What are the responsibilities and job description for the Financial Analyst (Full Time) Windsor, WI position at Wis-Pak / WP Beverages?
About us:
- About our Company: We are a well-established company and represent an exciting nationally recognized brand.
- About our Culture: We created a culture rich in belonging and significance and believe people and talent are our most precious assets. We are passionate about hiring the right fit; those individuals that will bring energy and passion to their work. We are seeking someone who can be passionate about our industry and continue to help us grow.
- About our Perks: Excellent benefits and 401K matching, competitive compensation, profit-sharing, PTO, flexibility, hybrid schedule options, and a fun and creative environment.
- About the Financial Analyst: The candidate that will prosper in this role will be smart, dedicated, customer service driven, and willing to think outside of the box!
What you will be doing:
- Serving as the lead accountant and point of contact for Shareholder Accounting Services that includes balance sheet reconciliations, process improvement recommendations, and financial statement preparation
- Assist with financial analysis that includes monitoring monthly profit and loss statements through month-end processes, providing variance analysis and reporting results to Director of Accounting
- Inventory variance reporting to oversight groups, and creating monthly trend analysis of inventory shortages/overages, outdated product, etc.
- Month-end reconciliation of inventory balances for all franchises including developing and documenting processes for Intercompany inventory transactions
- Assist the Director of Accounting with all budgeting, forecasting and financial planning and analysis functions
- Reviewing, assessing, and developing potential improvements to existing financial reporting software tools to assist the President, CFO, and Director group with decision making
- Analyze month end accrual and quarter end accrual balances to determine appropriate reserves
- Provide Accounts Receivable analysis related to write-offs, aging reports and collectability concerns, compliance with Company policies and procedures, and reviewing processes for potential efficiencies
What we are looking for:
- Bachelor’s degree in Accounting or Finance or equivalent experience.
- Proven financial experience preferred.
- Proven project and/or process management with limited oversight.
- Customer Service minded professional with a desire to build relationships both internally and externally.
- Ability to meet daily and monthly deadlines.
- Proficiency in MS Office Suite, with advanced working knowledge of Excel.
WP Beverage is an equal opportunity employer that complies with EEOC rules and regulations.
We use E-Verify to confirm the identity and employment eligibility of all new hires.
