Senior Financial Analyst

Singleton Schreiber, LLP is seeking a highly skilled and proactive Senior Financial Analyst to join our finance team in San Diego. This hybrid role will play a key part in financial reporting, forecasting, and supporting both operational and strategic initiatives. The ideal candidate has exceptional Excel and data analysis skills, financial reporting experience, and a forward-thinking approach to process improvement.

This is a hybrid position (2 days onsite, 3 remote) based out of San Diego, CA.

SALARY: $80,000-$100,000 per year

Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualifications for the role.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Develop and maintain monthly dashboards and KPI reports for accounting and settlement accounting.

• Prepare monthly financial statements, settlement reporting, and stale check reviews.

• Support month-end close activities for both settlements and general accounting.

• Lead efforts to automate reporting processes or evaluate third-party reporting tools.

• Build and maintain financial forecasting models.

• Provide analytical support to leadership for budgeting, forecasting, and variance analysis.

• Lead the accounting team's conversion from QuickBooks Desktop (QBD) to QuickBooks Online (QBO).

• Research and stay current on AI technologies relevant to financial analysis and reporting.

• Oversee and close out multiple entities.

• Reconcile and support the closure of legacy IOLTA accounts.

• Support case close outs and assist in developing the case close out process.

• Collaborate with and support internal stakeholders.

• Assist with ad hoc projects and special initiatives as needed.

QUALIFICATIONS AND REQUIREMENTS:

• Bachelor's degree in Accounting, Finance, Economics, or a related field - or equivalent experience.

• 5+ years of progressive financial analysis or reporting experience.

• Expert-level Excel skills, including pivot tables and financial modeling.

• Experience with the month-end close process and systems (QuickBooks strongly preferred).

• Strong understanding of financial reporting, accounting principles, and internal controls.

• Ability to work independently and handle multiple priorities in a fast-paced environment.

• Experience with IOLTA reporting or legal accounting is a plus but not required.

• Detail-oriented, forward-thinking, and team-focused.

• Strong communication and organizational skills.

At Singleton Schreiber, we value the hard work and dedication of our team, and we’re proud to offer a benefits package that reflects that commitment. Our goal is to support your well-being, growth, and work-life balance through a wide range of meaningful perks:

• 100% employer-paid health, dental, and vision insurance for employees and dependents
• $50,000 in life insurance provided at no cost
• 401(k) plan with 6% dollar-for-dollar employer match after probationary period
• Generous paid parental leave for birth, adoption, or fostering
• Dependent care reimbursement up to $3,500/month
• Healthcare and Dependent Care Flexible Spending Accounts (FSAs)
• Monthly commuter reimbursement up to $100 for public transportation
• Home office reimbursement: $150 for a desk, $150 for a chair (one-time)
• $25 work-from-home allowance each pay period for hybrid and remote staff
• Up to $5,250/year in tuition reimbursement for professional development
• State bar and approved professional association dues covered
• $30 Grubhub lunch credit every first Friday of the month
• Community engagement support: matching donations to 501(c)(3) nonprofits and encouragement of volunteer time