Senior Accountant and Financial Analyst

TriMark•Tampa, FL

2d•Hybrid

About The Position

The Senior Accountant and Financial Analyst plays a key role in driving financial planning, forecasting, and performance analysis for the Southeast division. This position partners closely with business leaders to provide actionable insights, support strategic decision-making, and enhance overall financial performance. While the primary focus is on planning and analysis, this role also collaborates with accounting to ensure financial accuracy and alignment.

Requirements

Strong financial and analytical acumen with the ability to translate data into actionable business insights.
Advanced proficiency in financial modeling, forecasting, and budgeting methodologies.
Strong business partnering skills with the ability to influence and communicate effectively with non-financial stakeholders.
Advanced Excel skills (e.g., PivotTables, VLOOKUP, modeling) and experience with financial systems and BI tools.
High attention to detail with strong problem-solving capabilities.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Proactive, self-motivated, and intellectually curious with a continuous improvement mindset.
Bachelor’s degree in Finance, Accounting, Economics, or related field, or equivalent military/practical experience.
2–4 years of experience in FP&A, finance, or business analysis roles.
Strong experience with budgeting, forecasting, and financial modeling.
Proficiency in Microsoft Office, particularly Excel and PowerPoint.
Experience with ERP systems and financial planning/reporting tools required.
Ability to successfully pass a background check post-offer

Nice To Haves

Experience with data visualization or business intelligence tools preferred.
Working knowledge of accounting principles (U.S. GAAP) preferred.
CPA or MBA is a plus but not required.

Responsibilities

Financial Planning, Forecasting & Analysis
Lead and support the development of annual budgets, quarterly forecasts, and long-term financial plans.
Conduct variance analysis (actuals vs. budget/forecast/prior year) and provide clear, actionable insights to leadership.
Analyze financial and operational performance, identifying trends, risks, and opportunities.
Partner with business leaders to understand drivers of performance and influence decision-making.
Establish and monitor key performance indicators (KPIs) to track progress against strategic objectives.
Business Partnership & Decision Support
Serve as a strategic finance partner to operational leaders across the division.
Translate financial data into meaningful insights to support business initiatives and improve profitability.
Provide financial guidance on pricing, cost management, and resource allocation.
Support strategic initiatives through financial modeling, scenario analysis, and business case development.
Financial Modeling & Strategic Analysis
Build and maintain dynamic financial models to evaluate business opportunities, capital investments, and cost-saving initiatives.
Perform scenario planning and sensitivity analysis to assess potential business impacts.
Support ad hoc analysis for leadership to drive informed, data-driven decisions.
Reporting & Data Management
Prepare and deliver timely, accurate financial reports and dashboards for leadership.
Consolidate and analyze data from multiple systems to ensure consistency and reliability of reporting.
Continuously improve reporting processes, tools, and data visualization capabilities.
Collaboration with Accounting
Partner with accounting to ensure accurate financial reporting and alignment between actual results and forecasts.
Support month-end close processes by providing insight into variances and business drivers.
Maintain a working knowledge of accounting processes, including journal entries, reconciliations, and key financial controls.