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Financial Analyst
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$72k-90k (estimate)
Full Time 3 Days Ago
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Cleaver-Brooks Sales and Service, Inc. is Hiring a Financial Analyst Near Milwaukee, WI

Job Description

Job Description

Cleaver Brooks is looking for a Financial Analyst to join our team in Milwaukee, WI. The Financial Analyst will ensure the accurate and timely preparation, analysis, and distribution of the daily, monthly, quarterly, and annual financial reporting packages and proper set up and administration of the financial reporting tools. This position will be a key partner to corporate accounting, company executives and all the various business unit controller groups.

Any salary estimation specified in this job board may or may not be aligned with our organization’s pay philosophy. Apply to connect with a Talent Acquisition Partner who can provide you more details!

Job Location: Milwaukee, WI

Essential functions:

  • Accurately and timely prepare the monthly financial reporting package.
  • Collaborate, communicate with, and support the corporate accounting and business unit controller groups to develop meaningful reports and repeatable processes.
  • Assist in designing and building reports in various reporting systems to meet user needs and maintain consistency.
  • Create ad-hoc reports as necessary to meet corporate and business unit needs.
  • Build and maintain structures and dimensions for reporting needs.
  • Provide support during external audits.
  • Assist in preparing external reports (e.g. 10-K, 10-Q, and monthly bank financials).
  • Ensure duties and company projects are accomplished in an efficient and cost-effective manner.
  • Support peers and management with internal and external projects.
  • Other duties as directed.

Basic Requirements:

Education:

  • Bachelor’s Degree in Accounting or Finance required.

Experience:

  • 2 years of progressive accounting experience. Financial systems experience a plus (IFS, OneStream, Excel add-ins, PowerPoint)

Personal Competencies:

  • Proficient in MS Word, Excel, IFS and other software programs.
  • Analytical with strong attention to detail
  • Flexibility to work on special projects and unexpected events while completing routine tasks on a timely basis.
  • Ability to cultivate and maintain business relationships in a team-oriented environment.
  • Flexible/adaptive to change.
  • Well organized, dependable, punctual, strong work ethic.
  • Apply intellect, creativity, adaptability, judgment, and management skills to achieve required results.

Working Conditions and Hazards: Regular office conditions.

Benefits of Being a Cleaver-Brooks Employee:

  • Competitive salary
  • Comprehensive benefits, including medical, dental, vision, maternity support program, discounted virtual physician visits, voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury), FSA, HSA, life insurance, short term and long-term disability
  • Cash matching 401(k) plan
  • Employee assistance program (EAP)
  • Pet insurance
  • Employee discount program
  • Tuition assistance
  • Paid time off and 11 paid holidays

Who is Cleaver-Brooks:

Cleaver-Brooks is the market leader in providing fully integrated boiler and burner systems. We lead the boiler/burner industry due to our unmatched distribution network’s ability to deliver the knowledge, service, training, and support that are essential to long-term performance. Our customers will tell you that we are the only equipment provider that manufactures boilers, burners, controls, and a full array of ancillary and aftermarket products. They will also mention that our unique single-source capability means that we can deliver fully integrated boiler room solutions that reduce overall costs and optimize space. It is our focus on products that deliver the most efficient, reliable, safe, and environmentally sustainable solutions that differentiate us in the marketplace. Cleaver-Brooks continues a 90 year legacy of providing the customers we serve with extraordinary products designed to deliver unsurpassed performance through the power of commitment.

This description indicates the general nature of the tasks and responsibilities required of positions given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgement, to be proper.

Job Summary

JOB TYPE

Full Time

SALARY

$72k-90k (estimate)

POST DATE

06/26/2024

EXPIRATION DATE

07/09/2024

WEBSITE

cbservice.com

HEADQUARTERS

MCALLEN, TX

SIZE

25 - 50

FOUNDED

1947

CEO

ROBERT DELEON

REVENUE

<$5M

INDUSTRY

Wholesale

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About Cleaver-Brooks Sales and Service, Inc.

Cleaver-Brooks Sales and Service, is one of the most innovative and fastest growing boiler services companies in the United States. As a single-source supplier for more than 65 years, C-B Sales and Service is the leader in designing and delivering a full range of integrated boiler solutions for commercial and industrial markets. C-B Sales and Service unique go-to-market strategy combines the strength of local sales and 24/7/365 service support through its 13 regional offices and 400 employees with company-wide best practices in design, engineering, project management, fabrication and field ins...tallation. Based in Dallas, C-B Sales and Service has thousands of customers worldwide in steam-intensive markets, including food processing, refinery, petrochemical, utility, gas processing, energy, packaging, environmental, healthcare, education and government. Visit the company Web site at www.cbservice.com for more information. More
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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

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They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

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Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

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Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

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To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

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Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

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With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

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Step 3: View the best colleges and universities for Financial Analyst.

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