Strategic Financial Analyst

1 day ago


Lake Forest, California, United States TA Resources LLC Full time

At TA Resources LLC, we're revolutionizing traditional staffing and HR consulting to cater to the unique needs of small to mid-size businesses. Our focus is on delivering tailored solutions that drive growth.

We're currently searching for a Strategic Financial Analyst to join our client in Lake Forest, IL. This full-time office role presents an exciting opportunity to leverage your expertise in financial analysis and management.

Our client specializes in developing innovative odor elimination products, which have garnered significant attention in various industries. With a strong emphasis on innovation and forward-thinking, they're poised for sustained growth.

The successful candidate will possess excellent analytical, technological, and interpersonal skills. The role demands meticulous attention to detail, ensuring the accuracy of financial data and effective communication with stakeholders.

Key Responsibilities:

  • Financial Data Consolidation: Ensure seamless accumulation and consolidation of financial data for accurate accounting and business decision-making.
  • Daily Accounting Functions: Perform daily tasks, including accounts receivable, accounts payable, journal entries, and cash management, with a focus on timeliness and precision.
  • Training and Development: Provide comprehensive training to support staff on essential tasks, such as posting cash receipts, sending customer invoices, managing inventory, and monitoring performance metrics.
  • Financial Statement Closing: Coordinate the closing of financial statements, ensuring accuracy and completeness of supporting documentation.
  • Management Reporting: Deliver actionable insights and reports to inform business decisions, including weekly and monthly open sales order reports, sales reports by customer and item, and AR aging reports.
  • Process Improvement: Identify areas for improvement and implement new processes to enhance accounting operations and efficiency.

Qualifications:

  • Bachelor's degree in finance, accounting, or a related field.
  • A minimum of 5 years of relevant experience, with 2-3 years in a CPG environment.
  • Exceptional people skills, strong collaboration abilities, and solid interpersonal skills.
  • Proficiency in Microsoft Dynamics, QuickBooks, Sage, or equivalent business software, with experience in MRP/ERP implementation.
  • Vocalize detailed data, problem-solve, and communicate effectively both verbally and in writing.

The estimated annual salary for this position is $85,000-$110,000, depending on qualifications and experience. If you're a strategic thinker with a passion for financial analysis and management, we encourage you to apply for this exciting opportunity.



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