Senior Financial Analyst

Egreenservices; Surprise (AZ); Remote; USD 89,000 - 123,000; Full time

Benefits offered by this job

Remote-first flexibility

Stipend for tools and courses

Parental leave

Job summary

Investment Advisory Group, based in AZ, seeks a Senior Financial Analyst to own budgeting and forecasting under a contract structure. You will ensure accurate revenue recognition, cost controls, and timely audits while collaborating with leadership and a tight-knit finance team.

The role emphasizes governance, industry standards, and clear written communication to support decision-making and protect time off. Remote-first with flexible tools and growth opportunities.

Qualifications

• Experience translating budgeting complexity for a non-technical audience.
• Written communication clear enough to survive a forwarded email chain.
• Solid understanding of finance best practices and industry standards.
• 6+ years of Creativity reps, not just Creativity exposure.
• A track record of trust-based delivery in a contract structure.
• Hands-on command of Creativity, with Forecasting as a close second.
• Working familiarity with contract schedules and team norms at Investment Advisory Group.

Responsibilities

• Keep deferred revenue schedules airtight as contracts renew.
• Surface the three expense lines quietly eating the finance margin.
• Manage banking relationships and optimize treasury operations.
• Stand up the SOX Compliance close calendar and hold every owner to it.
• Ensure compliance with GAAP, internal controls, and AZ tax regulations.
• Shepherd the year-end warm-yet-rigorous audit from PBC list to signed opinion.

Skills

Creativity

Forecasting

Budgeting

GAAP

Internal Controls

Contract Structures

Communication

Job description

Equal parts Forecasting and skepticism, the ideal Senior Financial Analyst keeps Investment Advisory Group's books and its leaders honest. This is a contract opportunity built for someone who wants to own outcomes, sharpen Budgeting, and grow with a tight-knit team.

Key Responsibilities

• Keep deferred revenue schedules airtight as contracts renew
• Surface the three expense lines quietly eating the finance margin
• Manage banking relationships and optimize treasury operations
• Stand up the SOX Compliance close calendar and hold every owner to it
• Ensure compliance with GAAP, internal controls, and AZ tax regulations
• Shepherd the year-end warm-yet-rigorous audit from PBC list to signed opinion

What You'll Bring

• Experience translating Budgeting complexity for a non-technical audience
• Written communication clear enough to survive a forwarded email chain
• Solid understanding of finance best practices and industry standards
• 6+ years of Creativity reps, not just Creativity exposure
• A track record of trust-based delivery in a contract structure
• Hands-on command of Creativity, with Forecasting as a close second
• Working familiarity with contract schedules and team norms at Investment Advisory Group

Investment Advisory Group is a small but forward-thinking AZ company that punches well above its weight in the finance space. The pace is energetic but humane, and we treat protecting your time off as part of the work.

Count on $89,000 - $123,000, remote-first flexibility, parental leave, and a stipend for the tools and courses you need.

Live right now in Surprise, AZ, and reviewing newcomers daily.