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We are looking for an experienced Senior Financial Analyst to join our team in Blue Ash, Ohio. In this role, you will play a critical part in analyzing financial data, preparing reports, and supporting decision-making processes across the organization. This position offers an opportunity to collaborate with various departments to improve financial performance and streamline operations.
Job Responsibility:
Conduct thorough research and respond to inquiries, providing detailed analysis of general ledger accounts and financial statement fluctuations
Identify trends and opportunities for improvement, taking proactive action in partnership with other departments
Support departments with ad hoc reporting and in-depth financial analysis to aid decision-making
Collaborate with department heads to initiate budget preparation and assist in consolidating and reporting budgets with the Controller
Analyze current backlog and trends to prepare accurate and timely monthly forecasts
Create and distribute detailed financial reports, including revenue, product margin, and backlog summaries, for all departments
Oversee revenue recognition and costing for new equipment and system project sales, ensuring compliance and accuracy
Assist in the creation and refinement of general ledger accounts and billing codes to enhance reporting capabilities
Complete assigned month-end close duties accurately and within deadlines
Partner with accounting and other departments to improve internal controls and support annual reviews
Requirements:
Bachelor’s degree in accounting, finance, or a related field
At least 3-7 years of relevant experience, preferably within the equipment service or manufacturing industry
Hands-on experience with journal entries, fixed assets, accruals, inventory management, costing, budget preparation, and sales tax
Strong analytical and organizational skills, coupled with excellent attention to detail and communication abilities
Accounting certification is preferred but not required
Proficiency in Microsoft Excel, with the ability to perform advanced data and financial analysis
A customer-focused approach and the ability to build collaborative relationships across various teams
A proactive mindset with a passion for process optimization and continuous improvement
Nice to have:
Accounting certification
What we offer:
medical, vision, dental, and life and disability insurance
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