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Financial Analyst (Full Time) Windsor, WI

WP Beverages Pepsi-Cola
401(k)
United States, Wisconsin, Madison
Dec 02, 2024
About us:

  • About our Company: We are a well-established company and represent an exciting nationally recognized brand.
  • About our Culture: We created a culture rich in belonging and significance and believe people and talent are our most precious assets. We are passionate about hiring the right fit; those individuals that will bring energy and passion to their work. We are seeking someone who can be passionate about our industry and continue to help us grow.
  • About our Perks: Excellent benefits and 401K matching, competitive compensation, profit-sharing, PTO, flexibility, hybrid schedule options, and a fun and creative environment.
  • About the Financial Analyst: The candidate that will prosper in this role will be smart, dedicated, customer service driven, and willing to think outside of the box!


What you will be doing:

  • Serving as the lead accountant and point of contact for Shareholder Accounting Services that includes balance sheet reconciliations, process improvement recommendations, and financial statement preparation
  • Assist with financial analysis that includes monitoring monthly profit and loss statements through month-end processes, providing variance analysis and reporting results to Director of Accounting
  • Inventory variance reporting to oversight groups, and creating monthly trend analysis of inventory shortages/overages, outdated product, etc.
  • Month-end reconciliation of inventory balances for all franchises including developing and documenting processes for Intercompany inventory transactions
  • Assist the Director of Accounting with all budgeting, forecasting and financial planning and analysis functions
  • Reviewing, assessing, and developing potential improvements to existing financial reporting software tools to assist the President, CFO, and Director group with decision making
  • Analyze month end accrual and quarter end accrual balances to determine appropriate reserves
  • Provide Accounts Receivable analysis related to write-offs, aging reports and collectability concerns, compliance with Company policies and procedures, and reviewing processes for potential efficiencies


What we are looking for:

  • Bachelor's degree in Accounting or Finance or equivalent experience.
  • Proven financial experience preferred.
  • Proven project and/or process management with limited oversight.
  • Customer Service minded professional with a desire to build relationships both internally and externally.
  • Ability to meet daily and monthly deadlines.
  • Proficiency in MS Office Suite, with advanced working knowledge of Excel.


WP Beverage is an equal opportunity employer that complies with EEOC rules and regulations.

We use E-Verify to confirm the identity and employment eligibility of all new hires.

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