Jobs at The Agency

2 open positions · From $10

Open roles

Financial Analyst Full Charge Bookkeeper

Financial Analyst

Financial Analyst Location: Waco, TX ( Relocation assistance may be available for the right candidate.) A respected financial institution is seeking a Financial Analyst to join its finance team and support strategic decision-making through financial reporting, modeling, forecasting, and data analysis. This role offers the opportunity to work closely with executive leadership while contributing to key initiatives that drive organizational performance, operational efficiency, and financial insight. The Financial Analyst will partner with the CFO, Controller, and senior leadership team to develop and maintain financial models, reporting tools, dashboards, and forecasts. This individual will play a critical role in delivering meaningful analysis, identifying trends, improving reporting processes, and supporting the institution's long-term financial objectives. Key Responsibilities: * Support the CFO in building, maintaining, and refining financial models, forecasts, and reporting tools * Maintain budgeting and reporting software, including development and enhancement of reports, models, dimensions, tables, and forecasting assumptions * Prepare, analyze, and present timely and accurate monthly financial reports, dashboards, and key performance indicators (KPIs) to senior management * Assist with annual budget preparation and quarterly forecast processes, ensuring accuracy of general ledger inputs, assumptions, and reporting outputs * Review and understand month-end journal entries, balance sheet reconciliations, and general ledger activity to support accurate financial reporting * Develop and maintain recurring and ad hoc financial reports to support management decision-making * Gather, organize, and analyze data from multiple sources to create meaningful reporting and business insights * Perform report writing and analysis within sophisticated budgeting and reporting software platforms * Identify trends, variances, and performance drivers and communicate findings to management * Recommend opportunities to automate reporting, streamline processes, improve efficiency, and strengthen financial data integrity * Assist with special projects, strategic initiatives, and other financial analysis needs as assigned Required Qualifications: * Bachelor’s degree required, preferably in Accounting, Finance, Data Analytics, or a related field * CPA license preferred * 3–7 years of relevant experience in financial analysis, data analytics, budgeting, forecasting, financial modeling, KPI development, and dashboard reporting * Experience with credit analysis, bond accounting and analytics, and Asset/Liability Management (ALM) is beneficial but not required * Strong understanding of financial statements, financial modeling, trend analysis, and forecasting methodologies * Advanced Microsoft Excel skills required * Experience with database management, report writing, data queries, and financial reporting systems * Preferred experience with Cognos, budgeting software, Microsoft Query tools, general ledger systems, and S\&P Capital IQ * Strong analytical, critical-thinking, and problem-solving abilities * Exceptional attention to detail and commitment to accuracy * Excellent verbal and written communication skills * Ability to research complex issues and independently develop solutions * Proven ability to manage multiple priorities in a fast-paced environment * Strong team-oriented mindset with a desire for continuous improvement and long-term career growth This is an outstanding opportunity for a finance professional seeking meaningful exposure to executive leadership, strategic financial planning, and organizational decision-making. The organization offers a collaborative environment, challenging analytical work, and the opportunity to make a measurable impact on the institution's future success. For immediate consideration, please contact Nate Algood directly. About The Agency Recruiting The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success. All career opportunities listed on The Agency Recruiting’s official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting. Equal Employment Opportunity Statement The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

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Full Charge Bookkeeper

Waco, TXFrom $10/yr

Full-Charge Accountant Location: Waco, TX (Relocation Candidates Will Be Considered) A well-established organization is seeking an experienced Full-Charge Accountant to take complete ownership of the accounting cycle and financial records for two entities. This is a key accounting role supporting the CFO and ensuring the integrity, accuracy, and timeliness of the company’s financial reporting. The Full-Charge Accountant will oversee comprehensive accounting and bookkeeping functions from accounts payable and accounts receivable through general ledger management, reconciliations, month-end close, financial statement preparation, budgeting, and forecasting. The ideal candidate will bring 10+ years of full-cycle accounting experience, mandatory QuickBooks proficiency, strong Excel skills, and a proven history of long-term tenure and commitment to their career. Key Responsibilities: * Take complete ownership of the accounting cycle and financial records for two entities through the point of tax preparation * Support the CFO in maintaining the integrity and accuracy of the QuickBooks ledgers and financial reports * Manage the full accounts payable and accounts receivable cycles, including vendor invoices, customer invoices, and accurate coding to expense accounts or inventory * Prepare and post all journal entries, including accruals, depreciation, and Cost of Goods Sold (COGS) * Perform and maintain accurate bank, credit card, and general ledger reconciliations * Manage the month-end close process to ensure financial information is accurate, complete, and audit ready * Prepare accurate monthly and periodic financial statements, including balance sheets and income statements * Prepare annual budgets and periodic financial forecasts for the entities * Prepare financial data and supporting documentation for auditors and other outside professionals * Develop and maintain ad hoc financial and accounting reports as needed by management * Research accounting issues and provide appropriate solutions and recommendations * Communicate clearly and professionally with senior management, CPAs, auditors, vendors, and other business professionals * Handle confidential financial and company information with a high degree of professionalism and discretion * Identify opportunities for process improvement and recommend methods to increase efficiency and accuracy * Assist the CFO and senior management with special projects and other accounting-related initiatives as needed Required Qualifications: * Bachelor’s degree in Accounting required * CPA license strongly preferred, but not required for candidates with proven, tenured full-charge accounting experience * 10+ years of comprehensive accounting and bookkeeping experience with demonstrated ownership of the full accounting cycle * Mandatory proficiency in QuickBooks; QuickBooks certification preferred * Strong Microsoft Excel skills required * Extensive experience with accounts payable, accounts receivable, reconciliations, journal entries, general ledger management, and financial statement preparation * Strong understanding of GAAP accounting principles and financial reporting * Proven experience with month-end close, budgeting, and forecasting * Strong understanding of balance sheets, income statements, and general financial reporting * Ability to work independently and take complete ownership of accounting responsibilities * Strong research, critical thinking, analytical, and problem-solving skills * Exceptional attention to detail and commitment to accuracy * Ability to thrive in a fast-paced environment while effectively managing multiple priorities and deadlines * Excellent written and verbal communication skills * Demonstrated ability to identify and implement process improvements * Proven long-term employment history and commitment to building a long-term career * Ability to handle confidential information with discretion and professionalism This is a strong opportunity for an experienced accounting professional seeking a long-term role with significant ownership and responsibility over the financial operations of multiple entities. The ideal candidate will be a hands-on, detail-oriented accounting professional who can independently manage the complete accounting cycle, partner effectively with the CFO and senior leadership, and serve as a trusted resource for financial reporting, budgeting, forecasting, and accounting processes. For immediate consideration, please contact Nate Algood directly. About The Agency Recruiting The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success. All career opportunities listed on The Agency Recruiting’s official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting. Equal Employment Opportunity Statement The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

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