Accounting & Financial Management Reporting Analyst

• Support monthly financial close processes by delivering detailed reporting and analysis, including revenue mapping to GL codes, master reconciliation of revenue/AR from Vorex for GP upload.
• Develop and implement templates for quarterly reporting to streamline preparation and improve efficiency & assist with the quarterly close process.
• Assist with bank reconciliations and identify variances and action on follow-up as needed.
• Conduct monthly timesheet analyses to uncover trends and discrepancies. Review utilization metrics and perform margin analysis.
• Assist with client invoice generation and other related billing activities.
• Evaluate costs, revenue, and profit margins for each Line Of Business (LOB) to identify high-performing and underperforming areas, including clients, projects, resource level metrics.
• Provide actionable insights to optimize resource allocation, pricing, or cost control, which will include assessing the cost-to-revenue ratio in a specific service segment and make recommendations for rate adjustments or staffing to better align costs to revenue to maximize margins.
• Identify top clients by revenue contribution, growth rate, or other metrics and analyze customer retention, client acquisition costs, sales close ratio by salesperson or LOB, and trends in client purchasing behavior.
• Use real-time data, including sales trends, operational metrics, to react quickly to market changes or challenges to ensure profitability and cost containment. 
• Analyze financial expenditures on various marketing activities, such as webinars, conferences, campaigns, tradeshows, advertising, team activities and assess return on investment (ROI) for the Company to make recommendations to pursue and spend only on those activities that generate a reasonable ROI and discontinue non-profitable activities.
• Create detailed annual budgets for departments and projects with a roll-up to company level in collaboration with management and department heads and lead new business, projects or acquisitions as they arise and will be integrated with the annual budget.
• Predict future financial outcomes based on historical data, current trends, and external factors.
• Prepare the monthly forecast and compare to annual budget to determine gaps and develop action plans to meet or exceed budget.
• Develop strategic plans, including financial goals and resource allocations/staffing/hiring based on evolving changes/requirements observed in forecasting cycles. This will include planning for costs for hardware, software, marketing and any other area impacted by these changes.
• Create and maintain user-friendly formats and dashboards that help decision-makers quickly interpret data regarding financial operation and performance for the Company.
• Provide guidance and training support to new additions to the team to ensure that they understand both the “how and why” of the tasks they are assigned for the items bulleted above.

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May telecommute up to 100% of the workweek from any U.S. Location.

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Master’s degree or foreign equivalent degree in Finance, Accounting, or closely related quantitative field, plus two (2) years of experience performing financial modeling, planning, and detailed ROI analysis. Experience must include the following, which may be gained concurrently:

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• Two (2) years of experience utilizing Great Plains Accounting and Vorex software systems.
• Two (2) years of experience with GAAP accounting fundamentals and principles understanding how to apply these to create and understand financial statements and other accounting reports.
• Two (2) years of experience performing profit and loss and balance sheet reporting, revenue recognition, and project cost accounting.
• Two (2) years of experience with CRM Marketing, performing sales and revenue analysis, and conducting ad hoc request reporting and financial analysis.
• Two (2) years of experience performing data gathering and harmonization from multiple disparate systems to accurately create user-friendly dashboard/report formats that help decision-makers quickly & accurately interpret data.

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Job site:  88 Broad St, Suite 300, Boston, MA 02110. 40 hours per week, 9:00am to 5:00pm. Salary: $106,122. Send resume to Alan Gray, LLC, Attn: Michael Maroccia’s, Controller, 88 Broad St, Suite 300, Boston, MA 02110.