FP&A Senior Analyst (Tax)

Job Summary:

The Senior Financial Analyst is responsible for analyzing results, monitoring variances, identifying trends and recommending action to improve financial metrics to drive firm profitability. The Senior Financial Analyst may be involved in a variety of ad-hoc analytical and reporting projects in support of Financial Planning & Analysis (FP&A) objectives.

Job Duties:

• Supports FP&A team and leaders throughout the organization by providing insightful reporting and analysis of financial information
• Helps build models and dashboards that help with data visualization and provide actionable decision-making support
• May support expansion activities related to data mapping, conversion, and onboarding of new practices and personnel across the firm
• Supports creation of the financial forecasts, including revenue and workforce projections, operating costs and related key performance indicators
• Prepares, distributes, interprets and explains standard and ad-hoc financial reports for firm leadership
• Monitors UAR, AR and reserve balances for assigned region(s), and manages all necessary follow up tasks, as appropriate
• May be involved in preparation of training materials
• Other duties as required

Supervisory Responsibilities:

• May supervise the day to day work assignments of Financial Analysts as necessary
• Provides verbal and written coaching and performance feedback to Financial Analysts as necessary
• Acts as a mentor to Financial Analysts

Qualifications, Knowledge, Skills and Abilities

Education:

• Bachelor's degree, required; focus in Accounting or Finance, preferred

Experience:

• Three (3) or more years of general accounting, finance, or financial planning and analysis experience, required
• Prior experience working within a professional services firm, preferred

License/Certifications:

• N/A

Software:

• Mastery of Microsoft Office Suite, specifically Excel, required
• Prior experience with PeopleSoft Financials, Financial Reporting Applications (i.e. Hyperion, OneStream, etc.) and/or Data Visualization tools (i.e. Power BI), preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Ability to maintain the highly confidential nature of information
• Capable of working and communicating effectively with professionals at all levels
• Able to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail
• Ability to successfully multi-task while working independently or within a group environment
• Possesses superior customer service skills
• Willingness to travel as needed
  

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $75,000 - $95,000
NYC/Long Island/Westchester Range: $75,000 - $95,000