Staff Accountant

Position Summary

The Staff Accountant – Financial Planning & Analysis is responsible for maintaining accurate financial records, supporting month-end closing activities, and providing financial analysis to support operational and strategic business decisions.

This position combines traditional accounting responsibilities with a strong emphasis on financial planning, budgeting, forecasting, financial reporting, and performance analysis. The ideal candidate will possess a solid foundation in accounting principles, strong analytical skills, and the ability to translate financial data into meaningful insights that help improve business performance and profitability.

Key Responsibilities

Financial Planning & Analysis (FP&A)

• Assist in the development and maintenance of annual operating budgets, financial forecasts, and long-range financial plans.
• Prepare monthly budget-to-actual comparisons, identify significant variances, and provide explanations and recommendations to management.
• Develop and maintain financial models to support revenue projections, expense forecasting, profitability analysis, and business planning.
• Analyze financial and operational performance to identify trends, risks, opportunities, and areas for improvement.
• Prepare financial reports, dashboards, and key performance indicators (KPIs) to assist management in evaluating business performance.
• Partner with operational leaders to analyze financial results, understand business drivers, and support informed decision-making.
• Assist with cash flow forecasting, working capital analysis, and capital expenditure planning.
• Evaluate revenue, gross margins, operating expenses, and other financial metrics to identify opportunities for improved profitability.
• Support financial analysis related to special projects, capital investments, cost-saving initiatives, and strategic business decisions.
• Assist in developing and improving financial reporting processes, analytical tools, and management reporting packages.

General Accounting & Financial Reporting

• Perform general ledger accounting, cost accounting, and other related financial duties.
• Prepare monthly balance sheets, income statements, and other financial reports.
• Assist with month-end and year-end closing processes, including journal entries, account reconciliations, and financial statement preparation.
• Maintain the general ledger and ensure the accuracy and completeness of financial transactions.
• Analyze inventory balances, cost of goods sold, and gross margins to support accurate financial reporting.
• Provide support during annual financial audits by preparing schedules, reconciliations, and supporting documentation.
• Assist with federal, state, and local tax reporting and compliance requirements.
• Maintain compliance with Generally Accepted Accounting Principles (GAAP) and established internal controls.
• Perform other related duties and special projects as assigned.