Overview
A financial and business advisory firm specializing in accelerating growth for privately held mid-market accounting and advisory firms is seeking a Financial Analyst to join their FP&A team. This role is essential to the financial planning and analysis function, focusing on the hands-on development, maintenance, and ownership of financial reporting and analysis.
Responsibilities
Core FP&A & Reporting Execution
- Build, maintain, and update recurring monthly reporting files and templates
- Extract trial balances from source systems and map accounts into standardized management reporting groupings
- Prepare, maintain, and refine month-end close and management reporting packages
- Support month-end close by reviewing account activity, validating balances, and ensuring data accuracy and completeness
- Maintain structured Excel models and reporting files that are repeatable, auditable, and scalable
FP&A Analysis & Ad-Hoc Support
- Perform budget-to-actual analysis, trend analysis, and variance explanations
- Support budgeting and forecasting processes by maintaining underlying models, assumptions, and data inputs
- Produce ad-hoc financial analysis and reporting to support leadership, operations, and strategic initiatives
- Translate financial results into clear insights by identifying key drivers and anomalies in the data
Data Quality, Mapping & Process Ownership
- Conduct detailed variance analysis and resolve data issues, mapping errors, and reclassifications
- Assist with post-acquisition integration work, including normalizing charts of accounts and historical financials
- Document reporting logic, mappings, and assumptions to ensure consistency and scalability
- Collaborate closely with Accounting and FP&A teams to meet close deadlines in a fast-paced, multi-entity environment
Requirements
- Bachelor’s degree in Accounting or Finance
- Strong knowledge of accounting fundamentals including trial balance, general ledger, P&L, and balance sheet
- Hands-on experience supporting month-end close and financial reporting
- Advanced Excel skills (pivot tables, XLOOKUP / INDEX-MATCH, nested formulas)
- Experience building and maintaining detailed reporting files and models
- High attention to detail and comfort with repetitive, process-driven FP&A work
- Ability to investigate discrepancies and resolve data and mapping issues
- Strong organizational skills with the ability to manage recurring and ad-hoc deadlines
- Clear communication skills and ability to work cross-functionally
Preferred Qualifications
- Experience with Sage Intacct or similar ERP systems
- Exposure to multi-entity, private equity-backed, or high-growth environments
- Experience with Quality of Earnings (QoE) data and post-acquisition financial integration
- Budgeting and forecasting experience
- Interest in improving, standardizing, and automating FP&A reporting processes
Compensation & Benefits
- Estimated salary range: $70,000 – $85,000 (based on role responsibilities and market data; actual pay depends on location, experience, skills, and qualifications)
- Flexible remote work environment to support work-life balance
- Opportunities for career growth and direct impact on firm success
- Collaborative and supportive team culture
- Comprehensive benefits and performance-based incentives
Location
Remote work environment with flexibility to balance personal and professional commitments.