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Lead Financial Analyst, Turnkey Solutions

2 months ago

Milwaukee, Wisconsin, United States Badger Meter Full time
Why Choose Badger Meter?


Badger Meter stands as a premier global leader in water technology, dedicated to the preservation and safeguarding of the planet's most vital resource.

For over a century, municipalities and enterprises have relied on our innovative and reliable solutions to improve operational efficiency and conserve water, ensuring it remains affordable, clean, and resilient.

At Badger Meter, every contribution matters, just as every drop of water does, as our employees' efforts leave a lasting impact on the world.



Your Contributions:


This role entails delivering financial business support to our Turnkey Operations team, encompassing finance and accounting assistance for invoicing, inventory oversight, related transactions, and reconciliations within our ERP system, along with associated financial analysis.

Reporting to the accounting and finance team, this position will closely collaborate with and support the Turnkey Operations team.

Over time, the responsibilities will broaden to include the bids and proposal phase of projects, addressing related accounting and revenue recognition considerations while working alongside technical resources within the accounting team.


Business needs and priorities will dictate the tasks, projects, and analyses required from the Senior Analyst – Turnkey Finance.

Key project prioritization and direction will be provided by the Operational Finance Manager, the Director of Accounting & External Reporting, and the Director – Turnkey Operations.

This is an individual contributor role (i.e., no direct reports) focused on projects that will regularly engage with cross-functional leadership to support and facilitate business decision-making aimed at achieving positive financial outcomes. Flexibility in priorities and location will be essential based on business requirements.



Key Responsibilities:
The primary duties of the Senior Analyst – Turnkey Finance encompass, but are not limited to, the following activities:

1. Assist project managers with monthly project tasks, including:
- Timely invoicing for each turnkey project, covering product, installation, and ancillary invoicing amounts.
- Recording relevant transactions associated with each turnkey project.
- Conducting monthly inventory reconciliations and supporting quarterly physical inventory counts for each warehouse.
- Assisting with invoice collections and clarifying invoiced amounts to customers as necessary.
- Collaborating with the broader accounting team to ensure appropriate adjustments and journal entries are recorded for each turnkey project.

2. Provide a monthly revenue forecast to be recognized/billed to customers, supporting the global financial projections conducted by the FP&A team.

3. Support turnkey projects from bid/RFP response through project completion and final closure.

This includes:
- The duties mentioned above.
- Collaborating with cost accounting to establish inventory part numbers and appropriate costing.
- Reviewing quote entries in the ERP system.
- Summarizing third-party installer information to determine monthly invoicing.
- Managing customer credits as necessary.
- Reviewing proposed contracts for unusual elements outside typical product shipment, installation services, and associated revenue.
- Assisting with and leading the implementation of finance/accounting-related improvements stemming from recent Turnkey Kaizen Events. Updating and revising processes in the future to align with business needs and proper accounting activities.
- Utilizing existing data and data made available through continuous improvement efforts to develop metrics and financial analytic tools to support informed decision-making within the Turnkey Operations team.

This includes:
- Identifying baseline (current state) and required (future state) metrics to facilitate informed decision-making and communication.
- Partnering with finance/accounting, Turnkey Operations, and other cross-functional teams to identify and develop financial performance metrics.

- Employing Badger Meter-defined software to create high-quality reports/models for finance/accounting and Turnkey Operations teams, aiming to automate and streamline business processes.

- Utilizing financial analysis tools and techniques to generate predictive forecasts for finance/accounting and Turnkey Operations teams.

- Leveraging financial analysis tools to identify new business process improvement and optimization opportunities.
- Providing project-specific trend analysis across the Turnkey project portfolio.
- Undertaking other projects/duties as assigned.

Qualifications:
- Bachelor's Degree in Accounting or Finance.
- Certified Public Accountant (CPA) preferred.

- Several years of progressive accounting/finance experience in roles such as financial planning and analysis, controlling, cost accounting, customer profitability, and other finance special projects.


Required Competencies:
- Exceptional communication skills for engaging with management, functional leaders, peers, and internal customers.
- Ability to adapt to changing priorities and effectively prioritize work to meet deadlines.
- Willingness to travel and work remotely based on business circumstances, project needs, and/or staffing requirements.
- The ideal candidate will be a highly motivated team player with outstanding interpersonal, analytical, and problem-solving skills.
- Self-motivated and proactive in managing workload and personal professional development—demonstrating a strong work ethic.

- Proven ability to influence and interact across various organizational levels to achieve desired outcomes through effective relationship-building.

- Coordinate assistance from Sales, Marketing, Engineering, Operations, and Finance to develop optimal resolutions to open issues and/or fulfill project reporting obligations.


Competitive Total Rewards at Badger Meter:
- Competitive Pay
- Annual Bonus
- Eligibility for Annual Pay Increases
- Comprehensive Health, Vision, and Dental Coverage
- 15 days Paid Time Off + 11 Paid Holidays

- Two Ways to Save for Retirement: Badger Meter contributes 25 cents for every dollar you contribute to the plan, up to 7% of your eligible compensation.

- In addition to the match, the company will also contribute 5% of your eligible compensation to your Defined Contribution account on an annual basis.

- Additional access to a certified financial planner to help ensure your money is working for you, at no cost.


Employer Paid Benefits Include:
- Employee Assistance Program (EAP), Basic Group Life Insurance, Short Term Disability, and more.
- Educational Assistance – Tuition Reimbursement up to $5,250.

Voluntary Benefits Include:
- Additional Life Insurance, Long Term Disability, Accident and Critical Illness coverage.
- Health Savings Account (HSA) & Flexible Spending Account (FSA) options.

- An Equal Opportunity/Affirmative Action Employer.

This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Applicants can learn more about their rights regarding equal opportunity in employment by viewing the federal "EEO is the Law" poster and the "EEO is the Law" poster supplement.