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 toolsSolid experience with month-end close, bank reconciliations, and accounts payableStrong organizational and time management skills with the ability to handle multiple projects and deadlines10+ years of investment analysis and market research experienceStrong written and oral communication skillsSummary of Preferred Skills :
An efficient, productive worker that can adjust to heavy workloadsSomeone who takes initiative and is forward thinking with the ability to set appropriate priorities based on organizational needsSomeone who has a sense of urgency and gets things done promptly to achieve goalsExperience 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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