Sr. Financial Analyst

Benesch, Friedlander, Coplan & Aronoff; Cleveland (OH); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

Benesch, Friedlander, Coplan & Aronoff is seeking a Sr. Financial Analyst to join their Cleveland office. This hybrid position includes responsibilities like preparing and analyzing financial reports, monitoring key performance metrics, and supporting budgeting and forecasting processes. Ideal candidates will hold a Bachelor's degree in Finance, Accounting, or Business Administration, possess 8-10 years of relevant experience, and demonstrate advanced Excel skills. Salary range is $95K to $115K, plus potential bonuses and benefits.

Qualifications

• 8 to 10 years of relevant experience in data analysis or accounting.
• Experience in financial analysis, modeling, budgeting, and financial statement preparation is preferred.
• Strong organizational skills and ability to work independently and as a team.

Responsibilities

• Responsible for preparing and analyzing financial reports.
• Monitoring key performance metrics and supporting budgeting and forecasting.
• Collaborates with firm leaders to deliver insights and perform detailed analyses.

Skills

Advanced proficiency in Microsoft Excel

Data analysis

Financial analysis

Budgeting

Financial statement preparation

Critical thinking

Problem-solving abilities

Attention to detail

Written communication skills

Verbal communication skills

Education

Bachelor's degree in Finance, Accounting, or Business Administration

Job description

Benesch is proud to announce the opening for a Sr. Financial Analyst in our Cleveland office! This position is hybrid and has work from home flexibility.

Position Summary

Do you enjoy preparing budgets, forecasting, financial reporting? Is figuring out the puzzle by performing analysis something you see as a challenge? Do you see ad-hoc reporting as an exciting twist to your day? Then the Sr. Financial Analyst position may be what you're looking for! This position is for the senior-level, experienced financial professional who loves all things Excel and brings their forte of modeling and benchmarking to the table.

The Sr. Financial Analyst is responsible for preparing and analyzing financial reports, monitoring key performance metrics, and supporting budgeting and forecasting. The position collaborates with firm leaders to deliver insights, perform detailed analyses, and assist with benchmarking and predictive modeling to guide decision‑making and improve overall performance.

Essential Functions

1. Develops, maintains, and assists in preparing weekly, monthly, quarterly, and annual financial reports for firm management, including analyzing financial statements, key performance indicators, budget performance, and reconciliations.
2. Performs detailed analyses to review firm performance across key metrics and identifies areas for improvement.
3. Processes, cleans, and validates data to support predictive analysis and data modeling for future planning and forecasting.
4. Identifies and assesses current performance across all practice groups and departments, comparing results to historical trends.
5. Supports strategic initiatives by providing timely and accurate financial reports and actionable insights.
6. Collaborates with other departments to analyze evolving business needs.
7. Serves as a vital resource for practice group leaders, department heads, and senior staff, addressing a variety of financial and analytical needs.
8. Conducts ad‑hoc analyses to deliver in‑depth information as required by internal and external clients.
9. Assists with the firm's budgeting and forecasting process, ensuring proposals are complete, accurate, and compliant with budgeting guidelines.
10. Creates and analyzes summary budget reports to determine performance versus the firm's budget and forecast.
11. Reviews general ledger details and compares with budgets and forecasts to assess successes and identify potential areas for improvement at the firm, department, and team levels.
12. Prepares and assists in the preparation of external benchmarking surveys to evaluate the firm's performance in comparison with industry peers.

Qualifications

The Sr. Financial Analyst must hold a bachelor's degree in Finance, Accounting, or Business Administration, along with 8 to 10 years of relevant experience in data analysis or accounting. A demonstrated advanced proficiency in Microsoft Excel, including expertise with pivot tables, lookups, advanced formulas, and data manipulation is required. Experience in financial analysis, modeling, budgeting, and financial statement preparation is strongly preferred. Exceptional attention to detail, critical thinking, and problem‑solving abilities, as well as strong written and verbal communication skills is essential. The Financial Analyst must be a quick learner who can effectively prioritize tasks and perform under tight deadlines, demonstrate excellent organizational skills, and work well both independently and as part of a team. A commitment to providing outstanding customer service is essential.

The salary range for this position is $95K to $115K.

Please note that quoted salary ranges are based on Benesch's good faith belief at the time of the job posting and are not a guarantee of what final salary offers may be. Base pay is based on market location and may vary depending on job‑related knowledge, skills, and experience. Base pay is only one part of the Total Rewards that Benesch provides to compensate and recognize our staff professionals for their work. Full‑time positions are eligible for a discretionary bonus and a comprehensive benefits package.

Benesch is an equal opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at 216-363-4578 or email at [e-mail].

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities