Location: [add city/state and onsite vs. hybrid]
Our client, a well-established financial services firm, is adding a Sr. Financial Analyst to a tight-knit accounting team supporting revenue accounting. This is a contract engagement.
Worth saying up front: this is an accounting role, not FP&A. The work is fact-based — journal entries, reconciliations, month-end close, and digging into variances that have already happened — rather than forecasting, budgeting, or building projections. If your background is primarily FP&A planning work, this one won't be the right fit.
? Support revenue and subsidiary accounting, including trade revenue and captive lending revenue
? Handle accounting for smaller revenue streams
? Process and record cash receipts
? Prepare and post journal entries
? Complete account reconciliations
? Perform variance analysis and reporting — research variances and explain what's driving them
? Manage daily, weekly, and month-end accounting activities
? Pull information together from multiple sources to understand revenue impacts
? Support process improvement work that streamlines and strengthens the accounting cycle
? Strong foundation in accounting principles — debits and credits, revenue recognition, general accounting practices
? Month-end close experience
? Account reconciliation experience
? Strong analytical and critical thinking skills
? Ability to investigate variances and identify root causes
? Experience analyzing source data and financial reports
? Ability to connect business events, market conditions, and operational changes to financial results — for example, shifts in business activity driving revenue fluctuations, market-driven impacts, or interest rate and pricing changes affecting revenue streams
? Intermediate Excel — pivot tables, VLOOKUP/XLOOKUP, and formulas. This is a heavy Excel environment, so comfort building and maintaining large workbooks and data sets — accurately, every month — matters as much as the formulas themselves
? Ability to work with pre-built Power Query and SQL queries (you won't be responsible for creating data models or writing SQL)
? Power BI — analyzing data and using it for reporting
? Learns independently through documentation and available resources
? Takes ownership of finding answers before escalating
? Shows initiative in understanding processes and revenue streams
? Comfortable working with some ambiguity
? Picks up new processes quickly
? Executes accurately and thoroughly
? Meets deadlines consistently
? Manages competing priorities, especially during close
? Communicates knowledge gaps and asks questions when needed
? Explains complex financial analysis to a broad, cross-functional audience
? Manages multiple deadlines
? Prioritizes work during month-end close
? Balances recurring responsibilities with ad hoc requests
? Superior project management, organizational, and time management skills
? Bachelor's degree and 6 years of experience in Finance, OR
? High school diploma or GED and 10 years of experience in Finance
? Financial services industry experience is a plus, but not required
? Revenue accountants
? General accountants
? Senior accountants
? Financial analysts with substantial accounting experience
? Audit professionals with strong accounting fundamentals
This is a tight-knit, highly supportive group. They value collaboration and partnership across departments, open communication, and a team-first mentality — and they're genuinely open to new ideas and fresh perspectives on how to improve processes. Adaptability and a willingness to embrace change go a long way here.
There may be opportunity for overtime during peak periods, but it isn't required.
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