What are the responsibilities and job description for the Financial Analyst position at United Wheels Inc.?
Overview of the Company
United Wheels Inc. (“UWI”) is an international, privately held business, with affiliated companies and operations in Asia, the Americas and around the world. UWI is a world leader in the design, manufacture and international distribution of bicycles, e-bikes, and rideable toys, manufacturing more than 6 million bicycles and e-Bikes each year. In additional to cycling, UWI is at the forefront of materials science though Allite Inc. and its affiliated companies, which utilizes its proprietary magnesium alloys across numerous industries (e.g., sporting goods, robotics, electronics, aerospace, etc.).
UWI owns and operates several bicycle-related subsidiaries. These subsidiaries include:
- Huffy Corp. (https://www.huffybikes.com/), the iconic bicycling company based in Dayton, Ohio, with more than 125 years of bicycling history.
- Buzz Bicycles (https//.buzzbicycles.com)
- Batch Outdoors Inc. (https://www.batchbicycles.com/)
- Niner Brands International Inc. (https://ninerbikes.com/)
- VAAST Bicycles, (a division of Allite Inc.) (https://www.vaastbikes.com/)
Summary
Analyze information including financial statements, budgets, and forecasts with consideration for the company's strategic objectives and financial targets. Recommend courses of action and alternatives to improve the company’s financial reporting, automate processes, increase margins, and reduce costs.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Create, maintain, and publish weekly/monthly/annual reports for the business in an accurate and timely manner.
- Assist with monthly financial closings, including detailed reviews of sales, cost of sales, and operating expenses.
- Report on profitability by geography, product, brand, and sales channel.
- Maintain and support the company’s pricing model by updating inputs, enhancing functionality, monitoring accuracy, and ensuring alignment with the ERP system.
- Develop and maintain business models to support internal decision-making processes.
- Assist with the preparation of annual budgets.
- Work with managers and functional leads in preparing profit forecasts.
- Identify ways to improve and automate the company’s financial reporting processes and outputs.
- Contribute to special projects on an ad hoc basis.
Supervisory Responsibilities
None
Education and/or Experience
Bachelor’s degree in Business Administration, Finance, Accounting or Economics preferred.One to three years of relevant experience required.
Language Skills
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
Mathematical Skills
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Reasoning Ability
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Competencies
- Ability to think critically and analytically
- Self-motivated, strong work ethic, and desire to learn
- Ability to work independently and take initiative
- Detail oriented with exceptional organizational and multi-tasking skills
- Ability to communicate effectively with all levels of management
- Ability to meet deadlines and work well under pressure in a fast-paced environment
Computer Skills
Strong Microsoft 365 skills required. Experience with JD Edwards E1 or similar ERP system a plus.
Certificates, Licenses, Registrations
- None
