Senior Financial Analyst

2 weeks ago

Baltimore, Maryland, United States Marketwise Solutions Inc Full time
Job Summary:

The Senior Accountant will play a key role in ensuring the accuracy and timeliness of financial reporting, while also identifying opportunities for process improvement and automation. This individual will work closely with other departments to gather financial data and insights, facilitating cross-functional decision-making. The ideal candidate will have a strong understanding of US GAAP and SOX, as well as excellent verbal and written communication skills.

Key Responsibilities:

• Ensure transactions are recorded accurately and in accordance with generally accepted accounting principles (GAAP)
• Prepare monthly journal entries to properly record accounting transactions, ensuring that journal entries have proper backup to substantiate the entry
• Process payment invoices and expense reimbursement when needed
• Research and analyze P&L budget to actual variances and analyze P&L trends
• Provide financial analysis and interpretation to senior management, identifying trends, risks, and opportunities
• Collaborate with other departments to gather financial data and insights, facilitating cross-functional decision-making
• Identify opportunities for process improvement and automation to enhance efficiency and accuracy in financial operations
• Address inquiries and provide explanations regarding financial matters to internal and external parties
• Collaborate with external auditors to facilitate the annual audit process
• Reconcile assigned balance sheet accounts monthly; resolve any reconciling items on a timely basis
• Contribute to developing automated SOX controls, maintaining SOX compliance, and holding control owners accountable
• Assist with variable compensation calculations, accruals, plan design, and approval process
• Maintain and continuously develop understanding of NetSuite, Zuora, SalesForce, financial reporting platforms such as Looker and Tableau, all accounting systems, and more
• Optimize the use of the software and tools the Company has purchased to increase automation & efficiency; research new tools when applicable considering financial responsibility/budget
• Ensure timely and accurate monthly, quarterly, and annual financial reporting

Requirements:

• Bachelors Degree in Accounting or Finance. CPA preferred.
• Minimum of 3 years relevant experience
• Experience in accounting for a public company preferred
• Thorough understanding of US GAAP and SOX
• Excellent verbal and written communication abilities across all levels of an organization
• Strong leadership skills with dedication to driving and achieving results
• Experience with NetSuite, Blackline, Zuora, Salesforce, Tableau and Looker preferred
• Advanced Microsoft Excel Skills

About Alta:

Alta brings together world-class Wealth Tech with the insights of investing legends to enrich and educate investors. Publishers TradeSmith and InvestorPlace have teamed up to bring advanced market insights and user-friendly tools to create lasting wealth for their readers. For 40 years, InvestorPlace has published detailed market research and recommendations for self-directed investors, financial advisors, and money managers. TradeSmith began as a humble system meant to track portfolios using trailing stops. Almost 20 years later, TradeSmith has evolved into a powerful suite of Wealth Tech tools to limit risk and maximize upside with their ground-breaking analytics. Together, they formed Alta to provide the best of expert analysis with breakthrough technology to level the playing field for the everyday investor. The work of our analysts has been profiled in The New York Times, The Wall Street Journal, CNN, Bloomberg, Time, MarketWatch, Barrons and USA Today. Inside our company's DNA, you'll find a relentless focus on respectfulness, hustle, ingenuity, adaptability, clear communication, data analytics, open-mindedness, and creativity.

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