Senior Financial Analyst | Accounting and Tax

CBIZ•Cleveland, OH

2d•Hybrid

About The Position

Primarily responsible for executing the analysis activities required for Accounting and Tax Segment of Financial Services. This position is a primary source of financial information, analysis, and advice for the Accounting and Tax group including preparation of internal financial reporting, analysis of operating results, identification of trends, and explanation of deviations from expectations or operating plan. This includes ownership of information provided or used by the team to ensure that financial information used to make decisions is relevant, complete, and accurate. Participates regularly in cross-functional teams and helps them to make sound business decisions. This role is a business partner to others in the company, and will work directly with the Senior Finance Business Partner to help the company succeed to its fullest potential.

Requirements

5 years relevant work experience
Must have and preserve required licenses/certifications
Must possess analytical skills
Must be able to comprehend, manipulate and interpret statistical data
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally externally
Must be able to travel based on client and business needs

Nice To Haves

Bachelor’s degree in business, finance, accounting, etc., is required
5 years of relevant work experience
Must possess analytical skills
Must be able to comprehend, manipulate and interpret statistical data
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs

Responsibilities

Analyze financial results and pull insights out of the data throughout the business cycle.
Be a key source for accurate information to aid in decision making throughout the business including Accounting and Tax Operational and Service Line Leadership.
Design, generate, and communicate financial reporting and exception based information; particularly regarding revenues, margins, & compensation.
Play a central role in budgeting & forecasting process, ensuring that forecasts and budgets are achievable, accurate, and contribute to growth objectives.
Develop and maintain models to support key capital decisions, acquisitions, or other strategic & operational choices to layout relevant decision making information to aid in quality cash oriented decisions.
Identify and manage to resolution various financial and operational process improvements such as standard pricing model, service line margin analysis, etc.
Provide training, counsel, and technology support to the team on relevant software applications.
Evaluate and analyze key business decisions and make recommendations for profit improvement.
Reconcile the actual impact of these decisions to past expectation and provide management narratives of findings.
Prepare value added monthly management narratives on the financial results (including their meaning, reasons they deviated from expectations, actions required, and future implications) that are adequate for all levels of management.
This includes periodic presentation of information to upper management.
Ad-hoc analysis and special projects as often required, including systems implementations or conversions, company integrations, analysis of M&A targets, and other major process evolution and implementations.