Financial Analyst

Horizon Retail Construction, an established national general contractor, has an immediate opening for a Financial Analyst at our Corporate Headquarters in Sturtevant, Wisconsin.

Summary of responsibilities:

• Maintain accurate financial records for alternative investments and prepare monthly, quarterly and annual financial statements and reports for alternative investments.
• Perform bank reconciliation and balance sheet reconciliations for alternative investments to ensure accuracy and completeness.
• Collaborate with external auditors and tax advisors.
• Monitor cash flow and assist in budgeting and forecasting.
• Prepare monthly KPI reporting and other financial reports as required.
• Assist in accounts payable (AP) management and work closely with the team to ensure accuracy in processing payments for alternative investments.
• Work with Controller on special projects as requested.
• Lead all investment tracking initiatives.
• Analyze and recommend investment opportunities.
• Evaluate portfolio performance, risk and diversification to ensure long-term growth and stability.
• Present clear, data – driven recommendations and regular updates to senior leadership.
• Monitor market trends and portfolio benchmarks to maximize returns.
• Assess cash positions and propose fixed-rate investment options.
• Manage approved investment transactions with brokers and banks.
• Prepare forecasts and budgets for portfolio, income from dividends, and real estate development.

Summary of Qualifications:

• Bachelor's degree in accounting, finance or related field. A focus in finance, accounting or economics is preferred.
• Minimum 10 years of experience in corporate accounting with a strong understanding of accounting principles and practices.
• Ability to maintain and update Business Intelligence tools.
• Active learning skills to create information for problem solving.
• Knowledge of Business and Management Principles.
• Provide technical support for existing reports, dashboards and other basic tools
• Solid experience with month-end close, bank reconciliations, and accounts payable
• Strong organizational and time management skills with the ability to handle multiple projects and deadlines
• 10+ years of investment analysis and market research experience
• Strong written and oral communication skills

Summary of Preferred Skills:

• An efficient, productive worker that can adjust to heavy workloads
• Someone who takes initiative and is forward thinking with the ability to set appropriate priorities based on organizational needs
• Someone who has a sense of urgency and gets things done promptly to achieve goals
• Experience in the construction and real estate fields.
• Complex problem solving skills.
• Ability to monitor and assess individuals or organizations to make informed decisions for corrective actions.
• Knowledge of administrative and office procedures.

In addition to a casual atmosphere and a great company culture, Horizon offers a competitive benefit package including health, dental, and vision insurance, life insurance, paid time off, as well as a flex spending account and a 401(k) with company match.