SENIOR FINANCIAL ANALYST

Posted 5 Days Ago
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Kansas City, MO, USA
In-Office
Senior level
Other
The Role
Owns accounting for Wholegoods inventory, including quarterly physical counts, reconciliations, journal entries, inventory analysis, monthly and quarterly close activities, audit support, SOX reporting, and process improvements. The role investigates root causes, documents processes, ensures US GAAP compliance, analyzes financial trends, and collaborates across departments on accounting initiatives and special projects.
Summary Generated by Built In

EXTRAORDINARY PEOPLE. EXCITING POSSIBILITIES. GREAT OPPORTUNITY.

Custom Truck One Source has changed the way the industry looks at specialized truck and heavy equipment solutions. With sales, rentals, aftermarket parts and service, equipment customization, remanufacturing, financing solutions, and asset disposal, our team of experts, vast equipment breadth and integrated network of locations across North America offer superior service and unmatched efficiency for our customers. Your success is what's next with Custom Truck One Source. 

Summary

This position will have primary responsibility of the accounting functions specific to our Wholegoods inventory, including complete ownership of quarterly physical counts. This position interacts regularly with senior management of the organization, inside and outside of accounting.

Essential Duties and Responsibilities

This role is responsible for identifying process improvements, assisting with year-end audit, managing cross-regional and cross-functional accounting initiatives, and performing standard monthly and quarterly close activities. Monthly responsibilities include preparation and review of journal entries, account reconciliations, review of inventory, WIP, and rebates, and the analysis of financial statement variances and trends.


  • Primary accounting contact for Wholegoods inventory across the organization.
  • Enhance and maintain the process for inventory tracking, accounting, and review.
  • Responsible for the quarterly physical count and reconciliation of Wholegoods inventories.
  • Investigate best practices, suggest improvementsand assist with implementation of process changes. Identify problem areas or situations, evaluate root cause(s), and take appropriate action to resolve issues.
  • Initiate and maintain process documentation for all areas of responsibility. Update as needed.
  • Prepare journal entries and imports throughout the month and assist with monthly close.
  • Analyze account balances, prepare reconciliations, and propose adjusting entries as needed to ensure proper application of US GAAP.
  • Ownership of inventory for the year-end audit, providing detailed reconciliationsroll-forwardsand analyses of account balances and trends.
  • Ensure that all deliverables comply with external regulatory guidance and professional standards.
  • Collaborate with other departments to improve efficiency and effectiveness.
  
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  • Assist with preparation of reporting for SOX compliance.
  • Skillfully use computerized accounting and financial management systems.
  • Other analysis and special projects as assigned.


Required Skills and Qualifications
  • Bachelor's degree or higher in accounting
  • to 7 years of accounting experience
  • Proficient with the Microsoft Office Suite
  • Must have excellent analytical skills


Preferred Skills and Qualifications
  • Inventory management experience
  • High level of intellectual curiosity and a continuous improvement mindset
  • Advanced knowledge of Excel
  • Excellent interpersonal, organizational, project management and problem-solving skills
  • Comprehensive understanding of US GAAP
  • Highly motivated individual who can work independently
  • Team player who does not mind digging into the details if the situations calls for it
  • Must possess and demonstrate the highest level of personal integrity and professional judgment.
  • Must be able to work in a collaborative and respectful manner with all levels within the organization, from senior management to operating personnel.


Working Conditions

The work environment characteristics described here are those an employee encounters while performing the essential functions of this job.

  • Works in an office environment with interaction with the manufacturing facility
  • Ability to travel up to 5% of the time including overnight stays.


Physical Requirements

Must be able to sit for long periods of time at workstation.


This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

BENEFITS


  • 401(k) with Employer Match
  • Competitive Health Care
  • Dental, Vision, and Life Insurance
  • Paid Vacation, Sick and Holidays
  • STD/ LTD
  • Partner Discounts
  • Investment in Employee Development

Equal Employment Opportunity Employer 

Custom Truck One Source provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

Skills Required

  • Bachelor’s degree or higher in accounting
  • 5 to 7 years of accounting experience
  • Proficiency with the Microsoft Office Suite
  • Excellent analytical skills
  • Inventory management experience
  • High level of intellectual curiosity and a continuous improvement mindset
  • Advanced knowledge of Excel
  • Excellent interpersonal, organizational, project management, and problem-solving skills
  • Comprehensive understanding of US GAAP
  • Ability to work independently and collaboratively
  • Highest level of personal integrity and professional judgment
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The Company
HQ: Kansas City, Missouri
1,184 Employees
Year Founded: 1998

What We Do

Custom Truck One Source is the first true single-source provider of specialized truck and heavy equipment solutions. With sales, rentals, aftermarket parts and service, equipment customization, remanufacturing, financing solutions, and asset disposal, our team of experts, vast equipment breadth and integrated network of locations across North America offer superior service and unmatched efficiency for our customers.

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