Financial Analyst

Heartland Business Systems; Little Chute (WI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation package

Growth opportunities

Community involvement

Personal development

Employee and family celebrations

Green initiatives

Personal time off

Work life balance

Recognition and awards

Job summary

Heartland Business Systems, a leading Midwest technology VAR, seeks a Financial Analyst to support profitability and P&L analysis, billing reviews, and sales vs. expense assessments. The role offers independent work with milestones and opportunities to shape financial processes.

You will develop models, prepare reports, and provide actionable insights to drive strategic initiatives in a dynamic team environment.

Qualifications

• 2+ years in Accounting, Finance, or related field.
• Bachelor's Degree in Accounting or related field or equivalent experience.
• Proficient Microsoft Suite skills.
• Maintain an outcome-focused mindset and strong prioritization.

Responsibilities

• Calculate monthly commission payments and maintain compensation models.
• Compile and distribute monthly Detailed Sales History and Expense Reporting.
• Prepare and analyze profitability for company segments and verticals.
• Develop data tools and modeling to improve reporting efficiency and value.
• Provide timely, actionable analysis and recommendations for company projects.
• Assist in day-to-day functions including general ledger impacts and month-end close.

Skills

Financial analysis

Microsoft Excel

Prioritization

Teamwork

Professional demeanor

Education

Bachelor's degree in Accounting

Job description

Description The Financial Analyst will work on a range of projects with a diverse scope and great complexity related to Profitability, P&L analysis, Billing method reviews, Sales & Expense analysis, and other finance related activities. Standard process and procedures serve as a foundation for creative problem resolution. Work is performed without significant direction and this position will exercise latitude in determining assignment objectives. Work is reviewed at major milestones and upon completion of projects.

Job Type

Full-time

Description The Financial Analyst will work on a range of projects with a diverse scope and great complexity related to Profitability, P&L analysis, Billing method reviews, Sales & Expense analysis, and other finance related activities. Standard process and procedures serve as a foundation for creative problem resolution. Work is performed without significant direction and this position will exercise latitude in determining assignment objectives. Work is reviewed at major milestones and upon completion of projects.

Roles and Responsibilities

• Calculate monthly commission payments through the development and maintenance of compensation models.
• Compile and distribute monthly reporting related to Detailed Sales History and Expense Reporting.
• Prepare and analyze profitability for various segments and verticals of the company.
• Develop data tools/modeling to improve and increase the efficiency and value of reporting.
• Provide timely, insightful, actionable, and accurate analysis and recommendations to support company projects and initiatives.
• Assist in the day-to-day functions including but not limited to identifying general ledger impacts and assisting in month end closing procedure(s).
• Perform other duties, as assigned.

Requirements

How to qualify

• 2+ years in Accounting, Finance, or related field
• Bachelors Degree in Accounting or related field or equivalent experience.
• Proficient Microsoft Suite Skills
• Maintain an outcome focused mindset
• Have strong prioritization skills
• Always be a team player
• Carry a professional attitude and respectful demeanor

Why HBS?

Heartland Business Systems is one of THE LARGEST technology VARs or Value-Added Resellers in the Midwest. Anything that happens with computers – we do it! We PRIDE ourselves on our Core Values of:

Performance

– HBS is driven to achieve exceptional results in all aspects of our business.

Respect

– HBS Team Members demonstrate personal integrity and professionalism when dealing with all internal and external contacts.

Innovation

– HBS is passionate to serve our internal and external customers with innovative solutions to enhance their success.

Development

– HBS is committed to developing ourselves and each other in ways that support and improve the performance of ourselves and our business.

Excellence

– HBS takes great pride in all we do and strive for excellence always.

What you can expect from HBS

• Competitive Compensation Package (May include but not limited to: Bonus, Incentive, Commission, Fair Wage, Retirement Plans, Benefits with HSA Compatible Plans)
• Growth Opportunities
• Community Involvement
• Personal Development
• Employee and Family Celebrations
• Green Initiatives
• Personal Time Off
• Work Life Balance
• Recognition and Awards

Day in and day out, you will be a part of a collaborative, innovative and award-winning team that will make you a better professional. Choose HBS today!

Heartland Business Systems is an Equal Opportunity Employer - Including Disabled and Veterans.