Senior Financial Analyst

We believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.

MGO is a top 50 CPA and advisory firm of 700+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.

Summary:

As a Senior Financial Analyst, you will play a vital role in ensuring the financial success and strategic growth of our organization. Your expertise in financial analysis, budgeting, and strategic planning will be instrumental in driving profitability, optimizing resource allocation, and supporting decision-making processes. Reporting to the Director of Financial Planning and Analysis (FP&A), you will work with 2 other team members within FP&A as well as collaborate closely with the firm’s finance and accounting teams, operations department heads, and senior leadership to provide actionable insights and recommendations.

This is a hybrid role based out of our Sacramento office.
 
Core Responsibilities:
·         Financial Analysis and Performance Tracking
·         Budgeting and Resource Planning
·         Reporting and Stakeholder Communication
 
Essential Functions:
·         Act as a team lead to arrange resources for various projects within and outside of the department on an on-going basis
·         Conduct comprehensive financial analysis of engagement performance and revenue streams to identify trends, risks, and opportunities.            
·         Analyze key performance indicators (KPIs) such as billable hours, utilization rates, and engagement margins to assess operational efficiency and profitability.            
·         Develop financial models and forecasts to support project planning, resource allocation, and budgeting processes.
·         Assist in the development of annual budgets and mid- to long-term financial plans for business units and internal operations
·         Collaborate with service line leaders and department heads to establish operating budgets, monitor spending, and track against financial targets.
·         Provide insights and recommendations to optimize resource allocation, staffing levels, and project profitability.
·         Prepare regular financial reports and presentations for senior management, board meetings, and other stakeholders.
·         Communicate financial insights and performance metrics in a clear and concise manner, highlighting key drivers and areas for improvement.
·         Collaborate with cross-functional teams to gather relevant data, ensure accuracy of financial reporting, and facilitate decision-making processes.

Minimum Qualifications:
·         Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree or professional certification (e.g., CFA, CPA) preferred.

·         8-10 years of experience as a financial analyst or consultant, preferably in a professional services firm, with a focus on financial planning and analysis (FP&A).

·         Strong understanding of professional services industry dynamics, including project-based revenue recognition, pricing strategies, and resource management.

·         Experience with working with large amounts of data, using various analytical and visualization tools, including, but not limited to Power BI, Tableau, Power Pivot, etc. Experience with SQL desired

·         Advanced proficiency in financial modeling, enterprise resource planning (ERP) systems. Experience with budgeting/planning systems such as Workday Adaptive Planning and Anaplanis required.

·         General understanding of GAAP accounting.

·         Excellent communication and presentation skills, with the ability to convey complex financial concepts to diverse audiences.

·         Strategic mindset with the ability to think analytically, identify opportunities, and develop actionable recommendations.

·         Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment.

·         Collaborative team player with the ability to build relationships and influence stakeholders at all levels of the organization.

 
Success Factors:
·         Ability to perform several tasks concurrently with ease and professionalism.
·         Ability to communicate clearly and concisely, verbally and in writing, in English.
·         Must be able to keep client matters and privileged internal information strictly confidential.
·         Must have excellent interpersonal skills and customer service skills.

What's in it for you:

Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next. 
Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.
Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients.
Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. 
Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.

Salary range:   $85,000 - $115,000

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