Financial Analyst

About the Company
HGA is an accounting firm at its core, but the practice is broader than that. The HGA Group brings together fractionalfinance, legal, advisory, tax, health and wealth, benefits, and human resourceseverything a business owner needs, built under one roof and designed to work together.

Our brand, Building Better Tomorrows, extends beyond our clients. It reflects how we operate as a team, with a focus on meaningful work, strong relationships, and long-term impact.

We are large enough to offer meaningful opportunities while remaining small enough to ensure individual contributions are recognized. People who seek greater responsibility often find it here, andwhen they are ready for more, we take notice.

The Opportunity
The Financial Analyst plays a critical role in the Integrated Financial Services (“IFS”) division. IFS is a fractionalaccounting and business advisory division. Our group embeds financial professionals directly into client operations, giving businesses the accounting expertise they need, sized to what they require.

The work varies by design. Some days focus on ensuring the accuracy of financial data and reporting. Others involve buildingforecasts, analyzing performance, and working with clients to understand whattheir numbers mean and what decisions follow.

This role is designed to build range across accounting, analysis, and advisory services, while developing professionals who can move from technical execution to real client impact.

Key Duties &Responsibilities
Accounting & Data Integrity

Maintain the accuracy and integrity of underlying financial data

Perform full-cycle bookkeeping, including accounts payable,receivable, and payroll support

Review transactional workflows to ensure completeness and consistency across systems

Prepare and support account reconciliations

Identify discrepancies, data issues, and process gaps

Financial Reporting

Prepare monthly financial statements, including balance sheet,income statement, and cash flow summaries

Ensure reporting is accurate, complete, and consistent

Investigate and explain variances and unusual results

Maintain alignment across financial statements

Deliver reporting on time and to a high standard

Financial Analysis & Insight

Develop budgets, forecasts, and cash flow projections

Analyze trends, cost drivers, and financial performance

Support decision-making through scenario modeling and analysis

Perform ad-hoc analysis across profitability, cost structure, and operations

Contribute to process improvements and stronger internal controls

Client Communication & Advisory Support

Present financial results and insights clearly to clients and stakeholders

Translate financial data into operational and strategicimplications

Prepare structured insights and recommendations

Communicate effectively with both financial and non-financialaudiences

Support client relationships and advisory engagements

Qualifications
Whythis Role
This role is built for someone who wants more than atraditional accounting position.

You’ll move from building clean financials tounderstanding what drives them — and eventually to helping clients decide whatto do next. If you’re looking for a role that combines technical depth,analytical thinking, and real business exposure, this is where that progressionhappens.

Who You Are

You take the fundamentals seriously, and want to build beyond them

Accuracy matters to you; you catch issues before anyone else does

You can explain financial information clearly to non-accountants

You manage your workload, meet deadlines, and ask for help when needed

You’re curious about how businesses actually operate, not just howthey report

Required

3+ years of experience in a public accounting firm

Strong organizational skills and ability to manage multiple priorities

Comfortable with reconciliations, financial reporting, and analysis

CPA designation or active progress toward CPA