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Financial Planning Analyst

4 months ago

Bradenton, United States CS&L CPAs Full time

About us:

CS&L CPAs is a certified public accounting firm specializing in taxation, auditing, outsourced accounting, and advisory services for individuals, businesses, and organizations. Our core mission is to deliver outstanding solutions to our clients while cultivating a workplace culture built on open communication and mutual respect. We foster initiative, professional development, teamwork, and loyalty among our team members. Join us in our dynamic, team-oriented environment, where you'll enjoy excellent benefits and opportunities for future career advancement.


Benefits:

Employees enjoy a comprehensive benefits package that encompasses medical, dental, and vision insurance, as well as long-term and short-term disability coverage, critical illness and accident insurance, identity theft protection, pet insurance, and telehealth services. Additionally, CS&L provides a life insurance policy for each full-time employee, alongside a robust 401(k) program. Paid holidays and time off are also included.


Location:

This position requires an onsite presence at our Bradenton office with a 1-day hybrid option. As an integral member of our team, you will be collaborating closely with colleagues in a dynamic office environment. While we value flexibility and work-life balance, we are excited to welcome someone who thrives in a collaborative in-person setting and shares our commitment to excellence.


About the role:

As a Financial Analyst, you will be responsible for providing crucial operational support, organizing data into accessible reports, and performing various types of analysis using key metrics for specific business units. This position’s focus is to ensure efficient day-to-day financial operations and deliver insightful and valuable reporting to the CEO and executive team. You will lead and coordinate activities from beginning to end through the use of best practices focused on problem-solving, requirements gathering, analytical assessment, and deliverables management. The ability to study a company’s financial data, collection, processing, and storage of data will be a focus of this role. Also utilizing data streaming technologies to populate a central data archive and assess business analytic requirements to support business reporting needs is paramount.


The ideal candidate will demonstrate well-roundedness in accounting, compliance, and financial forecasting with excellent presentation skills.


Position Responsibilities and Required Qualifications:

  • Bachelor’s Degree in the field of Business, Finance, Accounting or another related field required
  • 3+ years’ experience working in a mid-size professional environment.
  • 3+ years of Financial/Accounting experience with a background in strategic reviews, quarterly forecasting, and annual plans.
  • Licenses and Certificates: Certified Public Accountant or Certified Management Accountant designation preferred, but not required


CS&L CPAs is committed to fostering a diverse and inclusive workplace, where every individual is valued and respected. As an equal opportunity employer, we embrace diversity in all its forms and are dedicated to providing fair and equal employment opportunities to all qualified candidates, regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We believe that a diverse workforce enriches our organization, fosters innovation, and enhances our ability to serve our clients and communities effectively.