AccruePartners ยท 5 hours ago
Senior Financial Analyst
Charlotte, NC
Contract
Onsite
Senior Level
5+ years expAccruePartners is a newly created team within a start-up company that supports a go-forward structure owned by Private Equity. The Senior Financial Analyst will play a high-impact role in shaping workforce strategy and cost optimization through financial analysis and reporting.
CRMHuman ResourcesInformation TechnologySoftware
Responsibilities
Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies
Experienced financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting
Compiles, reviews, analyzes, and submits timely and accurate monthly reporting related to the Bank's financial performance or strategy. These may include: pro-forma projections for transaction, products, market segmentation strategies or acquisitions; income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Ensures that source data is reliable, complete and documentation is maintained to support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership
Applies knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgement and precedents. Takes a new perspective on existing solutions to propose innovative solutions. Prepares and reviews materials to senior leadership summarizing issues and communicating solutions
Reviews monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, forecast updates, and Plan development. Updates and automates retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. Develops and performs testing of economic models as necessary. Maintains necessary documentation of source data, ensuring adequate support of data integrity
Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintains working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. Deepens understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts
Qualification
Required
Bachelor's degree in Accounting or Finance, or equivalent education and related training
Five years of relevant accounting or finance experience that includes complex financial analysis
Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis
Ability to build consensus through communication and presentation of factual and relevant information
Benefits
Merit-based culture that rewards ownership, agility, and results
The chance to help build a best-in-class finance function from the ground up
Visibility to C-suite and operational leadership as they drive business performance
High-impact role where your analysis shapes workforce strategy and cost optimization
Unique opportunity to influence the intersection of operations, accounting, and people strategy
Company
AccruePartners
AccruePartners is a staffing and recruiting company providing workforce management solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
JoAnn Siragusa
CFO
Amy Noland Pack
Principal Partner and Co - Founder
Company data provided by crunchbase