Location: Milwaukee,WI(relocationassistanceprovided, if needed)
Jobs Supervised :FinancialAnalyst
Basic Function:
Thisroleprovides accounting and financial support and leadership for the$100M+revenueAftermarketdivision of Cleaver-Brooks. This includes understanding and managing the general ledger, accounting issues, costing, external audit process, internal reporting, detail analysis and presentation of financial data, preparation and recording of journal entries, preparation and review of monthly account reconciliations, and other similar activities or ad hoc requests.This role goes beyond traditional accounting– it requires an analytical partner who can interpret trends in mix, volume and margin, translate data into insight for the business and proactivelyidentifyopportunities to improve performance. This individual must beaself-driven,experienced leader and manager,as well asa strong accountant who is detail orientedwithsolid analytical skills andis continuallyseeking growthand learning opportunities.
- Take ownership of the general ledger and ensure accuracyandconsistencywith Company policy, and compliance withUSGAAP.
- Analyze financial performance and act asbusinesspartner with management to provide recommendations to improve profitability.
- Manage team to provide proper level of customer service to the rest of the organization.
- Maintain a robust internal control environment consistent with Company policy and JSOX principles.
- Establish and build effective and productive relationships withsales,financeand other departments.
- Perform month,quarterand year end close processes, meeting deadlines.Recordjournal entries and provideappropriate detaillevel review and analysis. Develop andmaintaintracking tools and accounting checklists.Ensureappropriate reportingis correct andaccurate.
- Prepare and review monthly account reconciliations as assigned. Track and ensure completion of reconciliations.
- Directs,consolidates, and analyzes all cost accounting procedures together with other internal records.
- Perform monthly financial varianceanalysisincludinginvestigations intowhy results deviated fromexpectation, what the change means for thebusinessandclearly communicating the findings.
- Work closely with business leaders todevelop forecast and budget models for a high-volume, multi-categorypartsbusiness.This includes partnering withthe sales team to structure forecasts around part categories and demand drivers rather than distributiongeography alone.
- Ensure duties and company projects are accomplished in efficient and cost-effective manners.
- Effectively manageteam. This includes, but is not limited to, execution of meaningful performance reviews, providingappropriate directionand coaching to ensure positive development of subordinates as well as ensuring subordinates adhere to and follow the Company’s policies and procedures.
- Developandmaintaina monthly KPI and business-review packagehighlightingthe proactive analysis ofsales mix,volumeand product margin trendstoidentifyrisks andopportunities andproviderecommendations to the pricing teamto protect and improve profitability.
- Identifyand automate manual reporting workflows – including daily reporting and PSI reporting toeliminateredundant data entry.
- Review all existing reporting toensure it reflects current business needs.
- Oversee inventory accounting for thepartsbusiness, including valuation, excess and obsolete reserve analysis and support for physical inventory and cycle count programs.
- Other costing,analysisandprojectsassignedby members of management.
- Other duties as directed.
Education Required :Bachelor’s Degree in Accountingis required.CPA/CMA is preferred.
Experience Required :10+ years of progressive accounting experiencepreferred.Previousexperience with performing account reconciliations and booking journal entriesrequired, andpreviousexperiencesuccessfully managing an accounting team preferred.Experience using ERP systems,OneStream financial reportingandsupporting ahigh transaction volume business is a plus.Experiencewith Pythonor a similarscriptingtoolfor automating reportingworkflows is also aplus.
- Proficient in MS Word, Excel,IFSand other software programs.
- Proficient inPower BI– able to read, interpret, and perform basic work in Power BI reports to bridge financial and sales reporting.
- Flexibility to work on special projects and unexpected events while completing routine tasks ona timelybasis.
- Demonstrated capability to interface andmaintaineffective relationshipswith all departments and employees in a team-oriented environment.
- Demonstrated ability to find better and more efficient ways of doing things.
- Responsive to operational and department needs.
- Flexible/adaptive to change.
- Demonstratedproficiencyand understanding of supported balance sheet reconciliations.
- Ability to synthesize complex or diverse informationintomeaningful summaries that are easy to understandand can be shared with both financial and non-financial team members.
- Inspires and motivates others to perform well, accepts feedback from others.
- Well organized, dependable, punctual, strongwork ethic.
- Strong analytical skill set - ability to analyze problemsandproposeactionablesolutions.
Internal Contacts :Frequent contact with internal customers at all levels.
External Contacts :Occasional contact with external customers, most often billingorcommission related.
Physical Skill and Effort: Workrequiresa few simple, but rapid hand operations. Work requires simple, easy muscular movements.
Working Conditions and Hazards: Normal office conditions.
About Cleaver-Brooks Cleaver-Brooksis the market leader in providing fully integrated thermal solution systems. We lead the boiler and burner industry due to our unmatched distribution network’s ability to deliver the knowledge, service,trainingand support that are essential to long-term performance. Our customers will tell you thatwe’rethe only equipment provider that manufactures boilers, burners, controls, and a full array of ancillary and aftermarket products.They’llalso mention that our unique single-source capability means that we can deliver fully integrated boiler room solutions that reduce overall costs andoptimizespace. It is our focus on products that deliver the most efficient, reliable,safeand environmentally sustainable solutions that differentiate us in the marketplace. Cleaver-Brooks continues a 90+ year legacy of providing the customers we serve with extraordinary products designed to deliver unsurpassed performance through the power of commitment. Benefitsof Being a Cleaver-Brooks Employee
- Comprehensive benefits, including medical, dental, vision, maternity support program, discounted virtual physician visits, voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury), FSA, HSA, life insurance, shorttermand long-term disability
- Cash matching 401(k) plan
- Employeeassistanceprogram (EAP)
- Employee discount program
- Paid time off and 11 paid holidays
This descriptionindicatesthe general nature of the tasks and responsibilities required of positionsgiventhis classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit ormodifythe right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, addtoordeletefrom any section of this document as itdeems, in its judgment, to be proper. This description supersedes anypreviousdescriptions for this position.
Qualifications Skills Behaviors Motivations
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Education Experience Licenses & Certifications
Equal Opportunity Employer
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