Financial Analyst - FP&A

Cedar Ridge Advisors is a CPA firm doing tax returns, bookkeeping and payroll for small businesses and individuals. Our tax practice handles individual, partnership, S corp and trust returns, plus planning for business owners. We track time in six-minute increments.

Cedar Ridge Advisors is looking for a Financial Analyst - FP&A to join a small, steady team. Joining the Finance team in Lorain, reporting to the FP&A Manager. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Remote, open to candidates across the US. Flexible hours with a daily team call in the morning. Communication happens mostly in Slack and short video calls.

Main duties:

• Improve forecasting processes and cut manual steps out of the model
• Build and maintain the annual budget and quarterly forecast models
• Answer ad hoc questions from the CFO with quick-turn analysis
• Update KPIs such as gross margin, CAC and revenue per employee
• Prepare monthly variance analysis against budget and prior year
• Track headcount and payroll costs against plan

Requirements:

• 2-4 years of FP&A, corporate finance or public accounting experience
• Strong attention to detail in large models
• Clear written commentary for monthly reporting
• Bachelor's degree in finance, accounting or economics
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Experience building budgets and forecasts

Perks and benefits:

• Medical, dental and vision insurance
• 401(k) with a 100% match up to 5%
• Three weeks of PTO to start
• Dental insurance

A resume is enough to apply. Cover letters are optional.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Cedar Ridge Advisors.