Lead the development, execution, and continuous improvement of financial planning and analysis processes
Prepare and present financial reports, summarizing key findings and strategic recommendations
Monitor industry trends, economic conditions, and regulatory changes to assess their impact on financial strategies
Oversee financial reporting infrastructure, ensuring accuracy, efficiency, and scalability
Conduct in-depth variance analysis to identify business drivers and trends affecting financial performance
Develop and refine detailed budgets and financial forecasts
Partner with leadership and cross-functional teams to support strategic planning and business initiatives
Design and implement dashboards, scorecards, and financial reports to enhance decision-making
Prepare ad hoc financial reports and analyses as needed to support business objectives
Create and present quarterly financial narratives for private equity (PE) stakeholders
Participate in management discussions and analysis (MD&A), providing insights on financial performance and business strategy
Evaluate potential business deals, assessing financial impact and strategic fit
Extensive experience in mergers and acquisitions, including financial modeling, due diligence, and post-acquisition integration analysis
Deep expertise in Excel, including complex financial modeling, data analysis, and automation of reporting processes
Advanced data modeling skills, with the ability to interpret large datasets and translate insights into actionable strategies
Manage M&A evaluation models and contribute to recommendations for future opportunities
Identify areas for process improvement and drive initiatives to enhance financial operations
Support the development of a firm-wide Performance Management framework
Supervisory responsibilities
N/A
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
N/A
Required education and experience
Bachelor’s degree in accounting, finance, or a related field
5 – 8+ years of experience in financial planning, analysis, and forecasting
Experience managing financial processes, reporting, and strategic analysis
Advanced proficiency in Excel and financial modeling
Preferred education and experience
Experience in a shared services environment
Professional certifications such as CFA, CPA, or CFP
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE AREUHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFERPOSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Top Skills
What We Do
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges.
As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
Firm Disclaimer
©2025 UHY LLP. ALL RIGHTS RESERVED.
“UHY” is the brand name under which UHY LLP and UHY Advisors, Inc. provide professional services. The two firms operate as separate legal entities in an alternative practice structure. UHY LLP is a licensed independent CPA firm that performs attest services. UHY Advisors, Inc. provides tax and business consulting services through subsidiary entities. UHY Advisors, Inc. and UHY LLP are U.S. members of Urbach Hacker Young International Limited (UHY International), a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. Any services described herein are provided by UHY Advisors, Inc. and/or UHY LLP (as the case may be) and not by UHY International or any other member firm of UHY International. Neither UHY International nor any member of UHY International has any liability for services provided by other members.
On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.
