Senior Financial Analyst

Beacon acquires and grows trusted software businesses by building the AI products their customers need next. We are a permanent home, investing for the long term and giving our businesses the people, technology, and capital to lead their industries.

Our teams work with businesses that serve the everyday economy. We combine their industry expertise with shared technology and operating capabilities to improve how they run and help them grow. Our finance team builds the accounting processes and reliable financial information that support that work.

We are seeking a Senior Financial Analyst to support accounting and financial analysis across a group of Beacon’s portfolio companies. Reporting to the Portfolio Accounting Manager, you will take responsibility for assigned close activities, prepare and review financial information, and explain the drivers behind business results.

You will work with portfolio company teams and outsourced accounting resources to resolve issues, maintain accurate records, and meet reporting deadlines. You will also help onboard acquired businesses and improve the systems and workflows we use across the portfolio. This role suits someone with a strong accounting foundation who enjoys understanding a business through its numbers and following an issue through to resolution.

• Execute month-end and quarter-end close activities for assigned portfolio companies, following established close calendars and review procedures.
• Prepare journal entries and supporting schedules; review work prepared by junior analysts and outsourced accounting teams within your assigned scope.
• Prepare and review balance sheet reconciliations, investigate reconciling items, and resolve or escalation outstanding issues accordingly.
• Maintain deferred revenue schedules for revenue recognition, in accordance with Beacon’s accounting policies.
• Prepare financial reporting packages for review by the Portfolio Accounting Manager, including schedules that support consolidated reporting.

Explain financial performance:

• Analyze monthly P&L and balance sheet movements, including variances against budget and prior periods, and provide clear commentary on the underlying drivers.
• Investigate unusual transactions and trends with portfolio company contacts; distinguish business changes from accounting or data-quality issues.
• Reconcile reported actuals to financial models and support requests for operating and financial information.
• Prepare analyses and responses for the Portfolio Accounting Manager or General Managers

Support acquisitions, controls, and audits:

• Help onboard acquired businesses by mapping legacy general ledgers and validating opening balances
• Support transitions into Net Suite or other core accounting systems, including data validation and reconciliation.
• Respond to requests from external auditors and tax advisors under the Portfolio Accounting Manager’s direction.
• Maintain supporting documentation and follow internal controls, including approval requirements and segregation of duties.

Process Improvements:

• Identify manual processes and develop improvements with a focus on incorporating AI tools.

• A bachelor’s degree in Accounting, Finance, or a related field, and a CPA designation or working towards a CPA designation.
• Two to four five years of progressive accounting experience, including hands-on preparation and review of journal entries, reconciliations, and financial statements.
• A strong understanding of accrual accounting and revenue recognition, with the judgment to identify issues and seek guidance when needed.
• The ability to connect financial results to business activity and explain findings clearly to…