Financial Data Analyst

7 days ago


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

Job Overview

We are seeking a highly skilled Financial Data Analyst to join our team at Wolter, Inc. This role is an excellent opportunity for someone who is passionate about finance and enjoys working with numbers. As a Financial Data Analyst, you will be responsible for preparing financial reports, tracking performance metrics, and supporting month-end close processes.

Responsibilities

  • Create financial reports using QuipWare
  • Track profitability by region and department
  • Support month-end close processes, including reclassification journal entries and updating borrowing base certificates
  • Audit credit card expenses and verify costs
  • Analyze assets and oversee customer retention strategies
  • Manage contracts and inventory oversight
  • Collaborate with the Accounting Manager to develop detailed budgets
  • Filing sales and personal property tax returns across multiple states
  • Conduct quarterly financial statement reviews with regional managers

Requirements

  • Bachelor's degree in accounting, finance, or related field
  • Leadership skills to inspire collaboration and deliver results
  • Exceptional planning and problem-solving skills
  • Presentation of complex financial data in clear and actionable ways
  • Strong computer proficiency, experience with QuipWare is a plus

Estimated Salary: $70,000 - $90,000 per year, depending on experience



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