Senior Finance and Accounting Analyst

Senior Finance and Accounting Analyst - Job Description:

As a Senior Finance & Accounting Analyst at Improve Group, you will serve as a key strategic partner to leadership, supporting financial planning, performance analysis, and operational decision-making. This role blends traditional accounting responsibilities with a strong focus on FP&A, strategic insight, and data-driven problem-solving. You will help enhance financial visibility, optimize project performance, and support scalable financial processes across the organization.

As a Senior Finance & Accounting Analyst for Improve Group it is crucial to be strategic, resourceful, and excited by the opportunity to problem solve in the field.

Key Responsibilities:

Financial Planning, Analysis & Reporting

• Cost & Project Performance Analysis:
  • Prepare detailed cost analysis reporting for jobs and operational initiatives.
  • Develop and maintain dashboards and KPIs that track project and departmental performance.
  • Track and expense newly assigned project costs and ensure alignment with forecast expectations.
• Budgeting & Forecasting:
  • Participate in annual budgeting and rolling forecast cycles.
  • Partner with Operations and Innovation teams to build data models that support planning and resource allocation, including NPV & ROI analysis.
  • Conduct variance analysis on budget-to-actual and forecast-to-actual results, identifying actionable insights.
• Financial Reporting & Close Support:
  • Contribute to month-end, quarter-end, and year-end close processes.
  • Support preparation of year-end financial reports, including 1099s.
  • Create and distribute Weekly Cash Flow reports and other ad hoc dashboards or analytical reporting.

General Ledger & Accounting Management

• Maintain and reconcile the general ledger to ensure accurate and complete financial data.
• Provide accounting support for sales, inventory, labor, and project activity.
• Process and reconcile a variety of accounts including:
  • Employee advances
  • Prepaid expenses/insurance
  • Fixed assets
  • Gift cards and petty cash
  • CIP & WIP
  • SBA loan, deferred income, and amortization schedules
• Make necessary journal entries and adjustments, including monthly filing system orders.

Financial Compliance & Tax Support

• Ensure adherence to internal controls, accounting standards, and compliance requirements.
• Assist with external audits, proposal documentation, and supporting schedules.
• Assist with providing information to external consultants in completion of company's annual financial review, tax calculations, and ESOP valuation efforts.
• Provide support as needed with the organization's Compliance policies and processes.

Strategic Business Partnership

• Act as a finance advocate across the organization, delivering insights that help reduce costs and grow revenue.
• Partner early with Operations to align project execution with financial goals and ensure proper cost tracking.
• Collaborate with Innovation and Operations to design financial tools, models, and reporting structures.
• Maintain customer accounts in the CRM and support operational documentation efforts, including vehicle registrations and insurance records.
• Coordinate project and quarterly closeout activities with cross-functional stakeholders.
• Prepare, peer review, and train team members on accounting and finance best practices.
• Seek continuous improvement opportunities-remaining curious and exploring new areas of Finance, Accounting, and broader business operations.

Required Education, Experience, and Skills:

• B.A. degree in Accounting or Finance
• Minimum 7 years of related experience
• FP&A experience, including budgeting, forecasting, and variance analysis
• Proficiency in MS Excel
• Proficiency in accounting software
• Sales tax knowledge and experience in multiple states (international VAT experience a plus)
• General ledger management experience
• Experience reviewing and analyzing journal entries, accounting classifications, and other accounting/financial statements
• Experience creating Balance Sheets and Income Statements
• Good interpersonal and communication skills
• High attention to detail and accuracy
• Must be good at organizing, time management, and deadline driven
• Is expected to have good judgement, planning skills, and leadership traits
• Clean driving record with proof of insurance and valid driver's license
• Must be legally authorized to work in the US without employer sponsorship

Compensation Structure:

• Competitive Base Salary ($60,000-$75,000)

• Participation in the Employee Company Bonus (annual)
• Participation in the Employee Stock Ownership Plan (ESOP). An ESOP is an employee benefit plan that enables employees to own part or all of the company they work for, through granted stocks to employees
• 401K retirement company match
• Medical (90% premium company paid, for employee), dental, vision, company covered life insurance and disability (short and long term), optional additional life insurance
• Annual company-wide event to celebrate our culture and connect with the entire workforce
• PTO, Bereavement, Paid New Parent Leave, and Holidays

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