Tax Finance Analyst

Jobtailor; California (MO); On-site; USD 85,000 - 110,000; Full time

Job summary

Jobtailor is seeking a finance-focused analyst to support the Tax practice with recurring reporting, budgeting and forecasting. You will perform ad hoc analyses for leaders, prepare leadership slides, and maintain dashboards.

The role requires experience in financial analysis, familiarity with WIP, margins, and revenue operations, and strong Excel skills. Professional services exposure is a plus.

Qualifications

• Bachelor’s degree in accounting, finance, economics, business or related field, or equivalent experience
• 2+ years of experience in financial analysis, FP&A, accounting, reporting or revenue operations
• Experience in professional services, accounting, legal or consulting preferred
• Familiarity with WIP, realization, utilization and leverage preferred
• Exposure to enterprise financial systems, BI tools, SQL or Power Query preferred
• Strong Microsoft Excel skills, including pivot tables, lookups, conditional logic and large-data handling
• Experience managing recurring deadlines and competing ad hoc requests
• Ability to handle confidential financial and client information
• Experience automating reports or building reusable analytical templates
• Progress toward CPA, CMA, MBA or a relevant analytics certification is a plus

Responsibilities

• Review financial and operational metrics for the Tax practice and prepare recurring reports
• Complete ad hoc analysis for finance and practice leaders
• Prepare slides and summary materials for leadership meetings
• Support budgeting, forecasting and financial modeling
• Analyze pricing, realization, margins and profitability
• Support billing, collections, WIP and accounts receivable reporting
• Maintain dashboards, validate data and resolve discrepancies
• Improve recurring reports through reusable templates and automation
• Partner with Tax Finance, FP&A and practice leaders on financial questions and special projects

Skills

Financial Analysis

Budgeting

Forecasting

Microsoft Excel

Data Validation

Reporting

Ad Hoc Analysis

Education

Bachelor’s degree in accounting/finance/business or related field

CPA

CMA

MBA

Tools

Business Intelligence Tools

SQL

Power Query

Enterprise Financial Systems

Job description

• Review financial and operational metrics for the Tax practice and prepare recurring reports
• Complete ad hoc analysis for finance and practice leaders
• Prepare slides and summary materials for leadership meetings
• Support budgeting, forecasting and financial modeling
• Analyze pricing, realization, margins and profitability
• Support billing, collections, WIP and accounts receivable reporting
• Maintain dashboards, validate data and resolve discrepancies
• Improve recurring reports through reusable templates and automation
• Partner with Tax Finance, FP&A and practice leaders on financial questions and special projects

Requirements

• Bachelor’s degree in accounting, finance, economics, business or a related field, or equivalent experience
• 2+ years of experience in financial analysis, FP&A, accounting, reporting or revenue operations
• Experience in professional services, accounting, legal or consulting preferred
• Familiarity with WIP, realization, utilization and leverage preferred
• Exposure to enterprise financial systems, business intelligence tools, SQL or Power Query preferred
• Strong Microsoft Excel skills, including pivot tables, lookups, conditional logic and large-data handling
• Experience managing recurring deadlines and competing ad hoc requests
• Ability to handle confidential financial and client information
• Experience automating reports or building reusable analytical templates
• Progress toward CPA, CMA, MBA or a relevant analytics certification is a plus

Core Competencies

Demonstrates expertise in financial analysis, budgeting, and forecasting, with strong capabilities in data validation and report automation. Proficient in utilizing Microsoft Excel for complex data handling and familiar with enterprise financial systems and business intelligence tools.

Highest-signal resume keywords

• Financial Analysis
• Budgeting
• Forecasting
• Microsoft Excel
• SQL

Hard Skills

• Financial Analysis
• Budgeting
• Forecasting
• Reporting
• Data Validation
• Automation
• WIP Management
• Revenue Operations
• Financial Modeling
• Ad Hoc Analysis

Soft Skills

• Confidentiality
• Deadline Management
• Communication

Certifications & Qualifications

• CPA
• CMA
• MBA

Industry Keywords

• Professional Services
• Accounting
• Consulting
• Legal

Tools & Technologies

• Business Intelligence Tools
• SQL
• Power Query
• Enterprise Financial Systems