As the Financial Analyst I/II, you will be responsible for preparing, reviewing, consolidating, explaining and communicating financial data for one or more business units. You will work closely with the senior leadership team, support the business unit budget process, participate in strategic planning, standards development, capital projects and fixed asset management as well as corporate finance projects. You will assist with preparing management presentations, dashboards and predictive metrics and provide management with decision support analysis.
WHAT YOU'LL BE DOING
- Prepare actual financial reporting and variance explanations.
- Participate in the annual budget and strategic planning process; consolidate and analyze forecasts and prepare corresponding reporting schedules and presentations.
- Monthly financial close and related flash reporting of revenue and expense variance analysis with accompanying related commentary for management review.
- Independently perform daily and recurring accounting tasks to ensure the accurate capture of sales, revenue, commissions, incentives, rebates, discounts, accrued and deferred revenue, and expense items.
- Manage and prepare various levels of financial analysis.
- Identify revenue, gross profit/margin, pricing, discount, commission, rebate, and expense variances and investigate their origin. Make recommendations to minimize variances or improve financial reporting procedures.
- Prepare and independently analyze pricing changes and special projects. Support sales personnel with sales quotes, discount multiplier analysis, commission and rebate calculations, and special-request computations; recommend appropriate follow-up.
- Responsible for ensuring the accuracy of financial results and consistency with corporate and business unit accounting policies and procedures.
- Build and maintain strong relationships with key internal and external resources to ensure that the needs of the business are met and aligned with long term objectives.
- Seek and support continuous improvement and enhanced efficiency by leveraging technology and eliminating unnecessary reporting and processes.
- Develop tools to synthesize data from the company’s Enterprise Resource Planning system into usable information.
- Utilize several different software applications to prepare reports, documents and presentations.
- Perform capital justifications and post audits.
- Prepare key strategic and business analysis, key metric tracking, and provide support to the decision-making process.
- Provide an in-depth review of sales and gross profit/margin results.
- Provide proactive business improvement ideas to team members and company leaders.
- Demonstrate a solid understanding of working capital management to influence areas for improvement.
- Demonstrate a solid understanding of capital project analysis through knowledge and support of assigned business unit(s).
- Demonstrate a solid understanding of processes and controls across finance and related supporting systems
WHAT YOU SHOULD HAVE AS A FINANCIAL ANALYST I
- 4 Year / Bachelor Degree in Finance, Accounting or related field of study required.
- 0–2 years of relevant work experience in finance/accounting required.
- Strong ERP (SAP preferred) and Excel experience, including strong modeling required.
WHAT YOU SHOULD HAVE AS A FINANCIAL ANALYST II
- 4 Year / Bachelor Degree in Finance, Accounting or related field of study required.
- 2–4 years of relevant work experience in finance and accounting required.
- Strong ERP (SAP preferred) and Excel experience, including strong modeling required.
SOME THINGS WE THINK YOU SHOULD KNOW
- Location: Schofield, WI
- Work Arrangement: On site, 5 days/week
COMPENSATION & BENEFITS
Greenheck Group takes pride in providing competitive pay along with a comprehensive benefits package as part of our total rewards program. The starting base pay range for this position is $69,581-$105,903 and may vary based on factors such as job-related knowledge, skills, experience, and performance. With best-in-class benefits, you can be the best you, and together, we can be the best in the industry. Visit our Perks & Benefits page for more information on these offerings:
- Health & Family Support
- Financial Security
- Learning & Development
- Rewards & Recognition
- Wellbeing & Mental Health
- Work-Life Balance
- Fun Perks
SPECIAL NOTATION
The preceding statements are intended to describe the general nature and level of work being performed by people in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills. The Employer retains the right to change or assign other duties to this position.
PHYSICAL REQUIREMENTS
Work is performed in an office environment and requires the ability to operate standard office equipment, such as a computer and phone. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial motions of the wrists, hands, and/or fingers. The person is required to have close visual acuity to perform an activity such as: preparing and analyzing data, and figures; transcribing; viewing a computer terminal; extensive reading. Occasional mobility required to attend in-person meetings and complete various office tasks.
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