Senior Financial Analyst

2 weeks ago


Walnut Creek, United States MGO (Macias Gini & O'Connell LLP) Full time

Join to apply for the Senior Financial Analyst role at MGO (Macias Gini & O'Connell LLP).OverviewWe believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology, and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.Company ProfileMGO is a top 50 CPA and advisory firm with 700+ professionals working remotely and in offices across the U.S. and India. We leverage frictionless digital tools to address local needs and fuel the global ambitions of clients in 97 countries. Recognized as a “Best Place to Work” and a leader by Accounting Today and Inside Public Accounting.SummaryAs a Senior Financial Analyst, you will play a vital role in ensuring the financial success and strategic growth of our organization. Your expertise in financial analysis, budgeting, and strategic planning will be instrumental in driving profitability, optimizing resource allocation, and supporting decision-making processes. Reporting to the Director of Financial Planning and Analysis (FP&A), you will collaborate with team members and departments to provide actionable insights and recommendations.This is a hybrid role based out of Sacramento and/or Walnut Creek offices.Core ResponsibilitiesFinancial Analysis and Performance TrackingBudgeting and Resource PlanningReporting and Stakeholder CommunicationEssential FunctionsLead resource allocation for projects within and outside the department.Conduct comprehensive financial analyses to identify trends, risks, and opportunities.Analyze KPIs such as billable hours, utilization rates, and engagement margins.Develop financial models and forecasts to support planning and budgeting.Assist in developing annual budgets and long-term financial plans.Collaborate with leaders to establish and monitor operating budgets.Provide insights to optimize resource allocation and project profitability.Prepare financial reports and presentations for senior management and stakeholders.Communicate financial insights clearly, highlighting key drivers and areas for improvement.Gather data with cross-functional teams to ensure accurate reporting and facilitate decision-making.Minimum QualificationsBachelor's degree in Finance, Accounting, Economics, or related; Master’s or CPA/CFA preferred.8-10 years of experience as a financial analyst or consultant, preferably in a professional services firm.Strong understanding of project-based revenue recognition, pricing strategies, and resource management.Experience with analytical and visualization tools (Power BI, Tableau, Power Pivot); SQL experience desired.Proficiency in financial modeling and ERP systems; experience with Workday Adaptive Planning and Anaplan required.Understanding of GAAP accounting.Excellent communication and presentation skills.Strategic and analytical thinking with the ability to develop actionable recommendations.Strong attention to detail, organizational skills, and ability to manage multiple priorities.Collaborative mindset with stakeholder influence skills.Success FactorsAbility to multitask professionally and efficiently.Clear and concise communication skills in English.Maintain confidentiality of client and internal information.Excellent interpersonal and customer service skills.What’s In It For YouInnovative Environment: Work with culture-shapers in dynamic industries, delivering innovative solutions.Human-Centered Culture: Embrace our values of trust, responsibility, and inclusion.Career Growth: Shape a career in a rapidly growing firm with entrepreneurial opportunities.Work-Life Balance: Flexible arrangements and progressive time-off policies.Competitive Compensation: Salary range: $85,000 - $115,000, plus benefits.Additional DetailsSenior Level: Mid-SeniorEmployment Type: Full-timeJob Function: Finance and SalesIndustry: Accounting #J-18808-Ljbffr



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