Lead Financial Analyst

6 days ago


Lakewood, New Jersey, United States About Profit Full time
About Profit Overview

About Profit is a pioneering firm dedicated to advising small businesses on maximizing their profitability. As one of only 60 Profit First Mastery Certified Firms in the United States, we excel at cash management and profitability for savvy business owners.


Financial Analyst Role and Responsibilities

We are seeking a highly skilled Senior Accountant to join our team. This key position involves:

  1. Completing clean-up tasks for new clients, including fixing issues, reconciling accounts, creating client notes, and preparing the REVIEW SHEET for financials.
  2. Responding to customer emails efficiently and effectively.
  3. Teeing up tax returns by reviewing accounting files, reconciling balances, flagging issues, and completing data entry into tax software.
  4. Pulling and reviewing monthly financial statements for full-service bookkeeping and tax accounting clients, ensuring accuracy and quality.
  5. Proactively identifying exceptions, errors, and opportunities for improvement.

Requirements and Qualifications
  • Bachelor's degree in Accounting or a related field.
  • CPA certification.
  • At least three years of US bookkeeping experience with a US accounting firm.
  • Proficiency in QuickBooks Desktop (QBD) and QuickBooks Online (QBO).
  • Strong communication and technical skills.

Compensation and Benefits

This role offers a competitive salary of $85,000 annually, along with a comprehensive benefits package including total annual paid time off, medical insurance, dental insurance, vision insurance, 401K plan with company match, employee events, and more.


Schedule and Work Environment

This is a full-time position with varying hours by season. The standard business hours are from 8:00 am EST to 4:00 pm EST, Monday through Friday, with required breaks. During tax season, hours increase to 55 per week. We offer flexibility and support to ensure work-life balance.



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