Senior Financial Analyst - Remote | Forecasting & Modeling

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 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.