Financial Analyst I/II

Ready to join a global leader in air movement and ventilation? At Greenheck Group, joining our team means more than just starting a job, it’s joining an award-winning culture prioritizing your growth and development. Our unwavering commitment in supporting our team members both personally and professionally has earned us national recognition time and time again. As an innovative, environmentally responsible manufacturer of commercial HVAC systems, Greenheck Group designs and manufactures industry-leading air movement and ventilation solutions through our family of trusted brands. Our products are found in commercial, institutional, and industrial facilities worldwide, from schools and hospitals to factories and stadiums. Since 1947, we’ve proudly invested in our people and our communities, fostering innovation, leadership, and opportunity at every level. We are more than products, we are a team of inspired people doing extraordinary things.

As the Financial Analyst I/II, you will be responsible for preparing, reviewing, consolidating, explaining and communicating financial data for one or more business units. You will work closely with the senior leadership team, support the business unit budget process, participate in strategic planning, standards development, capital projects and fixed asset management as well as corporate finance projects. You will assist with preparing management presentations, dashboards and predictive metrics and provide management with decision support analysis.

WHAT YOU'LL BE DOING

- Prepare actual financial reporting and variance explanations.
- Participate in the annual budget and strategic planning process; consolidate and analyze forecasts and prepare corresponding reporting schedules and presentations.
- Monthly financial close and related flash reporting of revenue and expense variance analysis with accompanying related commentary for management review.
- Independently perform daily and recurring accounting tasks to ensure the accurate capture of sales, revenue, commissions, incentives, rebates, discounts, accrued and deferred revenue, and expense items.
- Manage and prepare various levels of financial analysis.
- Identify revenue, gross profit/margin, pricing, discount, commission, rebate, and expense variances and investigate their origin. Make recommendations to minimize variances or improve financial reporting procedures.
- Prepare and independently analyze pricing changes and special projects. Support sales personnel with sales quotes, discount multiplier analysis, commission and rebate calculations, and special-request computations; recommend appropriate follow-up.
- Responsible for ensuring the accuracy of financial results and consistency with corporate and business unit accounting policies and procedures.
- Build and maintain strong relationships with key internal and external resources to ensure that the needs of the business are met and aligned with long term objectives.
- Seek and support continuous improvement and enhanced efficiency by leveraging technology and eliminating unnecessary reporting and processes.
- Develop tools to synthesize data from the company’s Enterprise Resource Planning system into usable information.
- Utilize several different software applications to prepare reports, documents and presentations.
- Perform capital justifications and post audits.
- Prepare key strategic and business analysis, key metric tracking, and provide support to the decision-making process.
- Provide an in-depth review of sales and gross profit/margin results.
- Provide proactive business improvement ideas to team members and company leaders.
- Demonstrate a solid understanding of working capital management to influence areas for improvement.
- Demonstrate a solid understanding of capital project analysis through knowledge and support of assigned business unit(s).
- Demonstrate a solid understanding of processes and controls across finance and related supporting systems

WHAT YOU SHOULD HAVE AS A FINANCIAL ANALYST I

- 4 Year / Bachelor Degree in Finance, Accounting or related field of study required.

- 0–2 years of relevant work experience in finance/accounting required.
- Strong ERP (SAP preferred) and Excel experience, including strong modeling required.

WHAT YOU SHOULD HAVE AS A FINANCIAL ANALYST II

- 4 Year / Bachelor Degree in Finance, Accounting or related field of study required.
- 2–4 years of relevant work experience in finance and accounting required.
- Strong ERP (SAP preferred) and Excel experience, including strong modeling required.

SOME THINGS WE THINK YOU SHOULD KNOW

- Location: Schofield, WI
- Work Arrangement: On site, 5 days/week

COMPENSATION & BENEFITS

Greenheck Group takes pride in providing competitive pay along with a comprehensive benefits package as part of our total rewards program. The starting base pay range for this position is  $69,581-$105,903 and may vary based on factors such as job-related knowledge, skills, experience, and performance. With best-in-class benefits, you can be the best you, and together, we can be the best in the industry.  Visit our Perks & Benefits page for more information on these offerings:

- Health & Family Support
- Financial Security
- Learning & Development
- Rewards & Recognition
- Wellbeing & Mental Health
- Work-Life Balance
- Fun Perks

SPECIAL NOTATION

The preceding statements are intended to describe the general nature and level of work being performed by people in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills. The Employer retains the right to change or assign other duties to this position.

PHYSICAL REQUIREMENTS

Work is performed in an office environment and requires the ability to operate standard office equipment, such as a computer and phone. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial motions of the wrists, hands, and/or fingers. The person is required to have close visual acuity to perform an activity such as: preparing and analyzing data, and figures; transcribing; viewing a computer terminal; extensive reading. Occasional mobility required to attend in-person meetings and complete various office tasks.
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EEO STATEMENT

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

ACCOMMODATIONS REQUEST

Greenheck Group complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities.  To request an accommodation for the application or interview process, please email [email protected] with your name, job title, posting number, and requested accommodation.

RECRUITING FRAUD ALERT

At Greenheck Group, your personal information and online safety are our top priorities. Our recruiters will only direct candidates to apply through our official career page at https://greenheckgroup.com/careers/ . We will never request payments, financial account details, or sensitive information such as Social Security numbers. If you’re unsure about the legitimacy of a message, please contact [email protected] for verification.

If you're looking for a place to grow while working with happy, enthusiastic, values-based people, you'll enjoy your career with us!