Financial Operations & Analytics Analyst

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?

Our partner firm, Assurance Dimensions based in Tampa is hiring!

They’ve grown from a regional firm to a national leader in audit and assurance services, working with private, public, and nonprofit clients across North America and beyond.

What sets them apart is their commitment to clear communication, reliable financial reporting, and practical, real-world advice.

As a team member, you’ll learn from professionals who bring experience from some of the largest and most respected firms in the industry—giving you the foundation to grow your career from day one.

Responsibilities:

• Assist in preparing a monthly projected revenue model by comparing scheduled employee hours to the firm’s budgeted revenue. This includes analyzing chargeable time for approximately 60 professionals, applying billing rates, and helping estimate future revenue.

• Support the creation of monthly performance reports for partners, helping track their progress toward financial goals. Work alongside the ERP team to compile data and prepare report cards within one week of month-end.

• Help expand these monthly reports to include Senior Managers and Managers, and assist with automating this process through the ERP system.

• Contribute to the firm’s annual budget planning process by gathering data and helping prepare financial models for the 2026 budget.

• Assist with weekly reporting on staff availability and productivity (capacity and chargeability), following up with teams as needed to ensure accurate tracking.

• Support the audit team with project budgeting for approximately 600 client engagements each year, helping with data entry and basic analysis.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field

• Strong analytical and problem-solving skills with high attention to detail

• Proficiency in Microsoft Excel (e.g., formulas, pivot tables, charts); familiarity with other Microsoft Office tools

• Ability to interpret financial data and assist with budgeting and forecasting processes

• Strong organizational and time management skills; able to handle multiple priorities and meet deadlines

• Effective verbal and written communication skills

• Team player with a willingness to learn and contribute to collaborative projects

• Interest or coursework in financial modeling, revenue analysis, or data reporting is a plus

• Familiarity with ERP systems or time-tracking software is a bonus, but not required

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $60,000-$75,000 annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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