What are the responsibilities and job description for the Financial Analyst position at AccruePartners?
The Team You Will Be Joining
- A private equity–backed national market leader in specialty commercial services, with a recurring subscription-based revenue model and operations across multiple business units.
- Fast-growing platform actively pursuing acquisitions and building a scalable finance infrastructure.
- Culture built on trust, inclusion, collaboration, and clear communication—where innovation, service, and leadership development are valued.
- High-growth environment offering broad exposure across accounting, finance, and operations.
- Highly visible leadership opportunity reporting to the Chief Accounting Officer.
- Opportunity to build scalable infrastructure in a high-growth, multi-entity environment.
- Direct impact on accounting strategy, controls, and integration across newly acquired entities.
- Comprehensive benefits including health, dental, vision, life insurance, and 401(k) with company match.
- Generous PTO and access to in-house development and leadership training programs.
- Ability to navigate ERP environment, familiarity w/ transforming reports, data and graphs into presentations that effectively communicate issues; experience with Microsoft Dynamics a plus
- Analytical experience using Excel - we also utilize TSQL and Power BI (not required)
- Query and report development experience using database tools to extract/integrate data from data-marts and/or cubes into Microsoft Excel or other BI reporting tools
- A working knowledge of and experience in financial planning & analysis processes to evaluate M&A opportunities, analyze complex operating budgets, capital appropriation requests & other business proposals
- Experience in developing financial models and related analytics
- Ideal candidates will have strong operational accounting and financial reporting skills
- Ability to build strong working relationships at all levels
- Effective Communication: an articulate person who will be effective in communicating with people at all levels of the organization
- Detail Oriented and Team Focused
- Bachelor’s Degree in Finance, Accounting, Economics, or Business, or an equivalent combination of education/experience
- Current and valid US driver’s license preferred
- At least 2-5 years of experience in similar financial and/or planning roles in a complex multi-location business
- Some experience partnering with sales teams - our team uses Salesforce CRM
- High understanding of the sales cycle – preferably XP with price/bid activity to win jobs