Demo

Financial Analyst

Ledgent
Fort Pierce, FL Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/16/2025

Job Title : Financial Analyst

Department : Finance

Reports To : VP of Finance

Job Summary :

We are seeking a detail-oriented and analytical Financial Analyst to join our finance team. The ideal candidate will have a Bachelor's degree in Accounting or Finance , 2-4 years of experience in finance or accounting , and expertise in cash reconciliations and financial reporting . This role will support financial planning, analysis, and reporting to drive data-driven business decisions.

Key Responsibilities :

Financial Analysis & Reporting :

  • Prepare and analyze financial statements, reports, and forecasts.
  • Assist in month-end and year-end closing activities, ensuring accuracy and compliance with GAAP .
  • Develop financial models to support budgeting, forecasting, and decision-making processes.
  • Generate variance analyses and provide insights on financial performance.

Cash & Account Reconciliations :

  • Perform daily, weekly, and monthly cash reconciliations to ensure accuracy in financial records.
  • Investigate and resolve discrepancies between cash accounts and bank statements.
  • Assist in monitoring cash flow and liquidity to optimize financial operations.
  • Budgeting & Forecasting :

  • Assist in developing annual budgets and periodic forecasts.
  • Track key financial metrics and provide recommendations for cost control and efficiency improvements.
  • Collaborate with internal departments to gather and analyze financial data.
  • Compliance & Process Improvement :

  • Ensure financial processes comply with company policies, internal controls, and regulatory requirements .
  • Identify opportunities to streamline financial operations and enhance reporting efficiency.
  • Support internal and external audits by preparing necessary documentation.
  • Qualifications & Requirements :

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 2-4 years of experience in finance or accounting.
  • Strong knowledge of cash reconciliations and financial reporting .
  • Proficiency in Excel (pivot tables, VLOOKUP, financial modeling) and financial software ( SAP, Oracle, QuickBooks, or similar ).
  • Understanding of GAAP and financial statement preparation .
  • Strong analytical, problem-solving, and communication skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Preferred Qualifications :

  • Experience with ERP systems and financial reporting tools.
  • CPA, CFA, or CMA certification (or working towards certification) is a plus.
  • Desired Skills and Experience

    Job Title : Financial Analyst

    Department : Finance

    Reports To : VP of Finance

    Job Summary :

    We are seeking a detail-oriented and analytical Financial Analyst to join our finance team. The ideal candidate will have a Bachelor's degree in Accounting or Finance, 2-4 years of experience in finance or accounting, and expertise in cash reconciliations and financial reporting. This role will support financial planning, analysis, and reporting to drive data-driven business decisions.

    Key Responsibilities :

    Financial Analysis & Reporting :

  • Prepare and analyze financial statements, reports, and forecasts.
  • Assist in month-end and year-end closing activities, ensuring accuracy and compliance with GAAP.
  • Develop financial models to support budgeting, forecasting, and decision-making processes.
  • Generate variance analyses and provide insights on financial performance.
  • Cash & Account Reconciliations :

  • Perform daily, weekly, and monthly cash reconciliations to ensure accuracy in financial records.
  • Investigate and resolve discrepancies between cash accounts and bank statements.
  • Assist in monitoring cash flow and liquidity to optimize financial operations.
  • Budgeting & Forecasting :

  • Assist in developing annual budgets and periodic forecasts.
  • Track key financial metrics and provide recommendations for cost control and efficiency improvements.
  • Collaborate with internal departments to gather and analyze financial data.
  • Compliance & Process Improvement :

  • Ensure financial processes comply with company policies, internal controls, and regulatory requirements.
  • Identify opportunities to streamline financial operations and enhance reporting efficiency.
  • Support internal and external audits by preparing necessary documentation.
  • Qualifications & Requirements :

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 2-4 years of experience in finance or accounting.
  • Strong knowledge of cash reconciliations and financial reporting.
  • Proficiency in Excel (pivot tables, VLOOKUP, financial modeling) and financial software (SAP, Oracle, QuickBooks, or similar).
  • Understanding of GAAP and financial statement preparation.
  • Strong analytical, problem-solving, and communication skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Preferred Qualifications :

  • Experience with ERP systems and financial reporting tools.
  • CPA, CFA, or CMA certification (or working towards certification) is a plus.
  • All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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