Senior Financial Analyst

Friedman Williams; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Friedman Williams is seeking an experienced finance professional to support financial analysis, planning, reporting, and internal controls. You will work closely with senior finance leadership and play a key role in month-end and year-end close, budgeting, financial reporting, banking operations, audits, and process improvement.

The role requires 4–7 years of progressive finance experience, advanced Excel and BI tooling, and strong analytical and communication skills.

Qualifications

• Bachelor’s degree in Finance or Accounting required; advanced degree preferred.
• 4–7 years progressive finance or accounting experience.
• Proficient Excel with pivot tables, formulas, and macros.
• Experience with financial modeling and BI tools.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities within a team.

Responsibilities

• Prepare and review monthly and year-end financial reports and journal entries.
• Analyze cash activity and balance sheet across offices and currencies.
• Coordinate annual financial audit and liaise with external auditors.
• Lead month-end review meetings and prepare reporting packages.
• Support budgeting with department leaders and senior management.
• Distribute reports and analysis to senior management.
• Monitor banking operations, cash management, and reconciliations.
• Oversee escrow transactions and related reconciliations.
• Prepare expense allocations and insurance-related schedules.
• Assist with financial systems, BI reporting, and process improvements.
• Support ad hoc analysis and special projects for senior management.
• Review and approve bank reconciliations and maintain internal controls.

Skills

Analytical skills

Financial analysis

Budgeting

Advanced Excel

BI tools

Communication skills

Team collaboration

Problem solving

Education

Bachelor's degree in Finance or Accounting

Tools

Elite 3E

SQL

Copilot AI

Excel

Business Intelligence tools

Job description

A leading professional services organization is seeking an experienced finance professional to support financial analysis, planning, reporting, and internal controls. This position will work closely with senior finance leadership and play a key role in month-end and year-end close, budgeting, financial reporting, banking operations, audits, and process improvement.

Key Responsibilities

• Prepare and review monthly and year-end financial reports, journal entries, reconciliations, and account analyses.
• Analyze cash accounts, bank activity, and balance sheet accounts across multiple offices and currencies.
• Coordinate the annual financial audit and serve as a primary point of contact for external auditors.
• Lead and coordinate month-end financial review meetings and reporting packages.
• Support the annual budgeting process, working with department leaders and senior management to develop and finalize budgets.
• Prepare and distribute financial reports and analysis to senior management.
• Monitor banking operations, cash management, wire activity, and bank reconciliations.
• Oversee escrow transactions and related reconciliations and adjustments.
• Prepare expense allocations, insurance-related financial information, and other recurring financial schedules.
• Support financial systems, business intelligence reporting, Excel-based reporting tools, and process improvements.
• Assist with special projects, financial analysis, and ad hoc reporting as requested by senior management.
• Review and approve bank reconciliations and ensure appropriate internal controls are maintained.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field required; advanced degree or professional designation preferred.
• 4-7 years of progressive finance or accounting experience.
• Advanced Microsoft Office and Excel skills, including pivot tables, formulas, and macros.
• Experience with financial modeling and Business Intelligence tools.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and work effectively in a team environment.
• Experience with Elite 3E is preferred; SQL and AI tools such as Copilot are a plus.
• Knowledge of modified cash-basis accounting is preferred.

Schedule: Hybrid - minimum of 3 days per week in the New York office