What are the responsibilities and job description for the Financial Analyst position at PBMares, LLP?
Description
At PBMares, your future is our focus. We’re seeking a Financial Analyst who is passionate about accuracy, integrity, and driving strategic initiatives. This role is critical in ensuring our financial statements reflect the highest standards of compliance with GAAP while supporting the growth and success of our firm.
PBMares Core Values:
EOE Statement Our Firm’s policy is to provide equal opportunity for employment to all individuals regardless of their race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local laws.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
This contractor and subcontractor shall abide by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.
Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.
At PBMares, your future is our focus. We’re seeking a Financial Analyst who is passionate about accuracy, integrity, and driving strategic initiatives. This role is critical in ensuring our financial statements reflect the highest standards of compliance with GAAP while supporting the growth and success of our firm.
PBMares Core Values:
- Integrity
- Trust
- Respect
- Accountability
- Caring
- Full benefits: medical, dental, 401K match & HSA.
- Paid Time Off
- 11 paid holidays per year
- Flexible work schedule to include hybrid work environment.
- Summer Hours! Half days on Friday (based on a minimum 40-hour work week)
- Company investment of a minimum of 40 hours learning and development annually
- Lead and Support: Guide Accounting Specialists through daily and periodic activities, ensuring accuracy and efficiency.
- Financial Operations: Review lockbox, credit card, and wire remittance deposits; reconcile batches; and process Wire/ACH transactions.
- Client Engagement: Review client correspondence and make adjustments or notifications as needed.
- Billing & Receivables: Oversee staff billable hours, expenses, and billing practices; manage work in progress (WIP) and accounts receivable.
- Month-End Close: Assist with accruals, expense analysis, and reconciliations across bank accounts, AR, AP, WIP, and Fixed Assets.
- Analysis & Reporting: Research discrepancies, prepare journal entries, and deliver insights to senior leaders.
- Strategic Initiatives: Partner with Senior Financial Analysts and management to support and sometimes lead firm-wide projects.
- Process Excellence: Document SOPs, update workflows, and identify opportunities for improvement.
- Payroll Oversight: Review bi-weekly multi-state payroll, including off-cycle and supplemental payments.
- Associates degree
- 8 years of progressive experience in Finance, Accounting, orBusiness Administration
- Demonstrated working knowledge of GAAP and financialstatement preparation
- Proficiency in Microsoft Office
- Ability to learn, implement and train others on accounting systems
- Ability to work autonomously
- Strong problem solving and analysis skills
- Strong organization, prioritization, and time management skills
- Ability to perform several tasks concurrently with ease andprofessionalism
- Works with confidential client matters, requires ability to keepmatters confidential
EOE Statement Our Firm’s policy is to provide equal opportunity for employment to all individuals regardless of their race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local laws.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
This contractor and subcontractor shall abide by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.
Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.