Financial Analyst (Tax)

Job Locations US-WI-West Bend
ID 2024-2450
Category
Finance
Full-Time
Remote/Hybrid
Hybrid

Company Overview

Recognized as a Milwaukee Journal Sentinel Top Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We’re committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities.

Job Summary

This position offers a hybrid work schedule.  Candidates who are located within 50 miles of a West Bend office location will work a hybrid schedule (3 days/week) for collaboration days, team meetings or other in-person events.  The position will be based in West Bend.

Responsibilities & Qualifications

 

Summary of Responsibilities

Collects and analyzes financial information for assigned accounts, products or product lines, or business units to track the organization's progress against financial goals. Reports current or expected financial performance and creates financial models to guide decision making. Analyzes key metrics from financial records including expenditures, revenue, depreciation, tax, and investments, to make recommendations for action and/or modifications regarding financial procedures, plans, and controls. Assists in the preparation of the annual budget, monthly forecasts, and tax filings.  Assists with developing automated reporting and forecasting tools for more efficient use of data.

 

Preferred Experience and Skills

  • 2-4 years of experience accounting or finance
  • Knowledge of Excel
  • Analytical abilities
  • Knowledge of financial systems, ex. OneStream or Hyperion

 

Preferred Education and Training

  • Bachelor’s degree in accounting or finance, or equivalent combination of education and experience.
  • CPCU or other insurance designations

 

 

INDSP

 

#LI-BW1

Benefits

West Bend offers a comprehensive benefit plan including:   

  • Medical & Prescription Insurance  

  • Health Savings Account  

  • Dental Insurance  

  • Vision Insurance  

  • Short and Long Term Disability  

  • Flexible Spending Accounts  

  • Life and Accidental Death & Disability   

  • Accident and Critical Illness Insurance  

  • Employee Assistance Program  

  • 401(k) Plan with Company Match  

  • Pet Insurance  

  • Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire.  

  • Bonus eligible based on performance  

  • West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies.”    

EEO

West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.