SUMMARY :
Assists with the preparation and analysis of the monthly financial statements and operations reporting, budgeting process, and quarterly forecasting. These processes must follow Pella Corporate guidelines and policies and must ensure these are consistent across all of the Sales Sub Branches. Responsible for analysis of monthly activity and trends to support the operating business plans. Will review, research and explain variances to budget and forecasts utilizing complex financial models. Special Projects and other duties as assigned and based on business necessity.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following, but not limited to:
Responsible for preparation and analysis of monthly financial statements in accordance Generally Accepted Accounting Principles (GAAP) and Pella Corporation policies across multiple branches. Prepare monthly and quarterly reporting packages for Pella Corporation and subsidiary management.
Provide financial support for operating plans and capital spending projects.
Identify and research variances to plan and prior year on monthly financial statements. Reports the findings to management.
Responsible for monthly cyclical activities to support the month end close such as journal entries, reconciliations, property and sales tax returns
Prepare monthly reconciliations for balance sheet and income statement accounts.
Maintain and update general ledger accounts in appropriate financial systems.
Assist with comparison of financial statements to the other subsidiaries for consistent treatment of accounting transactions.
Assist in the preparation of forecasts and budgets for multiple branches. Recommend and implement process/financial model improvements.
Support physical inventory calculation per policy
Prepare year-end and interim audit work papers.
Partner with team members to drive overall business improvements.
Active in continuous improvement activities throughout the sales subsidiaries.
Special projects as assigned.
SUPERVISORY RESPONSIBILITIES
No direct supervision