Senior Financial Analyst (Flexibility for remote work)
Company: AAFCPAs
Location: Irvine
Posted on: May 14, 2022
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Job Description:
Company Description AAFCPAs is an innovative and
forward-thinking firm. We have enjoyed primarily organic growth and
continue our laser focus on sustained growth as an independent
regional firm. We are considered an attractive alternative to the
Big 4 and National CPA firms. We provide best-value assurance, tax,
outsourced accounting, business consulting, information technology
advisory solutions, and wealth management services to nonprofit
organizations, commercial companies, wealthy individuals, and
estates. Since 1973, AAFCPAs sincere approach to business and
service excellence has attracted discerning clients along with the
best and brightest CPA and consulting professionals. AAFCPAs
donates 10% of its net profits annually to nonprofit organizations.
We have an active DE&I committee and have commitment and
accountability to these efforts. AAFCPAs is an independent member
of PrimeGlobal, the fourth largest CPA firm association in the
world with 300 member firms in 80 countries. This provides our
clients with seamless national and global coverage, along with an
advantageous pay-as-you-use model. Job Description The newly
created Senior Financial Analyst role will be an instrumental
position in our expanding Finance and Accounting Team. As the Firm
continues to rapidly grow, we are looking to add a team member to
help support this exciting growth. The team is focused on improving
analytical insights for the Firm, driving process improvements, and
increasing how we leverage automation to become more efficient.
Reporting directly to the Controller, the Senior Financial
Analyst's responsibilities include assisting with financial
planning including the annual budgeting process and periodic
reforecasts, assisting with analyzing and reporting the monthly
financial statements, developing financial models, and preparing
various projections and analysis as may be required by leadership.
As a senior financial analyst, you will also be expected to
leverage software and/or Firm internal resources to increase the
use of automation within the Finance and Accounting team in order
to increase efficiency. Responsibilities Play an integral role in
the budgeting and reforecasting process, including meeting with
stakeholders, analyzing budget and forecast metrics, and leveraging
the Vena software tool Assist with monthly close and reporting
process including analyzing monthly financial results, providing
variance analysis, and compiling monthly reporting package Provide
variance analysis on actuals versus budget and actuals versus prior
year on a monthly, quarterly, and annual basis Assist in reporting
and analyzing monthly and quarterly KPIs. Continually ensure the
Firm is focused on the appropriate KPIs to properly inform
decisions. Perform various financial analyses and create financial
models in support of analyses Build repeatable reports and
dashboards for CFO and Firm leadership, leveraging advanced Excel
skills and visualization software (PowerBI) Work in collaboration
with other team members to help build a cohesive team and establish
awareness across the team regarding actual performance versus
forecasted performance Provide financial reporting and analysis to
divisions monthly. Provide financial support for divisional
projects as needed Assist with Firm tax return preparation,
industry reporting, and insurance requirements as needed
Willingness to cross-train across the department Qualifications
Bachelor---s Degree in Accounting, business, or related field 3
years of experience in financial planning, analysis, and modeling
Strong knowledge of finance and accounting processes Excellent
organizational, interpersonal, quantitative, writing, and
communication skills Team player with a positive ---can-do---
approach Demonstrated history of success Strong technology skills
using Microsoft Office (advanced Excel skills, Word, PowerPoint,
and Outlook at a minimum). Knowledge of creating reports and
dashboards in Microsoft Power BI is a plus. If no prior experience,
willingness to learn Microsoft Power BI is a must. Knowledge of
Vena FP&A and Workforce planning tool is a plus but not
required. Ability and willingness to analyze and rethink processes
and automate whenever possible Be organized and able to work with
multiple deadlines managing a variety of projects with diverse
constituencies and environments, effectively managing time and
resources Establish and maintain effective professional working
relationships with all levels of the Firm and other team members
Maintain strict confidentiality; be honest, trustworthy,
dependable, and flexible. Possess cultural awareness and
sensitivity Strong problem solving and creative skills and the
ability to exercise sound judgment and make decisions based on
accurate and timely analyses. Additional Information Competitive
salary plus annual bonus potential. In addition, we offer a
comprehensive benefit package which includes subsidized medical and
dental, 401(k) savings plan, life insurance, and short-term and
long-term disability, unlimited PTO, plus more. To apply for this
position, please go to AAFCPAs--- website: www.aafcpa.com and click
the link to Careers. All your information will be kept confidential
according to EEO guidelines.
Keywords: AAFCPAs, Irvine , Senior Financial Analyst (Flexibility for remote work), Accounting, Auditing , Irvine, California
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