
Senior Financial Data Analyst
1 week ago
We are seeking a skilled Financial Analyst to join our team. The ideal candidate will have expertise in financial data analysis and interpretation.
About the Job:
The successful candidate will be responsible for reviewing and approving transactions, preparing financial statements, and analyzing data to provide actionable insights.
- Key Responsibilities:
- Review and approve monthly journal entries for prepaid expenses, fixed assets, accrued expenses, payroll, and inventory transactions
- Understand the purpose of reconciliations and approve bank reconciliations and general ledger account reconciliations
- Prepare and review client financial statements, including month-over-month variance analysis and actual-to-budget analysis
- Analyze and interpret financial information for client management and provide decision support
- Continuously identify opportunities to enhance clients' monthly operations and suggest process improvements
- Define and document repeatable methodologies with appropriate tools and templates for future projects
- Stay up-to-date on our technology stack and identify additional processes, systems, modules, and integrations that can drive month-end close efficiencies
Qualifications:
- Bachelor's degree in accounting or finance required
- Excellent written and oral communication skills essential
- Ability to balance multiple responsibilities simultaneously and possess excellent analytical and decision-making skills
- Experience in public accounting, consulting, or professional services environment preferred but not required
- Proficiency in Microsoft Office (Word, Excel, Outlook) necessary
- Strong organizational skills and ability to meet deadlines crucial
- Adaptability to change essential
- Experience with automated accounting systems (Intacct, NetSuite, Bill.com, Tallie) beneficial
- Blackline experience a plus
- Knowledge and understanding of GAAP fundamental
- Pursuing CPA or holding a CPA certification advantageous but not required
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