Financial Analyst
| Company | Corporate Synergies |
|---|---|
| Location | Philadelphia, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Knowledge of generally accepted accounting principles (GAAP) and working knowledge of accounting procedures and practices.
- Ability to analyze financial transactions and understand their impact on financial statements.
- Strong interpersonal, analytical, and problem-solving skills with the ability to troubleshoot complex financial issues.
- Proficiency in MS Excel, with a willingness to stay up to date on advanced functions to improve efficiencies.
- Experience with Applied Epic is a plus; knowledge of other broker ERP systems (AMS360, Sagitta) is beneficial.
- Flexibility to accommodate deadlines related to month-end close, budgeting, and financial reporting.
- Bachelors degree in Accounting, Finance, or related field.
- Minimum of 2 years related experience in a general accounting or analytical role.
- Experience with Microsoft Office Suite, including Excel and PowerPoint.
Responsibilities
- Develop a deep understanding of financial workstreams, including direct bill processes, vendor payables, and accounts receivable, and how they impact financial statements.
- Collaborate with the Controller, Assistant Controller, and Commission Analysts to identify and resolve workflow anomalies.
- Prepare financial management reports for corporate submission.
- Analyze income statement and balance sheet accounts to identify inconsistencies.
- Develop and maintain income statement and balance sheet trending reports.
- Assist the Assistant Controller in the month-end close process.
- Conduct detailed analysis of financial statements and provide insights.
Preferred Qualifications
- Experience with Applied Epic is a plus; knowledge of other broker ERP systems (AMS360, Sagitta) is beneficial.