Sr. Financial Analyst

Our Company

We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...

We are seeking a highly skilled and motivated Financial Analyst to join our dynamic team. This role requires a strategic thinker who can create and maintain financial models and reports while providing critical support to business partners across the organization. The Financial Analyst will oversee the business planning and financial analysis process, including establishing timelines, creating budgets, performing variance analyses, and presenting findings to key business partners and leadership.

  

Day to day, you'll...

 

• Serve as a strategic financial partner and critical member of the team, delivering financial leadership and insights to support business objectives.
• Lead the development of field-level, bottom-up budgets to drive effective operational planning and resource allocation.
• Perform monthly financial analysis and reviews to identify risks, opportunities, and performance outliers.
• Recommend and implement actions based on financial findings, with a strong emphasis on field labor management and achieving contribution margin targets.
• Actively participate in field leadership meetings, providing financial perspectives to inform strategic decision-making.
• Track and report on a wide range of financial and business metrics; deliver additional financial analyses as requested by leadership.
• Collaborate closely with cross-functional finance teams to ensure alignment, consistency, and best practices across the organization.

What you'll bring to the team...

Education:

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

Work Experience:

• A minimum of three years experience performing financial analysis of business or business divisions.
• Strong understanding of accounting and financial analysis principles.
• Advanced proficiency in Microsoft Excel.
• Critical thinking skills.
• Organizational and planning capabilities.
• Effective oral, written and interpersonal communication skills.
• Ability to handle multiple tasks and projects simultaneously.
• Ability to identify underlying causes of financial or accounting issues and recommend appropriate corrective action.

It would be even better if you also had...

• Master's degree in Accounting or Finance.
• Certified Public Accountant (CPA), Chartered Financial Analyst, or Certified Management Accountant (CMA) designation preferred.

Why work for us

Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.

Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com.

Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.