Senior Accounting & Financial Analyst Job at Cornerstone League in Plano

Salary: $89,200 - $95,000

REPORTING RELATIONSHIPS

Position Reports To: SVP, Chief Financial Officer

Position Supervises: N/A

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Summary of Position

 

The Financial and Accounting Analyst is responsible for providing financial insights and analysis to support business decision-making. This role involves preparing financial reports, analyzing financial data, and ensuring accurate financial records. The analyst will work closely with various departments to monitor budgets, forecast financial performance, and assist in strategic planning. 

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Essential Functions

 

• Prepare financial reports related to treasury activities, including cash position, liquidity forecasts, and investment performance 

• Develop financial models and perform variance analysis to improve business decisions. 

• Analyze financial performance against key business metrics and develop financial highlights to articulate progress against objectives. 

• Works with the third-party accounting to resolve any accounting related issues in a timely manner   

• Assist with internal and external audits, providing necessary documentation and explanations. 

• Assist in month end and year end closing processes 
• Lead the preparation of compelling month end financial reporting packages. 

• Reconcile general ledger accounts and ensure accuracy of financial records 

• Support accounts payable and accounts receivable functions as needed. 

• Partner with business leadership to develop short- and long-range forecasts. 
  

• Identify trends and insightful analysis of financial results. 

• Report on key performance indicators, including developing dashboards to support efficient and effective monitoring. 

• Collaborate with sales, marketing and other departments to gather and analyze financial data.  

• Play a critical role in optimizing the use of business intelligence tools companywide. 
  

• Identify and implement process improvement opportunities to enhance the efficiency and effectiveness of the FP&A function as well as eliminate non-value-added work.  
  

NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.

 

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Characteristics

• Self-starter: Takes the initiative to deliver solutions without direction. 
• Positive presence: Brings a contagious positive energy and leaves a positive impression on others. 
• Determined: Manages and overcomes obstacles as a regular course of business. 
• Results oriented: Owns and is fully accountable for achieving agreed upon results. 
• Committed to learning and development: Seeks to learn, grow, and develop continuously. 
• Self-aware: Understands individual impact on others. 
• Integrity: Makes every effort to deliver on commitments, is truthful and honest, and treats others with respect. 
• Team player: Collaborates and communicates well with internal and external business partners.

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Qualifications

 

Education/Certification: Bachelor’s in Accounting, Finance, or related field

 

Required Knowledge: Excellent knowledge of Microsoft Excel and financial modeling. Familiarity with data visualization tools (e.g., Power BI, Tableau).

 

Experience Required: Minimum of 5-7 years of experience in accounting, financial planning and analysis, or related field

 

Skills/Abilities: Ability to work independently and as part of a team. Excellent communication and presentation skills, with the ability to build relationships and influence at all levels of the organization.

 

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Working Conditions

 

Typical office working environment.

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Benefits

 

We believe that our team members are our greatest asset, and we’re committed to creating a work environment that supports your personal and professional growth. Here’s what you can look forward to as part of our team:

 

• Comprehensive Health Plans: Your well-being is important to us! Enjoy access to medical, dental, and vision insurance to keep you feeling your best.
• Generous Time Off: Recharge with our unlimited vacation policy, plus paid holidays, to help you maintain a healthy work-life balance.
• Retirement Savings Plan: Plan for your future with our competitive retirement savings options, including employer matching to help you reach your goals faster.

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Disclaimer

 

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.   Additional functions and requirements may be assigned by supervisors as deemed appropriate.

 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose hardships on the organization.

 

This job description is not intended to create an employment contract.  Cornerstone maintains its status as an at-will employer.