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Senior Financial Analyst

Location: Tampa, FL, United States
Date Posted: Jan 13, 2025

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Description

Senior Financial Analyst - Alvarez & Marsal Tax

Role Overview: 

The Senior Financial Analyst will play a pivotal role in supporting the financial planning and reporting functions for the global tax practice. Reporting directly to the Director of Finance, this individual will be responsible for providing comprehensive financial analysis, preparing budgets, and supporting various financial processes and initiatives. This role requires a dynamic and detail-oriented professional with strong analytical skills and the ability to work collaboratively in a fast-paced environment.

Key Responsibilities:

  • Conduct comprehensive analysis and interpretation of financial results and key operational metrics across multiple countries.
  • Perform monthly reviews and analyses of overhead expenditures, comparing them against the budget and prior year figures, and preparing detailed reports.
  • Assist the finance team in the preparation of the annual budget and mid-year forecasts.
  • Support the finance team in the annual year-end compensation process.
  • Provide insights and analyses to stakeholders and client-facing teams regarding project profitability, special projects, and other ad hoc reporting needs.
  • Play a pivotal role in the design and implementation of new initiatives and special projects, demonstrating the ability to manage multiple projects and priorities simultaneously.
  • Communicate and educate A&M Tax professionals globally on finance policies, procedures, and processes.
  • Continuously seek ways to improve processes, tools, and activities that support the practice and our people, liaising with Corporate Finance and other business units as needed.

Requirements:

  • Experience: 2-4 years of financial analysis experience in a professional services or similar environment.
  • Education: Bachelor’s Degree with a concentration in Business or Accounting.

Skills and Experience:

  • Strong financial modelling and reporting skills, with the ability to dive deep into data while keeping the big picture in focus.
  • Creative problem solver with strong quantitative and analytical abilities.
  • Able to identify and drive change by thinking “out of the box”
  • Proven ability to work independently with minimal supervision.
  • Excellent verbal and written communication skills, with the ability to present data-driven insights clearly and effectively to both technical and non-technical stakeholders.
  • Excellent stakeholder management and ability to build relationships with individuals across all levels of seniority.
  • Exceptional organizational skills, capable of managing tight deadlines and balancing multiple tasks.
  • Adaptable and responsive to changing demands and priorities.
  • Strong work ethic with meticulous attention to detail.

Technical Proficiency:

  • Proficient in Microsoft Office Suite applications, including PowerPoint and Outlook, with advanced expertise in Excel.
  • Preferred knowledge of advanced analytical and visualization tools such as Power BI or Alteryx.

This role is ideal for a professional looking to make a significant impact within a dynamic and growing global tax practice.

Benefits Summary:

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

Compensation Statement:

The salary range is $80,000 - $90,00 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details.

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Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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