Senior Financial Analyst

A leading professional services organization is seeking an experienced finance professional to support financial analysis, planning, reporting, and internal controls. This position will work closely with senior finance leadership and play a key role in month-end and year-end close, budgeting, financial reporting, banking operations, audits, and process improvement.

Key Responsibilities

• Prepare and review monthly and year-end financial reports, journal entries, reconciliations, and account analyses.
• Analyze cash accounts, bank activity, and balance sheet accounts across multiple offices and currencies.
• Coordinate the annual financial audit and serve as a primary point of contact for external auditors.
• Lead and coordinate month-end financial review meetings and reporting packages.
• Support the annual budgeting process, working with department leaders and senior management to develop and finalize budgets.
• Prepare and distribute financial reports and analysis to senior management.
• Monitor banking operations, cash management, wire activity, and bank reconciliations.
• Oversee escrow transactions and related reconciliations and adjustments.
• Prepare expense allocations, insurance-related financial information, and other recurring financial schedules.
• Support financial systems, business intelligence reporting, Excel-based reporting tools, and process improvements.
• Assist with special projects, financial analysis, and ad hoc reporting as requested by senior management.
• Review and approve bank reconciliations and ensure appropriate internal controls are maintained.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field required; advanced degree or professional designation preferred.
• 4-7 years of progressive finance or accounting experience.
• Advanced Microsoft Office and Excel skills, including pivot tables, formulas, and macros.
• Experience with financial modeling and Business Intelligence tools.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and work effectively in a team environment.
• Experience with Elite 3E is preferred; SQL and AI tools such as Copilot are a plus.
• Knowledge of modified cash-basis accounting is preferred.

Schedule:

Hybrid - minimum of 3 days per week in the New York office