Financial Analyst I/II

Greenheck Group; United States; On-site; USD 70,000 - 106,000; Full time

Benefits offered by this job

Health & Family Support

Financial Security

Learning & Development

Rewards & Recognition

Wellbeing & Mental Health

Work-Life Balance

Fun Perks

Job summary

Greenheck Group, a global leader in air movement and ventilation, seeks a Financial Analyst I/II to prepare, review and consolidate financial data for one or more business units. You’ll partner with senior leadership on budgeting, strategic planning and capital projects.

You will assist with management presentations, dashboards, and predictive metrics, and provide decision-support analysis to drive continuous improvement and profitability.

Qualifications

• Bachelor degree in finance, accounting or related field.
• 0–4 years of relevant work experience in finance/accounting depending on level.
• Strong ERP (SAP preferred) and Excel modeling.

Responsibilities

• Prepare actual financial reporting and variance explanations.
• Consolidate and analyze forecasts; support annual budget and strategic planning.
• Perform monthly close and flash reporting with commentary for management review.
• Analyze revenue, gross margin, pricing and expenses; explain variances.
• Develop tools to synthesize ERP data into usable information.
• Provide pricing analysis, quotes support and decision-support metrics.

Skills

ERP experience

Excel modeling

Financial analysis

Forecasting support

Education

Bachelor's degree in Finance/Accounting

Tools

SAP

Job description

Ready to join a global leader in air movement and ventilation? At Greenheck Group, joining our team means more than just starting a job, it’s joining an award-winning culture prioritizing your growth and development. Our unwavering commitment in supporting our team members both personally and professionally has earned us national recognition time and time again. As an innovative, environmentally responsible manufacturer of commercial HVAC systems, Greenheck Group designs and manufactures industry‑leading air movement and ventilation solutions through our family of trusted brands. Our products are found in commercial, institutional, and industrial facilities worldwide, from schools and hospitals to factories and stadiums. Since 1947, we’ve proudly invested in our people and our communities, fostering innovation, leadership, and opportunity at every level. We are more than products, we are a team of inspired people doing extraordinary things.

As the Financial Analyst I/II, you will be responsible for preparing, reviewing, consolidating, explaining and communicating financial data for one or more business units. You will work closely with the senior leadership team, support the business unit budget process, participate in strategic planning, standards development, capital projects and fixed asset management as well as corporate finance projects. You will assist with preparing management presentations, dashboards and predictive metrics and provide management with decision support analysis.

WHAT YOU'LL BE DOING

• Prepare actual financial reporting and variance explanations.
• Participate in the annual budget and strategic planning process; consolidate and analyze forecasts and prepare corresponding reporting schedules and presentations.
• Monthly financial close and related flash reporting of revenue and expense variance analysis with accompanying related commentary for management review.
• Independently perform daily and recurring accounting tasks to ensure the accurate capture of sales, revenue, commissions, incentives, rebates, discounts, accrued and deferred revenue, and expense items.
• Manage and prepare various levels of financial analysis.
• Identify revenue, gross profit/margin, pricing, discount, commission, rebate, and expense variances and investigate their origin.
• Make recommendations to minimize variances or improve financial reporting procedures.
• Prepare and independently analyze pricing changes and special projects.
• Support sales personnel with sales quotes, discount multiplier analysis, commission and rebate calculations, and special‑request computations; recommend appropriate follow‑up.
• Responsible for ensuring the accuracy of financial results and consistency with corporate and business unit accounting policies and procedures.
• Build and maintain strong relationships with key internal and external resources to ensure that the needs of the business are met and aligned with long term objectives.
• Seek and support continuous improvement and enhanced efficiency by leveraging technology and eliminating unnecessary reporting and processes.
• Develop tools to synthesize data from the company’s Enterprise Resource Planning system into usable information.
• Utilize several different software applications to prepare reports, documents and presentations.
• Perform capital justifications and post audits.
• Prepare key strategic and business analysis, key metric tracking, and provide support to the decision‑making process.
• Provide an in‑depth review of sales and gross profit/margin results.
• Provide proactive business improvement ideas to team members and company leaders.
• Demonstrate a solid understanding of working capital management to influence areas for improvement.
• Demonstrate a solid understanding of capital project analysis through knowledge and support of assigned business unit(s).
• Demonstrate a solid understanding of processes and controls across finance and related supporting systems.

WHAT YOU SHOULD HAVE AS A FINANCIAL ANALYST I

• 4 Year / Bachelor Degree in Finance, Accounting or related field of study required.
• 0–2 years of relevant work experience in finance/accounting required.
• Strong ERP (SAP preferred) and Excel experience, including strong modeling required.

WHAT YOU SHOULD HAVE AS A FINANCIAL ANALYST II

• 4 Year / Bachelor Degree in Finance, Accounting or related field of study required.
• 2–4 years of relevant work experience in finance and accounting required.
• Strong ERP (SAP preferred) and Excel experience, including strong modeling required.

SOME THINGS WE THINK YOU SHOULD KNOW

Location: Schofield, WI

Work Arrangement: On site, 5 days/week

COMPENSATION & BENEFITS

Greenheck Group takes pride in providing competitive pay along with a comprehensive benefits package as part of our total rewards program.

The starting base pay range for this position is $69,581-$105,903 and may vary based on factors such as job‑related knowledge, skills, experience, and performance.

With best‑in‑class benefits, you can be the best you, and together, we can be the best in the industry. Visit our Perks & Benefits page for more information on these offerings:

• Health & Family Support
• Financial Security
• Learning & Development
• Rewards & Recognition
• Wellbeing & Mental Health
• Work‑Life Balance
• Fun Perks

SPECIAL NOTATION

The preceding statements are intended to describe the general nature and level of work being performed by people in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills. The Employer retains the right to change or assign other duties to this position.

PHYSICAL REQUIREMENTS

Work is performed in an office environment and requires the ability to operate standard office equipment, such as a computer and phone. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial motions of the wrists, hands, and/or fingers. The person is required to have close visual acuity to perform an activity such as: preparing and analyzing data, and figures; transcribing; viewing a computer terminal; extensive reading.

Occasional mobility required to attend in‑person meetings and complete various office tasks.

IND123 EEO STATEMENT

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

ACCOMMODATIONS REQUEST

Greenheck Group complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. To request an accommodation for the application or interview process, please email [e-mail] with your name, job title, posting number, and requested accommodation.

We couldn’t be voted Forbes America’s Best Mid‑Size Employer five times running without our talented teams in every area of Greenheck Group.

Are you interested in engineering and product design? How about getting hands‑on production experience out in the shop? Maybe you’re a fan of numbers and love finance and accounting. What about representing Greenheck Group as on our marketing and sales teams? Or advocating for our team members in human resources? No matter your talents, interests, or skill level, we welcome you to become part of our team.

Greenheck Group began in 1947 when two brothers, Bob and Bernie, saw an opportunity for improvement within the commercial air movement industry. With a lot of hard work, determination, and persistence, they created products that were innovative, easy to use, and better met the needs of the customer. Bob and Bernie believed in being the easiest company to do business with and often went above and beyond to make the customer happy. Bernie focused on generating connections with customers and sales partners, Bob focused on creating innovative products that worked, and were easy to use and install. Both brothers believed in pushing past the standards set by their competitors.