Financial Advisor

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The Financial Advisor II assembles, reviews, and distributes monthly financial statements to Company owned distributors; also analyzes and consults on the meaning and significance of financial statements.

This role requires an understanding of financial statements, an analytical mindset, and the ability to effectively communicate with both operations and finance teams.

Job Components:

• Prepare monthly financial statements (60%)

  • Assemble and analyze the monthly financial statements for Company owned distributors in an accurate and timely manner.

  • Closely analyze financial statements for accuracy prior to submitting for review

• Report and monitor financial results of Company owned operations to local management

  • Perform detailed variance analysis against prior year and annual operating plan (AOP).

  • Provide Distributors with feedback regarding the significant elements of the financial statements in order to enable the Distributors to make informed management decisions (i.e. improve profitability)

• Provide financial insights to Operations Finance Team

  • Provide internal customers (i.e. Interstate Ops, Credit Department, Distributor Development) with pertinent financial information about Company owned distributorships.

  • Synthesize and communicate results upward to the Accounting Manager and Operations Finance Team.

• Participate in special projects to improve the processes and procedures of the Department (i.e. Continuous Improvement, Process Mapping, Consistency, System Issues).

Qualifications:

• Bachelor’s Degree in Accounting or Finance or 5 years of related Accounting experience

• A minimum of one year of Financial Reporting experience (Income Statements, Financial Statements, etc.)

• A minimum of 2 years general accounting/bookkeeping experience preferably in distribution industry

• Strong personal computer skills including experience with MS Excel, Word, and PowerPoint

• SAP general ledger experience helpful

• Self-starter with demonstrated ability to work independently but capable of working in a team environment as well.

• Excellent interpersonal, customer service, telephone, explanation, verbal, and written communication skills.

• Well organized, high degree of accuracy and very detail oriented.

• Ability to manage multiple tasks on a regular basis, accustomed to tight deadlines and able to juggle multiple projects

• Ability to use best practices and learn from others.

Scope Data:

• Daily interaction with Advisors and Accounting Manager

• Daily accountability for meeting report production requirements

• Daily interaction with assigned Distributors

• Periodic interaction with Sr Manager, Operations Finance, as needed

• Periodic interaction with internal Interstate Batteries customers (i.e. Distributor Development, Credit), as needed

Work Environment:

• Ability to sustain posture in a seated position for prolonged periods of time

• Regularly required to use hands to grasp or handle, talk and hear, stand and walk

• Specific vision abilities include close vision, depth perception and ability to adjust focus

• Ability to occasionally lift and/or move 10+ lbs.

• Prolonged use of personal computer and telephone

Note: We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us.

Interstate Batteries provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sex, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Interstate Batteries complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Interstate Batteries expressly prohibits unlawful discrimination on the basis of age, race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sexual orientation, medical condition, genetic information, national origin, ancestry, disability (mental and physical), marital status, military status, veteran status, citizenship or any other characteristic protected under applicable local, state or federal law.