Financial Analyst Inventory Jobs in Madison, WI (NOW HIRING)

POSITION OVERVIEW: Supports strategic financial planning, performance monitoring, process improvement, and data-driven reporting that enables informed decision-making and helps improve company financial performance. Evaluates profitability, pricing, promotional effectiveness, and ROI, and develops and maintains databases and dashboards that visualize key performance metrics. Develops financial models; supports budgeting and forecasting; manages and optimizes consignment inventory held in customer-facilities; and prepares appropriate accounting entries related to cost, sales, and marketing activity

POSITION FUNCTIONS*

Percentage

Position Functions

50%

Financial Planning & Analysis

• Develop and maintain financial models for forecasting, budgeting, and strategic planning.
• Contributes to the annual budgeting process, including data preparation and distribution.
• Assist in the development of business cases for new initiatives, product launches, or market expansions.
• Support the company’s sales & operations planning (S&OP) process by aligning financial forecasts with operational plans and contributing to cross-functional planning discussions.
• Collaborate with sales and marketing teams to assess pricing strategies and promotional effectiveness.
• Perform pricing analysis to evaluate profitability, competitive positioning, and margin impact, including the creation and ongoing updates of company-wide price lists.
• Prepare and post journal entries related to sales and marketing activities, ensuring accurate financial representation of trade spend, promotions, and accruals.
• Partner cross-functionally with sales, customer service, and operations to help analyze and resolve sales, royalties, fines/deductions, and other customer-related issues.
• Lead ad-hoc analysis and special projects to support strategic initiatives and respond to executive inquiries.

25%

Financial and Sales Reporting

• Prepare daily, monthly, and annual financial and sales reports for internal stakeholders.
• Prepare and analyze data for sales and marketing departments with comparisons of actual versus budget and prior year.
• Create and maintain dashboards to visualize key performance indicators (KPIs) and business metrics.
• Manage and optimize databases used for financial and sales reporting, ensuring data integrity and consistency.
• Continuously improve reporting processes and tools to enhance usability and impact.

25%

Customer Consignment Inventory Management

• Track and monitor on-hand inventory balances at customer locations, with an emphasis on consigned inventory programs.
• Identify and proactively manage the aging and stock levels of consignment inventories at customer sites and reconcile between Mueller and customer systems/records.
• Coordinate with operations & logistics for timely product deliveries and returns, maintain inventory targets, and ensuring strong replenishment strategies.

NA

Other duties as assigned to meet the needs of the organization.

*Position Functions for this position consist of all items listed under any category that make up 5% or more of the position duties. This position description is subject to change without notice.

MINIMUM QUALIFICATIONS

Bachelor’s degree in accounting, finance, business or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job.

Three or more years of accounting or other related experience.

Ability to understand and comply with Mueller Safety Systems and current regulatory requirements.

PREFERRED QUALIFICATIONS

Prior SAP or other ERP experience

REQUIRED SKILLS

Exercises judgment within broadly defined practices and policies.

Make sound decisions based on analysis, discussion, experience and judgment.

Demonstrated team player with active participation in meetings.

Demonstrated understanding and appreciation of cultural differences.

Strong ability to transition efficiently from working independently to working collaboratively.

Ability to create focus and eliminate roadblocks for other team members.

Willingness to “roll up your sleeves” to help find new opportunities, be diligent in holding people accountable, and having passion to WIN.

Effective written and verbal communication skills, with ability to communicate at all levels of the organization.

Develops and maintains interpersonal relationships.

Strong organizational and problem-solving skills, attention to detail, and the ability to balance multiple priorities.

Advanced use of Microsoft products, including Word, Outlook and Excel, and related industry applications.

Valid driver’s license.

Responsible to appropriately protect the confidentiality, security, and integrity of the organization’s systems and data as well as client data.

PHYSICAL REQUIREMENTS: While performing the duties of this job, the team member is required to have ordinary ambulatory skills; ability to stand or sit, bend or stoop, and manipulate (lift, carry, move) light weights of up to 10 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate office equipment and read. The team member frequently is required to sit, reach with hands and arms, talk and hear. Position requires frequent typing. Position may travel occasionally, including operation of a motor vehicle.

Notice: The information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. This job description is not designed to contain or be interpreted as a comprehensive inventory of all tasks, responsibilities and qualifications required of team members assigned to this job. Position functions, responsibilities and activities may change at any time with or without notice.