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Financial Analyst & Report Writer


La Plata, Maryland


Financial Analyst & Report Writer Job Opening in La Plata, Maryland - The Wills Group was founded in 1926 and is headquartered in La Plata, Maryland. Our business lines include Dash In, Southern MD Oil, SMO Energy and Splash In, which serve our customers across Delaware, Maryland and Virginia. We are a privately held company that values family, collaboration and dedication. We are currently searching for a Financial Analyst and Report Writer to join our Accounting and Finance team. The Financial Analyst and Report Writer is the bridge between data and the actionable report. They play a critical role in the Finance and Accounting department as they touch every aspect of the business. Therefore, they should have a strong understanding of the company as a whole. As part of the accounting team, they will also work closely with the Operations and Executive teams to ensure that all reported data is correct (we are not interested in a person who simply reports data and does not validate it) so being a team player is key. We are looking for a senior accountant who has strong experience in (1) full cycle accounting, (2) financial and management reporting including report writing, and (3) internal controls. An auditing background and a CPA (or progress toward obtaining one) are strong pluses, but not required. They will need to enjoy creating reports as opposed to simply preparing/running reports created by others. The candidate should be able to analyze data quickly, have an expert knowledge of Excel, and be obsessively detail-oriented. They must have strong written and verbal communication skills and be a self-starting and process oriented individual with a desire to build out and develop this position.


Accountabilities: At minimum, the candidate will be accountable for:
Working closely with the Accounting, Operations and IT teams to develop reporting, dashboards and business analytics for both internal and external use
Identifying financial trends and variance drivers by comparing and analyzing actual results with plans/forecasts
Improving financial performance by analyzing and interpreting P & L results, working capital data and key operating metrics
Reconciling transactions as needed by comparing and collecting data

Required Qualifications: At minimum, the candidate must possess:
BS or BA in Accounting or Finance
5-7 or more years of general accounting experience

Applied Experience: At minimum, the candidate must have applied experience in:
Working with reporting writing solutions and tools
Advanced expertise in Excel
SSRS report development
Financial reporting tools
Reading, interpreting, and analyzing financial statements and related reporting
Analyzing monthly financials for key variances and errors
Making recommendations and developing / implementing reporting to improve Company's reporting environment
Creating and explaining complex technology solutions to system users
Understanding user processes and challenges to build easy to use reporting solutions
Developing straight-forward solutions to complex reporting challenges
The ideal candidate will also have:
CPA certification (or is a CPA candidate)
Public accounting experience
Power BI experience

Competencies: At minimum, the candidate must be able to demonstrate:
Creativity and enthusiasm in embracing reporting technology as an agent for change
Ability to plan, organize and communicate
Strong strategic analytic skills including analytic capabilities, project planning, problem solving, and organizational skills
Results-oriented and pro-active decision making who has the ability to analyze systems and diverse data
Ability to work independently and manage time effectively without close supervision
Strong project management and organizational skills
Complete knowledge and compliance with all company policies and procedures

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