Senior Financial Analyst

IMS Legal Strategies; United States; Remote; USD 75,000 - 85,000; Full time

Job summary

An innovative firm is seeking a proactive Sr. Financial Analyst to join its remote Finance team. This key role involves analyzing financial data, developing complex models, and preparing insightful reports that guide leadership's strategic initiatives. The ideal candidate will possess strong analytical skills and a detail-oriented mindset, ready to support critical financial planning and budgeting processes. With a focus on collaboration and communication, this position offers the chance to make a significant impact in a fast-paced environment while enjoying a competitive compensation package and flexible benefits.

Benefits

401K Match

Flexible PTO

Medical Insurance

Dental Insurance

Vision Insurance

Qualifications

• 2-7 years of experience in financial planning and analysis.
• Proven financial modeling skills with advanced Excel proficiency.

Responsibilities

• Analyze financial data and develop models for strategic planning.
• Support annual budget process and prepare presentations for leadership.

Skills

Financial Analysis

Financial Modeling

Data Analysis

Excel Proficiency

Budgeting

Presentation Skills

Attention to Detail

Education

Bachelor's Degree in Finance

Tools

Intacct

NetSuite

Excel

Job description

1 day ago Be among the first 25 applicants

IMS Legal Strategies is seeking a proactive and analytical Sr. Financial Analyst to join our Finance team in a key, remote role. This position will play a vital part in supporting critical strategic initiatives, including strategic financial planning & analysis, budgeting, reporting, business case development, and assisting with acquisition efforts.

You will be responsible for analyzing financial data, developing models, and preparing reports that contribute to the overall strategic direction of the company. This role requires a highly analytical and detail-oriented individual who can proactively identify key trends and provide the necessary financial information to guide leadership's strategic thinking.

What You'll Do:

• Review and analyze financial statements and key performance indicators (KPIs) to identify trends and variances, providing clear and concise summaries to support leadership's understanding of performance.
• Support the annual budget process by working closely with department leaders and compiling budget submissions for leadership review.
• Assist in preparing budget presentations for executive leaders and the Board, ensuring accurate and well-organized data.
• Contribute to the understanding and reporting of key business drivers, providing supporting analysis to explain performance to leadership.
• Assist department heads with financial guidance under the direction of senior finance leaders.
• Develop financial projections and build complex financial models in Excel to support strategic planning, forecasting, and business case development for leadership consideration.
• Perform research and analysis as required by leadership to inform strategic discussions.
• Prepare clear and concise variance explanations for leadership review.
• Manage and update monthly and quarterly forecasting models to provide leadership with relevant forward-looking data.
• Track and update direct and indirect headcount roll-forwards for leadership reporting.
• Support the development of cash flow forecasting models.
• Assist with the preparation of quarterly Board presentations by providing accurate and timely financial data.
• Develop and maintain variable compensation and bonus calculation models as directed.
• Provide ad-hoc analysis and modeling support to address specific requests from leadership.

What You'll Bring:

• Bachelor's degree in finance, accounting, or a related field.
• 2-7 years of experience in financial planning, analysis, and modeling in a fast-paced growth stage company with multiple lines of business.
• Proven financial modeling skills with the ability to build detailed and accurate models. Advanced proficiency in Excel is required.
• Strong data analysis skills to identify key trends and provide supporting information.
• A proactive approach to identifying and addressing analytical needs.
• Strong attention to detail with a focus on accuracy.
• Analytical and inquisitive nature, with a desire to understand financial performance.
• Flexibility and the ability to manage multiple tasks.
• A collaborative spirit and willingness to work within a team.
• A commitment to meeting deadlines in a fast-paced environment.
• Excellent communication, interpersonal, and presentation skills, with the ability to present financial information clearly.
• Experience in a Private Equity portfolio company is preferred.
• Experience with Intacct and/or NetSuite is a plus.

Location:

This is a 100% remote position supporting east to west coast time zones. Candidates must reside in one of the following states: AL, CT, DC, FL, GA, ID, IL, IN, KS, LA, MD, MN, MS, MO, NV, NJ, NM, NC, OH, PA, TN, TX, SC, UT, VA.

Perks of Joining IMS:

• A competitive compensation package and 401K match.
• Flexible PTO and paid holidays.
• Benefits (medical, dental, vision, health savings account).

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Legal Services

Referrals increase your chances of interviewing at IMS Legal Strategies by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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