Financial Analyst

About the Company

HGA is an accounting firm at its core, but thepractice is broader than that. The HGA Group brings together fractionalfinance, legal, advisory, tax, health and wealth, benefits, and human resourceseverything a business owner needs, built under one roof and designed to worktogether.

Our brand, Building Better Tomorrows, extendsbeyond our clients. It reflects how we operate as a team, with a focus onmeaningful work, strong relationships, and long-term impact.

We are large enough to offer meaningfulopportunities while remaining small enough to ensure individual contributionsare recognized. People who seek greater responsibility often find it here, andwhen they are ready for more, we take notice.

The Opportunity

The Financial Analyst plays a criticalrole in the Integrated Financial Services (“IFS”) division. IFS is a fractionalaccounting and business advisory division. Our group embeds financialprofessionals directly into client operations, giving businesses the accountingexpertise they need, sized to what they require.

The work varies by design. Some days focus onensuring the accuracy of financial data and reporting. Others involve buildingforecasts, analyzing performance, and working with clients to understand whattheir numbers mean and what decisions follow.

This role is designed to build range across accounting, analysis, andadvisory services, while developing professionals who can move from technicalexecution to real client impact.

Key Duties &Responsibilities

Accounting & Data Integrity

• Maintain the accuracy and integrity of underlying financial data
• Perform full-cycle bookkeeping, including accounts payable,receivable, and payroll support
• Review transactional workflows to ensure completeness andconsistency across systems
• Prepare and support account reconciliations
• Identify discrepancies, data issues, and process gaps

Financial Reporting

• Prepare monthly financial statements, including balance sheet,income statement, and cash flow summaries
• Ensure reporting is accurate, complete, and consistent
• Investigate and explain variances and unusual results
• Maintain alignment across financial statements
• Deliver reporting on time and to a high standard

Financial Analysis & Insight

• Develop budgets, forecasts, and cash flow projections
• Analyze trends, cost drivers, and financial performance
• Support decision-making through scenario modeling and analysis
• Perform ad-hoc analysis across profitability, cost structure, andoperations
• Contribute to process improvements and stronger internal controls

Client Communication & Advisory Support

• Present financial results and insights clearly to clients andstakeholders
• Translate financial data into operational and strategicimplications
• Prepare structured insights and recommendations
• Communicate effectively with both financial and non-financialaudiences
• Support client relationships and advisory engagements

Qualifications

Whythis Role

This role is built for someone who wants more than atraditional accounting position.

You’ll move from building clean financials tounderstanding what drives them — and eventually to helping clients decide whatto do next. If you’re looking for a role that combines technical depth,analytical thinking, and real business exposure, this is where that progressionhappens.

Who You Are

• You take the fundamentals seriously, and want to build beyond them
• Accuracy matters to you; you catch issues before anyone else does
• You can explain financial information clearly to non-accountants
• You manage your workload, meet deadlines, and ask for help whenneeded
• You’re curious about how businesses actually operate, not just howthey report

Required

• 3+ years ofexperience in a public accounting firm
• Strongorganizational skills and ability to manage multiple priorities
• Comfortablewith reconciliations, financial reporting, and analysis

CPA designation or active progress toward CPA