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Financial Analyst

Financial Analyst

Horizon Retail ConstructionSturtevant, WI, USA
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Horizon Retail Construction, an established national general contractor, has an immediate opening for a Financial Analyst at our Corporate Headquarters in Sturtevant, Wisconsin.

Summary of responsibilities :

  • Maintain accurate financial records for alternative investments and prepare monthly, quarterly and annual financial statements and reports for alternative investments.
  • Perform bank reconciliation and balance sheet reconciliations for alternative investments to ensure accuracy and completeness.
  • Collaborate with external auditors and tax advisors.
  • Monitor cash flow and assist in budgeting and forecasting.
  • Prepare monthly KPI reporting and other financial reports as required.
  • Assist in accounts payable (AP) management and work closely with the team to ensure accuracy in processing payments for alternative investments.
  • Work with Controller on special projects as requested.
  • Lead all investment tracking initiatives.
  • Analyze and recommend investment opportunities.
  • Evaluate portfolio performance, risk and diversification to ensure long-term growth and stability.
  • Present clear, data – driven recommendations and regular updates to senior leadership.
  • Monitor market trends and portfolio benchmarks to maximize returns.
  • Assess cash positions and propose fixed-rate investment options.
  • Manage approved investment transactions with brokers and banks.
  • Prepare forecasts and budgets for portfolio, income from dividends, and real estate development.

Summary of Qualifications :

  • Bachelor's degree in accounting, finance or related field. A focus in finance, accounting or economics is preferred.
  • Minimum 10 years of experience in corporate accounting with a strong understanding of accounting principles and practices.
  • Ability to maintain and update Business Intelligence tools.
  • Active learning skills to create information for problem solving.
  • Knowledge of Business and Management Principles.
  • Provide technical support for existing reports, dashboards and other basic tools
  • Solid experience with month-end close, bank reconciliations, and accounts payable
  • Strong organizational and time management skills with the ability to handle multiple projects and deadlines
  • 10+ years of investment analysis and market research experience
  • Strong written and oral communication skills
  • Summary of Preferred Skills :

  • An efficient, productive worker that can adjust to heavy workloads
  • Someone who takes initiative and is forward thinking with the ability to set appropriate priorities based on organizational needs
  • Someone who has a sense of urgency and gets things done promptly to achieve goals
  • Experience in the construction and real estate fields.
  • Complex problem solving skills.
  • Ability to monitor and assess individuals or organizations to make informed decisions for corrective actions.
  • Knowledge of administrative and office procedures.
  • In addition to a casual atmosphere and a great company culture, Horizon offers a competitive benefit package including health, dental, and vision insurance, life insurance, paid time off, as well as a flex spending account and a 401(k) with company match.

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    Financial Analyst • Sturtevant, WI, USA

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