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Hybrid Analyst- Financial na WS Inc.

WS Inc. · Appleton, Estados Unidos Da América · Hybrid

US$ 65.000,00  -  US$ 85.000,00

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The Financial Analyst will support the organization by providing financial insights and projections to guide decision-making and strategic planning. This role is responsible for analyzing financial data, conducting credit analyses, supporting pricing strategies, preparing reports, and identifying trends to improve financial performance.

DUTIES AND ACCOUNTABILITIES:  

  • Analyze financial data and performance metrics to support strategic planning and budgeting
  • Conduct credit analysis to assess customer risk, set credit limits, and support collection efforts
  • Evaluate pricing structures and provide recommendations to improve margin and profitability
  • Prepare monthly, quarterly, and annual financial reports
  • Build and maintain financial models for forecasting, scenario planning, and investment analysis
  • Monitor variances between actual results and forecasts; identify and explain key trends
  • Collaborate with business units to provide financial and pricing support
  • Assist in developing annual budgets and long-term financial plans
  • Ensure accuracy of financial information and compliance with company policies
  • Support audits and internal reviews by providing necessary data and analysis

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

  • Strong proficiency in Microsoft Excel and financial modeling
  • Familiarity with financial software and ERP systems (e.g., SAP, Oracle, NetSuite)
  • Excellent analytical, organizational, and problem-solving skills
  • Strong attention to detail and ability to communicate complex information clearly

PREFERRED EDUCATION AND EXPERIENCE:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s or CPA/CFA a plus)
  • 2+ years of experience in financial analysis, including credit evaluation and pricing analysis

PHYSICAL CAPABILITIES AND REQUIREMENTS: 

  • Ability to sit or stand for extended periods, up to 8 hours per day, at a desk in front of a computer screen.
  • Proficient use of a keyboard, mouse, and monitor, as well as the ability to type, scroll, and click efficiently.
  • Occasional light lifting and carrying of objects up to 20 pounds, such as office supplies or small equipment.
  • Ability to move within an office, including occasional walking, bending, reaching, and climbing short flights of stairs.
  • Clear communication, both verbal and written, including phone conversations, virtual meetings, and face-to-face.
  • Adequate vision to read documents, use computer screens, and navigate office space.
  • Ability to work in an environment with moderate noise, such as printers, telephones, and office conversations.
  • May require the use of various warehouse equipment, such as forklifts or pallet jacks.
  • Good visual acuity is required to read labels, signage, and scanners, as well as the ability to differentiate between colors. Adequate hearing is necessary for safety signals and communications within a potentially noisy environment.
  • Must be able to work in a warehouse setting that can have fluctuating temperatures, dust, and varying noise levels.
  • Must be able to wear required protective equipment and adhere to all safety protocols and procedures.

COMPENSATION:

$65,000 - $85,000 Annually

BENEFITS AND TOTAL REWARDS:

  • Competitive wages, and opportunities for advancement.
  • Medical, Dental, Vision, Critical Illness, Accident, and Flexible Spending Plans available.
  • Company-paid Short/Long-term Disability, Life Insurance, and Employee Assistance plans.
  • Company-paid Time-Off (PTO), Holiday Pay, and Sick Leave (where required).
  • Retirement 401(k) Plan with Discretionary Employer Match and Profit Sharing.
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