Senior Analyst, Finance & Reporting

An established financial services organization is seeking a Senior Analyst to support its finance and accounting team across financial reporting, data analysis, and process improvement. The role combines core accounting and reporting work with opportunities to improve data quality, reporting tools, dashboards, and manual processes.

The right candidate will bring a solid foundation in accounting or financial reporting, experience working with complex data, and an interest in using technology to make finance processes more effective. Multiple openings are available, with level and scope flexible based on experience.

• Support internal and external financial reporting, recurring reporting packages, and ad hoc analysis.
• Assist with close activities, variance analysis, and quarter-end and year-end reporting.
• Prepare audit support and documentation.
• Reconcile and explain complex data sets across multiple sources.
• Build or improve reports, dashboards, and data outputs using Excel, SQL, Tableau, Power BI, or similar tools.
• Identify opportunities to improve data quality, strengthen controls, automate manual work, and streamline reporting processes.
• Contribute to projects involving reporting, systems, data governance, and finance process improvement.
• Partner with colleagues across finance, accounting, audit, and technology.

• At least three years of experience in accounting, financial reporting, SEC or regulatory reporting, or a related field.
• Financial services experience, either in industry or through audit clients, is required.
• Strong understanding of accounting and financial reporting fundamentals.
• Experience working with complex data and investigating or explaining discrepancies.
• Proficiency with Excel and exposure to SQL, Tableau, Power BI, or comparable reporting tools.
• Strong attention to detail and ability to manage deadlines in a fast-paced environment.
• Bachelor’s degree in Accounting, Finance, or a related field.

• Experience with public company, SEC, regulatory, or management reporting.
• CPA or progress toward CPA.
• Experience with Net Suite, dashboard development, automation, or finance transformation.
• Public accounting experience; candidates interested in moving into their first in-house role are welcome.