Strategic Financial Reporting & Advisory Analyst

Johnson O'Connor; Wakefield (MA); On-site; USD 85,000 - 115,000; Full time

Job summary

Johnson O’Connor, Wakefield, MA, seeks a Financial Reporting & Advisory Associate to join our CAAS team. You will prepare monthly financial statements, analyze results, assist with closes, and develop KPI dashboards for diverse clients.

The role focuses on improving accounting processes, supporting software implementations, and delivering financial insights to owners and management. Ideal candidates have 3–7 years of accounting experience, strong Excel, and clear communication.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–7 years of accounting experience in public accounting, private industry, or both.
• Strong understanding of financial statements and the accounting cycle.
• Advanced proficiency with Excel.
• Experience with accounting platforms such as QuickBooks, Sage Intacct, Xero, or similar systems.
• Excellent written and verbal communication skills.
• CPA license or active progress toward CPA certification (preferred).

Responsibilities

• Prepare and review monthly financial statements and management reports for a diverse client base.
• Analyze financial results and investigate fluctuations, trends, and unusual balances.
• Assist with monthly, quarterly, and year-end close processes.
• Ensure financial information is accurate, complete, and presented clearly for business owners and management.
• Develop KPI dashboards and other management reporting tools.
• Support outsourced Controller and CFO engagements across various industries.
• Prepare financial analyses, forecasts, and budgeting models.
• Assist with cash flow projections and business performance reporting.
• Participate in client meetings and communicate financial insights and recommendations.

Skills

Excel

Analytical thinking

Communication skills

Education

Bachelor’s degree in Accounting/Finance or related field

Tools

QuickBooks

Sage Intacct

Xero

Job description

Johnson O’Connor, Wakefield, MA, seeks a Financial Reporting & Advisory Associate to join our CAAS team. You will prepare monthly financial statements, analyze results, assist with closes, and develop KPI dashboards for diverse clients.

The role focuses on improving accounting processes, supporting software implementations, and delivering financial insights to owners and management. Ideal candidates have 3–7 years of accounting experience, strong Excel, and clear communication.