Financial Analysis Expert

4 days ago


Brookfield, Wisconsin, United States Wolter, Inc. Full time

Job Overview

We are seeking a highly skilled Corporate Financial Analyst to join our team at Wolter, Inc. Based in Brookfield, WI, this role offers an exciting opportunity to bridge the gap between finance and technology.

The estimated annual salary for this position is around $80,000 - $110,000 depending on experience, with opportunities for career advancement and professional growth.

Key Responsibilities:

  • Create detailed financial reports using QuipWare, including income statements, balance sheets, and cash flow statements.
  • Analyze performance metrics to provide quarterly summaries of profitability by region and department.
  • Support month-end close procedures by preparing reclassification journal entries and updating borrowing base certificates.
  • Audit and ensure compliance with financial controls, reviewing credit card expenses and verifying costs.
  • Manage acquisitions by analyzing assets, overseeing customer retention strategies, and evaluating purchase agreements.
  • Collaborate with the Accounting Manager to develop detailed budgets for Wolter, Inc. and Wolter Investments.
  • Lead multi-state tax management initiatives, filing and managing sales and personal property tax returns across multiple states.
  • Engage in financial reviews, conducting quarterly financial statement reviews with regional managers and providing insights to branch leaders.
  • Participate in special projects, collaborating with the CFO on innovative finance initiatives and business strategies.

Requirements:

  • Bachelor's degree in accounting, finance, or a related field.
  • Exceptional analytical and problem-solving skills, with the ability to inspire collaboration and deliver results across departments.
  • Strong computer proficiency, with experience with QuipWare a plus.
  • Possess leadership qualities, with the ability to communicate complex financial data in clear, actionable ways.

Benefits:

  • Competitive compensation package, including salary and benefits.
  • Career advancement opportunities, with a supportive work environment that encourages collaboration and professional growth.
  • Comprehensive benefits package, including health insurance, pet insurance, life insurance, paid time off, and 401(k) retirement savings plan.

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