Senior Financial Analyst

Talentify; Richmond Hill (GA); Remote; USD 85,000 - 105,000; Full time

Benefits offered by this job

Paid Holidays & PTO

401(k) Retirement Plan

Employer-Paid Dental Insurance

Life Insurance

Disability & Supplemental Coverage

Career Growth & Development

Job summary

SGA Dental Partners invites applications for a Senior Financial Analyst to support budgeting, forecasting, financial modeling, and close processes. Responsibilities include analyzing statements, tracking KPIs, and coordinating with the CFO on long-term planning.

Required are a finance-related BA/BS and 3+ years in FP&A with experience in GL systems like QuickBooks, Sage Intacct, NetSuite. Eligible for remote work in numerous states; visas not required.

Qualifications

• Bachelor's degree in finance, accounting, or a related field (CPA or CFA a plus).
• 3+ years of experience in financial planning, analysis, and modeling.
• Experience with a wide range of GL systems including QuickBooks, Sage Intacct, NetSuite is highly preferred.

Responsibilities

• Reviewing and analyzing financial statements and reports.
• Tracking KPIs and preparing financial reports.
• Assisting with budgeting and monthly close processes.
• Understanding key business drivers.
• Assisting project teams with financial guidance.
• Developing financial projections and building financial models.
• Performing research and analysis as required.
• Ensuring compliance with financial guidelines, company policies, and relevant legal regulations.
• Develop financial models through benchmarking and process analysis.
• Forecast quarterly and annual profits.
• Prepare cost projections.
• Analyze and report on current financial status.
• Conduct thorough research of historical financial data.
• Explore investment options and present risk and opportunities.
• Coordinate with the CFO and the executive team on long-term financial planning.
• Compare anticipated and actual results and identify areas of improvement.
• Participate in budgeting (for departments and projects).
• Review accounting transactions for data accuracy.
• Establish financial policies.
• Maintain confidentiality of financial information and investment decisions.
• Assumes and executes additional responsibilities as assigned.

Skills

Financial presentation

Financial strategy

Organization

Communication skills

Attention to detail

Analytical thinking

Confidentiality

Excel

PowerPoint

Written & verbal communication

Multitasking

Education

Bachelor's degree in finance or accounting

CPA or CFA a plus

Tools

QuickBooks

Sage Intacct

NetSuite

Job description

SGA Dental Partners is hiring for a Senior Financial Analyst. This role will perform a variety of financial activities including budgeting, forecasting, building financial models, assisting with financial planning, performing research and analysis, preparing reports, and assisting with close processes.

Key Responsibilities

• Reviewing and analyzing financial statements and reports.
• Tracking KPIs and preparing financial reports.
• Assisting with budgeting and monthly close processes.
• Understanding key business drivers.
• Assisting project teams with financial guidance.
• Developing financial projections and building financial models.
• Performing research and analysis as required.
• Ensuring compliance with financial guidelines, company policies, and relevant legal regulations.
• Develop financial models through benchmarking and process analysis.
• Forecast quarterly and annual profits.
• Prepare cost projections.
• Analyze and report on current financial status.
• Conduct thorough research of historical financial data.
• Explore investment options and present risk and opportunities.
• Coordinate with the CFO and the executive team on long-term financial planning.
• Compare anticipated and actual results and identify areas of improvement.
• Participate in budgeting (for departments and projects).
• Review accounting transactions for data accuracy.
• Establish financial policies.
• Maintain confidentiality of financial information and investment decisions.
• Assumes and executes additional responsibilities as assigned.

Knowledge/Skills/Abilities

• Ability to present financial information to a non-financial audience.
• Working knowledge of financial strategies.
• Strong organizational and multitasking skills.
• Strong communication, interpersonal, and presentation skills.
• Detail-oriented and able to perform in a high-pressure environment.
• Exceptional analytical, strategic, and critical thinking skills.
• Confidentiality in handling sensitive financial information.
• Advanced skillset in Excel and PowerPoint.
• Effective written and verbal communication skills.
• Ability to manage multiple projects simultaneously.

Education/ Experience

• Bachelor's degree in finance, accounting, or a related field, (CPA or CFA a plus)
• 3+ years of experience in financial planning, analysis, and modeling.
• Experience with a wide range of GL systems including QuickBooks, Sage Intacct, NetSuite is highly preferred.

Benefits We Offer

• Paid Holidays and Paid Time Off (PTO)
• 401(k) Retirement Plan Health and Vision Insurance
• Employer-Paid Dental Insurance, Life Insurance, Care.com Membership & Employee Assistance Program
• Supplemental Coverage (Disability, Critical Illness, Accident)
• Career Growth and Development Opportunities

Pay range

Pay range: $85,000 - $105,000 , depending on experience

This position is eligible for remote work in the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin.

Applicants must be authorized to work in the United States without the need for current or future visa sponsorship.

In hometown communities, SGA Dental Partners is a beacon of positive energy, delivering the highest level of clinical excellence and patient-centered care.

SGA Dental Partners is an Equal Opportunity Employer and values diversity at every level of our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.