SENIOR FINANCIAL ANALYST

Custom Truck One Source, Inc.; Kansas City, Northern (MO, KY); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k) with Employer Match

Competitive Health Care

Dental, Vision, and Life Insurance

Paid Vacation, Sick and Holidays

STD/LTD

Partner Discounts

Investment in Employee Development

Job summary

Custom Truck One Source is seeking a Senior Financial Analyst in Kansas City, MO. This role will lead accounting functions for Wholegoods inventory, owning quarterly counts and interacting with senior management.

The ideal candidate has a Bachelor's degree in accounting, 5–7 years of accounting experience, and strong analytical skills with proficiency in Microsoft Office. GAAP knowledge and inventory control are preferred.

Qualifications

• Bachelor's degree or higher in accounting.
• 5 to 7 years of accounting experience.
• Proficient with the Microsoft Office Suite.
• Must have excellent analytical skills.

Responsibilities

• Own quarterly physical counts for Wholegoods inventory and related reconciliations.
• Identify process improvements and assist with year-end audit.
• Manage cross-regional and cross-functional accounting initiatives; perform monthly and quarterly close.
• Prepare journal entries and reconciliations; analyze variances and trends to ensure GAAP compliance.

Skills

Analytical skills

Proficiency with Microsoft Office

Education

Bachelor's degree or higher in accounting

Tools

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

SENIOR FINANCIAL ANALYST

Full Time Exempt [Salaried] Professional Kansas City, MO, US

3 days ago Requisition ID: 6320

EXTRAORDINARY PEOPLE. EXCITING POSSIBILITIES. GREAT OPPORTUNITY.

Custom Truck One Source has changed the way the industry looks at specialized truck and heavy equipment solutions. With sales, rentals, aftermarket parts and service, equipment customization, remanufacturing, financing solutions, and asset disposal, our team of experts, vast equipment breadth and integrated network of locations across North America offer superior service and unmatched efficiency for our customers. Your success is what's next with Custom Truck One Source.

Summary

This position will have primary responsibility of the accounting functions specific to our Wholegoods inventory, including complete ownership of quarterly physical counts. This position interacts regularly with senior management of the organization, inside and outside of accounting.

Essential Duties and Responsibilities

This role is responsible for identifying process improvements, assisting with year-end audit, managing cross-regional and cross-functional accounting initiatives, and performing standard monthly and quarterly close activities. Monthly responsibilities include preparation and review of journal entries, account reconciliations, review of inventory, WIP, and rebates, and the analysis of financial statement variances and trends.

• Primary accounting contact for Wholegoods inventory across the organization.
• Enhance and maintain the process for inventory tracking, accounting, and review.
• Responsible for the quarterly physical count and reconciliation of Wholegoods inventories.
• Investigate best practices, suggest improvements , and assist with implementation of process changes. Identify problem areas or situations, evaluate root cause(s), and take appropriate action to resolve issues.
• Initiate and maintain process documentation for all areas of responsibility. Update as needed.
• Prepare journal entries and imports throughout the month and assist with monthly close .
• Analyze account balances, prepare reconciliations, and propose adjusting entries as needed to ensure proper application of US GAAP.
• Ownership of inventory for the year-end audit, providing detailed reconciliations , roll - forwards , and analyses of account balances and trends.
• Ensure that all deliverables comply with external regulatory guidance and professional standards .
• Collaborate with other departments to improve efficiency and effectiveness .

Page Break

• Assist with preparation of reporting for SOX compliance.
• Skillfully use computerized accounting and financial management systems .
• Other analysis and special projects as assigned.

Required Skills and Qualifications

• Bachelor's degree or high er in accounting
• 5 to 7 years of accounting experience
• Proficient with the Microsoft Office Suite
• Must have excellent analytical skills

Preferred Skills and Qualifications

• Inventory managementexperience
• High level of intellectual curiosity and a cont inuous improvement mindset
• Advanced knowledge of Excel
• Excellent interpersonal, organizational, project management and problem-solving skills
• Comp rehen sive under standing of US GAAP
• Hi gh ly motivated individual who can work independently
• Team player who does not mind digging into the details if the situations calls for it
• Must possess and demonstrate the highest level of personal integrity and professional judgment.
• Must be able to work in a collaborative and respectful manner with all levels within the organization, from sen ior management to operating personnel.

Working Conditions

The work environment characteristics described here are those an employee encounters while performing the essential functions of this job.

• Works in an office environment with interaction with the manufacturing facility
• Ability to travel up to 5% of the time including overnightstays.

Physical Requirements

Must be able to sit for long periods of time at workstation.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

BENEFITS

• 401(k) with Employer Match
• Competitive Health Care
• Dental, Vision, and Life Insurance
• Paid Vacation, Sick and Holidays
• STD/ LTD
• Partner Discounts
• Investment in Employee Development

Equal Employment Opportunity Employer

Custom Truck One Source provides equal employment opportunities to all employees 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.