Financial Analyst I/II

Greenheck Group • Schofield, WI

4d • Onsite

About The Position

The Financial Analyst I/II prepares, reviews, consolidates, explains, and communicates financial data for one or more business units. The role works closely with senior leadership and supports business-unit budgeting, strategic planning, standards development, capital projects, fixed-asset management, and corporate finance projects. It also assists with management presentations, dashboards, predictive metrics, and decision-support analysis.

The analyst prepares financial reporting and variance explanations, supports monthly close and flash reporting, and performs recurring accounting tasks to ensure accurate capture of revenue and expenses. The role analyzes financial results, pricing changes, sales and gross profit, and special projects; investigates variances; and recommends ways to improve results and reporting procedures. It supports sales personnel with quote, discount, commission, and rebate calculations and ensures results follow corporate and business-unit accounting policies.

The position also develops tools to turn ERP data into usable information, supports capital justifications and post-audits, tracks key metrics, and identifies opportunities for continuous improvement and greater efficiency. It is an onsite role in Schofield, Wisconsin, five days per week.

Requirements

• For Financial Analyst I: bachelor’s degree in Finance, Accounting, or a related field.
• For Financial Analyst I: 0–2 years of relevant finance or accounting experience.
• For Financial Analyst II: bachelor’s degree in Finance, Accounting, or a related field.
• For Financial Analyst II: 2–4 years of relevant finance and accounting experience.
• Strong ERP experience; SAP is preferred.
• Strong Excel experience, including financial modeling.

Nice To Haves

• SAP experience.

Responsibilities

• Prepare actual financial reports and explain variances.
• Participate in annual budgeting and strategic planning; consolidate and analyze forecasts and prepare reporting schedules and presentations.
• Support monthly financial close and prepare flash reporting on revenue and expense variances, including commentary for management review.
• Perform daily and recurring accounting tasks to accurately capture sales, revenue, commissions, incentives, rebates, discounts, accrued and deferred revenue, and expenses.
• Prepare and analyze financial analyses at various levels.
• Identify and investigate revenue, gross profit and margin, pricing, discount, commission, rebate, and expense variances; recommend ways to minimize variances or improve reporting procedures.
• Prepare and independently analyze pricing changes and special projects.
• Support sales personnel with quotes, discount multiplier analysis, commission and rebate calculations, and special-request computations; recommend appropriate follow-up.
• Ensure the accuracy of financial results and consistency with corporate and business-unit accounting policies and procedures.
• Build and maintain relationships with internal and external resources to meet business needs and align with long-term objectives.
• Support continuous improvement and efficiency by leveraging technology and eliminating unnecessary reporting and processes.
• Develop tools to synthesize ERP data into usable information and use software applications to prepare reports, documents, and presentations.
• Perform capital justifications and post-audits.
• Prepare strategic and business analyses, track key metrics, and support decision-making.
• Review sales and gross profit/margin results in depth and provide business-improvement ideas to colleagues and company leaders.
• Apply working-capital management knowledge to identify areas for improvement.
• Support capital project analysis for assigned business units.
• Understand processes and controls across finance and related supporting systems.

Benefits

• Competitive pay and a comprehensive benefits package; the posting points to Health & Family Support, Financial Security, Learning & Development, Rewards & Recognition, Wellbeing & Mental Health, Work-Life Balance, and Fun Perks.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level