Senior Financial Analyst: Strategic Forecasting & Budget

SAS; Northern (KY); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical plan

401k plan

Tuition Assistance

Winter Wellness Break

Volunteer Time Off

Parental leave

Unlimited sick days

Childcare benefits

Job summary

JMP, a SAS subsidiary, is seeking a Senior Financial Analyst to strengthen the Finance Team at the Cary, NC HQ. You will prepare financial statements, lead budgeting, and provide decision-support analyses to drive performance.

The ideal candidate has a CPA, 8+ years in accounting, experience with revenue recognition, multi-currency, and ERP systems (NetSuite). Excellent communication and detail orientation are essential.

Qualifications

• Bachelor’s degree in finance or accounting.
• 8+ years of professional accounting experience.
• CPA certification or other recognized accountancy qualification.
• 5+ year’s revenue recognition experience.
• 8+ years of experience working within ERP systems.
• 3+ years working with a CRM system, preferably NetSuite.
• Experience with financial models and modelling.
• Excellent written and verbal communication skills.
• Excellent analytical and problem solving skills.
• Ability to make formal presentations to all levels of management.
• Strong attention to detail and ability to meet deadlines.
• Ability to read and follow written procedures and work with only general supervision.
• Strong PC skills, especially with Microsoft Office Suite and accounting ERP systems.
• Expertise with data query and reporting tools.
• Ability to understand, interpret, and present conclusions on financial data.
• Experience with multi-currency and transaction/translation.

Responsibilities

• Prepare financial statements and reports for general management use.
• Review, analyze, and interpret financial statements and reports for organization management
• Lead the preparation of the annual budget.
• Prepare periodic financial forecasts and associated variance analysis
• Gather, analyze, prepare, and summarizes recommendations for financial and operating plans
• Provide financial analysis for business decision support as required.
• Perform technical analysis to help determine future financial performance of the business
• Monitor compliance with company financial policies.
• Review and/or prepare schedules and work papers for internal auditors as required.
• Analyze data and implement suggestions for adjustments and/or process improvements.

Skills

Financial analysis

Budgeting

Forecasting

ERP systems

Revenue recognition

NetSuite

GAAP knowledge

CPA certification

Communication skills

Data analytics

Education

Bachelor's degree in finance or accounting

Tools

NetSuite

Microsoft Excel

Microsoft Office

Job description

JMP, a SAS subsidiary, is seeking a Senior Financial Analyst to strengthen the Finance Team at the Cary, NC HQ. You will prepare financial statements, lead budgeting, and provide decision-support analyses to drive performance.

The ideal candidate has a CPA, 8+ years in accounting, experience with revenue recognition, multi-currency, and ERP systems (NetSuite). Excellent communication and detail orientation are essential.