Financial Analyst

SUMMARY:

Under general supervision, performs accounting duties including data analysis, inventory analysis, and financial analysis. Incumbents perform a variety of financial record keeping duties and transactions in conjunction with identify waste and recommend cost-saving or revenue-generating opportunities. This position is one that will lead to increasing responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Data Analysis: Extract, clean, and review historical financial data.
• Monitor inventory cycle counts, analyze cycle results.
• Variance analysis comparing actual performance against budgets and explain the variances.
• Analyze financial and business activities, document process flows, identify process strengths and weaknesses, and make recommendations to improve efficiency and effectiveness; Partner with process owners to develop action plans to address concerns.
• Modeling the data to forecast future demand and inventory optimization.
• Assist with special projects, as necessary.
• Conduct effective presentations and meetings with various levels of personnel.
• Develop interpersonal relationships by working closely with other team members, external auditors, and consultants.
• Interacting with Parts and Service departments to understand demand forecast drivers.
• Proactively seek new tasks and increasing levels of responsibility to facilitate efficiency.

• Perform all other duties as assigned.
• Meet objectives as established by the Vice President of Finance.

QUALIFICATIONS:

Sufficient education, training and/or work experience to demonstrate possession of the following knowledge, skills, and abilities:

• Knowledge and ability to work with basic arithmetic and accurately compare and transcribe figures.
• Knowledge and ability to work with bookkeeping and accounting principles.
• Mastery of VLOOKUP/XLOOKUP, Index/Match, Pivot Tables, and financial formulas.
• Familiarity with ERP systems (like INFOR) and BI tools (like Power BI)
• Ability to follow verbal and written instructions and communicate effectively, verbally and in writing.
• Ability to utilize automated data processing systems; operate office machines.
• Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions.

EDUCATION and/or EXPERIENCE:

• Sufficient education, training and/or work experience to demonstrate possession of the following knowledge, skills, and abilities, which would typically be acquired through:
• Bachelor's degree from an accredited college or university in Finance or Accounting.
• Three to five years previous accounting or finance experience required.
• Experience with SQL.

COMMUNICATION SKILLS:

• Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions.
• Effectively communicating and working with customers.
• Ability to explain complex numerical trends clearly to non-financial managers.

COMPUTER SKILLS:

• MS Operating Systems: Excel, Word, Outlook
• Accounting systems
• SQL

REASONING ABILITY:

Ability to establish credibility quickly. Must be decisive and able to recognize and support the organizations goals and priorities.

PHYSICAL DEMANDS:

While performing the duties of this position the employee will be required to utilize the computer screen and keyboard, telephone and will need to bend and reach to file.

WORK ENVIRONMENT:

General office environment.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the personnel for this job. Duties, responsibilities, and activities may change at any time.

EEO/AAP Statement

Rudd Equipment Company, Inc. is an Equal Opportunity/Affirmative Action employer. It is our policy not to discriminate against any Incumbent or Applicant. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability or Vietnam era or other protected veteran. To achieve our goal of equal opportunity, we maintain an Affirmative Action Program through which we take good faith efforts to recruit, hire, and advance in the employment of qualified minorities, women, persons with disabilities, Vietnam-era veterans, and other protected veterans.