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Financial Analyst Senior
3 months ago
About CLA (CliftonLarsonAllen)
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is looking to hire an Owner Services-Senior Financial Analyst . This position will focus on short and long-term financial planning and/or financial analysis of business operations for the purpose of measuring and forecasting future business performance and advising on financial strategy.
Primary Responsibilities
Financial Analysis: Conduct quantitative analyses of information affecting firm budgets, expenses, and other financial projects. Conducts analysis of internal financial information (e.g., profit loss accounts, financial statements, working capital, costs, prices, expenses, revenues, rates of return, etc.) Performs ad-hoc financial analysis and modeling and communicates impacts to firm leadership.
Budgeting: Conduct analysis of external economic conditions and their impact on business operations (e.g., inflation, interest rates, exchange rates, etc.) Supports the execution of the annual firm budgeting process, including continuous improvement of the overall process. Delivers accurate and timely monthly reporting of income statements and cash flow.
Owner/Draw Account Services: Record equity owner assets via debit to drawing account or credit to cash account. Performs appropriate balance sheet updates. Oversees execution of owner equity schedules, according to current partnership agreement.
Job Requirements
Experience: At least 3 years of relevant work experience required. Experience in budgeting and reporting highly preferred.
Education: Bachelor’s degree required (preferably in Accounting, Finance, or related field). A combination of education, training and relevant experience may be accepted in lieu of degree.
Technical Competencies: Familiarity with accounting software, as well as proficiency with Microsoft Office products (Outlook, Excel, Word, etc.).
Travel: This position requires
Our Perks...
Flexible PTO (designed to offer flexible time away for you)
Up to 12 weeks paid parental leave.
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
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