Job Information
Herbalife Financial Analyst, Accounting Operations in Lake Forest, California
Financial Analyst, Accounting Operations
Category: Finance
Position Type: Regular Full-Time
External ID: 13905
Location: Lake Forest, CA, United States
Date Posted: Jul 3, 2024
Hiring Range: 74,400.00 to 83,300.00 USD Annually
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Overview
POSITION SUMMARY STATEMENT:
The Financial Analyst will work onsite at our Innovation and Manufacturing facility in Lake Forest, CA. Will be responsible to assist the Director of Plant Operations Finance with supporting HIM LF’s financial reporting. Responsibilities include supporting and updating forecasts and financial reports, internal KPI reporting, as well as ad hoc requests. Will assist with the monthly accounting period closes.
DETAILED RESPONSIBILITIES/DUTIES:
Analytical responsibilities:
• Prepare, update, and maintain monthly forecasts and schedules.
• Create, review, and distribute the financial review packages.
• Assist with monthly BS/IS preparations and reviews including variance explanations and follow ups from the corporate office.
• Assist in monthly report outs and presentations to leadership
• Assist with month end close financial reporting in OneStream consolidation process.
• Provide assistance with ad hoc projects related to plant manufacturing and financial reporting.
• Meet monthly with leadership, where needed, regarding variances to budget/forecasts for explanations and action plans, including follow ups.
Fixed Assets responsibilities:
• Maintain Fixed Asset subsidiary ledger and account reconciliation.
• Prepare monthly fixed asset roll-forward reconciliation.
• Adhere to corporate policy for capitalizing equipment purchases and other construction in progress activities.
• Attend monthly team meetings regarding CapEx status and forecasting.
• Ensure accurate Use Tax rate is applied to qualifying assets.
• Provide monthly year-to-date spend compared to budget/project.
• Maintain and support PAR submission and review process in DMS, not limited to ROI/payback review, submission justification, form completeness, follow ups and fielding questions.
• Complete annual physical of fixed assets per prescribed plant.
• Ensure accurate tagging, identification, and location of all assets on the floor and in Oracle.
• Perform fixed asset listing review with department heads for changes in fixed assets (impairments, write offs, etc) and construction-in-progress status.
General responsibilities:
• Prepare and maintain period-close journal entries and account reconciliations for HIM LF.
• Coordinate Daily Production Reports as well as prepare and review of local Key Performance Indicators.
• Research and resolve account discrepancies.
• Prepares special reports and assists in special projects as assigned by Management.
• Ensure SOX and internal audit compliance and assist where needed, including support requests and process walkthroughs
• Participate in budget, forecast, and monthly reporting activities.
• Work with other departments, such as Corporate Accounting, IT, Purchasing, Maintenance, Facilities, Engineering, Quality Control and Quality Assurance, including shared projects.
• Demonstrate initiative in all aspects of Plant Accounting.
• Update and maintain vendor files.
• Assist in cross training where needed.
• Performs quarterly SOX and operational compliance testing and remediation as necessary.
SUPERVISORY RESPONSIBILITIES:
None
Qualifications
REQUIRED QUALIFICATIONS:
Skills:
• Strong accounting skills and experience, in conjunction with strong analytical skills.
• Proficient with PC skills including Windows, Excel and Word and with project management skills.
• Ability to adapt as the external environment and organization evolves.
• Excellent written and verbal communication skills.
• Standout colleague with the ability to effectively communicate with all levels of staff and leadership
• Ability to read, analyze and interpret common financial reports and legal documents.
• Exceptional troubleshooting and problem solving skills.
• Detail oriented, self-motivated, and ability to prioritize task and meet departmental goals.
• Ability to maintain confidentiality of financial data.
Experience:
• 3+ years accounting experience
• 3+ years prior fixed asset accounting experience
• Solid understanding in all MS Office applications, particularly in Excel, including the ability to perform pivot tables, VLOOKUP and high-level functions and formulas.
• Experience using leading ERP softwares (e.g., Oracle, PeopleSoft, SAP).
Education:
• Bachelor's (BS/BA/BBA) degree in Accounting
PREFERRED QUALIFICATIONS:
• Experience working in both Corporate and Public Accounting in large multi-national corporations
• Multi-level marketing and/or global company experience
• Proficient with Oracle
PHYSICAL DEMANDS:
In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
Must be able to see, hear, speak and write clearly in order to communicate with employees and/or other customers.
Manual dexterity required.
Sedentary: Light: Office work, some lifting, considerable walking
WORK ENVIRONMENT:
In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
The office is clean, orderly, properly lighted and ventilated
Noise levels are considered low to moderate
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At Herbalife, we value doing what’s right. We are proud to be an equal opportunity employer, making decisions without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected characteristic. We value diversity, strive for inclusivity, and believe the differences among our teammates is a key contributor to Herbalife’s ongoing success.
Herbalife offers a variety of benefits to eligible employees in the U.S. (limited to the 50 States and the District of Columbia), which includes Group Health Programs, other Voluntary Benefit Programs, and Paid Time Off. Group Health Programs include Medical, Dental, Vision, Health Savings Account (HSA), Flexible Spending Accounts (FSA), Basic Life/AD&D; Short-Term and Long-Term Disability and an Employee Assistance Program (EAP).
Other Voluntary Benefit Programs include a 401(k) plan, Wellness Incentive Program, Employee Stock Purchase Plan (ESPP), Supplemental Life/Critical Illness/Hospitalization/Accident Insurance, and Pet Insurance. Paid time off includes Company-observed U.S. Holidays, Floating Holidays, Vacation, Sick Time, a Volunteer Program, Paid Maternity and Paternity Leave, Bereavement Leave, Personal Leave and time off for voting.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email your request to
talentacquisition@herbalife.com
.
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