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Financial Analyst

Job Locations US-WI-Kenosha
Job ID
2025-18942

Overview

LOCATION: KENOSHA, WI 

Monday thru Friday--in office 

 

The Financial Analyst will support accounting processes across Equipment Solutions (EQS). Tasks will include tracking, analyzing, and reporting of sales & various data sets, as well as performing routine accounting duties that support specific business activities and the Finance Department.

Responsibilities

  • Generate, prepare, analyze and distribute various sales reports for all programs; create new reporting to support ongoing business needs or changes.
  • Prepare and submit monthly billing files for various programs.
  • Prepare and submit commissions for franchisees.
  • Issue monthly & quarterly rebate requests.
  • Aid Accounts Receivable team, including research and cash applications.
  • Perform general accounting transactions, including posting journal entries, with an emphasis on documentation, completeness, accuracy, and overall understanding.
  • Complete any reporting and closing responsibilities within the deadlines required by management.
  • Maintain accounting controls by following policies and procedures in accordance with GAAP and company guidelines.
  • Work with department to drive improvement utilizing RCI theories and processes, including cost saving measures and continual review of functions to suggest and initiate ongoing change.
  • Understand key business processes, technologies, and strategies.
  • Special projects and other duties, as assigned.

Qualifications

  • Bachelor’s degree in accounting or other equivalent degree with applicable experience preferred.
  • Working knowledge of LN ERP system or other similar systems preferred.
  • High level of understanding of sales transactions, complex transactions, and ability to resolve issues.
  • Ability to prioritize and manage time effectively. Must be multi-task oriented.
  • Must be able to work with minimal oversight with attention to accuracy and timeliness.
  • Demonstrated skills and knowledge of general accounting, reporting requirements and computer applications.
  • Be able to develop and maintain relationships with diplomacy and tact.
  • Ability to continually and constructively question and challenge current practices and processes.
  • Proficiency in MS Office required. Daily use of Excel - intermediate/advanced level needed, including proficiency with lookups and pivot tables a plus. Proficiency in SQL a plus.
  • Excellent oral and written communication skills

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