Cpa Jobs

About The Position

Requirements

• Working knowledge of GAAP and core financial statements (P&L, balance sheet).
• Advanced Excel skills, including large dataset analysis and financial model maintenance.
• Ability to analyze financial data, identify variances, and document findings.
• Ability to manage multiple recurring deliverables and ad hoc requests within established deadlines.
• Minimum of 3 years of experience in finance, accounting, FP&A, or a related analytical role.
• Bachelors Degree in Finance, Economics etc required.

Nice To Haves

• Experience using financial planning, reporting, or ERP systems; Oracle EPBCS preferred.
• Experience with SQL, Power BI, or similar reporting and analysis tools preferred.
• CPA and/or MBA preferred.
• Insurance industry experience preferred.
• Experience supporting multi-entity or diverse industry environments preferred.

Responsibilities

• Consolidate financial results across business segments during monthly, quarterly, and annual close cycles.
• Prepare standard management reporting packages, including recurring financial statements and pro forma analyses.
• Perform variance and trend analyses versus budget, forecast, and prior periods; document drivers and data exceptions.
• Develop, maintain, and update recurring financial and operational metrics used in reporting and forecast analysis.
• Support annual budgeting and periodic forecasting processes by updating financial models, assumptions, and supporting schedules.
• Analyze revenue and expense activity and prepare supporting schedules for management reporting.
• Coordinate with Accounting to support billing accuracy, cash application, and general ledger reconciliation activities.
• Prepare financial schedules and supporting documentation for audit, tax, and due diligence requests.
• Identify data inconsistencies in reporting outputs and coordinate corrections with Finance and Accounting.
• Perform ad hoc financial analyses to support reporting, forecasting, and variance investigation requests.
• Execute additional assigned finance and reporting tasks as required.

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation