<p>For immediate consideration contact Lisa James at (859)788-3684</p><p><br></p><p>We are looking for an experienced Senior Financial Analyst to join our client's team in Lexington, Kentucky. This role will focus on analyzing financial data, driving strategic decisions, and improving business processes to support organizational growth. The ideal candidate will thrive in a dynamic environment, possess exceptional analytical skills, and demonstrate a proactive approach to problem-solving and decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a key representative of the finance team on cross-functional projects related to global product development.</p><p>• Build and evaluate detailed business case models to guide investment decisions and provide insights to core project teams and executive leadership.</p><p>• Conduct in-depth analyses to monitor and interpret key performance indicators tied to brand sales and profitability.</p><p>• Collaborate with brand leadership to model and assess the impact of national promotional events across multiple brands.</p><p>• Identify and analyze business trends, market segments, and customer profiles to support strategic planning efforts.</p><p>• Proactively develop initiatives aimed at cost reduction, profit enhancement, and operational efficiency improvement.</p><p>• Generate and distribute ad hoc reports to cross-functional teams and leadership to support decision-making and evaluate opportunities.</p><p>• Enhance standard reporting processes to streamline information delivery and improve organizational insights.</p>
<p>We are seeking a Senior Tax Strategist to partner with clients in shaping stronger financial outcomes through proactive planning and strategic insight. This role goes beyond tax compliance, focusing on helping clients anticipate what’s ahead and make informed decisions throughout the year.</p><p>The Senior Tax Strategist serves as a trusted advisor, guiding clients through thoughtful tax strategies, evaluating options as circumstances evolve, and supporting implementation that aligns with long-term business and personal objectives. While technical accuracy remains essential, success in this role is defined by the ability to connect tax strategy to broader financial goals and business decisions.</p><p><strong>Strategic Tax Advisory & Planning</strong></p><ul><li>Identify, design, and implement proactive tax strategies aligned with client goals</li><li>Continuously assess client situations and adjust planning approaches as conditions change</li><li>Translate complex tax concepts into practical, actionable guidance</li><li>Monitor tax law developments and help clients leverage new opportunities</li><li>Use tax outcomes as a foundation for forward-looking planning, not a final deliverable</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Oversee timely and accurate filing of income, sales, property, and specialty taxes</li><li>Research and resolve tax notices, correspondence, and complex technical matters</li><li>Ensure compliance supports and complements broader strategic planning efforts</li></ul><p><strong>Client & Cross-Functional Collaboration</strong></p><ul><li>Act as a strategic partner to business owners and key decision-makers</li><li>Collaborate with bookkeeping and advisory teams to identify tax implications within financial data</li><li>Support advanced planning discussions and complex advisory initiatives</li></ul><p><strong>Process Improvement & Thought Leadership</strong></p><ul><li>Contribute to the development and refinement of tax planning processes and methodologies</li><li>Introduce efficiencies that reduce reactive work and improve the client experience</li><li>Serve as a mentor and resource, promoting a strategic and advisory-oriented mindset within the team</li></ul><p><br></p>
