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Financial Analyst

Plano, Texas, United States
Closing date
May 16, 2024

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Job Role
Finance Data Analyst
Contract Type
Full Time
Job Details

Client - Financial Services

Job Title - Senior Analyst

Location - Plano, TX - 75024 (Every Wednesday)

Duration - 12 Months (Possible Extension / Conversion)

About the Role:

This position is a key member of the accounting team responsible for ensuring accurate preparation of financial information and reports, timely completion of period close process, and review of account reconciliations.

The role also involves assisting with internal or external audit requirements, various regulatory requirements, and supporting business partners by providing accurate accounting information to enable sound decisions and drive management actions.


Perform accounting activities such as month-end close process

Complete quarterly, calendar year, and fiscal year reporting and financial statements

Review and reconcile month-end data reports for respective journal entries

Evaluate accuracy and reasonableness of financial information provided by business partners

Prepare, analyze, and review monthly reports and stand-alone and consolidated fluctuation analyses

Lead departmental month-end close meetings

Assist in the preparation of information for Board of Directors, executive presentations, and various special projects

Prepare quarterly and/or annual financial statements

Prepare and review supporting schedules and documentation for financial audits

Provide information required for periodic regulatory audits and tax reporting

Independently prepare and respond to ad-hoc requests from internal departments

Lead and/or support management-directed special projects

Look for opportunities to strengthen existing accounting policies and procedures, recommend process improvements, and implement advanced technology usage

Education Qualification:

Four-Year College Degree (BA or BS)

Advanced Degree in Accounting (Preferred)

Required Skills:

5-10 years of relevant work experience

Advanced reporting experience

Exceptional day-to-day accounting experience

Strong accounting understanding and expertise

Strong written documentation and oral communication skills

Strong analytical skills and ability to multi-task

Demonstrated proficiency with MS Office applications

Public accounting experience with a national firm

CPA certification (Preferred)

Insurance industry background (Preferred)

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