Financial Analyst

Welty Shared Services LLC • Fairlawn, OH

11d

About The Position

The Financial Analyst I supports the Controller and leadership team through accurate financial reporting, insightful analysis, dashboard development, month-end close support, and day-to-day accounting assistance. This role helps ensure timely, reliable, and actionable financial information is available to guide sound business decisions across the organization.

Roles

As a Financial Analyst I at Welty Energy, you are expected to:

Support the Controller with monthly, quarterly, and annual financial reporting, analysis, and close activities.
Prepare, maintain, and improve recurring financial reports, dashboards, and management reporting packages.
Assist with budgeting, forecasting, variance analysis, and financial planning processes.
Analyze financial results and key performance indicators to identify trends, risks, and opportunities.
Support daily and monthly accounting activities, including journal entries, accruals, account reconciliations, and general ledger analysis.
Assist with accounts receivable and accounts payable processes, reporting, and issue resolution as needed.
Help ensure the accuracy, completeness, and timeliness of financial data across systems and reports.
Support the preparation of schedules, analyses, and documentation for internal and external audit requests.
Partner with functional leaders to provide reporting and analysis that supports operational and strategic decision-making.
Maintain organized financial files, workpapers, and supporting documentation.
Contribute to the development, standardization, and automation of finance and accounting processes.
Complete additional duties and special projects assigned by your manager.

Responsibilities

In addition to your role-specific tasks, you are responsible for:

Delivering accurate, timely, and meaningful financial information to support business decisions.
Maintaining strong attention to detail and a high degree of accuracy in all reports, analyses, and accounting activities.
Managing multiple priorities and meeting deadlines in a fast-paced environment.
Supporting continuous improvement in reporting, dashboards, workflows, and financial processes.
Building effective working relationships across finance, operations, and leadership teams.
Upholding internal controls, company policies, and financial compliance requirements.
Supporting a collaborative, professional, and high-performance work environment.

Expectations

You are expected to:

Model Welty Core Values and OPTIC behaviors (Openness, Passion, Teamwork, Integrity, Customer Centricity).
Demonstrate professionalism, accountability, and sound judgment in all work.
Communicate clearly and effectively with team members and leaders across the organization.
Take ownership of assignments and follow through with consistency and reliability.
Maintain confidentiality and integrity when handling financial information.
Share knowledge, support team learning, and contribute to cross-functional collaboration.
Continue developing technical skills, including proficiency in Excel, financial systems, and reporting tools.

Requirements

• A bachelor’s degree in accounting, finance, business, mathematics, or a related field.
• 1–5 years of relevant experience in financial analysis, accounting, FP&A, or related finance roles.
• Proficiency in Excel; experience with ERP or financial systems such as Deltek Vantagepoint is a plus.
• Strong analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.
• A solid understanding of financial statements, reporting, budgeting, forecasting, and basic accounting principles.
• The ability to learn new systems, tools, and processes with limited supervision.

Nice To Haves

• experience with ERP or financial systems such as Deltek Vantagepoint is a plus.

Responsibilities

• Delivering accurate, timely, and meaningful financial information to support business decisions.
• Maintaining strong attention to detail and a high degree of accuracy in all reports, analyses, and accounting activities.
• Managing multiple priorities and meeting deadlines in a fast-paced environment.
• Supporting continuous improvement in reporting, dashboards, workflows, and financial processes.
• Building effective working relationships across finance, operations, and leadership teams.
• Upholding internal controls, company policies, and financial compliance requirements.
• Supporting a collaborative, professional, and high-performance work environment.

What This Job Offers

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