Senior Financial Analyst
3 weeks ago
About Oakwood Capital
A comprehensive financial solutions provider empowering individuals, families, and businesses with tailored advice and support.
We offer a holistic approach to financial planning, investment management, tax strategies, and insurance services designed to meet the unique needs of our clients.
For small to mid-sized businesses, we serve as a trusted advisor, delivering expert guidance in accounting, tax preparation, IRS audit, payroll, business formation, qualified retirement plans, financial reporting, and cash flow management.
Our team brings a wealth of knowledge and experience to each partnership, guiding clients toward financial security and lasting peace of mind.
At Oakwood Capital, we are committed to providing stability and confidence for our clients' financial futures.
About the Role
- Ongoing opportunities for professional growth and advancement within a fast-growing organization
- Negotiable salary based on experience and potential for career progression
- Bonus potential tied to overall profitability and personal performance
- Comprehensive benefits package, including health, dental, and eye care, life insurance, disability insurance, paid time off, and more
- Eligibility for 401(k) with company match after 12 months
- Flexible and semi-remote work schedule during off-tax season
- Current openings in Fort Myers, Florida, and Minneapolis, Minnesota offices
Key Responsibilities
- Reporting directly to the Senior Vice President of Accounting & Taxation
- Building and maintaining relationships with corporate and individual clients
- Preparing tax returns for individuals and corporations, ensuring accuracy and recommending tax-saving strategies
- Providing financial reporting and bookkeeping services as needed
- Corresponding with federal and state taxing authorities as required
- Contribution to special projects driving organizational growth
- Collaboration with wealth management financial advisors
- Potential sponsorship for financial securities tests, leading to increased compensation
Requirements
- Willingness to work in Fort Myers, Florida (33907), or Minneapolis, Minnesota office during tax season and client appointments; flexible hours and occasional remote work acceptable after April 30th
- Highly motivated candidates with a desire to advance within the organization
- College or advanced degree in accounting, preferably
- Certified Public Accountant (CPA) or Enrolled Agent certification, or earned within the first year
- Minimum two years of experience in accounting and taxation
- Strong understanding of tax planning advice and ability to build trusted relationships
- Proficiency in preparing tax returns for various entities
- Ability to apply Generally Accepted Accounting Principles to financial statements
- Professional demeanor, friendly, and ability to work well with others
- Excellent written, verbal, and interpersonal skills
- Self-motivated, detail-oriented, and organized individual
- Ability to multitask and work in a fast-paced environment
- Experience with Intuit QuickBooks Desktop and Online versions
- Preferred experience with Intuit ProSeries and ProConnect
- Proficiency in Microsoft 365, Adobe, and other business-related software
-
Senior Financial Analyst
4 weeks ago
Minneapolis, Minnesota, United States CPM Holdings, Inc. Full timebJob Title:/b Senior Financial AnalystbrbrbJob Summary:/bbrCPM Holdings, Inc. is a leading global supplier of process equipment and engineered technologies that sustainably feed, fuel, and build a better world. As a Senior Financial Analyst, you will play a key role in managing and providing accurate and timely closing of the books and records, preparing...
-
Senior Financial Analyst
4 weeks ago
Minneapolis, Minnesota, United States Abbott Laboratories Full timeAbout the RoleThe Electrophysiology Division at Abbott Laboratories is seeking a highly skilled Senior Financial Analyst to join our team in Plymouth, Minnesota. As a Senior Financial Analyst, you will play a critical role in supporting the Month-End close process, including accrual requests, journal entries preparation, spending/headcount review, variance...
-
Senior Business Systems Analyst
4 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeJob SummaryThe Senior Business Systems Analyst will play a key role in identifying business requirements and process improvements. This includes creating project and process specifications, conducting quality inspections, and facilitating requirement gathering and alignment with business and technology partners. The ideal candidate will have strong written...
-
Senior Business Systems Analyst
1 month ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeAbout the Role:The Senior Business Systems Analyst will play a key role in identifying business requirements and process improvements, creating project and process specifications, and conducting quality inspections. This individual will facilitate requirement gathering and alignment with business and technology partners, while supporting projects under the...
-
Senior Financial Analyst
4 weeks ago
Minneapolis, Minnesota, United States Ulteig Full timeJob SummaryUltek is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our Power Market team, you will play a critical role in helping us achieve our strategic objectives through data-driven insights and financial analysis. Key ResponsibilitiesBudgeting and Forecasting: Work with our Extended Management Team to develop...
-
Senior Financial Analyst
1 month ago
Minneapolis, Minnesota, United States Nature's Touch Inc. Full timeJob OverviewNature's Touch Inc. is seeking a highly skilled Senior Financial Analyst to join its Corporate FP&A team. As a key member of the team, you will play a critical role in supporting corporate planning and analytics projects.The ideal candidate will have a strong background in finance and analytical skills, with the ability to work independently and...
-
Senior Financial Systems Analyst
4 weeks ago
Minneapolis, Minnesota, United States WPS Health Solutions Full timeWe are seeking a highly skilled Senior Financial Systems Analyst to join our team at WPS Health Solutions. As a key member of our financial systems team, you will be responsible for maintaining support, data integrity, and ad hoc reporting for our organization's financial and accounting applications.This role will assist with maintaining and expanding system...
