Description

Position Summary:

Unique opportunity to work directly with family ownership of a remarkably successful business enterprise involved in capital equipment manufacturing for the packaging, converting & manufacturing industries. In this role you’ll use your financial background to assist family ownership with a wide range of strategic financial matters including effectively analyzing, planning, and managing assets, investments, properties, and business plans. Your ability to think creatively, act with a sense of urgency, maintain confidentiality while communicating effectively will be key to your success. Our financially stable company is celebrating its 50^th year in business and is structured for sustained growth as we open our new Corporate Headquarters in Germantown, WI. Our business is built upon integrity, product quality, and valuing our employees. Apply today for this coveted position.

Responsibilities:

• Directly support ownership with a variety of financial analysis and planning activity, as well as non-standard tasks, with a high degree of responsiveness, urgency, and confidentiality.
• Manage bank account activity, transfers, reconciliations, and account administration for several accounts and legal entities.
• Partner with company ownership and executives to make recommendations and complete actions to effectively manage assets & investments to ensure proper cash flow and liquidity as required.
• Effectively manage all financial and transactional aspects of properties and other assets by coordinating acquisitions, sale, leases, and contract negotiations as needed.
• Develop financial modeling of various business scenarios, strategic initiatives, or projects for net present value, return on investment, and help make recommendations on which approach best supports the objectives of the business.
• Directly complete tax preparation, reporting, and periodic filing for legal entities and coordinate activity with external financial planners as appropriate.
• Regularly advise and provide guidance to company ownership related to tax or other financial matters as related to personal financial decisions.
• Form successful working partnerships with various stakeholders within the business and externally to effectively complete tasks.
• Approach tasks as a consultative advisor to understand company ownership and executive team priorities and objectives.
• Maintain regular communication as needed with company ownership and executives for various activities.
• Monitor market dynamics, recent trends, and best practices and provide guidance on opportunities as appropriate.
• Support other areas as assigned. Responsibilities include, but are not necessarily limited to, the duties listed on this job description.

Qualifications

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• At least five (5) years of accounting and/or financial planning, reporting, and analysis experience in a related role or responsibility.
• Prior work experience in a manufacturing organization preferred.
• Strong business acumen and critical thinking skills to manage through ambiguity and find solutions.
• Ability to maintain confidentiality and demonstrate diplomacy, tact, and professionalism in all interactions with employees and management.
• Sense of urgency in responding to ownership needs and priorities.
• Effective interpersonal skills, both verbally and in writing.
• Prior experience with property and asset management and coordination.
• Experience with Microsoft Office suite including intermediate or advanced Excel functionality including data analysis and reporting.
• Experience working with relational databases, SQL, Excel Connect, Power BI, or other business intelligence reporting tools.
• Prior experience with Epicor ERP is preferred.