Financial Sr Analyst

Job Description

The Senior Financial Analyst is responsible for analyzing results, monitoring variances, identifying trends and recommending action to improve financial metrics to drive firm profitability. The role may also support ad‑hoc analytical and reporting projects in support of FP&A objectives.

• Provide insightful reporting and analysis of financial information to FP&A team and leaders throughout the organization.
• Build models and dashboards that enhance data visualization and actionable decision‑making support.
• Support expansion activities related to data mapping, conversion, and onboarding of new practices and personnel across the firm.
• Create financial forecasts, including revenue and workforce projections, operating costs, and related key performance indicators.
• Prepare, distribute, interpret and explain standard and ad‑hoc financial reports for firm leadership.
• Monitor UAR, AR and reserve balances for assigned region(s) and manage follow‑up tasks as appropriate.
• Assist in preparation of training materials as needed.

• Supervise day‑to‑day work assignments of Financial Analysts as necessary.
• Provide verbal and written coaching and performance feedback to Financial Analysts as necessary.
• Act as a mentor to Financial Analysts.

• Bachelor’s degree required; focus in Accounting or Finance preferred.

• Three (3) or more years of general accounting, finance, or financial planning and analysis experience required.
• Prior experience working within a professional services firm preferred.

• Excellent verbal and written communication skills.
• Ability to maintain the highly confidential nature of information.
• Capable of working and communicating effectively with professionals at all levels.
• Able to work in a deadline‑driven environment and handle multiple projects/tasks with an attention to detail.
• Ability to successfully multi‑task while working independently or within a group environment.
• Possesses superior customer service skills.
• Willingness to travel as needed.

• Mastery of Microsoft Office Suite, specifically Excel, required.
• Prior experience with People Soft Financials, Financial Reporting Applications (i.e. Hyperion, One Stream, etc.) and/or Data Visualization tools (i.e. Power BI) preferred.

National Range: $65,000 - $95,000

Maryland Range: $65,000 - $95,000

NYC/Long Island/Westchester Range: $65,000 - $95,000

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.