Financial Liaison

RESPONSIBILITIES:

• 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 General Managers and Client Relationship Managers 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
• Field and respond to questions from management, firm leaders and parent company regarding office results
• 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

REQUIREMENTS:

• 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
• Possess patience, attentiveness, clear communication, positive language, time management, willingness to learn and tackle problems individually with an excellent ability to handle surprises
• A proven ability to finalize and review internal financial statements, analyze and communicate results, recommend action, and develop forecasts and budgets in a collaborative fashion with the appropriate business leaders
• The ability to meet monthly and quarterly deadlines and apply appropriate judgment to analyzing various business situations
• A level of commitment and dedication to the business as well as a strong work ethic and customer service orientation in order to succeed
• 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