Senior Financial Analyst

About the position

The Senior Financial Analyst position reports to a Finance Manager and will analyze financial information, prepare journal entries, balance sheet reconciliations and financial reports.

Responsibilities

• Participate in the month-end close process, including responsibility for revenue reporting and P&L analytics
• Research, identify, and communicate key variances relating to financial and operational metrics
• Complete monthly journal entries and reconcile revenue within required timeline
• Reconcile assigned balance sheet accounts in detail within required timeline
• Prepare and distribute monthly financial statements
• Work with Operations teams, assisting them with accounting related service issues
• Review producer commission reporting, including coordinating with business partners and responding to inquiries
• Participate in the monthly forecast process, including preparing analytics and coordinating with business partners
• Improve upon existing and implement new reporting as requested by management
• Provide ad-hoc financial and operational analysis to support business decisions
• Contribute to preparation of business presentations for all levels of management
• Participate in annual budget process
• Assist in integrating M&A deals into the existing operations, including tracking of earnout calculations
• Assist with other special projects, as assigned.

Requirements

• Bachelor’s degree in Finance or Accounting required
• 3+ years of accounting and finance experience required
• Strong organizational and communication skills
• Proficient MS Excel skills
• Strong analytical and problem-solving skills
• Ability to work under pressure to meet deadlines
• High degree of accuracy with a good eye for detail
• Proactive drive to get things done and anticipate what is needed
• Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment
• Desire to learn and grow
• Willingness to work over 40 hours, particularly during the month-end close and budget process