Lead Financial Analyst

(SEW)

The Lead Financial Analyst enhances current reporting processes drives automation throughout the finance team and supports close process companywide financial reporting financial analysis that helps provide business insights and assists with building the budget and updating forecast.

RESPONSIBILITY LEVEL:

Enhances current reporting processes drives automation throughout the finance team and supports close process companywide financial reporting financial analysis that helps provide business insights and assists with building the budget and updating forecast. Updates creates and manages various financial reports as well as budgeting/forecasting tools and reports. Determines reporting solutions as well as improves and streamlines current reporting and models including budget and forecast templates as well as keeps abreast of system changes and enhancements to continuously improve our reporting capabilities processes and efficiencies. Manages daily monthly quarterly and annual tasks within Prophix (adding/removing users distributing monthly cost reports and quarterly forecast templates annual budget uploads etc.). Implements and may provide input into strategic goals for organization and financial systems and reporting. Applies expertise in finance to support the development of policies procedures and programs. Has familiarity with the finance budget and may provide input into spending decisions particularly as pertains to vendors systems and projects. Typically works on projects and initiatives that span 12 months 2 years.

PRINCIPAL DUTIES:

1. Assists the Finance Director in implementing financial systems in collaboration with IT and Accounting/Finance teams to achieve continued system optimizations upgrades and improvements. Utilize financial systems Business Intelligence and MS Office to enhance reporting capabilities efficiencies internal controls and systems effectiveness.

2. Work in cooperation with all users IT and external software vendors/consultants in the design upgrade and maintenance of their reporting mechanisms. Act as a resource to increase the efficiency and effectiveness of reports and spreadsheets of finance/accounting team. Develop financial reporting solutions based on specifications and needs.

3. Responsible for generating monthly financial and management reports and presentations as well as reports for forecast and budget in collaboration with the appropriate internal stakeholders in a timely manner.

4. Responsible for maintenance and administration of financial software systems and products in a timely manner that reflects the current reporting requirements. Manages multiple versions of data including actuals budgets (various versions) and forecasts as well as budget and forecast templates. Also maintains security report distribution and workflow in Prophix.

5. Analyzes monthly marketing promotions and presents results/insights to the Marketing team.

6. Leads and coordinates the annual budget checklist process between Accounting Finance and Procurement teams.

7. Compile extract and analyze financial data from various systems to support ad hoc analysis monthly reporting and long-term forecasting.

8. Prepare maintain and present financial analyses including budgets forecasts cost analysis and pro-formas to finance and business unit leaders along with actionable recommendations.

9. Apply training techniques to grow understanding and usage of the applications.

10. Leading and Developing Talent: May partner with coworkers to advance their development.

11. Project and Change Management: May serve as a team member or subject matter expert for formal or department projects. Contributes ideas and helps develop solutions while balancing demands of project work and routine job responsibilities. Engages effectively in change affecting her/him communicating appropriately with supervisor. Follows through on learning skill building and practice necessary to adapt to change.

12. Problem Solving: Light supervision; works independently. Periodic review of work by manager or direct customer. Researches analyzes and evaluates situations and reports on findings. Solves advanced problems.

13. Technical Skill: Advanced knowledge of professional principles and skills. Comprehensive knowledge of principles practices and procedures of particular field of specialization.

14. Community Engagement: Champions Goodwill s community engagement initiatives. Aware of Goodwill s community partner organizational and participates in volunteer opportunities as pertains to role and interest. Participates in industry/knowledge groups.

15. Responsible for completing other job responsibilities/duties as assigned.

REQUIREMENTS:

1. Two years of college education or experience equivalency and a minimum of 5 years experience.

2. Relevant experience with reporting (generating financial and/or enterprise reports for internal and external use and presentations understanding of data so that reporting is accurate and efficient).

3. Knowledge of Prophix preferred.

4. Strong computer skills including MS Office business intelligence and report writing software. Exposure to budget forecast and other software products are desirable.

5. Excellent customer service attention to detail time management and organization.

CORE CULTURAL COMPETENCIES:

1. Customer Focus: Independently anticipate and meet customer needs while searching for ways to improve customer service. Internalize customer feedback and follow up with customer to ensure problems are solved by providing innovative ideas to meet their future needs.

2. Values Differences: Seeks out the diverse perspectives and talents of others striving to work effectively with others who have different perspectives backgrounds or styles. Behave with sensitivity towards differences in cultural norms expectations and ways of communicating. Challenge stereotyping or offensive comments.

3. Communicates Effectively: Shares information and updates with others while ensuring a clear concise and professional communication through reports documentation written and other communications. Listens with interest to what others have to say.

4. Situational Adaptability: Demonstrates flexibility of responses to different situations through adapting to the changing needs conditions priorities or opportunities. Monitors how well an approach is working to see if a change is needed recognizing cues that suggest a change in approach or behavior is needed.

5. Drives Results: Demonstrates a strong drive to achieve meaningful results through driving tasks to successful completion and closure. Sets high standards for own performance showing determination in the face of obstacles and setbacks.

6. Ensures Accountability: Takes responsibility and ownership for successes and failures in own work. Monitors progress of performance and changes approach accordingly following through on commitments.

PHYSICAL/SENSORY DEMANDS:

Remain stationary for extended periods of time repetitive use of hands for keyboarding vision required to work with electronic databases.

When determining placement within the salary range for this position Goodwill Greater Milwaukee & Chicago considers education experience internal equity market demands and other qualifying criteria. It is not typical for individuals to be hired at or near the top of the rage for their role and compensation decisions are dependent on facts and circumstances of each case.

Certain roles are eligible to participate in an incentive plan. Participation in this plan does not guarantee an incentive payment and is subject to the terms and conditions of the plan which are subject to change.

In addition to compensation we offer a competitive benefit program that may include medical dental vision short and long-term disability life insurance retirement plan paid time off (PTO) and more. The specifics of each benefit package will vary depending on factors such as full or part time jobs contracted temporary or other job categories.

Equal Opportunity Employer

(SEW)

Required Experience:

IC