• Job Description

  Req#: FINAN001460
  About Our Team
  
  Springline Advisory is a trailblazing financial and business advisory firm that accelerates next-phase growth for privately held mid-market accounting and advisory firms. Springline is proud to invest in its people while promoting an entrepreneurial spirit and providing a faster path to sustainable growth with less risk. Together, Springline is building stronger cultures and sustainable legacies for the teams, clients, and communities it serves. To learn more, visit https://springlineadvisory.com/
  
  About the Role
  
  The Financial Analyst role is core to the FP&A function and focuses on the hands-on build, maintenance, and ownership of financial reporting and analysis. You'll be responsible for the day-to-day mechanics of FP&A-pulling and mapping data, maintaining reporting structures, supporting month-end close, and producing recurring and ad-hoc analysis used by leadership.
  
  Success in this role requires comfort with detailed, process-driven work as well as the ability to step back and analyze results, explain drivers, and support decision-making. This is not a slide-only or purely strategic role; it is a foundational FP&A position that enables higher-level insights through strong execution.
  
  What You'll Do
  
  Core FP&A & Reporting Execution
  
  • Own the core FP&A reporting foundation, including building, maintaining, and updating recurring monthly reporting files and templates
  • Pull trial balances from source systems and map accounts into standardized management reporting groupings
  • Prepare, maintain, and continually refine month-end close and management reporting packages
  • Support month-end close by reviewing account activity, validating balances, and ensuring data accuracy and completeness
  • Maintain structured Excel models and reporting files that are repeatable, auditable, and scalable
  
  FP&A Analysis & Ad-Hoc Support
  
  • Perform budget-to-actual analysis, trend analysis, and variance explanations
  • Support budgeting and forecasting processes by maintaining underlying models, assumptions, and data inputs
  • Produce ad-hoc financial analysis and reporting to support leadership, operations, and strategic initiatives
  • Help translate financial results into clear insights by identifying key drivers and anomalies in the data
  
  Data Quality, Mapping & Process Ownership
  
  • Perform detailed variance analysis and track down data issues, mapping errors, and reclassifications
  • Assist with post-acquisition integration work, including normalizing charts of accounts and historical financials
  • Document reporting logic, mappings, and assumptions to support consistency, institutional knowledge, and scalability
  • Partner closely with Accounting and FP&A to meet close deadlines in a fast-paced, multi-entity environment
  
  
  About You (Must have's)
  
  • Bachelor's degree in Accounting or Finance
  • Strong knowledge of accounting fundamentals (trial balance, general ledger, P&L, balance sheet)
  • Hands-on experience supporting month-end close and financial reporting
  • Advanced Excel proficiency (pivot tables, XLOOKUP / INDEX-MATCH, nested formulas)
  • Experience building, maintaining, and working within detailed reporting files and models
  • High attention to detail and comfort with repetitive, process-driven FP&A work
  • Ability to investigate discrepancies and resolve data and mapping issues
  • Strong organizational skills and ability to manage recurring and ad-hoc deadlines
  • Clear communication skills and comfort working cross-functionally
  
  
  Preferred Experience
  
  • Experience with Sage Intacct or similar ERP
  • Exposure to multi-entity, PE-backed, or high-growth environments
  • Experience with QoE data and post-acquisition financial integration
  • Budgeting and forecasting experience
  • Interest in improving, standardizing, and automating FP&A reporting processes
  
  Why Join Us
  
  We're growing rapidly and evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
  
  • Flexible Work Environment: Working remotely allows you to balance your work and personal life while contributing to an exciting vision and team.
  • Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
  • Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and share in the rewards.
  • Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
  • Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
  
  #LI-JS1
  
  Equal Opportunity Employer
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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