Senior Finance & Reporting Analyst

WhiteCap Search; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

WhiteCap Search is seeking a skilled finance professional to drive diversity in finance, accounting, reporting, and data-centric initiatives within the finance department. You will work closely with the SEC Reporting Manager, Controllers, and CFO to deliver top-tier analysis, enhance reporting deliverables, and streamline processes for improved efficiency.

The ideal candidate has a solid foundation in financial reporting and data, with proficiency in SQL, Tableau, or BI platforms, and a knack

Qualifications

• Three+ years in audit, financial reporting, or related role.
• Strong understanding of accounting and reporting principles.
• Experience in SEC or regulatory reporting is highly desirable.
• Proficient in Excel, SQL, Tableau.

Responsibilities

• Engage in various finance, accounting, and reporting initiatives, including external and internal reporting.
• Develop and sustain internal management reporting, recurring reporting packages, and ad hoc analyses.
• Handle large datasets to aid in reporting, variance analysis, and management insights.
• Contribute to design, development, and maintenance of reporting tools and dashboards.
• Assist with quarter-end and year-end reporting cycles and support for audits.
• Identify opportunities to automate tasks and improve data quality and controls.
• Participate in special projects related to reporting, systems, data governance, and finance process enhancements.

Skills

Analytical skills

Data reconciliation

Communication

Attention to detail

Education

Bachelor's degree in Accounting, Finance, or related

CPA progression advantageous

Tools

SQL

Tableau

BI tools

Job description

We are in search of a highly skilled professional to play a pivotal role in diverse finance, accounting, reporting, and data-centric initiatives within our finance department. This position will collaborate closely with the SEC Reporting Manager, Controllers, and CFO to deliver top-notch analysis, enhance reporting deliverables, streamline processes, and elevate the team's overall operational efficiency.

The perfect candidate will possess a robust foundation in financial reporting and accounting, coupled with strong competencies in data and reporting, including proficiency in handling large datasets using tools like SQL, Tableau, or other BI platforms. This individual should thrive in a dynamic environment, working alongside finance and technology teams to refine reporting processes and improve data integrity over time.

We are in search of a highly skilled professional to play a pivotal role in diverse finance, accounting, reporting, and data-centric initiatives within our finance department. This position will collaborate closely with the SEC Reporting Manager, Controllers, and CFO to deliver top-notch analysis, enhance reporting deliverables, streamline processes, and elevate the team's overall operational efficiency.

The perfect candidate will possess a robust foundation in financial reporting and accounting, coupled with strong competencies in data and reporting, including proficiency in handling large datasets using tools like SQL, Tableau, or other BI platforms. This individual should thrive in a dynamic environment, working alongside finance and technology teams to refine reporting processes and improve data integrity over time.

Main Responsibilities

• Engage in various finance, accounting, and reporting initiatives, encompassing both external and internal reporting functions.
• Develop and sustain internal management reporting, recurring reporting packages, and perform ad hoc analyses.
• Handle large, complex datasets to aid in reporting, variance analysis, and offer management insights. Analyze, reconcile, and elucidate data across multiple sources.
• Contribute to the design, development, and maintenance of reporting tools, dashboards, and data outputs utilizing SQL, Tableau, or other BI tools.
• Assist with quarter-end and year-end reporting cycles, including support for audits and documentation requests.
• Identify and implement opportunities to enhance reporting processes, automate manual tasks, and improve data quality and controls.
• Participate in special projects related to reporting, systems, data governance, and finance process enhancements.

Candidate Qualifications

• Comprehensive understanding of financial statements, accounting, and reporting processes.
• Capability to manage both external reporting and internal reporting/analytics.
• Meticulous, organized, and able to meet deadlines in a high-accountability setting.
• Strong analytical skills with the ability to investigate, reconcile, and clarify data discrepancies.
• Excellent communicator with the ability to collaborate effectively with finance, audit, and data/technology stakeholders.

Requirements

• A minimum of three years of experience in audit, financial reporting, or a related accounting/reporting role.
• Bachelor's degree in Accounting, Finance, or a related discipline.
• Solid grasp of accounting and reporting principles.
• Experience in supporting SEC reporting, regulatory reporting, or internal management reporting for public companies is highly desirable.
• Proficient in data and analytical skills, including expertise in Excel, SQL, Tableau, or other BI tools.
• CPA certification or progress towards CPA is advantageous.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.