Job Summary:

The Financial Analyst will play a key role in budgeting and forecasting, variance analysis, and accounting support.  This role will track and analyze performance against KPIs across the firm and provide insights that will drive strategic decision-making.

Responsibilities:

• Provide input for financial forecasting and variance analysis; including understanding variances from budget for all locations.
• Analyze financial and non-financial metrics and provide management with insights for strategic decision-making.
• Assist in the development of the annual budget.
• Evaluate and improve processes, identifying areas for efficiency and accuracy improvements.
• Oversee and maintain the integrity of the general ledger, ensuring accurate and timely recording of all transactions.
• Assist in the month-end and year-end closing processes, including journal entries, reconciliations, and financial analysis.
• Review reconciliations for key accounts, such as cash, fixed assets, and accruals, ensuring accuracy and resolving discrepancies.
• Ad hoc responsibilities as needed.

Minimum Requirements:

• Required Education:
  • Bachelor’s degree in Accounting, Finance, or a related field.
  • CPA or CMA certification preferred.
• Minimum Years of Experience:
  • 1-5 years of experience in accounting or a similar financial role.
• Other Requirements (Knowledge, Skill, Ability, and Licensure(s)):
  • Solid understanding of general ledger functions and financial reporting.
  • Proficient in accounting software; Sage experience preferred.
  • Strong written and verbal communication skills.
  • Excellent organization skills.
  • Excellent analytical skills.
  • Ability to manage multiple tasks and projects simultaneously.
  • Intermediate skills in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word).

Core Values:

• Collaboration: At Lexicon, an emphasis is placed on working together seamlessly and leveraging the collective strengths of individuals within the organization. Employees promote communication, teamwork, and the sharing of ideas to achieve common goals and objectives.
• Responsiveness: Responsiveness measures our ability to react quickly and effectively to changes, demands, or challenges. A responsive Employee fulfills all obligations effectively and timely to our current and future clients, while maintaining effectiveness and staying aware of evolving business needs or circumstances.
• Culturally Positive: The “Courage to Ask Why” reflects our culture that encourages curiosity, understanding, critical thinking, and challenging the status quo. Employees professionally question existing processes, seek new viewpoints, and explore customer-focused solutions. Employees embrace and promote the values and beliefs of the organization and demonstrate respect for their colleagues, our clients, and the broader community. Employees create a culture that encourages “asking why” through professional curiosity, understanding, critical thinking, and challenging the status quo.
• Customer Service: Employees are committed to prioritize and exceed the expectations of current and future clients. Employees know and anticipate the needs of internal and external customers and act accordingly – providing high priority to customer satisfaction.

Physical Requirements and Work Environment:

• Physical Demands:
  • Potential prolonged periods of sitting at a desk and working on a computer.
  • Some lifting, up to 30lbs.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Work Environment:
  • Work to be conducted primarily in an office environment; however, some may be conducted remotely via assigned technology.
  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.
• Reasonable accommodation:
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the job responsibilities. Additional duties are performed by the individuals currently holding this position and additional duties may be assigned.

Acknowledgement:

The above statements describe the job’s essential responsibilities and requirements. They are not an exhaustive list of the duties that may be assigned to job incumbents.