Lead Financial Analyst

2 weeks ago


Marietta, Georgia, United States Trivest Partners Full time

Senior Accountant (Retail)

Position Overview: Trivest Partners is seeking a skilled Senior Accountant to join our dynamic team within the retail sector. This role is essential for managing the financial operations and ensuring the accuracy of financial reporting.

Key Responsibilities:

  • Act as the primary financial contact for various large and intricate accounts.
  • Deliver timely financial reports while providing strategic advice to business leaders to enhance profitability.
  • Engage with clients regularly to discuss financial statements, operational plans, and performance metrics.
  • Build and nurture relationships with clients and key stakeholders, ensuring top-tier customer service.
  • Identify and implement tailored solutions to meet the diverse needs of clients.
  • Collaborate with clients to address complex financial challenges and provide insightful analysis.
  • Leverage best practices across different functions to optimize client operations.
  • Guide and mentor cross-functional teams to ensure effective service delivery.
  • Maintain a strong client base by adhering to service excellence standards.
  • Address client inquiries and concerns promptly to ensure satisfaction.
  • Conduct monthly performance reviews and collaborate with management on action plans.
  • Utilize technology effectively for communication and documentation.
  • Identify growth opportunities within existing accounts and develop strategic plans to capitalize on them.
  • Keep management informed of any significant client developments that may affect revenue.
  • Establish yourself as a trusted advisor by understanding client needs and promoting additional services.
  • Participate in executive-level meetings and present quarterly business reviews as needed.

Qualifications:

Required:

  • Bachelor's degree in accounting, finance, or a related field.
  • Minimum of 4 years of accounting experience with a focus on financial statement analysis.
  • Strong communication skills and the ability to engage with diverse stakeholders.

Preferred:

  • Experience in the retail industry.
  • Background in a business process outsourcing environment.
  • Proven ability to foster client relationships and drive business growth.

Trivest Partners is dedicated to providing exceptional financial and accounting solutions tailored to the needs of small and midsized businesses. Join us in delivering innovative services that drive success for our clients.



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