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Location: Milwaukee, WI (relocation assistance provided, if needed)

Jobs Supervised: Financial Analyst

Basic Function:

This role provides accounting and financial support and leadership for the $100M+ revenue Aftermarket division of Cleaver-Brooks. This includes understanding and managing the general ledger, accounting issues, costing, external audit process, internal reporting, detail analysis and presentation of financial data, preparation and recording of journal entries, preparation and review of monthly account reconciliations, and other similar activities or ad hoc requests. This role goes beyond traditional accounting - it requires an analytical partner who can interpret trends in mix, volume and margin, translate data into insight for the business and proactively identify opportunities to improve performance. This individual must be a self-driven, experienced leader and manager, as well as a strong accountant who is detail oriented with solid analytical skills and is continually seeking growth and learning opportunities.

Essential Duties:

• Take ownership of the general ledger and ensure accuracy and consistency with Company policy, and compliance with US GAAP.
• Analyze financial performance and act as business partner with management to provide recommendations to improve profitability.
• Manage team to provide proper level of customer service to the rest of the organization.
• Maintain a robust internal control environment consistent with Company policy and JSOX principles.
• Establish and build effective and productive relationships with sales, finance and other departments.
• Perform month, quarter and year end close processes, meeting deadlines. Record journal entries and provide appropriate detail level review and analysis. Develop and maintain tracking tools and accounting checklists. Ensure appropriate reporting is correct and accurate.
• Prepare and review monthly account reconciliations as assigned. Track and ensure completion of reconciliations.
• Directs, consolidates, and analyzes all cost accounting procedures together with other internal reports.
• Perform monthly financial variance analysis including investigations into why results deviated from expectation, what the change means for the business and clearly communicating the findings.
• Work closely with business leaders to develop forecast and budget models for a high-volume, multi-category parts business. This includes partnering with the sales team to structure forecasts around part categories and demand drivers rather than distribution geography alone.
• Ensure duties and company projects are accomplished in efficient and cost-effective manners.
• Effectively manage team. This includes, but is not limited to, execution of meaningful performance reviews, providing appropriate direction and coaching to ensure positive development of subordinates as well as ensuring subordinates adhere to and follow the Company's policies and procedures.
• Develop and maintain a monthly KPI and business-review package highlighting the proactive analysis of sales mix, volume and product margin trends to identify risks and opportunities and provide recommendations to the pricing team to protect and improve profitability.
• Identify and automate manual reporting workflows - including daily reporting and PSI reporting to eliminate redundant data entry.
• Review all existing reporting to ensure it reflects current business needs.
• Oversee inventory accounting for the parts business, including valuation, excess and obsolete reserve analysis and support for physical inventory and cycle count programs.
• Other costing, analysis and projects assigned by members of management.
• Other duties as directed.

Education Required: Bachelor's Degree in Accounting is required. CPA/CMA is preferred.

Experience Required: 10+ years of progressive accounting experience preferred. Previous experience with performing account reconciliations and booking journal entries required, and previous experience successfully managing an accounting team preferred. Experience using ERP systems, OneStream financial reporting and supporting a high transaction volume business is a plus. Experience with Python or a similar scripting tool for automating reporting workflows is also a plus.

Personal Competencies Include:

• Proficient in MS Word, Excel, IFS and other software programs.
• Proficient in Power BI - able to read, interpret, and perform basic work in Power BI reports to bridge financial and sales reporting.
• Flexibility to work on special projects and unexpected events while completing routine tasks on a timely basis.
• Demonstrated capability to interface and maintain effective relationships with all departments and employees in a team-oriented environment.
• Demonstrated ability to find better and more efficient ways of doing things.
• Responsive to operational and department needs.
• Flexible/adaptive to change.
• Demonstrated proficiency and understanding of supported balance sheet reconciliations.
• Creative problem solver.
• Ability to synthesize complex or diverse information into meaningful summaries that are easy to understand and can be shared with both financial and non-financial team members.
• Inspires and motivates others to perform well, accepts feedback from others.
• Well organized, dependable, punctual, strong work ethic.
• Strong analytical skill set - ability to analyze problems and propose actionable solutions.

Internal Contacts: Frequent contact with internal customers at all levels.

External Contacts: Occasional contact with external customers, most often billing or commission related.

Physical Skill and Effort: Work requires a few simple, but rapid hand operations. Work requires simple, easy muscular movements.

Working Conditions and Hazards: Normal office conditions.

Benefits of Being a Cleaver-Brooks Employee

• Competitive salary
• Comprehensive benefits, including medical, dental, vision, maternity support program, discounted virtual physician visits, voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury), FSA, HSA, life insurance, short term and long-term disability
• Cash matching 401(k) plan
• Employee assistance program (EAP)
• Pet insurance
• Employee discount program
• Tuition assistance
• Paid time off and 11 paid holidays

This description indicates the general nature of the tasks and responsibilities required of positions given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. This description supersedes any previous descriptions for this position.