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Financial Review Jobs (NOW HIRING)

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

Handle accounting tasks including data entry, payroll, financial review, and various other accounting related tasks for multiple clients * Onboard new clients and set up QuickBooks Online, including ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

Handle accounting tasks including data entry, payroll, financial review, and various other accounting related tasks for multiple clients * Onboard new clients and set up QuickBooks Online, including ...

Katies Pizza & Pasta LLC

Financial Analyst

Saint Louis, MO · On-site

$65K - $80K/yr

Support invoice payments and reconciliation processes * Assist with month-end reporting and financial review packages * Partner with accounting and operations teams to ensure data accuracy Ad Hoc ...

Katies Pizza & Pasta LLC

Financial Analyst

Saint Louis, MO · On-site

$65K - $80K/yr

Support invoice payments and reconciliation processes * Assist with month-end reporting and financial review packages * Partner with accounting and operations teams to ensure data accuracy Ad Hoc ...

Katies Pizza & Pasta LLC

Financial Analyst

Saint Louis, MO · On-site

$65K - $80K/yr

Support invoice payments and reconciliation processes * Assist with month-end reporting and financial review packages * Partner with accounting and operations teams to ensure data accuracy Ad Hoc ...

Katies Pizza & Pasta LLC

Financial Analyst

Saint Louis, MO · On-site

$65K - $80K/yr

Support invoice payments and reconciliation processes * Assist with month-end reporting and financial review packages * Partner with accounting and operations teams to ensure data accuracy Ad Hoc ...

Katies Pizza & Pasta LLC

Financial Analyst

Saint Louis, MO · On-site

$65K - $80K/yr

Support invoice payments and reconciliation processes * Assist with month-end reporting and financial review packages * Partner with accounting and operations teams to ensure data accuracy Ad Hoc ...

UG2

Regional Finance Manager

Los Angeles, CA

Participate in the monthly financial review meetings with operations to analyze, research and resolve reconciling items that arise during the financial review process including documenting ...

UG2

Regional Finance Manager

Boston, MA · On-site

Participate in the monthly financial review meetings with operations to analyze, research and resolve reconciling items that arise during the financial review process including documenting ...

Arrowhead Programs

Senior Financial Analyst

Tampa, FL · On-site

$80K - $100K/yr

Brown & Brown isseeking Senior Financial Analyst to join our growing team. Reporting to the ... Review/Prepare income statement fluctuations ensuring explanations are clear, concise and ...

Buff City Soap Franchising LLC

FP&A Director

Dallas, TX · On-site

Build Board materials, including periodic financial review and quarterly strategic review * Analyze and report on expense variances versus budget; partner with department leaders to deliver against G ...

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All JobsFinancial Review Jobs

Financial Review information

See salary details

$26.5K

$73.5K

$312.5K

How much do financial review jobs pay per year?

As of Jun 10, 2026, the average yearly pay for financial review in the United States is $73,543.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $77,000.00 per year, depending on experience, location, and employer.

What is the difference between Financial Review vs Financial Analyst?

AspectFinancial ReviewFinancial Analyst
Required CredentialsTypically CPA, CFA, or similar certificationsOften CPA, CFA, or related finance degrees
Work EnvironmentCorporate finance, accounting departments, or consulting firmsInvestment firms, banks, corporate finance teams
Employer & Industry UsageUsed in accounting, auditing, and consulting sectorsCommon in investment banking, asset management, and corporate finance
Search & Comparison IntentUnderstanding financial review processes, career roles, or qualificationsAnalyzing financial data, investment decisions, or career paths

Financial Review professionals focus on assessing financial statements, compliance, and audit processes, often requiring accounting certifications. Financial Analysts analyze financial data to support investment decisions or business strategies. While both roles involve finance expertise, their work environments and primary functions differ, with Financial Review emphasizing compliance and auditing, and Financial Analysts focusing on data analysis and investment evaluation.

What are the key skills and qualifications needed to thrive in Financial Review, and why are they important?

To excel in Financial Review, you need a solid background in accounting, financial analysis, and reporting, typically supported by a degree in finance or accounting. Familiarity with financial modeling tools, advanced Excel functions, and financial management software like SAP or Oracle is crucial. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies are essential to ensure accurate financial assessments, informed decision-making, and clear reporting to stakeholders.

What is a financial review?

A financial review is an assessment of an organization’s or individual’s financial statements and records to evaluate their financial health and ensure accuracy. It typically involves analyzing income, expenses, assets, liabilities, and cash flow to identify trends and potential issues. Financial reviews are often performed by accountants or financial analysts and may be less detailed than a full audit, but they provide valuable insights for decision-making and planning. They are commonly used by businesses, nonprofits, and individuals to maintain transparency and support financial goals.

What are some common challenges faced in a Financial Review role and how can they be addressed?

A common challenge in a Financial Review role is ensuring the accuracy and completeness of financial data, especially when working with information from multiple departments or sources. Professionals in this role often need to reconcile discrepancies, interpret complex financial statements, and maintain compliance with regulatory standards. Effective communication and attention to detail are essential, as is staying updated on the latest accounting regulations. Collaborating closely with accounting, audit, and management teams helps to streamline the review process and resolve issues efficiently.
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Financial Review jobs near you

Senior Staff Accountant

TMS Financial

Green Bay, WI • On-site

Full-time

Posted 14 days ago

Job description

Salary: $28-$39/hr

Senior Staff Accountant

TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-timeSenior Staff Accountant for ourGreen Bayoffice.

The Ideal Candidate:

  • Proven understanding of general bookkeeping, payroll and accounting principles and industry compliance
  • Proficient skills in QuickBooks software with QuickBooks Online Certification
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist with year-end adjustments and identify potential tax issues or opportunities during financial reviews
  • 5+ years of experience in accounting industry with emphasis on public accounting
  • Bachelors or Associates degree in Accounting, Business, Finance, or related field


Responsibilities:

  • Handle accounting tasks including data entry, payroll, financial review, and various other accounting related tasks for multiple clients
  • Onboard new clients and set up QuickBooks Online, including chart of accounts, bank-feeds and integrations. Troubleshoot issues and provide guidance to staff and clients
  • Client interaction including phone calls, emails, and some face-to-face or virtual meetings
  • Research and resolve client concerns, questions, or requests to resolution
  • Effectively manage and prioritize accounting workflows
  • Prepare and review monthly, quarterly and annual financial statements
  • Maintain advanced proficiency in QuickBooks Online
  • Maintain firm standards, deadlines and documentation procedures
  • Ensure best practices are followed for accuracy and consistency
  • Create, enhance, and maintain various standard operating procedures, database projects and other special projects as directed

The position is full-time with a competitive compensation and benefits package. Family-friendly culture, employee-focused, and supports a healthy work life balance.