Financial Advisor

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Purpose of Job:

Position assembles, reviews and distributes monthly financial statements to franchise distributors; also consults, advises and interprets the meaning and significance of financial statements; Reports to Director ACES

Job Components:

• To assemble and analyze the monthly financial statements for ACES customers in an accurate and timely manner (i.e., 14 calendar-day turnaround) 25%
• Closely analyze financial statements for accuracy prior to submitting to Senior Financial Advisor or ACES Director for formal review.   25%
• 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).  25%
• Provide internal customers (i.e., Interstate Ops, IBSA Credit Department and Development Group) with pertinent financial information about IBSA distributorships.  15%
• Participate in special projects to improve the processes and procedures of the Department (i.e., Process Mapping, Consistency, Inventory Valuation Methodology, Systems Issues). 10%

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 and WORD
• JD Edwards, Enterprise One, or Platinum 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 detailed oriented.
• Ability to manage multiple tasks on a regular basis, accustomed to tight deadlines and able to juggle multiple projects
• 10 Key, touch key skills are preferable

Scope Data:

• Daily interaction with Senior Financial Advisor and ACES Director. 
• Daily accountability for meeting report production requirements (3-4 reports per week).
• Daily interaction with assigned Distributors.
• Periodic interaction with Vice President – Financial Services, as needed.
• Periodic interaction with internal IBSA 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 & 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.