Financial & Accounting Analyst

Posted 7 Hours Ago
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Warrenville, IL, USA
In-Office
75K-92K Annually
Mid level
Angel or VC Firm • Industrial • Manufacturing
The Heico Companies are a high performing global network of businesses.
The Role
The Finance and Accounting Analyst supports monthly and annual result consolidation, forecasting, budgeting, and cost reporting for the ITG platform, collaborating with various business units and preparing executive reports.
Summary Generated by Built In

Industrial Technology Group (ITG) is an operating platform of The Heico Companies, LLC, overseeing 11 independent manufacturing companies which produce a wide array of equipment and products serving multiple industries and end users. ITG’s independent business model fosters entrepreneurship and growth and allows professional development at all levels.

ITG harbors a philosophy of developing close customer engagement, providing prompt, responsive service to meet our customer's changing needs, while striving to be leaders within our respective industries. Equipment and products are marketed domestically through a direct sales force, manufacturer's representatives and an established network of independent dealers. Internationally, ITG sells in more than 60 countries through an independent distributor network, company sales representatives, licensees and agents. Our portfolio of companies is diverse and has a solid management base, product/market niches and efficient manufacturing capabilities.

Heico has a history of success. Since its founding over 40 years ago The Heico Companies has grown from a single business to over 80 separate companies through a strategic acquisition policy, and by reinvesting its earnings into internal growth and new prospects. Historically talented at restoring distressed companies, Heico now strategically targets acquisitions that will complement its ever-growing portfolio of companies in manufacturing, construction, and industrial services. 

These four core operations are organized into groups: Metal Processing Group, Construction Solutions Group, Applied Solutions Group, and Industrial Technologies Group. Once acquired, new Heico companies are assigned to a group and run on a stand-alone basis, allowing for great independence as well as the opportunity to share knowledge about markets, production processes, and management practices across other Heico groups and companies. Each Group has its own corporate team. 

Heico continues to seek out new opportunities and maintain its standard of success. The Heico Companies has remained a privately held company since its creation and maintains a majority ownership in each of its operations, which generates more than $3.3 billion dollars in revenues. Many of our businesses are certified Woman-owned Business Enterprises (WBE). 

More information about the holding company and overall organization can be found at www.heicocompanies.com.

Position Summary

Located in Warrenville, IL, the ITG Finance and Accounting Analyst is responsible for supporting the ITG platform in the consolidation of monthly and annual results, and supporting preparation of forecasts and annual business plans. In addition, she/he is responsible for platform IT cost reporting/forecasting and ITG Corporate close, forecast, and budgeting.

  • Supports the consolidation of ITG’s annual plan, monthly/annual results, and forecast requirements and related reporting to Heico.
  • Collaborates with Business Unit controllers on variance analysis relative to business plans and forecasts.
  • Supports monthly executive package submitted to senior Heico leadership.
  • Responsible for platform IT cost reporting/forecasting
  • Responsible for ITG Corporate month end close and supporting group quarterly reserves analysis
  • ·Responsible for ITG Corporate forecasting, budgeting, and month end analysis.
  • Assist Business unit controllers with OneStream on any forecasting, budgeting, or reporting issues that arise
  • Assist with tax packages and other year-end close activities
  • Identify opportunities for continual improvement through reporting and analysis.
  • Willingness to learn Power BI and other Power Platform tools to build efficiencies, reports and effective analysis.
  • Ad hoc analysis as requested.

Job Requirements

  • Bachelor’s degree in accounting or finance.
  • 2+ years of progressive accounting/analyst experience
  • Willingness to learn and develop Power BI and Power Platform skills.
  • Excellent verbal and written communication abilities across all levels of an organization
  • Experience with implementing system improvements and processes.
  • Experience with month end and year end close processes and bookings
  • Advanced Microsoft Excel skills.
  • Advanced Experience with ERP financial systems.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds without assistance.

Key Competencies

  • Attention to Detail - Taking responsibility for a thorough and detailed method of working.
  • Planning and Organizing – Setting priorities and defining actions, time, and resources needed to achieve predefined goals.
  • Communication Skills - Excellent verbal and written communication skills with the ability to effectively deliver and reinforce consistent messages at all levels. Excellent listening skills.
  • Problem Solving - Having the ability to identify problems and issues of varying complexities and to find effective solutions with few guidelines.
  • Data Gathering and Analytics - Collecting, consolidating, and using relevant financial information; recognizing important information; tracing possible causes of problems, and searching for practical data/solutions.
  • Teamwork - Working as a productive member of a cohesive group toward a common goal and contributing to team development and effective team dynamics.
  • Continuous Learning - Actively and continuously gaining insight of strengths and weaknesses to identify the relevant areas that need further development (with regard to skills and knowledge) and acting upon it.

Salary Range: $75,000 to $92,000 annually
Final offer will be determined based on experience and qualifications.

EOE M/F/D/V

Qualifications Skills Required Microsoft Excel Advanced Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Top Skills

Erp Financial Systems
Excel
Power BI
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The Company
HQ: Warrenville, IL
9,000 Employees
Year Founded: 1979

What We Do

The Heico Companies is the parent holding company for a diverse portfolio of manufacturing, construction, and industrial services businesses. Today, we look to acquire performing businesses that complement our existing operations. As a buy, hold, and build investor, we have owned many of our operations for over 40 years. A key factor in our growth is our commitment to reinvest earnings in support of both organic growth and new acquisitions.

Why Work With Us

We take pride in being a certified woman-owned, operated, and controlled organization. We believe that great ideas can originate from anyone, anywhere within our organization. Our confidence in our people and their abilities shapes our structure, fostering entrepreneurship as a key driver of our long-term growth.

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