Financial Liaison

September 19, 2022
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 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


  • 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
Drop files here browse files ...

Related Jobs

Are you sure you want to delete this file?