Sr. Financial Analyst

Life Surge • Palmetto, FL

9d • Onsite

About The Position

SurgeU is a mission-driven parent company overseeing a family of brands, including Life Surge, focused on faith-based business education and empowerment. One of the fastest-growing organizations in the country, Life Surge/SurgeU exists to inspire, train, and equip people to build their personal impact in ways that glorify God. By producing 30+ annual events and providing financial education to thousands around the nation, we do just that. We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate each other, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company! Our Sr. Financial Analyst will be responsible for overseeing the accounting function of the company with a proactive financial analytical approach. We’re looking for someone who is intelligent and desiring to work in a fast growth company, and is a good fit with our corporate culture. The ideal candidate is someone who can effectively manage multiple responsibilities while developing effective financial reporting and expense analysis to help the company make better decisions based on accurate data and insights.

Requirements

• Master's degree in finance or business Analytics.
• 1 year of financial analyst or data analyst experience.

Nice To Haves

• Utilizing financial data to create models that provide decision support for the company's events and operations.
• Conducting quality assurance of imported data and preparing related reports.
• Analyzing past financial results, performing variance analysis, and identifying trends.
• Improving financial systems, tools, and processes to enhance efficiency, accuracy, and data integrity.
• Collaborating with IT team to identify and implement opportunities for automation and streamlining of financial processes and workflows.
• Evaluating changes and updates to financial systems and conducting UAT testing of system changes.
• Ensuring compliance with financial regulations, industry standards, and internal controls.

Responsibilities

• Conduct comprehensive financial analysis to evaluate the financial performance of faith-based leadership events. Utilize financial data from various sources to create models that provide decision support for the company's events and operations, including analyzing revenue and expense patterns and cost structures to inform financial planning and resource allocation.
• Evaluate the company's financial performance by comparing actual results with plans and forecasts. Recommend adjustments to financial plans and resource allocation based on the analysis.
• Develop and maintain financial projections that include detailed cash flow, income, and balance sheet forecasts using QuickBooks. Adapt these projections to align with the unique financial considerations of faith-based leadership events and activities.
• Analyze past financial results, perform variance analysis, and identify trends specific to faith-based events and the company's finances. Evaluate variations from plans and forecasts, identify underlying causes, and make recommendations for improvements.
• Prepare accurate and timely financial reports, including monthly, quarterly, and annual financial statements, tailored to reflect the company's faith-based leadership events. Present financial information to stakeholders, leadership, and executive teams, highlighting key findings, trends, and recommendations.
• Provide analysis of trends in financial data and forecasts. Identify opportunities for optimization and recommend actionable strategies that align with the company's mission and objectives.
• Continuously improve financial systems, tools, and processes to enhance efficiency, accuracy, and data integrity. Identify opportunities for automation and streamlining of financial processes and workflows, including the creation of standardized reports and ad-hoc tools. Collaborate with internal departments to automate reporting and forecasting tools, utilizing Excel or specialized platforms like Power BI, to streamline financial reporting and improve efficiency.
• Ensure compliance with financial regulations, industry standards, and internal controls, while also integrating Christian stewardship principles. Proactively identify financial risks and develop mitigation strategies to protect the company's financial interests.
• Optimize company-wide expense management processes, including monitoring spending patterns, analyzing cost drivers, and identifying opportunities for cost savings and efficiency improvements. Develop and enforce expense controls and policies, ensure accurate expense tracking and reporting, and partner with department leaders to align spending with budgetary goals and strategic priorities.

Benefits

• Health, Dental, Vision, Life, Holiday and Paid Time Off.
• Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.
• High-level performers, disciplined, and self-motivated people will do VERY WELL in this environment.

What This Job Offers

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