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Financial Analyst

Job Description

We are partnering with an innovative Aerospace and Defense company that is seeking a Financial Analyst to join their team based in Milwaukee.

This individual will be responsible for assisting the finance team in delivering timely and accurate financial reporting, maintaining a strong system of internal control, and driving value through performing accounting activities and financial analysis.

Responsibilities:

  • Prepare financial reports for each segment (income statement, balance sheet, and cash flow statement) at a consolidated level, and appropriate level of detail, monthly, in compliance with GAAP
  • Finish the monthly financial work documents, including reconciliations
  • Formulate and document verify account balances, make journal entries, and gather supporting documents
  • Keep track of electronic payments received from customers and deposit incoming checks
  • System for depositing checks, sending out sales invoices/customer account statements on a regular basis, reviewing customer payment terms, and payment history, AR collection coordination, and adjustment and credit processing for accepted returns disparities in price and quality
  • Inspect new and existing client credit applications for accuracy and provide feedback based on available purchase history/projections, suggestions for Controller assessment, and approval of financial viability and payment activities (via Dunn & Bradstreet credit report)
  • Prepare the required documentation to comply with the letter of credit payment terms for contracts/orders the letter of credit's terms and conditions
  • Assist with all cash account monthly bank reconciliations and arrange any necessary changes
  • Assist in the development of segment and consolidated budgets
  • Regularly assess current conditions
  • Performance against the budget and share the findings with the appropriate stakeholders
  • Gather financial data and supporting information for the external auditors' annual audit interim evaluations and audits
  • Provide auditors with assistance in the field by answering their queries, providing supporting evidence, and coordinating support for intermediate and year-end testing
  • Assist the Controller with ad-hoc financial and/or qualitative tasks as needed

Requirements:

  • Bachelor's degree in finance or accounting
  • Three years of related experience, including responsibilities in accounting and/or auditing, financial analysis, and budget preparation
  • Advanced knowledge and grasp of widely accepted accounting standards in the United States (GAAP) and accounting controls
  • A master's degree in accounting, financial reporting, or taxation is preferable but not required
  • CPA qualification is desirable but not required
  • Basic ERP system and cross-module integration understanding
  • Microsoft Word and Excel proficiency
  • Excellent written and verbal analytical and communication skills
  • Ability to communicate information to upper management in an effective manner
  • Ability to operate successfully both in a group and on an individual basis
  • A positive attitude and a desire to succeed
  • A strong desire to learn new talents and/or improve on existing ones through continued education and knowledge
  • The ability to work in a fast-paced setting while maintaining a high level of accuracy and attention to detail accuracy
  • A strong desire to succeed and improve daily operations and procedures
  • Willing to work a hybrid schedule, which includes both home and office work