Senior Financial Analyst
About The Position
This is an essential operational role for a detail-oriented, results-driven professional with a passion for keeping financial engines running at peak performance. You will serve as the financial backbone of day-to-day operations owning core financial functions including AP, AR, cash flow, period-close, consolidation reporting, and lender compliance, while contributing to audits, budgeting, forecasting, and cross-functional projects. This role is perfect for someone who thrives on ownership and accountability, operates with high self-sufficiency, and is eager to drive finance transformation through process improvement and AI. You will work actively in NetSuite and play a meaningful role in shaping a modern, efficient finance function. We require an individual who truly thinks like an owner and consistently delivers exceptional work.
Requirements
- Mid-Level (5+ years): Bachelor's degree in Accounting, Finance, or a related field required; CPA designation or equivalent strongly preferred.
- Corporate Reporting & FP&A: Demonstrated, hands-on experience with full-cycle accounts receivable & payable, general accounting operations, Budgeting & Forecasting, Month end reporting, Variation Analysis.
- NetSuite Proficiency: Practical experience working in NetSuite, particularly A/P, A/R, billing workflows, and reporting, is strongly preferred.
- Data & Analysis Tools: Strong practical experience with data analysis tools (e.g., Advanced Excel, Power Point) for reconciliations, variance analysis, and financial reporting.
- AI Acumen: Knowledge of AI tools to improve personal workflow, data analysis, and company processes. Experience building AI agents or workflow automations is a strong optional asset
- Language Proficiency: Professional level of English (written and verbal) is mandatory. Fluency in Spanish is a valued tiebreaker.
- Accounting Standards: Solid understanding of ASPE principles and multi-entity reconciliation practices.
- Critical Thinking & Problem-Solving: Exceptional ability to break down complex financial issues, analyze data from multiple perspectives, and devise comprehensive solutions with minimal guidance.
- Executive Communication & Storytelling: Outstanding written and verbal skills to transform complex financial data into a clear, concise, and persuasive strategic narrative for C-level audiences.
- Ownership & Self-Sufficiency: A strong Owner's Mindset with exceptional Proactiveness and high accountability, enabling autonomous operation, anticipation of needs, and independent delivery of results without continuous oversight.
- Results & Adaptability: Relentlessly results-oriented with an unwavering focus on achieving objectives, coupled with resilience and adaptability to seek effective ways to overcome challenges.
- Collaboration & Presence: Ability to integrate smoothly with the team, coupled with the executive presence needed to confidently present analysis, influence stakeholders, and drive consensus in high-stakes settings.
Nice To Haves
- Multi-Entity Exposure: Experience in multi-entity and/or multi-currency environments is a valued asset (nice to have but not required).
- Experience building AI agents or workflow automations is a strong optional asset
- Fluency in Spanish is a valued tiebreaker.
Responsibilities
- AR & AP Management: End-to-end invoice processing, vendor/customer relationships, payment terms compliance, and aging oversight
- Cash Flow Management: Short/long-term forecasting, and bank reconciliations
- Budget Preparation & Monitoring: Lead annual budget cycle; track and report actuals vs. budget with variance commentary
- Forecasting Management: Maintain rolling forecasts, identify key drivers, present updates to leadership
- Period Working Papers: Prepare complete, auditable close packages tied to the general ledger
- Univeris Journal Entry Preparation: Post accruals, allocations, and adjustments in NetSuite and Intercompany transactions.
- Trial Balance Oversight: Review and maintain TB accuracy; resolve variances before period close
- Consolidation Reporting: Review consolidated financial statements including intercompany eliminations across all entities
- Lender Covenants Reporting: Calculate and report covenant compliance; flag risks proactively.
- Audit Support: Support & prepare schedules and remediate control gaps
- Financial Analysis & Reconciliation: Variance analysis, balance sheet reconciliations, and budget comparatives
- Ad Hoc Requests by Leadership team.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
