Essential Functions

In accordance with the Americans with Disabilities Act (ADA), reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Develop a strong understanding of the business environment and key performance drivers.
• Create high-quality reports, analysis, and commentary on company financial performance to assist in decision-making.
• Develop an understanding of existing reporting tools (Hyperion Financial Management, Spreadsheet Server, and Power BI) and write and troubleshoot reports as requested.
• Own the sales forecast process and collaborate with the sales team to develop monthly sales forecasts and analyze actual results against forecast and prior periods.
• Own the department expense forecasting process and collaborate with department owners to develop annual department expense budgets, quarterly forecast updates, and analysis of actual results against forecasts and prior periods.
• Build scenario models to support strategic decision-making and long-term planning.
• Review sales margins in Power BI on a weekly basis to identify unusual margins.
• Perform ad hoc financial and operational analysis as needed.
• Identify and implement improvements to forecasting and budgeting processes.
• Create high-quality reports and dashboards using Power BI, Hyperion Financial Management, and Spreadsheet Server.
• Analyze customer and product profitability and identify margin improvement opportunities.
• Monitor inbound and outbound logistics costs and provide actionable insights to operations.
• Prepare monthly business review presentations and variance analysis summaries.
• Prepare detailed cost center reporting to support departmental accountability.
• Partner with capital project owners to develop business cases and perform ROI analysis.
• Conduct post-implementation reviews to assess project success and financial impact.
• Track and report capital spending against budget and forecast.
• Provide financial validation and tracking of cost improvement initiatives.
• Prepare various month-end accruals, such as freight, temporary labor, and utility accruals.
• Track, report, and control capital expenditure spending, collaborating with project owners to update forecasted project spending.
• Identify and account for expenses related to annual service contracts.
• Prepare and distribute financial statements.
• Own and maintain the fixed asset register, ensuring completeness, accuracy, and proper classification of all capital assets.
• Manage the capitalization process, including review and approval of capital expenditures and proper recording of asset additions and disposals.
• Calculate and record monthly depreciation expense in accordance with company policy and applicable accounting standards.
• Support periodic physical inventory and validation of fixed assets.
• Continuously improve fixed asset processes, controls, and reporting to enhance accuracy and auditability.
• Calculate sales commission achievement in accordance with approved sales compensation policy.
• Create and distribute monthly sales commission statements.
• Support other project-based work and ad hoc requests.
• Identify opportunities to make processes more efficient and eliminate manual work.
• Maintain a continuous improvement mindset to develop process and reporting enhancements.
• Other duties as assigned.

Other Duties

This job description is not designed to cover all activities, duties, or responsibilities. Duties may change at any time with or without notice.

• Analytical Problem-Solving.
• Financial Acumen and Business Insight.
• Communication and Interpersonal Skills.
• Attention to Detail and Data Accuracy.
• Process Improvement Orientation.
• Independent and Collaborative Work Ethic.

Required Skills / Abilities

• Analytical approach to problem-solving, with the ability to rapidly identify key issues, see the big picture, and apply sound judgment.
• Ability to work proactively, both independently and collaboratively.
• Strong communicator with interpersonal skills and the ability to work effectively across a diverse team (seniority, function, etc.).
• Excellent attention to detail.
• Ability to work accurately with large data volumes and extractions from databases and information systems.
• Ability to drive process improvements to ensure data integrity and accuracy.
• Ability to complete assignments independently by collaborating with internal stakeholders, soliciting input, and consolidating data, ideas, and analysis into a final proposal or solution.
• Advanced knowledge of Excel, with strong fluency in formulas and functions.

Supervisory Responsibility

This position does not have supervisory responsibilities.

Work Environment

This position operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and filing systems.

Physical Demands

• Regularly required to stand.
• Frequently required to use hands to finger, handle, or feel, and to reach with hands and arms.
• Occasionally required to walk and sit.
• Must regularly lift and/or move up to 25 pounds and occasionally lift and/or move up to 45 pounds, with assistance if necessary.

Travel

This position requires minimal to no travel.

Required Education and Experience

• Bachelor's degree in Accounting or Finance.
• 3-5+ years of business finance, accounting, or other relevant experience.
• Advanced knowledge of Excel, including formulas and functions.

Preferred Education and Experience

• Experience with Hyperion Financial Management, Power BI, and/or Spreadsheet Server reporting tools.

Position Type and Expected Hours of Work

This is a full-time, exempt position, typically working 1st shift, Monday through Friday. Additional hours may be required during month-end close, forecasting cycles, and other periods of business need.

Equal Employment Opportunity Statement

Employment with Habasit America is at-will. Habasit America is an equal opportunity employer and does not discriminate based on race, color, age, sex, sexual orientation, gender identity, religion, disability, national origin, veteran status, or any other legally protected status.