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Financial Analyst

Velvac
locationNew Berlin, WI, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionDescription:

Overview:

As part of the essential transportation sector, Velvac designs and produces best-in-class vision, camera and mirror systems, telematics and accessories for medium- and heavy-duty commercial vehicles. Our world class customers include Peterbilt, Kenworth, Mack Truck, General Motors, Ford, Daimler, Volvo, Winnebago, and Fleetwood just to name a few. These businesses and products help keep the essential transportation industry up and running. Our headquarters in New Berlin, Wisconsin offers a collaborative culture, near-zero turnover and a schedule that supports work-life flexibility.


Position Summary:

The General Accountant / Financial Analyst is responsible for maintaining accurate financial records, supporting month-end and year-end close activities, preparing financial reports, analyzing financial performance, and assisting with budgeting and forecasting. This role combines strong accounting knowledge with analytical skills to support business decision-making and ensure compliance with accounting standards and company policies.


Key Responsibilities

  • Accounting Support
  • Assist with preparing journal entries and maintaining general ledger records.
  • Support monthly account reconciliations and financial close activities.
  • Supports accounts payable/accounts receivable processes.
  • Help maintain accurate financial records and documentation.
  • Assist with bank reconciliations and data entry.
  • Supports audit preparation and documentation requests.
  • Follow company accounting policies and procedures.


Financial Analysis & Data Analytics Support

  • Assist with preparing financial reports and spreadsheets.
  • Support budget tracking and variance analysis.
  • Analyze financial data and identify trends.
  • Maintain financial models and reporting templates.
  • Help prepare management reports and presentations.
  • Assist with KPI tracking and operational reporting.
  • Perform ad hoc analysis as requested by management.
  • Assist with building and maintaining dashboards and reports.
  • Help organize and validate financial and operational datasets.
  • Use Excel and reporting tools to identify trends and summarize findings.
  • Support basic data analytics projects and KPI reporting.


Requirements:

Education & Experience:

  • Bachelor’s degree in Accounting, Finance, or related field
  • Internship or 0–2 years of accounting or finance experience preferred.
  • Basic understanding of accounting principles and financial statements.
  • Proficiency in Microsoft Excel and Microsoft Office.
  • Strong analytical and problem-solving abilities; has curiosity
  • High attention to detail and organizational skills.
  • Ability to learn quickly and work in a team environment.
  • Strong written and verbal communication skills.


Preferred Skills:

  • Basic Power BI or Tableau experience
  • Introductory SQL or database knowledge
  • Familiarity with data visualization and reporting concepts
  • Basic SQL knowledge for data extraction and reporting
  • Familiarity with Power BI, Tableau, or similar visualization tools
  • Experience working with large datasets and Excel-based analytics
  • Familiarity with accounting software or ERP systems.
  • Basic financial modeling and reporting experience.
  • Knowledge of budgeting and forecasting concepts.
  • Experience with data visualization tools is a plus.


Technical Skills:

  • Microsoft Excel (Pivot Tables, XLOOKUP/VLOOKUP, formulas, charts)
  • Basic financial modeling
  • Data visualization and dashboard creation
  • Basic SQL and reporting concepts
  • ERP and accounting systems familiarity


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