Senior Financial Analyst

Gilman Partners; Cincinnati (OH); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

ESOP ownership

Hybrid work environment

Mentorship and development

Job summary

Gilman Partners in Norwood, OH seeks a Senior Financial Analyst to partner with operations and leadership, delivering financial analysis, forecasting, and reporting. You will build models, support budgeting, and drive strategic initiatives across multiple industries, benefiting from ESOP ownership and mentorship.

This role offers a hybrid work environment in a collaborative, growth-focused setting, with broad exposure to senior leadership and opportunities to become a trusted business partner.

Qualifications

• Bachelor’s degree in accounting or finance required.
• CPA certification required.
• 4+ years of public accounting experience, preferably in audit.
• Strong financial analysis and problem-solving capabilities with an analytical mindset.
• Advanced Excel skills or a demonstrated desire and aptitude to further develop technical capabilities.

Responsibilities

• Prepare monthly, quarterly, and annual financial reporting packages, including variance analysis and budget-to-actual reviews.
• Develop financial models and analyses to support strategic initiatives and business decisions.
• Identify trends and provide meaningful insights into financial and operational performance.
• Support financial statement consolidation activities and reporting requirements.
• Partner with business leaders to develop annual budgets and rolling forecasts.
• Analyze key drivers and support scenario planning and strategic forecasting initiatives.
• Conduct financial analyses to support investments, pricing decisions, and cost management.
• Provide ad hoc analysis for senior leadership and assist in acquisitions/evaluation.

Skills

Analytical mindset

Financial analysis

Advanced Excel

Communication skills

Multi-tasking

Education

Bachelor’s degree in accounting or finance

CPA certification

Tools

Excel

Job description

• Are you energized by using financial insights to help drive strategic business decisions?
• Do you enjoy analyzing data, identifying trends, and discovering opportunities for improvement?
• Are you looking for a role that will provide broad exposure across multiple industries while accelerating your professional growth?

ABOUT THE COMPANY

BERPL is an employee-owned holding company comprised of industry-leading businesses in furniture manufacturing and distribution, software development, and managed IT services, including School Outfitters. As an ESOP (Employee Stock Ownership Plan) organization, BERPL fosters a culture of ownership, accountability, and long-term value creation, where employees have a direct stake in the success of the business.

The organization is committed to innovation, operational excellence, and developing future leaders by providing meaningful exposure to strategic initiatives and diverse business experiences. This role offers a unique opportunity to gain broad financial exposure across multiple industries while contributing to an organization where employee ownership drives engagement and shared success.

This is a collaborative and growth-oriented environment where curiosity, initiative, and continuous learning are highly valued. Team members are encouraged to ask questions, take on increasing levels of responsibility, and develop into trusted business partners.

WHAT YOU’LL BE DOING

The Senior Financial Analyst will serve as a key contributor within the Finance team, supporting strategic decision-making through financial analysis, forecasting, reporting, and business partnership. Reporting to the Manager of Financial Planning & Analysis, this individual will collaborate closely with accounting, operations, and senior leadership while gaining broad exposure across multiple businesses and industries. The Senior Financial Analyst’s responsibilities include:

Financial Analysis & Reporting

• Prepare monthly, quarterly, and annual financial reporting packages, including variance analysis, profitability reporting, and budget-to-actual performance reviews
• Develop financial models and analyses to support strategic initiatives and business decisions
• Identify trends and provide meaningful insights into financial and operational performance
• Support financial statement consolidation activities and reporting requirements

Budgeting & Forecasting

• Partner with business leaders to develop annual budgets and financial plans
• Assist in the development and refinement of rolling forecasts and long-term financial projections
• Analyze key business drivers and identify opportunities to improve financial performance
• Support scenario planning and strategic forecasting initiatives

Decision Support & Strategic Initiatives

• Conduct financial analyses to support investments, pricing decisions, cost management initiatives, and other strategic opportunities
• Provide ad hoc analysis and reporting for senior leadership
• Support the evaluation of acquisitions and other growth initiatives, including exposure to transaction processes and business valuation activities
• Develop increasing levels of ownership and influence in strategic decision-making over time

Process Improvement & Cross Functional Partnership

• Evaluate existing financial processes and identify opportunities to improve efficiency, reporting, and decision-making capabilities
• Partner with cross-functional teams to enhance financial systems, tools, and reporting processes
• Support continuous improvement initiatives that increase financial transparency and scalability
• Build strong relationships across accounting, operations, and leadership team to become a trusted business partner

IDEAL CANDIDATE QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree in accounting or finance required
• CPA certification required
• 4+ years of public accounting experience, preferably in audit
• Strong financial analysis and problem-solving capabilities with an analytical mindset
• Advanced Excel skills or a demonstrated desire and aptitude to further develop technical capabilities
• Excellent communication skills with the ability to translate financial information into actional insights for non-financial stakeholders
• Demonstrated ability to manage multiple priorities and thrive in a dynamic environment
• Experience with financial modeling, forecasting, consolidations, or transaction support is a plus

KEY PERSONAL ATTRIBUTES

• Curious and intellectually driven, with a strong desire to learn and continuously improve
• Results-oriented with a proactive approach to problem solving and process improvement
• Collaborative and relationship-driven, with the ability to work effectively across functions
• Detail-oriented while maintaining the ability to understand broader business objectives
• Adaptable and eager to take on increasing levels of responsibility and ownership
• Strong business acumen and interest in understanding the operational drivers behind financial performance

THE PAYOFF

• Exceptional opportunity for professional growth and exposure across multiple industries and business models
• Meaningful involvement in strategic initiatives, forecasting, business valuation, and potential acquisition activities
• Collaborative and supportive environment focused on mentorship and development
• Broad exposure to senior leadership and the opportunity to become a trusted business partner
• Employee ownership through an ESOP, allowing employees to directly participate in the long-term success and value creation of the organization

OUR COMMITMENT TO CANDIDATES

Gilman Partners is committed to strengthening leadership teams and elevating talent in our communities—and that means all qualified applicants will receive consideration.

ADDITIONAL COMMENTS

This position is located in Norwood, OH and offers a hybrid work environment (4 days in office, 1 day at home).