Bachelor's degree in accounting or finance; MBA preferred.
5-7 years of progressive experience, with evidence of increased responsibilities; private equity experience is a plus.
Experience with enterprise accounting and financial reporting software; familiarity with OneStream is advantageous.
Strong understanding of GAAP and the interrelationship of the three financial statements, along with budgeting and forecasting principles.
Proficient in Microsoft Excel and PowerPoint.
Excellent written and verbal communication skills.
Responsibilities
Coordinate preparation of management financial statements and Board of Directors packages.
Prepare periodic compliance packages for key external stakeholders.
Maintain the corporate financial model.
Lead the monthly review process of financial performance for terminals and administrative cost centers, ensuring follow-through on action items.
Support annual budgeting and reforecasting efforts, collaborating directly with cost center leadership.
Drive efficiencies and automation in financial reporting, maximizing the use of available systems and technologies.
Conduct various ad-hoc projects as requested by the Chief Financial Officer.
Participate in due diligence and integration for strategic acquisitions.
Benefits
Opportunity to work closely with executives, investors, and lenders.
Engagement in strategic decision-making processes.
Exposure to high-level financial operations and compliance.
Potential for professional growth in a dynamic corporate environment.
Involvement in due diligence for acquisitions, enhancing strategic insight.
Full Job Description
About the Position
The Senior Financial Analyst is a highly skilled, knowledge-driven role with corporate accounting and finance experience and strong communication and analytical skills. The Senior Financial Analyst will report to the Director FP&A and work closely with the Accounting and Operations to identify informational needs among the executives, investors, and lenders of the organization and deliver relevant information timely for decision making.
Job Responsibilities:
Coordinate preparation of management financial statements and BOD packages.
Coordinate preparation of periodic compliance packages for key external stakeholders.
Responsible for maintaining corporate financial model
Provide leadership role in developing monthly review process of financial performance for company terminals and administrative cost centers, and coordinating follow-through on review action items
Support annual budgeting and periodic reforecasting efforts involving administrative cost centers, including direct coordination with cost center leadership.
Drive increased efficiencies and automation in the financial reporting environment, leading company to fuller utilization of available systems and technologies.
Perform various ad-hoc projects as needed at the request of the Chief Financial Officer.
Participate in due diligence and integration work on strategic acquisitions
Qualifications:
Bachelor's degree in accounting or finance-related discipline, MBA preferred.
5-7 years of progressive work experience, showing evidence of growth in responsibilities, PE experience a plus
Direct experience utilizing enterprise accounting and financial reporting software, OneStream experience a plus
Solid fundamental knowledge of GAAP, interrelationship of 3-financial statements and forecasting budgeting principles
