Completed

Experienced CPA Bookkeeper / Financial Analyst - USA BUSINESS HOURS, M-F, 40/hrs/week

USA BUSINESS HOURS, M-F, 40/hrs/week, Do Not Apply If This Doesn't Work!

Pay is based on fit and experience.

The following are all aspects of a CPA Bookkeeper / financial analyst’s duties:

We need someone to work on the financials end to end

Bookkeeping - processing the information into QB from all the component systems, classifying transactions into the correct accounts, doing JEs

Accounting - preparing financial statements, schedules, account recs

Budgets - working with the business to review projected and actual departmental spend

Forecasting - maintaining a rolling 24-month forecast of the financials and cash

Perform financial forecasting, reporting, and operational metrics tracking

Analyze financial data and create financial models for decision support

Report on financial performance and prepare for regular leadership reviews

Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements

Work closely with the accounting team to ensure accurate financial reporting

Evaluate financial performance by comparing and analyzing actual results with plans and forecasts

Guide the cost analysis process by establishing and enforcing policies and procedures

Provide analysis of trends and forecasts and recommend actions for optimization

Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials

Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

Increase productivity by developing automated reporting/forecasting tools

Perform market research, data mining, business intelligence, and valuation comps

Maintain a strong financial analysis foundation creating forecasts and models

Proficiency with Microsoft Excel is mentioned in virtually any financial analyst job description; familiarity with data query/data management tools is extremely helpful (Access, SQL, Business Objects)

Grow financial performance through analysis of financial results, forecasts, variances, and trends

Create recommendations to be presented to management and executives

Develop financial models to support valuation, planning, and forecasting

Aid in the capital budgeting and expenditure planning processes

Reconcile existing transactions through cross-referencing of incoming and outgoing data

Conduct comparables analysis and market research to support internal financial analysis

Maintain up-to-date technical knowledge of financial instruments, market conditions, and trends

CPA Bookkeeper / Financial Analyst Job Description – Basic Qualifications

5+ years of business finance or other relevant experience (7+ years preferred)

Proven bookkeeping experience

Solid understanding of basic bookkeeping and accounting payable/receivable principles

Proven ability to calculate, post and manage accounting figures and financial records

"Do it right, on-time, everytime" and a "can do" mindset

Organized and a team-player

Data entry skills along with a knack for numbers

Hands-on experience with spreadsheets and proprietary software

Proficiency in English and in MS Office

Customer service orientation and negotiation skills

High degree of accuracy and attention to detail

High proficiency in financial modeling techniques

Strong fluency with Excel formulas and functions

Bachelor’s Degree in Accounting. MBA preferred

Strong analytical and data gathering skills

Good business acumen

Skills: Accounting, Financial Analysis, Financial Accounting, Intuit QuickBooks, Google Sheets

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About the Employer:
( 0 reviews ) San Antonio, United States

Project ID: #30236920

Awarded to:

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