What are the responsibilities and job description for the Financial Analyst position at Velvac?
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.
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