Financial Analyst

Description

The Financial Analyst is focused on analyzing, tracking, and reporting on Wheeler Machinery’s financial objectives. This position will work with a Senior Financial Analyst and operational department managers to prepare budgets, forecasts, and financial analysis and other ad-hoc reporting as assigned. 

Duties & Responsibilities:

• Assist in the development and maintenance of the annual budget and periodic financial forecasts.
• Perform variance analysis, comparing actual results to budgeted figures, and provide explanations for any significant discrepancies.
• Perform financial analysis on revenues, gross margins, profitability, product pricing, inventory, costing, SG&A, and project-based IRR.
• Ensure that financial models are accurate, reliable, and aligned with business objectives.
• Monitor operational and financial results. Support and validate the accuracy of operational KPI reporting measures and tools. Provide value add feedback.
• Prepare regular financial reports, dashboards, and presentations for senior management, highlighting key findings and insights.
• Support the preparation of monthly, quarterly, and annual financial reports, including income statements, balance sheets, and cash flow statements.
• Provide ad hoc financial reports and analysis as requested.
• Support operating departments with annual budget and monthly forecasting.
• Track performance against budgeted objectives and provide detailed variance analysis and value add feedback.
• Ensure the accuracy and integrity of  financial data by working closely with accounting and finance teams. 
• Provide insights to operational teams for continued process improvement.

Required Qualifications:

• Always think safety first.
• Bachelor’s degree, preferably in Accounting, Quantitative Economics, or Finance. (Open to candidates that are on-track for graduation in 2025).
• Excellent computer skills, including advanced Excel knowledge.
• Strong interpersonal skills for effectively interacting with all levels of company personnel.
• Strong proficiency in financial modeling and analysis, with advanced Excel skills (e.g., financial formulas, pivot tables, macros).
• Strong attention to detail and accuracy, with the ability to manage multiple tasks and meet tight deadlines.
• Solid written and verbal communication skills and the ability to prepare oral and written reports.
• Knowledge of financial analysis practices and methods.
• Self-starter who can work either independently or as part of a team to meet deadlines.
• Ability to identify, research, coordinate, and resolve issues.
• Must be organized and detail oriented.
• Ability to take large sets of data and make it useful.

Preferred Qualifications:

• Proficiency with SQL
• Understanding of multi-dimensional financial reporting.
• Experience using analysis and data visualization tools (Power BI/Tableau)
• Experience with and/or understanding of Six Sigma, Lean, 5S.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities  The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).