Senior Financial Analyst

Brixey & Meyer • Dayton, OH

3d • Hybrid

About The Position

The Senior Financial Analyst is responsible for client service of a variety of outsourced financial Analyst roles and interim client roles. The Senior Financial Analyst will manage multiple client responsibilities and oversee the Staff Analyst’s work and time management. The Senior Financial Analyst will often work directly at client sites and integrate with client staff. This role reports directly to a Manager or Senior Manager.

Requirements

• Bachelor’s degree in Accounting or Finance, or equivalent experience
• Advanced computer literacy, including proficient use of all Microsoft Office products, QuickBooks, and Intacct
• Valid Driver’s license and/or access to transportation to various client locations, up to 1 hour from the home office location
• 2+ years’ experience auditing or relevant industry experience preferred
• Supervisory experience in an accounting or finance setting
• Ability to make judgments, when appropriate, using facts through accounting principles knowledge
• Skills with investigating and analyzing source materials
• Ability to organize and plan workflow that will require minimal supervision
• Dedication to teamwork and leadership
• Ability to direct and deploy staff accountants
• Effective verbal and written communication skills
• Ability to handle multiple tasks simultaneously
• Experience or interest in leveraging automation and AI-based tools
• Excellent client relationship and business development skills
• Proven ability to work individually and collaboratively within a team setting
• Process-oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
• Desire to have fun with your work and to contribute to our unique company culture

Nice To Haves

• CPA/CMA certification is preferred or progress toward obtaining CPA/CMA certification
• 2+ years’ experience auditing or relevant industry experience preferred

Responsibilities

• Prepares, analyzes, and distributes financial reports and performance dashboards, including monthly financials and productivity metrics
• Develops and presents financial insights and recommendations to client leadership
• Supports the development, analysis, and communication of compensation models and financial structures
• Takes lead role in maintaining primary contact with key clients
• Monitors, analyzes, and reports key performance indicators related to revenue cycle performance
• Analyzes trends, assesses financial performance, and develops business plans to improve results
• Collaborate with both clients and internal teams to develop financial proformas for client growth initiatives, recruitment, and acquisitions
• Assists with operating and capital budgeting processes for assigned clients
• Builds and maintains strong working relationships with clients and cross-functional internal teams
• Communicates complex financial information clearly to non-financial audiences
• Responds to and handles client needs, complaints, and requests in a timely manner
• Connects clients with other Practice Line Leaders and solutions to meet and exceed client expectations
• Works productively from remote locations, client locations, and the office
• Manages multiple ongoing engagements to meet client deadlines, schedule staff, and ensure staff time is properly utilized
• Provides supervision, real time feedback, and mentoring to staff
• Meets or exceeds annual chargeable hours goal
• Participates in Firm committees and/or activities
• Promotes the Firm positively in the community and through professional organizations involvement
• Performs other duties as assigned

Benefits

• Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family's health needs are taken care of.
• 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
• Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.
• Lifestyle Spending Account: Receive a lifestyle spending account to use for wellness, fitness, or other personal expenses, enhancing your overall well-being.
• Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance.
• Holiday Pay: Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones.
• Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.
• Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.
• Pet Insurance: We care about your furry family members too! Get peace of mind knowing your pets are covered for unexpected vet bills.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level