Accounting Associate – Financial Planning & Analysis

Key Responsibilities

• Aid with the monthly, quarterly, and annual close process across multiple entities.
• Perform balance sheet account reconciliations and investigate reconciling items.
• Support the preparation of monthly financial statements and supporting schedules.
• Maintain accurate financial records and assist with budgeting and forecasting.
• Prepare management reporting and contribute to building scalable accounting and finance processes.
• Build ad hoc financial analyses and Excel-based models to support business decisions.
• Support workforce planning, departmental analysis, and strategic finance initiatives.
• Prepare and maintain the rolling 13-week cash flow forecast based on actual results and forecast assumptions.
• Identify opportunities to improve financial reporting and planning processes.

Operational Accounting and Finance

• Support analysis of operating trends, business performance, and key financial metrics.
• Support monthly headcount and compensation reporting.
• Assist with payroll calculation, accounting and related reconciliations.
• Assist with special projects and other accounting and/or corporate finance initiatives.
• Identify opportunities to automate reporting and improve financial processes.

Cross-Functional Partnership

• Partner with the Senior Accountant and VP of Finance to ensure accurate financial reporting and budgeting processes.
• Collaborate with department leaders to gather information supporting budgets and forecasts.
• Support special projects and strategic finance initiatives.
• Aid with ad hoc financial analyses and reporting requests required by other departments.

Process Improvement & Controls

• Identify opportunities to improve accounting and financial planning processes.
• Support implementation of accounting policies, budgeting procedures, and internal controls.
• Aid with automation initiatives within accounting systems (QBO and Vena).
• Contribute to building a scalable, audit-ready accounting and finance function.

Qualifications

• Bachelor's degree in Accounting required.
• Approximately 1–3 years of accounting experience, preferably in public accounting with a Big Four or other national accounting firm or bank.
• CPA eligible or actively pursuing CPA certification preferred.
• Strong understanding of U.S. GAAP and accounting fundamentals.
• Experience with journal entries, account reconciliations, and supporting the month-end close process.
• Strong Excel skills, including the ability to build and maintain financial models.
• Experience with Vena or another budgeting and forecasting platform is preferred.
• Interest in budgeting, forecasting, management reporting, and financial analysis.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.
• Experience with QuickBooks Online or similar accounting systems preferred.
• Experience in fintech, financial services, or multi-entity organizations is a plus.