Senior Financial Analyst | Accounting and Tax

CBIZ•Seven Hills, OH

5d•Hybrid

About The Position

The Senior Financial Analyst primarily executes analysis activities for the Accounting and Tax segment of Financial Services and serves as a key source of financial information, analysis, and advice for the group. The role prepares internal financial reporting, analyzes operating results, identifies trends, and explains deviations from expectations or the operating plan. It owns the information provided or used by the team, ensuring it is relevant, complete, and accurate for decision-making. The analyst participates in cross-functional teams and partners with others across the company, working directly with the Senior Finance Business Partner. The position analyzes financial results throughout the business cycle and supports decision-making by Accounting and Tax operational and service-line leadership. It develops and communicates financial reports and exception-based information, especially regarding revenues, margins, and compensation, and plays a central role in budgeting and forecasting. The analyst develops models for capital decisions, acquisitions, and strategic or operational choices; identifies and resolves financial and operational process improvements; and provides training and technology support to the team. The role also evaluates business decisions and recommends ways to improve profit, reconciles actual outcomes against expectations, and prepares monthly management narratives explaining financial results, variances, required actions, and future implications. It periodically presents information to upper management and performs ad hoc analysis and special projects, which may include systems implementations or conversions, company integrations, M&A target analysis, and other major process changes.

Requirements

At least 5 years of relevant work experience.
Analytical skills.
Ability to comprehend, manipulate, and interpret statistical data.
Proficiency with applicable technology.
Demonstrated verbal and written communication skills across organizational levels, internally and externally.
Ability to travel based on client and business needs.
Must have and preserve required licenses or certifications.

Responsibilities

Analyze financial results throughout the business cycle and derive insights to support decision-making.
Provide accurate financial information to Accounting and Tax operational and service-line leadership.
Design, generate, and communicate financial reports and exception-based information, particularly about revenues, margins, and compensation.
Participate centrally in budgeting and forecasting, ensuring budgets and forecasts are achievable, accurate, and aligned with growth objectives.
Develop and maintain models for capital decisions, acquisitions, and strategic or operational choices, supporting informed cash-oriented decisions.
Identify and manage financial and operational process improvements, including standard pricing models and service-line margin analysis.
Provide the team with training, counsel, and technology support on relevant software applications.
Evaluate business decisions, recommend profit improvements, reconcile actual impacts against prior expectations, and provide management narratives of findings.
Prepare monthly management narratives explaining financial results, variances, required actions, and future implications; periodically present information to upper management.
Perform ad hoc analysis and special projects, including systems implementations or conversions, company integrations, M&A target analysis, and other major process evolutions or implementations.
Partner with cross-functional teams and the Senior Finance Business Partner.