Elliott Davis

Compensation

Full Description

Who We Are Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. As part of the Elliott Davis Advisory team, you will get hands-on experience working alongside some of the leading experts in financial and consulting services, enjoying the autonomy to shape your career while making a positive impact. Our Client Accounting Advisory Services (CAAS) team empowers decision-making through rigorous analysis of financial and operational data. As a Senior Data Analyst, you will support client engagements by developing management reports, cash flow forecasts, budgets, and long-term financial models. You will also lead data analytics initiatives that uncover insights and drive strategic outcomes for our clients. This role requires strong analytical skills, a deep understanding of financial data, and the ability to communicate findings clearly to both internal teams and clients. You will collaborate across service lines and industries to deliver high-impact solutions. What Will You Do • Design and build client management reports and dashboards using financial and operational data • Develop and maintain cash flow forecasts, budgets, and long-term financial models • Perform data analytics to identify trends, anomalies, and opportunities for improvement • Translate complex data into actionable insights for client decision-making • Collaborate with internal teams to optimize reporting processes and automate workflows • Communicate findings and recommendations clearly to clients and stakeholders • Support onboarding and ongoing engagements with data-driven reporting tools • Mentor associates and contribute to team development • Engage with clients across various industries to support strategic planning and performance improvement • Leverage technology to enhance data accuracy, reporting efficiency, and client experience What Will You Need • Bachelor’s degree in accounting, Finance, Data Analytics, or related field • 4+ years of experience in financial analysis, data analytics, or FP&A • Strong understanding of financial statements, budgeting, and forecasting • Proficiency in Excel and data visualization tools (e.g., Power BI, Tableau) • Experience with accounting and ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks) • Excellent written and oral communication skills • Ability to manage multiple projects and meet deadlines in a dynamic environment • Strong attention to detail and analytical thinking • Ability to work independently and collaboratively within a team Preferred Qualifications • Experience in client-facing advisory or consulting roles • Familiarity with SQL or other data querying languages • Experience with automation tools and workflow optimization WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's Right – All Aspects Of Life, Not Just Your Life As An Employee, Because We Understand That There's Life Beyond Your Job. Here Are Some Of The Ways Our Work Works For Your Life, Your Growth, And Your Well-being • generous time away and paid firm holidays, including the week between Christmas and New Year’s • flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • first-class health and wellness benefits, including wellness coaching and mental health counseling • one-on-one professional coaching • Leadership and career development programs • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. Ada Requirements The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: • Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone • Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: • Use written and oral communication skills. • Read and interpret data, information, and documents. • Observe and interpret situations. • Work under deadlines with frequent interruptions; and • Interact with internal and external customers and others in the course of work.