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Lead Financial Analyst

2 months ago

Mount Vernon, New York, United States Professional Search Group - Orange County Full time
Job Overview

Professional Search Group (PSG) is on the lookout for a Lead Financial Analyst to become a vital part of our expanding team. The Lead Financial Analyst plays a crucial role in maintaining the integrity and compliance of our financial documents and reports. This position will involve performing detailed accounting research, overseeing general ledger functions, and facilitating the month-end closing process.

This role also includes preparing monthly reconciliations, aiding in audits and tax submissions, and fostering a culture of continuous improvement within the finance department.

About Us: Since its inception, our organization has been a premier online provider of diverse and reliable packaging solutions tailored for the cannabis and pharmaceutical sectors. We pride ourselves on offering competitive pricing and customized packaging options to meet our clients' unique requirements.

If you are a Lead Financial Analyst with outstanding analytical, leadership, and communication capabilities, and thrive in a dynamic growth-oriented environment, we encourage you to consider this opportunity.

Key Responsibilities:

  • Assist in the preparation of accurate and timely financial statements and analyses.
  • Investigate revenue and tax reporting obligations by state and collaborate with external tax professionals and auditors.
  • Conduct in-depth accounting research to ensure correct accounting practices for complex issues in line with US GAAP.
  • Ensure adherence to generally accepted accounting principles and internal policies.
  • Support the Accounting Manager and Executive Team in developing a comprehensive policy and procedure manual for the organization.
  • Manage daily general ledger accounting and reporting tasks.
  • Facilitate the month-end closing and consolidation process, including preparing and entering month-end journal entries, account reconciliations, and reviewing financial reporting outputs.
  • Prepare timely monthly reconciliations for all balance sheet accounts.
  • Oversee and evaluate inventory balances, including calculating monthly adjustments and write-down amounts.
  • Assist in the timely filing of Sales and Use Tax and other relevant taxes with appropriate governmental bodies.
  • Collaborate with the HR department on the monthly payroll process and payroll tax issues.
  • Work alongside Accounts Receivable and Accounts Payable clerks.
  • Support annual audits and tax filings.
  • Adapt to a high-growth environment, excelling in both individual contributor roles and cross-functional team leadership as required.
  • Encourage a culture of continuous improvement and operational innovation while regularly engaging with senior management on accounting matters.
  • Understand business objectives and recommend enhancements to support scalability in team organization and processes.
  • Mentor finance and accounting staff to help them develop their careers and reach their full potential.
  • Assist and train team members by reviewing complex transactions.
  • Participate in special projects and initiatives as needed.
  • Perform additional duties as assigned.

Qualifications:

  • Bachelor's degree in accounting.
  • Minimum of 1 year of experience in a Senior Accountant capacity.
  • Experience in a public accounting firm is advantageous.
  • Willingness to be onsite a minimum of three times per week.
  • Exceptional analytical, leadership, communication, and interpersonal skills.
  • Advanced proficiency in Excel and financial modeling.

We look forward to your application.