Objective:
The Senior Financial Analyst plays a critical role in data analysis, reporting, incentive compensation, revenue optimization, and process improvement. This role will drive strategic decision-making, enhance revenue streams, and streamline operational processes. Successful individuals will be dedicated to utilizing advanced data analysis techniques to extract valuable insights, optimize incentive compensation structures, and identify opportunities for revenue growth. Candidates seeking a dynamic environment where they can leverage their skills to drive positive change, support business objectives, and contribute to the continuous improvement of financial operations will be a perfect fit at Heffernan.
Responsibilities Include:
Data Analysis and Reporting:
- Assist in the preparation of forecasts and budgets to support strategic decision-making.
- Prepare and present detailed reports on performance, trends, and analysis. Present findings to management and stakeholders on a regular basis, providing clear and actionable recommendations.
- Conduct variance analysis to explain differences between actual and forecasted revenue figures.
- Provide key metrics and insights by creating Tableau and Workday reports and dashboards.
- Follow accounting regulations, internal controls, and finance policies to ensure compliance.
Incentive Compensation:
- Manage incentive compensation programs to align with company goals and objectives.
- Establish a partnership with branch managers to ensure they are aware of the types of compensation programs available and that all compensation plans align with company policies.
- Identify historical data and trends that drive revenue and performance metrics that impact incentive compensation calculations, establish a budget, and calculate monthly accruals.
- Oversee the administration of incentive compensation plans, ensuring accurate calculations and timely payouts to eligible employees.
- Generate reports to track and communicate incentive compensation metrics to management and stakeholders.
- Maintain accurate records, conduct audits, and provide support during reconciliations.
Revenue:
- Ensure accurate and timely recognition of revenue in accordance with GAAP and company policies.
- Analyze data and trends for insights on performance, variances, growth opportunities, and improvements.
- Lead revenue-related activities during the month-end close process, including journal entries, and reconciliations.
- Prepare schedules and documentation for external audits related to revenue recognition.
- Provide revenue analysis support by gathering insights and data from finance, sales, and other departments.
- Track and communicate earn out calculations for acquisitions.
Process Improvement:
- Identify opportunities to streamline processes and enhance efficiency.
- Work with management on acquisitions and ensure a smooth transition of revenue into Epic agency management system for acquired entities.
- Collaborate with cross-functional teams, including sales, finance, HR, and executive leadership to align and drive strategies with overall business objectives.
- Work with management and IT teams to automate manual tasks.
- Support special projects related to revenue optimization and business performance as needed.
- Assist with implementation of Workday planning system.
Requirements:
- Education: High School graduate/GED. Bachelor’s degree in finance, accounting, or related field preferred.
- Minimum 3 years of proven work experience in financial analysis, revenue management, or related roles.
- Strong proficiency in Microsoft Excel, financial modeling, and data analysis tools.
- Excellent analytical skills with the ability to interpret complex financial data.
- Effective communication skills to present findings and recommendations to stakeholders.
- Detail-oriented with a focus on accuracy.
- Experience with Workday, Tableau, or other financial reporting systems preferred.
- Must be able to meet tight deadlines, with shifting priorities, in a fast-paced environment.
- Must be able to work independently and collaborate effectively with team members.
- Must embody the Heffernan core values (Habits) as referenced herein.
Compensation:
The salary range for this position is $100,000 to $125,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at Heffernan Careers.
Heffernan Habits (Expectations):
These are practices that represent our unique employee culture.
- Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
- Do Good - This is our core. We strive to do good for our clients, our company and our communities.
- Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
- Have Fun - Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
- Answer The Phone (And Email) - Be available and responsive to clients and colleagues.
- Be Humble And Own It - We all make mistakes - what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
- Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
Working Conditions:
- Work environment may be indoors, sitting at a desk or standing for extended periods of time.
- Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
- This position will require flexibility to work hours outside of a regular schedule.
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