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.