Senior Financial Analyst & Accountant
Job Summary
The Senior Financial Analyst & Accountant is a versatile, senior level individual contributor role sitting at the intersection of FP&A and Accounting. This position is responsible for performing a broad range of accounting and financial planning activities including general ledger accounting, balance sheet reconciliations, month end close, revenue analysis, forecasting, and financial reporting. The role will work closely with the finance and accounting teams, external auditors, and business partners to ensure timely preparation and analysis of financial statements, accurate planning data, and actionable insights for management decision making. This position plays a key role in enhancing processes, procedures, and analytical tools that drive operational efficiency and financial visibility across the organization.
Dallas area – Hybrid with 2 days in the office
Primary Duties and Responsibilities
- Participate in month end close, including journal entries, accruals, balance sheet account reconciliations, allocations, and analysis.
- Analyze, book, and forecast revenue in accordance with ASC 606; verify revenue recognition plans and resolve discrepancies.
- Perform product level revenue reporting as part of the monthly close cycle.
- Support the forecast and budgeting process; participate in planning/forecasting cycles for all assigned accounts including management reporting.
- Prepare reports and presentations for management on a weekly and monthly basis; interpret and develop reporting responsive to management and business partner requests.
- Using Adaptive Insights, manage monthly operational reporting processes and perform duties within the platform.
- Develop and maintain financial models to support business operations, including scenario analysis and sensitivity modeling.
- Assist with the development of KPI dashboards and other reporting tools for the organization.
- Partner with individual business units to provide financial support, analytical decision support, and ad hoc analysis as required.
- Support internal and external information requests, including banking, tax, and audit inquiries.
- Participate in process improvements, department projects, and system enhancements.
- Maintain orderly, accurate, and complete documentation in support of assigned responsibilities and regulatory retention requirements.
- Perform other duties as assigned.
Required Minimum Education and/or Experience
- Bachelor's degree in Accounting, Finance, or related field; CPA/CMA a plus; MBA a plus.
- Minimum 7 - 10 years of progressive experience in general ledger accounting, FP&A, or corporate finance.
- Public accounting / audit experience preferred.
- Hands on experience with Adaptive Insights preferred; NetSuite (ERP) and NetSuite ARM experience preferred.
- Advanced Excel skills; proficiency with PowerPoint, Word, and Microsoft Teams.
Required Knowledge, Skills and Abilities
- Comprehensive knowledge of balance sheet, P&L accounting and reporting, and GAAP requirements.
- Strong financial acumen with demonstrated analytical ability; experience building and reporting using financial models, dashboards, and standard reports.
- Ability to be an effective problem solver with strong investigative and analytical skills.
- Proven ability to effectively manage time, prioritize workload, and handle multiple tasks under deadlines.
- Demonstrated attention to detail and accuracy.
- Strong communication and collaboration skills (verbal and written) with a track record of partnering across functional teams and all levels of the organization.
- Independently driven with the ability to work effectively as part of a team.
- Must take initiative, be self-motivated, and dependable with a positive, energetic approach.
- Ability to maintain a professional manner and thrive in a fast paced, dynamic environment with a continuous improvement mindset.
- Desire to grow, learn new skills, and expand abilities.
Thrive Beyond the Basics: Our Perks Package
We believe your dedication deserves more than just a paycheck. That's why we offer a comprehensive perks package designed to support your well-being and fuel your passions. Here's a taste of what awaits you:
Competitive Benefits: Health, dental, vision, and life insurance plans to keep you and your loved ones covered. Plus, a healthy contribution to your 401(k) retirement savings.
Work-Life Harmony: We prioritize a healthy balance. Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.
Wellness Programs: Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.
Continuous Learning Opportunities: As an education company, we believe in the power of learning. Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.
Flexible Work Arrangements: We understand the importance of work-life balance. Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.
Opportunities for Growth and Advancement: We're committed to helping you reach your full potential. Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.
Employee Assistance Program: Life can be unpredictable, and we're here to support you through challenging times. Access our employee assistance program for confidential counseling, legal assistance, and other support services.
And More!
At Barbri, we believe that investing in our employees leads to mutual success. Join us and be part of a passionate team dedicated to transforming education through innovative technology.
Barbri is an equal opportunity employer workplace. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
We are dedicated to creating an inclusive environment where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Join us in our mission to empower individuals through education and technology. We welcome candidates from all backgrounds to apply and help us build an inclusive workforce.