Sr. Financial Analyst (Hybrid NYC)

$75,000 - $110,000/Yr

Nfp - Palmerton, PA

Full-time - Mid Level

Palmerton, PA

Food Services and Drinking Places

About the position

The Senior Financial Analyst oversees the preparation and analysis of the firm's financial performance. This role is crucial in providing insights and recommendations regarding financial performance, collaborating with cross-functional stakeholders to enhance efficiencies and improve analytics. The Analyst will manage financial oversight, ensuring compliance with internal controls and company policies while analyzing performance by identifying key variance drivers. This position also involves participating in the development of annual budgets, preparing and presenting insightful financial reports, and assisting in year-end tax compliance activities. The Analyst will contribute to streamlining and automating business processes to increase the transparency of financial information for senior management's decision-making processes. This is a full-time role with a hybrid schedule, requiring a minimum of two days a week in the mid-town NYC office.

Responsibilities

• Manage the financial oversight function ensuring compliance with internal controls and company policies, while analyzing performance by identifying key variance drivers.
• Participate in the development of annual budgets, collaborating with department leaders and senior management by gathering inputs, validating assumptions, and ensuring alignment of financial plans with past performance and operational goals.
• Prepare and present insightful financial reports, dashboards, and presentations to senior leaders and key stakeholders, highlighting performance trends, risks, opportunities, and actionable insights.
• Participate in the month-end close process through ownership of various monthly, quarterly, and annual close deliverables, including key reconciliations, variance analysis, and journal entries.
• Assist in year-end tax compliance activities through the review of filings.
• Own and regularly update process documentation.
• Review existing business processes and find ways to standardize, automate, and increase transparency of information to senior management.
• Conduct ad-hoc financial analysis and special projects as requested by senior management, providing timely and accurate insights to support strategic decision-making.
• Establish and maintain strong working relationships with key functional areas.

Requirements

• 2-4 years of experience in an accounting or finance role
• Solid knowledge of GAAP
• Experience with Financial Systems such as Cognos, Lawson, Concur, AVID or comparable financial ledger and reporting systems
• Experience in business automation and process improvement
• Experience in building, documenting, and managing dashboards
• Financial modeling skills a plus or eagerness to learn is essential
• Excellent attention to detail and organizational skills, with the ability to manage multiple priorities in a fast-paced environment
• Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
• Strong written and verbal communication skills
• Advanced skills in Microsoft Excel (lookups, pivot tables, formula development), PowerPoint, and business intelligence tools such as PowerBI and Power Query

Nice-to-haves

• CPA, CFA, or other relevant professional certifications

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives