Financial Analyst

NorthPoint Search Group•Nashville, TN

About The Position

The Financial Analyst provides support to the Company in financial reporting, budgeting, forecasting, accounts payable, payroll, account analysis and reconciliation, and related areas. The role is responsible for day-to-day general ledger accounting, reconciliations, and financial reporting and analysis for assigned areas, as well as maintaining accounting records and financial statements for the Company and its charitable foundation. The analyst prepares monthly management reporting packages, supports budget development and expense forecasting, analyzes cost and expense variances, and provides financial analyses to support strategy, business monitoring, and operational decisions. The position also assists with Board and committee materials, tax and regulatory filings, annual audits, and special projects.

Requirements

  • Bachelor of Science degree in accounting, finance, or a related field.
  • At least 5 years of experience with financial reporting and analysis.
  • Strong analytical skills.
  • Experience with budgeting, forecasting, and financial reporting.
  • Experience preparing and/or reviewing quarterly and annual statements.
  • Ability to communicate effectively with internal and external contacts and mid- to senior-level management.
  • Ability to resolve complex problems and use independent judgment.

Nice To Haves

  • CPA certification.

Responsibilities

  • Compile monthly management reporting packages, including financial statements, supporting documentation, reconciliations, and analysis.
  • Prepare documents for Board of Director, Investment Committee, and Finance Committee meetings and the annual GAAP and STAT audits.
  • Assist with developing the annual budget and help managers and officers project departmental expenses.
  • Analyze, interpret, and communicate cost and expense variances to management.
  • Work with management to contain costs, forecast expenses, and support financial efficiency and decision making.
  • Perform analyses to develop strategy, monitor businesses, and guide operational decisions.
  • Assist in compiling and preparing information for tax and regulatory filings, including quarterly and annual statement filings and supplemental schedules.
  • Create and present ad hoc reports and analyses to provide financial expertise to management.
  • Record reclassification entries as necessary.
  • Handle day-to-day general ledger accounting, reconciliation, and financial reporting and analysis for assigned areas.
  • Prepare and maintain accounting records, reconciliations, and financial statements for the Company’s charitable foundation.
  • Prepare and maintain accounting records, reconciliations, and financial statements.
  • Assist the Accounting Manager with the annual cost report.
  • Assist the Vice President Audit and Finance with special projects.
  • Perform other related assigned duties as necessary to complete the primary responsibilities.
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