Financial Analyst

Posted:
10/10/2024, 4:48:04 PM

Location(s):
Wisconsin, United States ⋅ Menomonee Falls, Wisconsin, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Finance & Banking

Role Specific Information

Job Description

About the Role

As Financial Analyst, you will improve company profitability through leading value-add analysis, driving cross-functional collaboration and building business partnerships.

 

What You’ll Do

 
  • Aggregate and summarize data using technical tools, accounting principles and relevant business knowledge

  • Develop sensitivity analysis, rate versus mix or correlation analysis

  • Systematically identify appropriate variables, relevant assumptions and key performance metrics

  • Execute weekly and monthly forecasts

  • Participate in annual budgeting and update long-range plans

  • Update routine schedules and daily routine reporting

  • Book journal entries to ensure an accurate month-end close process

  • Communicate analysis and insights to business partners and compile relevant findings for presentation

  • Update value-add reporting to teams and leaders

  • Support the month-end close process, including recording journal entries, preparing month-end reporting and performing account reconciliations

  • Review contracts and establish the correct accounting

  • Execute capital project creation and forecasts

  • Execute daily and monthly bank settlements

  • Prepare SEC Filings (10-Q, 10-K, 8-K)

  • Prepare quarterly earnings release and conference call materials

  • Prepare financial schedules and analyses for the Board of Directors, Disclosure Committee and Audit Committee

  • Perform monthly and quarterly SOX validations to ensure controls are operating effectively

  • Research technical accounting and financial reporting issues, document conclusions and recommend accounting treatment to ensure internal and external reporting requirements are met

  • Help drive roadmap for future enhancements and network with other Oracle cloud customers to develop and implement best practices

  • Additional tasks may be assigned

 

What Skills You Have

Required

  • Working knowledge of Excel, PowerPoint and other Financial Software programs

  • Excellent accounting, budgeting, and forecasting skills

  • Strong critical thinking, attention to detail, time management and collaboration skills

 

Preferred

  • Retail industry experience

  • Adept multitasker

Essential Functions

The requirements listed below are representative of functions you will be required to perform, however you may be required to perform additional functions. Kohl’s may revise this job description from time to time. To perform this job successfully, you must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, absent undue hardship.

  • Ability to perform the accountabilities listed in the “What You’ll Do” Section

  • Ability to comply with dress code requirements

  • Basic math and reading skills, legible handwriting, and basic computer operation

  • Ability to maintain prompt and regular attendance and meet scheduling requirements as set by the company

  • Ability to learn and comply with all company policies, procedures, standards and guidelines

  • Ability to give direction and to receive, understand and proactively respond to direction from leadership and other company personnel

  • Ability to work as part of a team and interact effectively and appropriately with others

  • Ability to maintain composure and work in a fast paced environment while accomplishing multiple tasks within established timeframes

  • Ability to satisfactorily complete company training programs

  • Ability to use a personal computer for tasks such as communicating, preparing reports, etc.

  • Ability to plan, prioritize and monitor activities across business units

  • Ability to complete or oversee the completion of assigned projects in a timely manner