Senior Financial Analyst — Forecasting, SOX & Treasury (Remote)

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

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.