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Financial Analyst

Dynamic Access
Richardson, TX Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 5/12/2025

Job Title : Financial Analyst

Job Summary : We are seeking a meticulous and driven Analyst to join our finance team. The Analyst will be responsible for budgeting and monthly analysis of financials. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to work under tight deadlines.

Responsibilities :

  • Prepare a weekly Cash Projection
  • Budgeting

Preparation of Budget

  • Preparation of a rolling 18-month Forecast
  • Loading the budgets and forecasts in our accounting software
  • Create Comparison reports in our accounting software against budget and forecast
  • Monthly comparison of P&L to Forecast and Budget
  • Dig into critical variances for comments on the financials

  • Analyze profitability of markets
  • Analyze financial data to identify trends and potential financial risks.

  • Collections
  • Supervise our collections specialist

  • Prepare reports for the collection's specialist
  • Run the collections meeting with our field operations
  • Collections software admin
  • Cash
  • Supervise our cash accountant

  • Fill out forms to set up customers on ACH
  • Take Credit Card payments in Square
  • Accounts Payable
  • Review posted invoices in our accounts payable system

  • Ensure proper GL coding for invoices
  • Review historical payments last 18 months to insure our accruals are correct
  • Vendor Reconciliations
  • A / P check run
  • Prepare and file tax returns (income tax, sales tax, etc.) accurately and on time
  • Assist with internal and external audits
  • Ensure compliance with financial policies and procedures
  • Collaborate with other departments to ensure financial goals are met
  • Provide support to finance team members as needed
  • Assist with month-end and year-end close processes
  • Prepare and examine financial statements and reports to ensure accuracy and compliance with GAAP.
  • Requirements :

  • Bachelor's degree in Accounting, Finance, or related field strongly preferred
  • Analysis experience (2-5 years)
  • Strong knowledge of accounting principles and regulations (GAAP).
  • Proficiency in MS Office, particularly Excel (experience with ERP systems a plus).
  • Excellent analytical skills with a keen attention to detail.
  • Ability to work independently and as part of a team.
  • Strong communication and interpersonal skills.
  • Preferred Qualifications :

  • Experience with financial software (e.g. Sage, QuickBooks).
  • Ability to handle multiple tasks and prioritize work effectively.
  • Working Conditions :

  • Typical office environment.
  • Occasional overtime may be required during peak periods (month-end, year-end).
  • Benefits :

  • Competitive salary.
  • Health, dental, and vision insurance.
  • Retirement savings plan (401k) with company match.
  • Paid time off and holidays.
  • Professional development opportunities.
  • Company Culture : Our company values teamwork, innovation, and integrity. We foster a collaborative environment where employees are encouraged to contribute ideas and grow both personally and professionally.

    Application Process : To apply, please submit your resume and cover letter detailing your qualifications and why you are interested in this position. We look forward to reviewing your application!

    This job description provides a comprehensive overview of what a staff accountant typically does, the qualifications required, and the environment they can expect to work in.

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