Risk Analyst focusing on investment risk analytics and data integration. Collaborating with technology teams and ensuring accuracy in Key Risk Indicators and reporting.
About the role
- Senior Financial Analyst & Accountant at BARBRI enhancing financial visibility and operational efficiency through reporting and analysis. Collaborating with finance and accounting teams in a hybrid role in Dallas, TX.
Responsibilities
- Participate in month end close, including journal entries, accruals, balance sheet account reconciliations, allocations, and analysis.
- Analyze, book, and forecast revenue in accordance with ASC 606; verify revenue recognition plans and resolve discrepancies.
- Perform product level revenue reporting as part of the monthly close cycle.
- Support the forecast and budgeting process; participate in planning/forecasting cycles for all assigned accounts including management reporting.
- Prepare reports and presentations for management on a weekly and monthly basis; interpret and develop reporting responsive to management and business partner requests.
- Using Adaptive Insights, manage monthly operational reporting processes and perform duties within the platform.
- Develop and maintain financial models to support business operations, including scenario analysis and sensitivity modeling.
- Assist with the development of KPI dashboards and other reporting tools for the organization.
- Partner with individual business units to provide financial support, analytical decision support, and ad hoc analysis as required.
- Support internal and external information requests, including banking, tax, and audit inquiries.
- Participate in process improvements, department projects, and system enhancements.
- Maintain orderly, accurate, and complete documentation in support of assigned responsibilities and regulatory retention requirements.
- Perform other duties as assigned.
Requirements
- Bachelor's degree in Accounting, Finance, or related field; CPA/CMA a plus; MBA a plus.
- Minimum 7 - 10 years of progressive experience in general ledger accounting, FP&A, or corporate finance.
- Public accounting / audit experience preferred.
- Hands-on experience with Adaptive Insights preferred; NetSuite (ERP) and NetSuite ARM experience preferred.
- Advanced Excel skills; proficiency with PowerPoint, Word, and Microsoft Teams.
- Comprehensive knowledge of balance sheet, P&L accounting and reporting, and GAAP requirements.
- Strong financial acumen with demonstrated analytical ability; experience building and reporting using financial models, dashboards, and standard reports.
- Proven ability to effectively manage time, prioritize workload, and handle multiple tasks under deadlines.
- Demonstrated attention to detail and accuracy.
- Strong communication and collaboration skills (verbal and written) with a track record of partnering across functional teams and all levels of the organization.
- Independently driven with the ability to work effectively as part of a team.
- Must take initiative, be self-motivated, and dependable with a positive, energetic approach.
- Ability to maintain a professional manner and thrive in a fast-paced, dynamic environment with a continuous improvement mindset.
- Desire to grow, learn new skills, and expand abilities.
Benefits
- Health, dental, vision, and life insurance plans to keep you and your loved ones covered.
- A healthy contribution to your 401(k) retirement savings.
- Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.
- Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.
- Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.
- Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.
- Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.
- Access our employee assistance program for confidential counseling, legal assistance, and other support services.
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