Accounting & Financial Management Reporting Analyst

Support monthly financial close processes by delivering detailed reporting and analysis. Develop and implement templates for quarterly reporting. Assist with bank reconciliations, timesheet analyses, margin analysis, and client invoice generation. Evaluate costs, revenue, and profit margins for each Line Of Business. Create annual budgets, prepare monthly forecasts, and develop strategic plans. Create and maintain dashboards for decision-makers. May telecommute up to 100% of the workweek from any U.S. Location. Job site: 88 Broad St, Suite 300, Boston, MA 02110. 40 hours per week, 9:00am to 5:00pm.

Responsibilities

Support monthly financial close processes by delivering detailed reporting and analysis, including revenue mapping to GL codes and master reconciliation of revenue/AR from Vorex for GP upload; Develop and implement templates for quarterly reporting and assist with the quarterly close process; Assist with bank reconciliations and identify variances; Conduct monthly timesheet analyses and review utilization metrics and perform margin analysis; Assist with client invoice generation and related billing activities; Evaluate costs, revenue, and profit margins for each Line Of Business to identify high-performing and underperforming areas; Provide actionable insights on resource allocation, pricing, and cost control, including rate and staffing recommendations; Identify top clients by revenue contribution, growth rate, or other metrics and analyze customer retention, client acquisition costs, sales close ratio, and purchasing trends; Use real-time data to react quickly to market changes and ensure profitability and cost containment; Analyze marketing expenditures and assess ROI to recommend which activities to pursue or discontinue; Create detailed annual budgets for departments and projects with roll-up to company level; Lead new business, projects, or acquisitions and integrate them with the annual budget; Predict future financial outcomes based on historical data, trends, and external factors; Prepare the monthly forecast and compare to annual budget, developing action plans to meet or exceed budget; Develop strategic plans including financial goals, resource allocation, staffing, and hiring; Create and maintain user-friendly formats and dashboards for decision-makers; Provide guidance and training support to new team members

Requirements

Master's degree or foreign equivalent in Finance, Accounting, or closely related quantitative field; Two (2) years of experience performing financial modeling, planning, and detailed ROI analysis; Two (2) years of experience utilizing Great Plains Accounting and Vorex software systems; Two (2) years of experience with GAAP accounting fundamentals and principles; Two (2) years of experience performing profit and loss and balance sheet reporting, revenue recognition, and project cost accounting; Two (2) years of experience with CRM Marketing, performing sales and revenue analysis, and conducting ad hoc request reporting and financial analysis; Two (2) years of experience performing data gathering and harmonization from multiple disparate systems to create user-friendly dashboard/report formats