Senior Financial Analyst | Outsourced Accounting Services

Senior Financial Analyst | Outsourced Accounting Services

Apply for the Senior Financial Analyst | Outsourced Accounting Services role at CBIZ.

Job Responsibilities

• Oversee the month‑end and year‑end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
• Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs
• Knowledgeable on complex accounting issues and treatment, proficient in accounting research
• Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances
• Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month‑end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations
• Maintain deep understanding of the accounting operations within each assigned client
• Proficient knowledge of the clients accounting software packages
• Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client
• Lead the engagement team in preparation for clients audits as the main contact with external auditors
• Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
• Recommend, and implement any necessary policy controls and procedures
• Other duties may include, but are not limited to : budget preparation, review, modification, Grant reporting to private / federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters
• Train, coach and mentor staff accountants
• Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion
• Assist in growth, development and training of staff

Preferred Qualifications

Minimum Qualifications

About the Company

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Job Location and Salary

La Jolla, CA ($90,000–$100,000)

San Diego Metropolitan Area ($100,000–$120,000)

United States ($90,000–$120,000)

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