Financial Analyst

March 2, 2020
St. Louis, Mo
Job Type



  • Assist the offices with setting financial targets and monthly forecasts that are based on realistic estimates that fit into the firm’s objectives as well as the parent company
  • Analyze and interpret financial results and use those results to make recommendations to the offices
  • Understand and analyze client financial contracts and work with the legal team to ensure the contracts are appropriately established and reviewed
  • Provide high-value customer service for GMs and CRMs regarding client needs and financial summaries
  • Assist with managing staffing capacity to ensure revenue forecasts align with staffing
  • Prepare summaries, analysis and dashboards for supervisor, management and GMs that provide valuable information as to the profitability and financial success of the offices
  • Assist management with tools to ensure the offices are achieving their goals and strategize for ways to grow revenue, control expenses, manage profitability and write offs
  • Prepare monthly journal entries related to office monthly closings
  • Analyze, interpret and distribute various analyses related to discretionary expenses, time worked, billing write-offs, employee utilization, capacity and client/employee profitability
  • Prepare re-forecasts of revenue and expense by profit center, office and region based on existing customer engagements, new business pipeline, run rates, cyclical variations of business and staffing levels
  • Prepare and deliver profit center/office/region review presentations to appropriate business leaders


  • Bachelor’s Degree in Accounting or Finance
  • 5-7 years of experience
  • CPA preferred
  • Top level skills in Microsoft Excel
  • Ability to juggle multiple priorities and work under aggressive deadlines
  • This individual must be a self-starter and highly motivated with strong analytical skills and the ability to communicate effectively with all levels of staff and cultures
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