Senior Accountant/Financial Analyst to support financial reporting, budgeting, forecasting, and strategic decision-making. This role combines strong accounting expertise with financial analysis to provide leadership with meaningful insights while ensuring accurate financial reporting and compliance. The ideal candidate thrives in a fast-paced environment and enjoys partnering with cross-functional teams to improve financial performance and operational efficiency.
Key ResponsibilitiesFinancial Planning & Analysis- Develop and maintain complex financial models for forecasting, budgeting, and scenario analysis
- Analyze quarterly and annual financial performance and identify trends
- Evaluate investment opportunities and provide financial recommendations
- Monitor key performance indicators (KPIs) and communicate financial insights to leadership
Budgeting & Forecasting- Assist with the annual budgeting process
- Monitor budget performance and analyze variances between actual and projected results
- Recommend opportunities to improve profitability and operational performance
Accounting & Financial Reporting- Lead month-end and year-end close processes
- Prepare journal entries and maintain accurate financial records
- Perform bank and balance sheet reconciliations
- Prepare timely and accurate financial statements
Compliance & Controls- Ensure compliance with GAAP and internal accounting policies
- Prepare supporting documentation for internal and external audits
- Assist with sales tax, payroll tax, corporate tax filings, and general ledger maintenance
- Oversee accounts payable and accounts receivable processes
Business Partnership- Collaborate with Sales, Marketing, Operations, and other departments to provide financial guidance
- Present financial results and recommendations to management
- Support strategic planning through historical analysis, market research, and competitive benchmarking
Process Improvement- Identify opportunities to improve accounting and financial reporting processes
- Recommend and implement efficiencies through automation and improved workflows
Leadership- Mentor and train junior accounting staff
- Support the continued development of accounting best practices across the organization
RequirementsRequired: - Bachelor's degree in Accounting, Finance, or a related field
- 3-5+ years of experience in accounting, financial analysis, corporate finance, or a related role
- Strong understanding of Generally Accepted Accounting Principles (GAAP)
- Advanced Microsoft Excel skills, including financial modeling, pivot tables, and advanced formulas
- Experience with QuickBooks and/or ERP systems such as SAP or Oracle
- Ability to work in-office Monday through Friday in Austin, Texas
- Excellent analytical, problem-solving, and organizational skills
- Strong written and verbal communication skills with the ability to present financial information to non-financial audiences
- High attention to detail and accuracy
- Strategic mindset with strong business acumen
Preferred Qualifications: - MBA in Finance, Accounting, or a related field
- CPA or CFA designation
- Experience in hard money lending or commercial real estate lending (Bridge, DSCR, or Renovation Loans)
- Experience with warehouse lending facilities
- Experience preparing partnership and investor tax filings
Benefits- 100% Company-Paid Health Insurance (Medical, Dental & Vision)
- Retirement Plan with 3% Company Match
- Entrepreneurial Culture with a Focus on Growth & Excellence
- Opportunities to Expand Skillset Across Multiple Loan Products
