Finance Specialist

Summary

Description
Summary of This Role
Performs a variety of financial activities, including accounting, financial analysis, audit, tax, asset administration, general ledger, credit and collections, ensuring accuracy and compliance with U.S. Generally Accepted Accounting Principles (GAAP) and other accounting regulations. Responsible for developing, maintaining, and providing financial information, plans, and projections. Performs analysis of financial studies and prepares summary reports for management. Reviews and interprets financial reporting requirements, rules, and regulations.

What Part Will You Play?

1. Performs complex tasks to complete financial/accounting projects, such as budget planning/analysis, financial plans, revenue forecasting, and statistical reporting. Resolves moderately complex to complex issues pertaining to financials within established guidelines and begins to make issue resolution recommendations outside established guidelines. Prepares and reviews ad-hoc studies, reports, and analyses in response to internal and external requests. Participates and occasionally represents department management in meetings with departments/organizations internal and external to the company to resolve financial data and/or process issues, develop/implement new methodologies, procedures, and budgetary controls. Reviews various work, such as financial statement analysis/plans, accounting entries, records, and reports, compiled by accounting support personnel and less experienced peers and provides feedback and regulatory interpretation to improve accuracy and maintain conformity to methodologies, best practices, and policies/regulations. Performs and reviews financial analyses, interprets business segment financials, year-to-date department budgets, overall and department level performance to revenue targets. Provides management with budget and revenue performance updates.
2. Prepares and reviews monthly income statement and balance sheet variances, balance sheet reconciliations, journal entries, accounting records, and provides detailed feedback to maintain and/or improve compliance with audit regulations and department standards. Performs analysis necessary to identify the root cause of monthly income statement and balance sheet variances, prepares financial reports, maintains/validates accounting records and monthly/quarterly/year-end reporting. Develops and reviews monthly, quarterly, and year-end reporting and balance sheet reconciliations. Assists with presentations and may present to internal/external senior leadership. Completes and reviews presentation follow-up work to ensure accuracy/appropriateness of data before providing a response to inquiries. May direct/distribute presentation follow-up work to team.
3. Provides (non)routine responses to complex requests from auditors during internal/external audits. Assists less experienced peers with the completion of work during audits by providing feedback and guidance regarding audit standards. Immediately escalates process issues and/or potential process issues impacting any aspect of the audit work to the appropriate peer and/or management. Assists in the coordination of work required during internal/external audits.
4. Maintains a comprehensive knowledge and company-specific financial acumen. Identifies changes in existing standards, resolutions, and practices to include potential impacts to internal policies and methodologies, and recommends process improvements to maintain conformity to industry standards and governing regulations. Reviews and interprets financial reporting requirements in accordance with US Generally Accepted Accounting Principles (GAAP) and provides recommendations to management to mitigate and/or minimize potential impacts. Identifies coaching opportunities within the team and mentors less experienced peers to improve skillsets, regulatory knowledge, and application of best practices. Assists and may lead the development and installation of accounting systems, cost accounting methods, procedures, and controls.

What Are We Looking For in This Role?
Minimum Qualifications

1. Bachelor's Degree
2. Relevant Experience or Degree in: Accounting, Finance, or related degree or qualifying certification (CPA, CMA, ACA, CIMA, ACCA Certification)
3. Typically Minimum 6 Years Relevant Experience
4. Advanced related professional accounting experience

Preferred Qualifications

1. Experience with Microsoft Dynamics, Hyperion Financial Management, and Hyperion Planning a plus
2. CPA/CMA candidate or other relevant certification preferred

What Are Our Desired Skills and Capabilities?

1. Skills / Knowledge - Having wide-ranging experience, uses professional concepts and company objectives to resolve complex issues in creative and effective ways. Some barriers to entry exist at this level (e.g., dept./peer review).
2. Job Complexity - Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Networks with key contacts outside own area of expertise.
3. Supervision - Determines methods and procedures on new assignments and may coordinate activities of other personnel (Team Lead).
4. Microsoft Office - Proven experience in the use of systems and Microsoft Office, particularly Excel.