Financial Analyst
2 months ago
Job Summary
The Financial Analyst plays a crucial role in ensuring the financial health and stability of our organization. This position is responsible for a wide range of accounting tasks, from analyzing financial data to preparing reports that inform strategic decision-making.
Essential Duties and Responsibilities
- Conduct thorough analysis, reconciliation, and review of accounts, ensuring accuracy and timeliness in documentation.
- Collaborate with the Director of Finance to prepare comprehensive monthly financial statements, budgets, and forecasts. This includes monitoring daily performance, analyzing operating results, and providing recommendations to optimize profitability.
- Maintain and update accounting records and files with meticulous attention to detail.
- Categorize transactions accurately in the general ledger, ensuring proper classification by assets, liabilities, and expenses.
- Reconcile bank statements to verify accuracy and identify any discrepancies.
- Execute month-end and year-end closing procedures with precision and efficiency.
- Prepare detailed documentation for audits, ensuring compliance with relevant regulations (e.g., GAAP, SOX).
- Continuously seek opportunities to improve processes and internal controls within the finance department.
- Exercise discretion and maintain confidentiality when handling sensitive financial information.
- Stay informed about tax policies and manage tax payments and returns effectively.
Minimum Qualifications
- Bachelor's degree in accounting, finance, or a related field is required.
- 3+ years of experience in accounting or finance is essential.
- Proficiency in Microsoft Office Suite, particularly Word and Excel (Intermediate to Advanced), is mandatory.
- Excellent written and verbal communication skills are crucial for effective collaboration.
- Strong analytical and problem-solving abilities are essential for success in this role.
- Exceptional organizational skills and attention to detail are paramount.
- Ability to thrive in a fast-paced environment and adapt to changing priorities is highly valued.
- Must be authorized to work in the United States.
Preferred Qualifications
- Experience with financial/accounting software, specifically SAP S/4HANA, is a significant advantage.
- Public accounting experience is highly desirable.
- General knowledge of financial analytics and dashboards is beneficial.
- A CPA designation is a strong asset.
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