Financial Analyst
- Employer
- Trek Bicycle
- Location
- Waterloo
- Salary
- Competitive
View more
- Industry
- Financial Services and Banking
- Role
- Other
- Job Type
- Long-Term
- Hours
- Full Time
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Description
A bit about us:
Trek is an awesome place to work, with amazing benefits for all employees. We build only products we love, provide incredible hospitality to our customers, and change the world by getting more people on bikes. When you're on our team, you're taken care of, encouraged to learn and grow, and given lots of opportunities to do so. Give us your best, and we'll give it right back. Sound pretty sweet? Then come join us!
Position Summary:
Trek's Financial Services department plays a significant role in ensuring the success of Trek by closely managing the financial performance of our retail customers. This position works closely with the Sales department, Retailers, and others within Finance to maintain effective communication and provide excellent customer service.
Responsibilities:
Manage account portfolio in a manner consistent with Trek's policies by performing monthly financial statement analysis, tracking inventory levels, confirming monthly budget adherence, developing open-to-buy scenarios, and preparing cash flow and annual budget models
Spread financial statements to evaluate retailer's historical performance including strengths and weaknesses along with suggesting corrective action to improve retailer's financial performance
Develop processes and create tools for financial analysis and reporting that can be used both internally and by our retailers
Support Finance team with AR reporting requests and month end AR reconciliations
Assist with DSO and AR trend analysis
Perform analysis on industry trends and conditions impacting retailers and provide benchmarking reports
Ad hoc financial analysis, data modeling, and trending reports
Evaluate and implement solutions to drive continuous improvements within the department
Work as a team player and assist with other projects and assignments as needed
Position Requirements:
Bachelor's degree in Finance, Accounting or Business or equivalent/relevant experience
CPA preferred
2+ years applicable work experience
General understanding of annual business financial statements including profit and loss and balance sheet
Proficiency in MS Office
Excellent analytical and organizational skills and attention to detail
The desire to be a part of a dynamic team and an A player
Trek Benefits:
Flexible and fun company culture
Competitive health care
PPO & HDHP medical plan options, Dental insurance, Vision insurance
Flexible Spending Accounts (FSA)
Free life insurance & optional term life insurance
Competitive vacation package
401(k) with match and Employee Stock Ownership Plans (ESOP)
12 weeks of maternity leave with 100% pay
Flexible holiday schedule - 10 company holidays
Tuition Reimbursement up to $15,000! (Undergraduate & Masters programs)
Employee discounts on all product
Deep partner retail discounts
We are an E-Verify employer.
For more information, please click on the following links:
E-Verify Participation Poster: English / Spanish
E-Verify Right to Work Poster: English Spanish
A bit about us:
Trek is an awesome place to work, with amazing benefits for all employees. We build only products we love, provide incredible hospitality to our customers, and change the world by getting more people on bikes. When you're on our team, you're taken care of, encouraged to learn and grow, and given lots of opportunities to do so. Give us your best, and we'll give it right back. Sound pretty sweet? Then come join us!
Position Summary:
Trek's Financial Services department plays a significant role in ensuring the success of Trek by closely managing the financial performance of our retail customers. This position works closely with the Sales department, Retailers, and others within Finance to maintain effective communication and provide excellent customer service.
Responsibilities:
Manage account portfolio in a manner consistent with Trek's policies by performing monthly financial statement analysis, tracking inventory levels, confirming monthly budget adherence, developing open-to-buy scenarios, and preparing cash flow and annual budget models
Spread financial statements to evaluate retailer's historical performance including strengths and weaknesses along with suggesting corrective action to improve retailer's financial performance
Develop processes and create tools for financial analysis and reporting that can be used both internally and by our retailers
Support Finance team with AR reporting requests and month end AR reconciliations
Assist with DSO and AR trend analysis
Perform analysis on industry trends and conditions impacting retailers and provide benchmarking reports
Ad hoc financial analysis, data modeling, and trending reports
Evaluate and implement solutions to drive continuous improvements within the department
Work as a team player and assist with other projects and assignments as needed
Position Requirements:
Bachelor's degree in Finance, Accounting or Business or equivalent/relevant experience
CPA preferred
2+ years applicable work experience
General understanding of annual business financial statements including profit and loss and balance sheet
Proficiency in MS Office
Excellent analytical and organizational skills and attention to detail
The desire to be a part of a dynamic team and an A player
Trek Benefits:
Flexible and fun company culture
Competitive health care
PPO & HDHP medical plan options, Dental insurance, Vision insurance
Flexible Spending Accounts (FSA)
Free life insurance & optional term life insurance
Competitive vacation package
401(k) with match and Employee Stock Ownership Plans (ESOP)
12 weeks of maternity leave with 100% pay
Flexible holiday schedule - 10 company holidays
Tuition Reimbursement up to $15,000! (Undergraduate & Masters programs)
Employee discounts on all product
Deep partner retail discounts
We are an E-Verify employer.
For more information, please click on the following links:
E-Verify Participation Poster: English / Spanish
E-Verify Right to Work Poster: English Spanish
You need to sign in or create an account to save a job.
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