Senior Accountant / Financial Analyst
Job Summary We’re seeking a detail‑oriented Senior Accountant / Financial Analyst to support core accounting operations and deliver financial insights that strengthen business decision‑making. This role blends hands‑on accounting with forward‑looking analysis and plays a key part in maintaining accurate financial records, supporting close processes, and preparing meaningful reports for leadership. The ideal candidate is analytical, technically strong, and comfortable working in a fast‑paced, growing environment.
Responsibilities
Accounting & Financial Reporting
- Assist with Accounts Payable and Accounts Receivable
- Prepare and review monthly, quarterly, and annual financial statements.
- Maintain and reconcile general ledger accounts (accruals, prepaid expenses, fixed assets, payroll).
- Support month‑end and year‑end close to ensure timely, accurate reporting.
- Ensure compliance with GAAP and internal accounting policies.
- Assist external consultants by preparing schedules, documentation, and responding to inquiries.
Financial Analysis
- Build financial models for budgeting, forecasting, and strategic planning.
- Analyze performance trends, variances, and improvement opportunities.
- Produce dashboards and leadership reports that communicate financial results clearly.
- Perform cost, margin, and scenario analyses to support business decisions.
Budgeting & Forecasting
- Lead or support the annual budgeting process and coordinate department inputs.
- Prepare rolling forecasts and analyze variances against budget.
- Partner with operations to create accurate, data‑driven forecasts.
Process Improvement & Controls
- Identify opportunities to improve financial processes, reporting accuracy, and efficiency.
- Strengthen internal controls and ensure adherence to financial policies.
- Support the implementation and optimization of financial systems, tools, and automation initiatives.
Education and Experience
- Bachelor's in Accounting, Finance, or related field.
- CPA, CMA, or progress toward certification is strongly preferred.
- 3+ years of experience in accounting, financial analysis, or hybrid roles.
- Advanced Excel skills and experience with ERP/accounting software and systems.
Technical Skills
- Advanced Excel skills is a plus (financial modeling, macros, pivot tables, H/VLookups/Index-Match).
- Experience with ERP/accounting systems (e.g., QuickBooks Online/Enterprise, NetSuite, SAP, Oracle).
- Familiarity with BI tools is a plus (Power BI, Tableau, Power Automate).
- Strong understanding of GAAP and financial reporting standards.
Soft Skills
- Exceptional analytical and problem‑solving abilities.
- Strong communication, presentation skills, and interpersonal abilities.
- High attention to detail with the ability to manage multiple priorities.
- Ability to work independently and collaboratively in a growing environment.
Technology
- QuickBooks Online.
- Microsoft Office Suite proficiency (Excel, Outlook, Teams, PowerPoint, Word, others).
- Team Meetings (Microsoft Teams): Where team meetings will be held & communication will be handled.
- Others as assigned.
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