Financial Analyst
1 week ago
The Financial Analyst will be responsible for generating financial statements to monitor the organization's financial position, including assets, liabilities, and overall profitability. This role encompasses a comprehensive range of accounting responsibilities, such as maintaining the organization's financial records, preparing financial reports, managing cash flow, and providing management insights. Additionally, the position involves overseeing payroll functions and client billing.
Key Responsibilities
- Conducts general ledger accounting tasks, including those related to fixed assets, prepaid expenses, accounts receivable, cash management, and accounts payable.
- Prepares and produces monthly closing documentation, including financial statements, account reconciliations, fluctuation analyses, and record maintenance.
- Develops accurate schedules and supporting documentation for financial reporting on a monthly, quarterly, and annual basis for management and the Board of Directors.
- Performs bank reconciliations and updates the General Ledger accordingly.
- Establishes and enforces sound accounting practices, policies, and principles while coordinating audits as necessary.
- Creates and maintains accounting policies and procedures in compliance with US GAAP.
- Assists in the annual budgeting process and ongoing evaluation of budget versus actual performance.
- Prepares state and regulatory reports, including but not limited to 1099 forms and other compliance documentation.
- Implements and maintains an effective internal control framework, regularly reviewing processes and suggesting improvements.
- Collaborates with external CPA firms for the preparation of annual tax documents.
- Works with Trustees to compile reports and data for employee benefit plan administration.
- Utilizes the firm's enterprise resource planning software (EPR; Ajera) effectively on a daily basis.
- Assists with special projects and additional responsibilities as required.
Qualifications
- Bachelor's degree in Accounting or Finance is required.
- 5-8 years of relevant accounting experience.
- Proven ability to take initiative and work independently.
- Strong proficiency in Microsoft Excel and Office Suite.
- Ability to manage multiple tasks, meet deadlines, and prioritize effectively.
- Flexibility to support various functions within accounting and related areas.
- Excellent written and verbal communication skills, including technical writing and editing.
- Strong interpersonal skills, with the ability to foster professional relationships and promote a collaborative environment.
- High attention to detail and accuracy is essential.
- Must successfully pass a background check.
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