Finance Manager

3 days ago

Charlotte, United States Omada Search Full time

Seeking a highly technical and detail-oriented Financial Analyst with a strong accounting background to join our team. This role is critical to our post month-end close process and involves managing a variety of accounting tasks. The ideal candidate will have advanced reporting skills, particularly in Power Query, basic SQL, and NetSuite saved search reporting, and will have experience with system implementation or have worked with a company during such a process.


Key Responsibilities:

  • Post Month-End Close: Lead the preparation and completion of post month-end close reports, ensuring accuracy and timeliness.
  • Reporting: Develop and manage advanced financial reports using Power Query, SQL, and NetSuite saved search reporting to provide actionable insights to the leadership team.
  • Accounting Tasks: Manage various accounting tasks, including system entry as directed by the PDS Controller or Director of Partnerships, business license management, and other system-related tasks.
  • Reporting Requests: Handle various reporting build requests from different departments, providing tailored financial reports to meet business needs.
  • Accruals: Perform monthly accruals for payroll and other key financial areas such as leases.
  • Communication: Serve as the primary liaison between the Company and the PE firm’s regional controller, ensuring clear communication and alignment on financial matters.
  • Collaboration: Work closely with the Director of Partnerships to support financial decision-making and operational efficiency.


Qualifications:

  • Education: Bachelor’s degree in Accounting, Finance, or a related field preferred but not required based on work experience.
  • Experience: 4+ years of experience in a financial analyst or similar role preferred, with a strong emphasis on reporting and technical skills.
  • Technical Skills: Proficient in Power Query, basic SQL, and NetSuite saved search reporting. Experience with ERP systems, particularly during implementation, is highly desirable.
  • Accounting Skills: Solid understanding of financial principles, accrual accounting, and month-end close processes.
  • Flexibility: Must be open and adaptable to take on various tasks and responsibilities as needed.
  • Communication: Excellent verbal and written communication skills, with the ability to interact effectively with senior management and external stakeholders.
  • Attention to Detail: High level of accuracy and attention to detail in financial reporting and analysis.
  • Work Environment: This is a full in-person position, requiring the candidate to be present at the office during working hours Monday-Friday 8 to 5.

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