Financial Analyst (Hybrid - Wisconsin)

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Job Description - Financial Analyst (Hybrid - Wisconsin)

As one of

Wisconsin’s largest

travel companies, Fox World Travel has excellent perks for all Fox associates including but not limited to:

competitive wages , flexible time off (vacation, sick, personal), FAM Dollars to help you explore the world,

remote work , a full benefit package including medical, dental, vision, company sponsored life insurance and short-term disability, tuition reimbursement, 401k contributions, end of year perks, and a

fully engaged leadership team dedicated to treating associates like part of the family!

It is a priority that our associates demonstrate competence and character that inspires trust by integrating Our Core Values into every action and decision.Our core values state: together we are stronger, demonstrating genuine care and concern to do what is right when no one is looking, with a focus on being curious, creative, and driven and having a work hard, play hard mentality.

A day in the life of the Financial Analyst may include:

Preparing and maintaining monthly financial reports with summary of results comparing to budget/forecast/prior year.
Analyzing financial information to determine present and future financial performance. Creating financial models based on analyses to support organizational decision making.
Identifying and analyzing industry trends and recommending improvements accordingly.
Preparing modeling, reports, and analyses in areas such as budgets, forecasts, financial plans, statistical reports, cash flow projections, and business forecasts.
Making recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.
Coordinating with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, new business planning, trended future requirements, and operating forecasts.
Analyzing financial information for a variety of business lines in order to track the organization’s progress to financial goals.
Establishing databases of pertinent information for use in analyzing future plans and forecasts.
Developing and updating leadership financial dashboards.
Developing automated reporting/forecasting tools.
Assisting the organization's Chief Financial Officer in the development of the budget, planning, and other corporate financial requirements.
Maintaining professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Maintaining a favorable and collaborative working relationship with co-workers in all departments to foster an environment of trust and mutual respect. Driving standards and best practices whenever possible and effectively fostering a culture of engagement.
Enhancing the organization’s reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Being innovative and recommending new approaches, policies, and procedures to effect continual improvements in efficiency of operations and services performed.
Other duties, projects and alternate assignments as determined by business need.
You’ll love this job if you have:

Personal Effectiveness/Credibility.
Organizational and planning skills.
Communication proficiency – verbal and written; appropriate use of grammar.
Information gathering and monitoring skills.
Problem analysis and problem-solving skills.
Project management skills.
Sound judgement and decision-making ability.
Attention to detail and accuracy.
This opportunity might be for you if you have:

Bachelor’s degree in finance, accounting, or related field (preferred).
At least 3 years of professional experience as an accountant, financial data analyst or similar role.
Strong knowledge of Generally Accepted Auditing Principles (GAAP) and Generally Accepted Auditing Standards.
Thorough understanding of methods of systems analysis and the principles, design and procedural methods used in big data analysis.
Demonstrated understanding of project management.
Technological proficiency including strong knowledge and demonstrated proficiency of all Microsoft Office applications (required).
Ability to effectively communicate (verbally and in writing) and present with confidence to create a credible impression; ability to work closely with all levels of the organization.
Ability to read and interpret financial statements and conduct appropriate analysis of financial data.
Decision making and problem-solving skills with the ability to make sound judgments and take initiative to establish priorities, meet deadlines, and make decisions within the functional area of responsibility with minimal direct supervision.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Self-motivation; high level of availability and responsiveness to team needs; demonstrate initiative with a strong commitment to personal goals, objectives, and work ethic.
Ability to work flexible hours as determined by business needs.

Occasional business travel, overnight stay may be required for training events and to visit Fox World Travel locations.

Physical Demands

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Note:The phrases “occasionally,” “regularly,” and “frequently” correspond to the following definitions: “Occasionally” means up to 1/3 of working time, “regularly” means between 1/3 and 2/3 of working time, and “frequently” means 2/3 and more working time.

While performing the duties and responsibilities of this position, the associate is regularly required to stand, walk, sit, climb, reach above shoulders, and move from place to place. The incumbent is frequently required to talk and listen and use hands to finger manipulate or handle. Specific vision requirements for this position include close vision and the ability to adjust focus.

The incumbent may occasionally be required to lift up to 50 pounds

Incumbent must be able to travel by airplane, rail, boat and/or car at any given time as required by the position. Ability to drive to client and company locations.

Work Environment

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

For On-site and Hybrid Associates: Regular attendance is necessary to successfully perform this job; extended hours may be necessary from time to time. The incumbent works in an office environment where the noise level is low to moderate. This role routinely uses standard office equipment including but not limited to computers, a headset, a mouse, a keyboard, photocopiers, and filing cabinets.

For Work-At-Home Associates: Regular attendance is necessary to successfully perform this job; extended hours may be necessary from time to time. This role routinely uses standard office equipment including but not limited to computers, a headset, a mouse, and a keyboard.

Occasional business travel, overnight stay may be required – up to 15%. Ability to drive to home inspection locations, if required.

If you share in our passion for teamwork , our vision to have culture, engagement, and innovation at the heart of all our initiatives , we want you to come soar with Fox World Travel! If you fit the description AND meet the qualifications, please don’t hesitate to apply online at www.foxworldtravel.com/careers .

Work hard, play hard and travel often with the Fox World Travel Team today!

If hired for this position, you would be an employee of Fox World Travel, therefore, no fees would be associated with your training or employment. Also, Fox World Travel does not charge any fees as part of the application process.

Fox World Travel is proud to be an Equal Opportunity and Affirmative Action employer. We celebrate diversity and are committed to creating an inclusive environment for all associates to work.

Pleasereview our Privacy Policy at https://www.foxworldtravel.com/privacy-policy/to see how we protect and manageyour submitted data.
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