Interstate Batteries
Overview
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Financial Advisor
role at
Interstate Batteries Get AI-powered advice on this job and more exclusive features. Our mission is to be a trusted workplace for team members to be their whole selves at work. A company that people love and positively impacts the lives of all whom we touch. At Interstate Batteries, you have the chance to be excellent at work and excellent at life. We know that professional success depends on personal wellbeing. That’s why we want to enrich your life with the tools and services you need to succeed in every area of your life. Join us! Purpose of Job
Position assembles, reviews and distributes monthly financial statements to franchise distributors; also consults, advises and interprets the meaning and significance of financial statements; Reports to Director ACES. Job Components
To assemble and analyze the monthly financial statements for ACES customers in an accurate and timely manner (i.e., 14 calendar-day turnaround) 25% Closely analyze financial statements for accuracy prior to submitting to Senior Financial Advisor or ACES Director for formal review. 25% Provide Distributors with feedback regarding the significant elements of the financial statements in order to enable the Distributors to make informed management decisions (i.e., improve profitability). 25% Provide internal customers (i.e., Interstate Ops, IBSA Credit Department and Development Group) with pertinent financial information about IBSA distributorships. 15% Participate in special projects to improve the processes and procedures of the Department (i.e., Process Mapping, Consistency, Inventory Valuation Methodology, Systems Issues). 10% Qualifications
Bachelor’s degree in Accounting or Finance or 5 years of related Accounting experience A minimum of one year of Financial Reporting experience (Income Statements, Financial Statements, etc.) A minimum of 2 years general accounting/bookkeeping experience preferably in distribution industry Strong personal computer skills including experience with MS Excel and WORD JD Edwards, Enterprise One, or Platinum general ledger experience helpful Self-starter with demonstrated ability to work independently but capable of working in a team environment as well Excellent interpersonal, customer service, telephone, explanation, verbal and written communication skills Well organized, high degree of accuracy and very detailed oriented Ability to manage multiple tasks on a regular basis, accustomed to tight deadlines and able to juggle multiple projects 10 Key, touch key skills are preferable Scope Data
Daily interaction with Senior Financial Advisor and ACES Director. Daily accountability for meeting report production requirements (3-4 reports per week). Daily interaction with assigned Distributors. Periodic interaction with Vice President – Financial Services, as needed. Periodic interaction with internal IBSA customers (i.e., Distributor Development, Credit), as needed. Work Environment
Ability to sustain posture in a seated position for prolonged periods of time. Regularly required to use hands to grasp or handle, talk and hear, stand and walk. Specific vision abilities include close vision, depth perception and ability to adjust focus. Ability to occasionally lift and/or move 10+ lbs. Prolonged use of personal computer & telephone. Note: We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. Interstate Batteries provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sex, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Interstate Batteries complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Interstate Batteries expressly prohibits unlawful discrimination on the basis of age, race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sexual orientation, medical condition, genetic information, national origin, ancestry, disability (mental and physical), marital status, military status, veteran status, citizenship or any other characteristic protected under applicable local, state or federal law. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries Manufacturing Referrals increase your chances of interviewing at Interstate Batteries by 2x Get notified about new Financial Advisor jobs in
Dallas, TX . We’re continuing to provide job listings and information about related roles in the Dallas area.
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Join to apply for the
Financial Advisor
role at
Interstate Batteries Get AI-powered advice on this job and more exclusive features. Our mission is to be a trusted workplace for team members to be their whole selves at work. A company that people love and positively impacts the lives of all whom we touch. At Interstate Batteries, you have the chance to be excellent at work and excellent at life. We know that professional success depends on personal wellbeing. That’s why we want to enrich your life with the tools and services you need to succeed in every area of your life. Join us! Purpose of Job
Position assembles, reviews and distributes monthly financial statements to franchise distributors; also consults, advises and interprets the meaning and significance of financial statements; Reports to Director ACES. Job Components
To assemble and analyze the monthly financial statements for ACES customers in an accurate and timely manner (i.e., 14 calendar-day turnaround) 25% Closely analyze financial statements for accuracy prior to submitting to Senior Financial Advisor or ACES Director for formal review. 25% Provide Distributors with feedback regarding the significant elements of the financial statements in order to enable the Distributors to make informed management decisions (i.e., improve profitability). 25% Provide internal customers (i.e., Interstate Ops, IBSA Credit Department and Development Group) with pertinent financial information about IBSA distributorships. 15% Participate in special projects to improve the processes and procedures of the Department (i.e., Process Mapping, Consistency, Inventory Valuation Methodology, Systems Issues). 10% Qualifications
Bachelor’s degree in Accounting or Finance or 5 years of related Accounting experience A minimum of one year of Financial Reporting experience (Income Statements, Financial Statements, etc.) A minimum of 2 years general accounting/bookkeeping experience preferably in distribution industry Strong personal computer skills including experience with MS Excel and WORD JD Edwards, Enterprise One, or Platinum general ledger experience helpful Self-starter with demonstrated ability to work independently but capable of working in a team environment as well Excellent interpersonal, customer service, telephone, explanation, verbal and written communication skills Well organized, high degree of accuracy and very detailed oriented Ability to manage multiple tasks on a regular basis, accustomed to tight deadlines and able to juggle multiple projects 10 Key, touch key skills are preferable Scope Data
Daily interaction with Senior Financial Advisor and ACES Director. Daily accountability for meeting report production requirements (3-4 reports per week). Daily interaction with assigned Distributors. Periodic interaction with Vice President – Financial Services, as needed. Periodic interaction with internal IBSA customers (i.e., Distributor Development, Credit), as needed. Work Environment
Ability to sustain posture in a seated position for prolonged periods of time. Regularly required to use hands to grasp or handle, talk and hear, stand and walk. Specific vision abilities include close vision, depth perception and ability to adjust focus. Ability to occasionally lift and/or move 10+ lbs. Prolonged use of personal computer & telephone. Note: We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. Interstate Batteries provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sex, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Interstate Batteries complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Interstate Batteries expressly prohibits unlawful discrimination on the basis of age, race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sexual orientation, medical condition, genetic information, national origin, ancestry, disability (mental and physical), marital status, military status, veteran status, citizenship or any other characteristic protected under applicable local, state or federal law. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries Manufacturing Referrals increase your chances of interviewing at Interstate Batteries by 2x Get notified about new Financial Advisor jobs in
Dallas, TX . We’re continuing to provide job listings and information about related roles in the Dallas area.
#J-18808-Ljbffr