Financial Analyst I/II

Greenheck Group • Schofield, WI

1d • $69,581 - $105,903 • 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 budgeting, strategic planning, standards development, capital projects, fixed asset management, and corporate finance projects. It also contributes to management presentations, dashboards, predictive metrics, and decision-support analysis.

The position prepares financial reporting and variance explanations, supports monthly close and forecasting, and performs recurring accounting tasks to ensure accurate recording of revenue and expenses. It analyzes pricing, sales, gross profit, commissions, rebates, discounts, and other financial results; investigates variances; and recommends improvements. The analyst develops reporting tools using data from the company’s ERP system, supports sales and business-unit decisions, performs capital project analyses and post-audits, and promotes continuous improvement and efficient processes.

This is an onsite position in Schofield, Wisconsin, five days per week. The work takes place in an office environment and involves standard office equipment, sedentary work, repetitive hand and wrist motions, close visual work, and occasional mobility for meetings and office tasks.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• Financial Analyst I: 0–2 years of relevant finance/accounting work experience.
• Financial Analyst II: 2–4 years of relevant finance and accounting work experience.
• Strong ERP experience; SAP is preferred.
• Strong Excel experience, including financial modeling.
• Ability to work onsite in Schofield, Wisconsin, five days per week.

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 related schedules and presentations.
• Support monthly financial close and prepare flash reporting with revenue and expense variance analysis and management commentary.
• Perform daily and recurring accounting tasks to accurately capture sales, revenue, commissions, incentives, rebates, discounts, accrued and deferred revenue, and expenses.
• Prepare and perform financial analyses at various levels.
• Identify and investigate revenue, gross profit/margin, pricing, discount, commission, rebate, and expense variances; recommend ways to reduce variances or improve reporting procedures.
• Analyze pricing changes and special projects; support sales personnel with quotes, discount multiplier analysis, commission and rebate calculations, and special-request computations, and recommend follow-up.
• Ensure financial results are accurate and consistent with corporate and business-unit accounting policies and procedures.
• Build and maintain relationships with internal and external resources to meet business needs and long-term objectives.
• Support continuous improvement and efficiency by using technology and eliminating unnecessary reports and processes.
• Develop tools to convert Enterprise Resource Planning system data into usable information.
• 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.
• Provide business-improvement ideas to team members and company leaders.
• Apply knowledge of working capital management to identify improvement opportunities.
• Support assigned business units through understanding and analysis of capital projects.
• Understand finance processes, controls, and related supporting systems.

Benefits

• The posting describes a comprehensive benefits package with categories including health and family support, financial security, learning and development, rewards and recognition, wellbeing and mental health, work-life balance, and fun perks.

What This Job Offers

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