Sr Financial Analyst

JMP Statistical Discovery, LLC

$95K — $115K *
Cary, NC 27513In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or accounting.
  • 8+ years of professional accounting experience in a global environment.
  • CPA certification or similar accountancy qualification.
  • 5+ years of experience with revenue recognition.
  • Experience with ERP systems for 8+ years, and 3+ years with CRM systems like NetSuite.
  • Strong analytical, communication and presentation skills.
  • Proficient in financial modeling and data analysis.

Responsibilities

  • Prepare financial statements and management reports.
  • Review and analyze financial reports for management insights.
  • Lead the annual budget preparation process.
  • Create periodic financial forecasts and variance analysis.
  • Summarize recommendations for financial and operational plans.
  • Support business decisions with detailed financial analysis.
  • Ensure compliance with company financial policies.

Benefits

  • Comprehensive medical, dental, vision, and prescription plans.
  • Onsite Health Care Center offering free services for enrolled employees and families.
  • Industry-leading 401k plan options.
  • Tuition Assistance Program for professional development.
  • Generous time off including vacation, holidays, and a Winter Wellness Break.
  • Volunteer Time Off and flexible parental leave policies.
  • Generous childcare benefits for full-time employees.
Full Job Description
As a Sr Financial Analyst on the Finance Team, you may:
  • Prepare financial statements and reports for general management use.
  • Review, analyze, and interpret financial statements and reports for organization management
  • Lead the preparation of the annual budget.
  • Prepare periodic financial forecasts and associated variance analysis
  • Gather, analyze, prepare, and summarizes recommendations for financial and operating plans
  • Provide financial analysis for business decision support as required.
  • Perform technical analysis to help determine future financial performance of the business
  • Monitor compliance with company financial policies.
  • Review and/or prepare schedules and work papers for internal auditors as required.
  • Analyze data and implement suggestions for adjustments and/or process improvements.

Required qualifications:
  • Bachelor's degree in finance or accounting.
  • 8+ years of professional accounting experience, preferably in a global corporate environment.
  • CPA certification or other recognized accountancy qualification.
  • 5+ year's revenue recognition experience.
  • 8+ years of experience working within ERP systems.
  • 3+ years working with a CRM system, preferably NetSuite.
  • Experience with financial models and modelling
  • Excellent written and verbal communication skills.
  • Excellent analytical and problem solving skills.
  • Ability to make formal presentations to all levels of management.
  • Strong attention to detail and ability to meet deadlines.
  • Ability to read and follow written procedures and work with only general supervision.
  • Strong PC skills, especially with Microsoft Office Suite and accounting ERP systems.
  • Expertise with data query and reporting tools.
  • Ability to understand, interpret, and present conclusions on financial data.
  • Excellent ability to understand and apply generally accepted accounting principles.
  • Experience with multi-currency and transaction/translation.

World-class benefits:

Highlights include...
  • Comprehensive medical, prescription, dental and vision plans.
  • Medical plan options include:
    • PPO with low annual deductible and copays.
    • HDHP combined with a health savings account with a contribution from SAS (no access to on-site health care center).
  • Onsite Health Care Center (HQ) that's free to employees and family members enrolled in the PPO plan. There's a pharmacy too! Not local to HQ? The pharmacy will ship prescriptions for no additional charge!
  • An industry-leading 401k plan.
  • Tuition Assistance Program and programs and resources to support your development
  • Generous time away including vacation time, a variety of paid holidays, and our much-loved U.S. Winter Wellness Break between December 25 and January 1.
  • Volunteer Time Off, parental leave and unlimited paid sick days.
  • Generous childcare benefits for all full-time employees.


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