Financial Analyst

Illuminus•Watertown, WI

11d

About The Position

The Financial Analyst performs financial, accounting, treasury management, and administrative functions across multiple entities under the direction of the Vice President of Finance. The role supports daily cash management, bank reconciliations and transfers, financial reporting, general ledger accounting, tax filings, insurance administration, and corporate compliance. It also contributes to month-end accounting, cash flow forecasting, internal controls, and financial analysis, ensuring work is accurate, timely, and aligned with organizational policies. The analyst collaborates with finance leadership, accounting staff, and operational teams to support the organization’s financial operations.

Requirements

Commitment to quality outcomes and services for all individuals.
Ability to relate well to all individuals.
Ability to gather and analyze data.
Ability to maintain and protect confidential information.
Ability to exercise independent judgment and make sound decisions.
Ability to adapt to change.
Ability to work cooperatively and mentor other team members.
Ability to plan, organize, and prioritize work to meet deadlines.
Attention to detail.
Excellent communication and interpersonal skills.
Bachelor’s degree in accounting or finance.
At least four years of experience as an accountant, financial analyst, or in a similar role.
Knowledge of Microsoft Word, Excel, Outlook, and PowerPoint.
Experience with report preparation and general ledger accounting software.

Nice To Haves

Healthcare experience.

Responsibilities

Maintain effective communication and promote a positive image of the entity in alignment with its mission, vision, and values.
Provide on-call services as assigned.
Maintain financial records, support internal controls and audit requests, and safeguard confidential information.
Report weekly cash positioning and liquidity; maintain daily cash reconciliations and cash forecasts; download bank statements; and prepare weekly vendor payment reports.
Coordinate and initiate bank transfers in accordance with approval controls, administer daily ACH positive pay exceptions, monitor account balances and activity, and identify and report discrepancies or unusual activity promptly.
Prepare and post journal entries and reconcile assigned general ledger accounts.
Coordinate sales and use tax filings and payments, unrelated business income tax payments, and property tax exemption applications, renewals, and supporting documentation.
Manage vehicle personal-use tracking and reporting, coordinating related payroll and tax reporting as applicable.
Coordinate commercial package insurance premium allocations, invoices, payments, reconciliations, refunds, annual renewals, and related accounting entries across entities and departments.
Coordinate administrative and financial matters for postage meters, copiers, and printers, including vendor accounts, invoices, renewals, and service follow-up.
Maintain required annual corporate compliance registrations and renewals.
Partner with accounting on month-end cash reporting, reconciliations, cash flow forecasts, and working capital analysis.
Provide regular financial reporting and analysis to the Vice President of Finance, CFO, and executive leadership.
Perform other duties as assigned.