Senior Account and Financial Analyst

Description

MISSION STATEMENT 

To delight and excite our customers through truly innovative products, unsurpassed quality, and best-in-class customer experience provided by a world-class organization.

POSITION OVERVIEW

Own day-to-day accounting and financial analysis for the Hearing Aid company.  Maintain accurate financial records and delivering timely reporting, forecasts, and recommendations. This position combines hands-on accounting with business analysis to support reliable financial results, effective controls, and informed operating decisions. 

The VP of Accounting and Finance provides technical guidance, accounting oversight, and support for complex issues. The dotted line relationship with the President aligns financial analysis and planning with business priorities. The position works with both leaders to coordinate deadlines, communicate findings, and resolve competing priorities. 

RESPONSIBILITIES

Accounting and Financial Close 

• Perform assigned monthly, quarterly, and annual close activities, including journal entries, accruals, prepaid expenses, and supporting schedules; meet company and corporate reporting deadlines. 
• Prepare balance sheet reconciliations, investigate discrepancies, and resolve outstanding items. Review reconciliations prepared by others when assigned, with appropriate separation of preparation and approval responsibilities. 
• Maintain fixed asset records, depreciation schedules, and capital expenditure tracking; reconcile asset activity to the general ledger.
• Account for sales commissions, customer rebates, returns, and other revenue adjustments, as applicable; validate calculations, supporting data, and related accruals. 
• Coordinate with accounts payable, accounts receivable, and operations to resolve posting issues and maintain accurate transaction records. Support inventory valuation, costing, and reserve analysis where applicable. 
• Prepare and reconcile sales and use tax filings and supporting schedules, coordinating with internal resources or outside providers as needed. 
• Manage corporate business licensing and annual report filings, including maintaining a filing calendar, preparing and submitting applications and renewals, coordinating required approvals and fees, and retaining supporting records to meet applicable deadlines. 
• Maintain documentation for financial reporting and audits; prepare requested schedules and escalate accounting questions or unusual transactions to the VP of Accounting and Finance. 

Planning and Financial Analysis 

• Prepare and maintain the annual budget and operating plan with department leaders; maintain monthly and full-year profit and loss forecasts and quarterly cash flow forecasts. 
• Support regular sales forecasting and evaluate the effects of revenue, margin, operating expenses, and working capital assumptions on projected results. 
• Analyze actual results against budget, forecast, and prior periods; explain key drivers, identify emerging risks, and recommend corrective actions. 
• Evaluate customer, product, and channel profitability, pricing, costs, and sales trends. Develop financial models and business cases for capital investments and operating initiatives. 
• Monitor cash flow, receivables, payables, and inventory trends; identify opportunities to improve collections, inventory levels, and use of cash. 

Reporting and Business Partnership 

• Prepare monthly financial and operational reporting packages, departmental reports, sales dashboards, and management presentations; reconcile reports to underlying accounting records. 
• Maintain required corporate and headquarters submissions, including margin, sales, product, and cost reporting as applicable to the business. 
• Present clear findings and practical recommendations to the President, the VP of Accounting and Finance, and department leaders; respond to ongoing and ad hoc analysis needs. 
• Partner with IT, sales, product, and operations to improve reporting accuracy, system functionality, and access to useful financial data. Maintain relevant market, competitor, and statistical reporting as assigned. 

Controls and Process Improvement 

• Document accounting and reporting procedures, maintain supporting records, and follow company policies and internal controls. Identify control gaps and coordinate improvements with the VP of Accounting and Finance. 
• Improve recurring accounting, forecasting, and reporting processes through standardization and appropriate automation. Support commission system setup and reporting as applicable. 
• Serve as a project lead or team member on financial and business improvement initiatives; provide technical assistance and share knowledge with colleagues. Complete other related assignments. 

Marginal Job Functions 

• Other projects as needed.

Requirements

Education: 

• Bachelor’s degree in Accounting  

Experience: 

• Minimum of five years of progressively responsible accounting and financial analysis experience, including close, reconciliations, reporting, budgeting, and forecasting. 
• Strong understanding of financial, managerial, and cost accounting, with the ability to research accounting issues and apply company accounting policies.  
• Advanced Microsoft Excel skills and proficiency with financial systems and reporting tools.  
• CPA, CMA, or advanced degree is a plus. 
• Experience with SAP, BW, Adaptive Planning, or comparable ERP and planning systems is preferred. 

PHYSICAL REQUIREMENTS & WORK ENVIRONMENT

This position operates in a typical office environment with usually moderate noise levels and requires regular use of a computer, telephone, and standard office equipment. While performing the duties of this job, the employee is regularly required to sit and use hands to handle or touch objects, tools, or controls; frequently required to talk or hear; and occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities include close vision and the ability to adjust focus. Occasional domestic and international travel may be required, along with some evenings or early mornings for international conference calls or events. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position. This position may require onsite work at a commutable Johnson Health Tech North America location and may be eligible for remote work based on business needs, prior leadership approval, and ongoing business requirements. While performing the duties of this job, the employee is regularly required to sit and use hands to handle or touch objects, tools, or controls; frequently required to talk or hear; and occasionally required to stand, walk, reach above the shoulders, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 20 pounds, demonstrate fitness equipment, use close vision, and adjust focus. Employees approved to work remotely must maintain a professional, quiet, distraction-free workspace; reliable high-speed internet for video conferencing and business applications; camera use during scheduled team and one-on-one meetings unless otherwise directed; and appropriate childcare or dependent care arrangements during scheduled work hours. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

BENEFITS & PERKS

• Medical, dental, and vision insurance

• Company-paid life insurance and AD&D coverage

• 401(k) retirement savings plan

• Paid time off (PTO)

• FSA and HSA options

• Employee product discounts, wellness resources, and employee assistance programs

Equal Opportunity Employer, including Protected Veterans and Individuals with Disabilities.