Senior Financial Analyst

A.O. Smith; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical and dental insurance

Retirement security savings plan

Tuition assistance

Job summary

A.O. Smith is seeking a Commercial Finance Senior Analyst in Milwaukee, Wisconsin. This role involves analyzing financial data and working closely with sales and marketing teams. Ideal candidates will have a Bachelor's in Accounting or Finance and at least 2 years of experience in finance or accounting.

The position offers a competitive compensation package, including medical benefits and retirement plans. Join A.O. Smith in making a significant impact in the North American Water Treatment sector.

Qualifications

• Minimum of 2 years of accounting and/or corporate finance experience.
• Public accounting experience preferred.
• Ability to work independently and in cross-functional teams.

Responsibilities

• Participate in the forecasting and strategic/annual plan process.
• Responsible for producing and analyzing financial data for the business.
• Support commercial leaders in decision making using financial data.

Skills

Advanced knowledge of GAAP and Sarbanes‑Oxley

Strong analytical skills

Proficient with Microsoft Office

Education

Bachelor's Degree in Accounting or Finance

Master's Degree in Accounting or CPA

Tools

SAP/BPC/OneStream

Job description

Company / Location Information

A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of the world's leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment products for residential and light commercial applications. A. O. Smith is headquartered in Milwaukee, Wisconsin, with approximately 12,000 employees at operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.

Primary Function

The Commercial Finance Senior Analyst is responsible for preparing, analyzing, and presenting the financials of specific segments of the Consumer business within North America Water Treatment including our retail & marketplace sales channels. The candidate will work to interpret the financial data to make appropriate recommendations to sales and financial management. The Senior Analyst of Commercial Finance will work closely with and become a trusted business partner to our sales & marketing teams; as well as become a trusted member of our finance team.

Responsibilities

• Participate in the forecasting and strategic/annual plan process for retail sales organization and cost centers
• Complete the financial reporting and analysis function for the consumer sales organization, including sales, profit margins and selling and administrative expense.
• Complete accounting close process for expense and gross to net, including review of various accruals/ journal entries, reporting of actual results to internal stakeholders.
• Responsible for producing and analyzing financial data for the business, including variance analysis to budget and prior year.
• Support the consumer commercial leaders in decision making process using financial data and analytics to support position & recommendations.
• Ability to effectively partner and communicate with commercial leaders, ROI analysis, pricing principles, understanding of route to market and managing customer terms and relationships.
• Ownership & management of Consumer channels Accounts Receivable; including but not limited to managing aged AR balances & associated action plans to mitigate bad debt risk.
• Responsible for review of processing of contractual programs and account deductions.
• Continually evaluate the departmental functions, practices, and controls to identify opportunity for improvement.
• Ensure consistent, reliable, and timely information is distributed to all financial statement users.
• Prepare and post journal entries; manage account reconciliations.
• Develop and maintain knowledge and understanding of all accounting policies, financial systems, processes, and controls.
• Continually evaluate the departmental functions, practices, and controls to identify opportunities for improvement

Basic Qualifications

• Bachelor's Degree in Accounting or Finance
• Master's Degree in Accounting or CPA strongly preferred
• Minimum of 2 years of accounting and/or corporate finance experience

Additional Qualifications

• Public accounting experience preferred
• Can prioritize work with minimal supervision and work in cross-functional teams.
• Advanced knowledge of GAAP and Sarbanes‑Oxley rules and regulations
• SAP/BPC/OneStream experience is beneficial
• Proficient with Microsoft Office, including Excel, Word, and Outlook
• Strong analytical skills are required
• Ability to work independently
• Strong sense of judgment, decision making, and complex problem solving.
• Strong communication skills, both orally and written, especially communication of financial results and information
• Strong attention to detail and high organization skills
• Strong business and financial acumen
• Proactive problem‑solving approach
• Positive attitude and desire to learn & grow

We Offer

Competitive compensation package and comprehensive benefits plans which include medical and dental insurance, company‑sponsored life insurance, retirement security savings plan, short- and long‑term disability programs and tuition assistance.

ADA Statement & EEO Statement

In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case‑by‑case basis.

We consider all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status. We also provide reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.