Senior Financial Analyst
About The Position
The Senior Financial Analyst is responsible for preparing financial reports, analyzing data, and assisting with forecasting and budgeting processes. The ideal candidate is detail-oriented, analytical, and able to collaborate effectively across teams. This role involves preparing financial reports and forecasts under supervision, analyzing financial data to identify trends and provide actionable insights, developing and maintaining financial models for budgeting and forecasting, supporting budgeting, forecasting, and strategic planning through research and analysis, conducting variance analysis and assisting in improving forecasting tools, building revenue, expense, and profitability models, and collaborating with business units to gather, validate, and interpret financial data.
Requirements
- Experience 5 to 7 years of progressive financial analysis and reporting experience in industry or with a major public accounting firm.
- Strong financial background and revenue recognition experience.
- Strong analytical and research skills.
- Analysis of accounting treatment with thorough understanding of ASC 605 and 606.
- Excellent interpersonal and communication skills both written and oral.
- CPA Required or equivalent experience.
- Bachelor’s Degree in Accounting or Finance.
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Advanced Excel skills, including VLOOKUP, INDEX/MATCH, SUMIFS, pivot tables, charts, data validation, and conditional formatting.
- Strong working knowledge of GAAP and its application in financial reporting.
- Ability to collaborate effectively with cross-functional teams, including Accounting and Operations.
- Strong communication skills with the ability to clearly present financial insights.
- Ability to work independently while contributing to team objectives.
- Strong attention to detail and analytical thinking.
- Ability to take ownership of financial processes, reporting, and analysis.
- Strong organizational and time management skills.
Nice To Haves
- Finance MBA
- Intacct Experience
Responsibilities
- Perform at a high and hands-on level in the monthly, quarterly, and annual financial closing processes as it relates to revenue recognition and current standards.
- Analyze and review accounts and accounting cycles, prep and review balance sheet recons and handle documentation of accounting workflows as it relates to revenue.
- Prepare Revenue GL account analysis.
- Prepare balance sheet and P&L analysis for revenue accounts with associated subledger detail and waterfalls.
- Develop and update departmental policies and procedures.
- Assist in monthly quarterly and annual closings.
- Assist in preparation of financial statements and support as it relates to revenue accounting (US GAAP and IFRS).
- Prepare financial reports and forecasts under supervision.
- Analyze financial data to identify trends and provide actionable insights.
- Develop and maintain financial models for budgeting and forecasting.
- Support budgeting, forecasting, and strategic planning through research and analysis.
- Conduct variance analysis and assist in improving forecasting tools.
- Build revenue, expense, and profitability models.
- Collaborate with business units to gather, validate, and interpret financial data.
Benefits
- Medical, Dental & Vision Benefits
- 401(k) Savings Plan with Company Match
- Flexible Planned Paid Time Off
- Generous Sick Leave
- Employer-Paid Parental Leave
- Employer-Paid Short-Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Senior
