Senior Financial Analyst – Buffalo, NY (Hybrid)

Senior Financial Analyst – Buffalo, NY (Hybrid)

Due to growth, Lawley is in search of a Senior Financial Analyst in Buffalo, NY! This position will be responsible for general ledger accounting functions including daily, weekly, monthly accounting tasks and activities (i.e., intercompany chargebacks, debt compliance). This position is also responsible for monthly preparation of Full Time Equivalent (FTE) analysis, payroll worksheet, staff reporting worksheets intercompany chargeback worksheet and journal entries. The ideal candidate has at least three (3) years of experience in a similar or related position and ideally some public accounting experience. Lawley is a family-owned organization with strong core values and an emphasis on work/life balance. We encourage continuing education for all associates and support our team members in growing as professionals. This position would include a full package, including benefits, paid parking, hybrid/remote flexibility and a generous holiday and PTO schedule! If you have previous financial analyst experience, a Bachelor’s degree and the desire to join one of the best places to work in Buffalo, please consider applying today!

Fundamental Components of the Job:

• Responsible for general ledger accounting functions including daily, weekly, monthly accounting tasks and activities (i.e., intercompany chargebacks, producer benefits, account reconciliations).
• Responsible for monthly preparation of Full Time Equivalent (FTE) analysis, payroll worksheet, staff reporting worksheet, intercompany chargeback worksheet and journal entry.
• Works with Manager FP&A to prepare budget as it relates to FTE and payroll; creates and maintains various linked Excel spreadsheets for budgeting process
• Responsible for review and posting of ADP Payroll
• Maintains monthly, quarterly and yearly audit procedures on commissions using Qlikview queries to ensure accurate commission payment to partners and producers; updates transactions as necessary.
• Analyzes, designs, implements logical data models within Qlikview that tie back to financial information (i.e., production).
• Support Manager FP&A, Controller and Co-CFO’s on third party audits as required, (i.e. year end audit, 401k pension, workers compensation)
• Support Assistant Controller, Controller, Manager FP&A and Co-CFO’s in formulation of internal controls, policies and special projects.
• Creates, organizes and maintains various financial reports in EPIC, Crystal, Qlikview, Excel and Access.
Other functions of the job:
• Collaborates with various departments across the footprint
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills/Traits That We Value for This Role:

• Bachelor’s degree required; Graduate degree and/or CPA preferred
• Minimum of 3-5 years in a similar or related position, some public accounting experience preferred
• Ability to be a senior “go to” person as well as lead others by assigning tasks for project planning and completion
• Strong background in the use of technology: Advanced MS Word, Excel, Access proficiency are a must! Experience with Salesforce, Epic and/or Qlikview preferred
• Ability to work well independently and on a team
• Incredible attention to detail and organizational skills
• Ability to learn quickly, expand tasks to create meaning, and develop knowledge through experience
• Positive attitude, even in a fast-paced environment
• A passion to make customers and coworkers feel important and valued
• Dependability and ability to exercise confidentiality

What’s in It for You?

• We are not a call center environment
• We achieve success by building genuine relationships together, with our teams and clients
• We are a family owned insurance broker (nearly 70 years!)
• We are deeply committed to the communities we serve and love to get involved
• We work hard and play hard!!!
Why Lawley?
• Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision—and SO many more)
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old)
• Educational support, career development, and growth opportunities
• Job Security (we’ve never had a lay-off, even during the pandemic)
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm
• Comfortable, family-oriented culture, with an emphasis on work life balance
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
• Fulfilling opportunities that align with your career path and our business needs

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $71,706.08 to $119,510.13.

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