PURPOSE:
The Sr. Financial Reporting Analyst manages key processes related to financial reporting, cash visibility and forecasting, and high-impact analytics that explain performance and variance drivers across a multi-entity organization.
ROLE AND RESPONSIBILITIES
- Assist in financial reporting and review for operating divisions.
- Prepare consolidated summary financial statements including cash flow statements for all Entities for management and board reporting monthly.
- Perform and/or oversee daily cash reconciliations to maintain liquidity visibility and strong cash control.
- Calculate monthly and quarter commissions and post appropriate accrual. Work with payroll manager for payment of commissions monthly.
- Prepare, maintain, and analyze select division cash forecasts to support short- and long-term planning.
- Strengthen and maintain internal controls through disciplined cash processes and oversight.
- Lead recurring expense trend reporting by entity, department, and function; proactively surface what is changing and why.
- Deliver concise variance analysis (month-over-month, year-over-year, and budget vs. actual), quantifying key drivers such as timing, volume, price, mix, accruals, and reclasses.
- Build repeatable variance packages that increase clarity, shorten the close-to-report cycle, and improve decision usefulness for leadership.
- Drive process improvements and automation across month-end close, reporting, and analytics workflows.
- Serve as the point person for close management software implementation and ongoing optimization to improve efficiency and internal controls.
- Research and recommend accounting treatment for technical or complex matters (e.g., goodwill, revenue recognition, expense allocation and segment reporting considerations).
- Document conclusions and support consistent application across entities and reporting periods.
- Lead finance projects end-to-end (scope, timeline, stakeholders, testing, rollout), particularly those tied to close acceleration, reporting automation, and process redesign.
- Coordinate cross-functionally with operations, IT, purchasing, and budget owners to improve data integrity and reporting consistency.
PREFERRED SKILLS, QUALIFICATIONS AND EDUCATION REQUIREMENTS
- Bachelor’s degree in Accounting, Finance, or a related field.
- 5+ years of progressive accounting and/or finance experience, including multi-entity reporting and month-end close.
- Demonstrated ability to translate results into clear, quantified variance drivers and actionable insights for leadership.
- Strong process mindset with a track record of improving controls, standardizing workflows, and increasing close/reporting efficiency.
- CPA preferred, or actively pursuing / on track for CPA certification. · Exposure to private equity reporting expectations (monthly reporting packages, KPIs, EBITDA adjustments, etc.).
- Exposure to various ERP systems, including multi-entity or acquired/divisional environments; comfort partnering across teams to improve data quality and reporting workflows.
- Experience with close or project management tools (e.g., FloQast) or similar enablement tools.
ADDITIONAL NOTES:
Candidate must reside in the Greater Birmingham Metro area.