-
Senior Business Analyst
4 weeks ago
Minneapolis, Minnesota, United States ShiftCode Analytics Full timeSENIOR BUSINESS ANALYST12 MONTHS CONTRACT + 24 MONTHS EXTNEED LOCAL PROFILES ONLYHYBRID (2 DAYS/WEEK)VISA- NO CPT/H1BIntro:ShiftCode Analytics is currently seeking highly skilled and experienced Senior Business Analysts for their Wealth Management Technology Solutions department.The ideal candidate will have a strong background in Wealth Management and...
-
Senior Accounting and Financial Systems Analyst
1 month ago
Minneapolis, Minnesota, United States Atomic Data Full timeJob OverviewThe Senior Accounting and Financial Systems Analyst plays a pivotal role in enhancing the efficiency and accuracy of our financial reporting, accounting systems, and processes. This position focuses on improving system efficiency by leading and participating in ERP enhancements, updates, and integrations, and contributing to process improvement...
-
Senior Financial Analyst
1 month ago
Minneapolis, Minnesota, United States JNR Adjustment Co Full timeJob OverviewWe are seeking a highly skilled Senior Accountant to join our finance team at JNR Adjustment Company. As a key member of our team, you will be responsible for maintaining our financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Prepare and review financial statements, reports,...
-
Senior Financial Analyst, Global Supply Chain
4 weeks ago
Minneapolis, Minnesota, United States Target Full timeAbout the RoleAs a Senior Financial Analyst, Global Supply Chain & Logistics (GSCL) Finance, you will oversee the financial performance of Fulfillment Centers across the country. You will be responsible for the ongoing support to the Group Vice President and all Senior Site Directors within the region. You will play a critical role in Target's transformation...
-
Senior Business Systems Analyst
1 month ago
Minneapolis, Minnesota, United States Levi Ray & Shoup Inc Full timeFulcrum Consulting, an LRS company, is seeking a Senior Business Systems Analyst with our client in Minneapolis, MN.The ideal candidate for this position must possess:Senior level Business Systems Analyst – 10+ years' experienceExperience with Bill PayExperience with Advisory Rate Changes (would be helpful)Financial services backgroundExperience with SQL...
-
Senior Financial Analyst
1 month ago
Minneapolis, Minnesota, United States Selby Jennings Full timeKey ResponsibilitiesDevelop and manage complex financial models, including three statement modeling and comparable analyses, to inform investment decisions and drive business growth.Conduct in-depth company and industry research, tracking current market activity and identifying trends that impact our clients' investments.Monitor quarterly earnings for key...
-
Senior Financial Analyst
1 month ago
Minneapolis, Minnesota, United States Detector Electronics LLC Full timeJob DescriptionSpectrum Safety Solutions is a global leader in fire detection and suppression solutions for high-hazard applications across various industries.Our company leverages strong customer relationships to deliver differentiated lifecycle solutions and advance growth across key segments.We are seeking a high potential, results-oriented Senior...
-
Senior Financial Analyst
4 weeks ago
Minneapolis, Minnesota, United States Jobot Full timeAudit and Compliance ExpertiseWe are seeking a highly skilled Senior Accountant with a background in Audit to join our dynamic finance team. This is a permanent position within the Finance industry that offers excellent growth opportunities and a competitive salary package.Key Responsibilities:Conduct comprehensive audits of financial statements, ensuring...
-
Senior Programmer Analyst
4 weeks ago
Minneapolis, Minnesota, United States Associated Bank National Full timeJob SummaryAssociated Bank National is seeking a highly skilled Senior Programmer Analyst to join our team. As a key member of our software development team, you will be responsible for designing, coding, testing, and implementing application systems.Key ResponsibilitiesMeet with analysts to identify technical requirements and document technical designManage...
-
Corporate Financial Analyst
4 weeks ago
Minneapolis, Minnesota, United States Dominium Apartments Full timeAs a key member of the Dominium Apartments Management Company team, the Corporate Financial Analyst I will play a vital role in financial reporting. Key responsibilities include general ledger coding, journal entries, account reconciliation, and analysis to ensure accurate financial reporting. This position also supports the enterprise reporting team by...
-
Corporate Financial Analyst
4 weeks ago
Minneapolis, Minnesota, United States Dominium Apartments Full timeKey Responsibilities:The Corporate Financial Analyst will be responsible for general ledger coding, journal entries, and account reconciliation to ensure accurate financial reporting for Dominium Apartments.This role also supports the enterprise reporting team by providing financial analysis and insights to inform business decisions.Key Skills:Strong...
-
Senior Business Systems Analyst
4 weeks ago
Minneapolis, Minnesota, United States Levi Ray & Shoup Inc Full timeWe are seeking a Senior Business Systems Analyst to join our team at Levi Ray & Shoup Inc. The ideal candidate will possess a strong background in financial services, with experience in Bill Pay and Advisory Rate Changes. Additionally, they should have expertise in SQL and APIs, as well as the ability to create functional and non-functional data...
-
Senior Business Analyst
4 weeks ago
Minneapolis, Minnesota, United States Kellanova Co. Full timeAbout the Role:We are seeking a highly skilled Senior Business Analyst to join our team at Kellanova Co. As a Senior Business Analyst, you will play a key role in driving business growth and improvement through data-driven insights and strategic recommendations.Key Responsibilities:Develop and maintain business intelligence reports and dashboards to support...