Finance Analyst

LBMC, PC
Brentwood, TN Full Time
POSTED ON 10/3/2024 CLOSED ON 12/1/2024

What are the responsibilities and job description for the Finance Analyst position at LBMC, PC?

The Staff Finance Analyst plays a critical role in providing financial analysis, forecasting, and strategic support to drive business decisions. This position involves analyzing financial data, preparing reports, and assisting with budget and financial planning to support the organization’s financial health and growth.


Financial Analysis:

  • Conduct detailed financial analysis to support business decision-making and strategic planning.
  • Analyze financial statements, variances, and trends to provide insights and recommendations.
  • Develop and maintain financial models to forecast future financial performance.

Budgeting and Forecasting:

  • Assist in the preparation of annual budgets and periodic forecasts.
  • Monitor and analyze budget performance, providing variance analysis and insights.
  • Support departments with budget planning and expenditure tracking.

Reporting:

  • Prepare regular financial reports, including management reports, performance metrics, and ad-hoc analyses.
  • Ensure reports are accurate, timely, and provide actionable insights for stakeholders.

Financial Planning:

  • Collaborate with various departments to gather data and support financial planning processes.
  • Assist in the development of long-term financial plans and strategies.

Data Management:

  • Collect, organize, and analyze financial data from various sources.
  • Ensure data integrity and accuracy in financial reporting and analysis.

Process Improvement:

  • Identify opportunities for improving financial processes and systems.
  • Recommend and implement changes to enhance efficiency and effectiveness.

Compliance and Controls:

  • Ensure financial practices comply with company policies and regulatory requirements.
  • Support internal controls and audit processes as needed.

Project Support:

  • Assist with financial analysis and reporting for special projects and initiatives.
  • Provide financial insights and support to project teams as required.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 2-4 years of experience in financial analysis or a similar role.
  • Strong analytical and quantitative skills with the ability to interpret complex data.
  • Proficiency in financial modeling and forecasting techniques.
  • Advanced proficiency in Microsoft Excel and financial software (e.g., ERP systems, financial reporting tools).
  • Excellent communication and presentation skills.
  • Attention to detail and strong organizational abilities.
  • Ability to work independently and as part of a team.


LBMC Overview

LBMC is built on individuals with entrepreneurial spirits and believe in the power of a hybrid workforce. We are consistently named a Pacesetter for Growth in the U.S. as we continue to add team members to each of 4 LBMC offices in the Southeast. LBMC also continues to receive accolades including being noted as a Fortune Great Place to Work, a Top 5 Firm in the Southeast, a Top Accounting Firm on Accounting Today's Top 100 list, Best Firm in Technology, Best Workplace in Consulting & Professional Services, and more! We are proud to provide individualized career paths regardless of team member location and work schedules.


LBMC offers competitive benefits including generous PTO schedules, robust Talent Development and continuing professional education programs, inclusive Business Resource Groups, enhanced parental leave, thoughtfully structured mentorship and individual development programs, and more. We are committed to giving back to our local communities through LBMC Initiatives such as Lending Hands Week and the LBMC Cares Foundation to support causes important to team members. While we may have a global footprint, we still believe in the power of southern hospitality and supporting the causes that matter to both our team members and clients and are committed to enhancing team member benefits as we identify gaps and changes in the marketplace.


LBMC values individuals with a growth mindset and entrepreneurial spirit, so if you have an innate curiosity for solving problems and creating solutions—LBMC is the place for you! If you are interested in joining a firm that provides personalized career paths, the opportunity to work with sophisticated clients around the U.S., and encourages a "work that works for you" mentality, please reach out.


Diversity and Inclusion at LBMC

Commitment to our team members, clients, and the communities in which we work. At LBMC, our mission of delivering the best to our clients and each other every day is rooted in our unique differences. Our engagement, growth and success are at their best when team members have equal opportunity and are included. Diversity brings value to LBMC by connecting us with our community and driving innovation.

*LBMC provides equal opportunities to all employees and applicants for employment. We recruit, employ, train, compensate and promote without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status or any other protected category under federal, state and local law.*

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