What are the responsibilities and job description for the Senior Financial Analyst | Outsourced Accounting Services position at CBIZ?
Job Description
Essential Functions And Primary Duties
Minimum Qualifications
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions And Primary Duties
- Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
- Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs
- Knowledgeable on complex accounting issues and treatment, proficient in accounting research
- Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances
- Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations
- Maintain deep understanding of the accounting operations within each assigned client
- Proficient knowledge of the clients accounting software packages
- Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client
- Lead the engagement team in preparation for clients audits as the main contact with external auditors
- Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
- Recommend, design, and implement any necessary policy controls and procedures.
- Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters
- Train, coach and mentor staff accountants
- Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion
- Assist in growth, development and training of staff
- 1 year supervisory experience preferred
- Professional credentials such as CFA, MBA, CMA, CGMA, CA, or CPA are highly desirable
- 5 years of accounting experience in Public Accounting
- Proficient with various accounting software programs, including but not limited to QuickBooks, Sage Intacct, Solomon and Great Plains
- Proficient with data visualization tools such as Power BI, Tableau, or similar platforms
- Hands-on experience with Alteryx for data preparation and automation
- Skilled in Excel Power Query and Power Pivot for advanced data modeling and analysis
- Proficient in SQL, with the ability to write and optimize queries across multiple tables
- Broad exposure to various systems, including ERP platforms, Microsoft Access, SQL databases, business intelligence tools, and CRM systems
- Ability to conduct analytical reviews and exhibit an understanding of complex accounting theory
- A deep understanding of generally accepted accounting principles (GAAP)
- Ability to keep up to date with industry trends and technology developments
Minimum Qualifications
- Bachelor's degree in relevant field
- 3 years of relevant work experience
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must possess analytical skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.