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Financial Analyst (148210)MilwaukeeWisconsin.

Financial Analyst (148210)

Milwaukee | Wisconsin | United States | 53208

This position will be responsible for the providing dealer financial analysis, reporting and support for both internal and external stakeholders.  This position requires a subject matter expert in understanding comprehensive dealer financial reporting.  The individual is responsible for creating and interpreting financial analysis of the US dealer network in order to monitor and report dealer progress to the field sales/ service operations on performance objectives.  Responsible for fulfilling urgent, ad-hoc requests with limited detail ensuring that the data model is accurate, the analysis is thorough, and trends are identified. 


The role may also require business analysis as it applies to reporting presentations through visualizations and dashboards representing the financial analysis.  This position will be the first responder and primary source for managing all custom report requests from intake to final approval, documenting requirements and delivering new reports as needed.  This includes but is not limited to working with dealers to understand business needs, managing the customer reporting library for reuse, and providing timely updates to dealers on all open service requests.


Relevant Education:

Prefers a Bachelor’s degree in Business Administration or related area, with a preferred concentration in Finance or Accounting. or equivalent experience.  An MBA in Finance is highly desirable. CPA is preferred.

Relevant Experience:

  • Minimum of 3 years related experience, including at least 3 years experience in Finance and/or Accounting is required.
  • Prior dealership controller experience is highly desirable and /or two years dealership experience in various management capacities.
  • Advanced skill level in MS Excel.
  • One to three years of SQL or Access database is required.
  • Experience using multiple querying and reporting tools such as Business Objects and Crystal Reports required.
  • Ability to balance competing priorities and work on a variety of projects simultaneously.
  • Excellent communication and presentation skills required.
  • Prior knowledge of dealer management systems software is desirable.
  • Prior experience with small business and/or entrepreneurs highly desirable.
  • Experience in relational database software and database reporting is desirable.
  • Previous customer service experience is required.


Location: Milwaukee, WI

12 month contract + possible extension/direct hire

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