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Lead Financial Analyst

2 months ago

Hartland, Wisconsin, United States JX Enterprises Full time

At JX Enterprises, we pride ourselves on being a leader in the diesel sector, driven by our core principles that reflect our dedication to excellence. Our team members are vital in providing solutions for our clients' trucking requirements. This role is crafted for ambitious individuals eager to advance their careers while gaining valuable insights into the accounting field.

Our core values—Honoring Commitments, Creating Positive Experiences, Fostering Lifelong Learning, Exhibiting Pioneering Spirit, and Demonstrating Good Stewardship—are integral to our operations. We invite you to contribute to our business growth while embodying these principles.

Position Overview:

The Senior Accountant plays a pivotal role in our organization by managing General Ledger accounts and performing essential reconciliations, including the initiation of adjustments. This position is structured to prepare individuals for future leadership roles in accounting while collaborating with key stakeholders to enhance business operations through financial insights.

Key Responsibilities:

Honor Commitments:

  • Timely Financial Reporting:
    • Ensure accurate and timely submission of tax returns, including biweekly Federal Excise and monthly State tax returns for a multi-entity/multi-state organization.
    • Participate in month-end and year-end closing processes, ensuring compliance with deadlines.
    • Prepare and disseminate all internal and external financial reports promptly.
  • Accurate Reconciliation:
    • Review and reconcile various accounts with attention to detail and urgency.
    • Swiftly identify and resolve discrepancies to uphold financial integrity.
Create Positive Experiences:
  • Support Branch Performance:
    • Analyze financial factors affecting the performance of multiple branches.
    • Conduct monthly reviews and analyses of statements by location to identify trends and patterns.
  • Advisory Role:
    • Collaborate with key decision-makers to provide financial insights that enhance business operations.
    • Ensure that financial statements are presented accurately and in accordance with GAAP.
Foster Lifelong Learning:
  • Continuous Improvement:
    • Engage in ongoing professional development to remain current with accounting standards and practices.
    • Participate in training sessions and workshops to enhance accounting expertise.
  • Knowledge Sharing:
    • Collaborate with colleagues to exchange insights and best practices.
    • Contribute to a culture of continuous learning within the finance team.
Exhibit Pioneering Spirit:
  • Innovative Analysis:
    • Utilize innovative methods to analyze financial statements and metrics.
    • Prepare and distribute key metrics reports that offer actionable insights for the organization.
  • Proactive Problem Solving:
    • Identify and resolve issues promptly, employing creative solutions to prevent recurrence.
    • Assist in the successful completion of annual audits and other necessary audits.
Demonstrate Good Stewardship:
  • Financial Integrity:
    • Ensure all financial reports and statements are accurate and compliant with GAAP.
    • Distribute statements internally to management and externally to banks and lending institutions.
  • Efficient Resource Management:
    • Support the effective use of resources by providing accurate financial data for decision-making.
    • Contribute to the organization's financial health through diligent accounting practices.
Additional Responsibilities:
  • Adapt to the evolving needs of the organization and undertake additional tasks as required, reflecting our commitment to flexibility and responsiveness in achieving business objectives.
The above description outlines the primary functions of the position and should not be interpreted as an exhaustive list of all duties that may be assigned.

Minimum Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related field; a Master's degree is preferred.
  • CPA certification is preferred.
  • A minimum of 4 years of relevant experience in accounting.
  • Experience in Public Accounting is advantageous.
  • Strong knowledge of GAAP and financial reporting.
  • Proficiency in accounting software and Microsoft Office, especially Excel.
  • Excellent analytical, problem-solving, and organizational skills.
  • Effective written and verbal communication skills.
  • Ability to work independently and collaboratively within a team.
  • Willingness to travel occasionally for training and collaboration.
JX Enterprises, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.