finance-related item requests from lenders, auditors, and consultants.
Assist with federal income tax and tangible personal property tax returns.
Assist with corporate entity maintenance, including state filings and registrations.
Support special projects involving acquisitions, financing transactions, and land development activities.
Identify opportunities to improve processes and reporting efficiency.
Support the organization’s mission and vision through excellence and competence, collaboration and innovation, respect, commitment to the community, accountability, and ownership.