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Financial Analyst for Strategic Insights

2 months ago


Madison, Wisconsin, United States Gateway Recruiting, INC. Full time
Job Overview

Position Summary:

The Finance Accountant/Analyst collaborates closely with the VP Controller and various business units to develop and deliver insightful financial analytics that support key business strategies and decision-making processes. This role is pivotal in ensuring adherence to finance-related policies, procedures, controls, and regulations, including tax compliance and financial reporting. The Finance Accountant/Analyst provides strategic financial guidance to the President, leveraging data-driven insights to influence business outcomes.

Key Responsibilities:

  • Conduct financial management tasks, including the generation of financial reports, analysis of trends, and evaluation of departmental performance against established plans and forecasts.
  • Ensure compliance with federal and state tax regulations for both direct and indirect tax reporting.
  • Assist in the formulation, implementation, and testing of accounting policies and SOX controls.
  • Support the preparation of monthly, quarterly, and annual account reconciliations while monitoring adherence to accounting policies and controls related to tax and financial reporting standards.
  • Research and address technical accounting issues in collaboration with the VP Controller.
  • Contribute to projects aimed at enhancing organizational efficiency and effectiveness in achieving its objectives.
  • Develop and manage project plans and budgets, tracking actual expenditures to ensure alignment with strategic business initiatives based on financial analysis.

Qualifications and Requirements:

  • At least 5 years of experience in Finance and Accounting or a related field is required, preferably within the medical devices or medical technology sectors.
  • A Bachelor's degree is required, ideally with a focus in Accounting or Finance.
  • Advanced degrees or certifications such as a Master's/MBA, CPA, or CMA are preferred.
  • Familiarity with FDA regulations is advantageous.
  • Experience in rapidly growing organizations or start-ups is preferred.
  • Proficiency in valuation and financial analysis is preferred.
  • Strong analytical skills with the ability to leverage detailed financial analyses and high-level pattern recognition to enhance performance are essential.
  • Ability to work effectively in a cross-functional environment and foster collaboration across all organizational levels is required.
  • Capability to develop analytics that facilitate rapid, fact-based decision-making, even with incomplete data.
  • Proficiency in Microsoft Office applications, particularly advanced Excel skills (e.g., Pivot Tables, Formulas, XLOOKUP functions) and Power BI is required.
  • Eligibility to work in the USA is mandatory.

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