Lead Financial Analyst jobs in United States
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U.S. Venture, Inc. · 4 weeks ago

Lead Financial Analyst

positionAppleton, WI
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

U.S. Venture, Inc. is seeking a Lead Financial Analyst who will be responsible for driving strategic portfolio optimization and supporting the credit department. The role involves managing finance projects, conducting financial analysis, and collaborating with various departments to enhance business growth and manage credit risk.

AutomotiveEnergyRenewable EnergyService Industry
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Lead and manage complex finance projects, ensuring timely and accurate completion
Lead portfolio optimization initiatives tailored to each division, utilizing both internal and external customer and macroeconomic data to identify opportunities and mitigate risks
Directly or indirectly manage a team of analysts, providing guidance, mentorship, and performance evaluations
Conduct strategic financial analysis to support high-level decision-making
Develop and maintain complex financial models to forecast and analyze credit risk profile
Collaborate with senior management to develop and implement strategies and performance metrics
Recommend and implement improvements to credit policies, procedures, and systems
Ensure compliance with internal controls
Partner with IT and operations to enhance automation and reporting capabilities
Work closely with sales, finance, legal and operations to support business growth while managing credit risk
Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
Continuously learn and develop self professionally
Support corporate efforts for safety, government compliance, and all other company policies & procedures
Perform other related duties as required and assigned

Qualification

Financial analysisFinancial modelingData integrationMicrosoft ExcelCertifications CFACertifications CPALeadershipProblem-solvingCommunication skillsOrganizational skillsTime managementAttention to detailTeamworkStrategic thinkingPresentation skills

Required

Bachelor's degree in Accounting, Finance, or a related field
5+ years of experience in finance related field
Strong data integration, analytical, and problem-solving skills
Proficiency in Microsoft Excel and other financial software
Excellent organizational and time management skills
Ability to work independently and as part of a team
Strong attention to detail and accuracy
Demonstrated leadership abilities and strategic thinking
Effective communication and presentation skills

Preferred

Additional certifications (e.g., CFA, CPA)

Company

U.S. Venture, Inc.

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U.S. Venture, Inc. is a Energy Industry.
dateFounded in 1951
location
Appleton, Wisconsin, USA
people-size1001-5000 employees
web-link
http://www.usventure.com

Funding

Current Stage
Late Stage

Leadership Team

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John Schmidt
CEO and President
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Jay Walters MBA, CPA, CMA
Vice President & Chief Financial Officer
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Company data provided by crunchbase