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Regional Accountant and Business Analyst in Wisconsin
Regional Accountant and Business Analyst in WisconsinTaher • Madison, WI, US
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Regional Accountant and Business Analyst in Wisconsin

Regional Accountant and Business Analyst in Wisconsin

Taher • Madison, WI, US
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K-12 Regional Accountant Opportunity

We are adding a detail-oriented, dynamic K-12 Regional Accountant to our growing team! Do you love numbers? Do you want to be in a role that can change the world? This role is for you!

Salary Range : $65,000-$90,000

This role is all about analysis and connecting with our customers to ensure their and Taher's financial needs are met. With a greater concentration on financial oversight of multiple units financial performance, you have direct involvement and engagement with our field. As a member of the Operations team and Finance Team, the Regional Accountant is a key business partner in our organization.

Financial Reporting

Weekly Reports : You gather financial information for a "flash" report received from the units with the responsibility of ensuring the timeliness and accuracy of those reports.

  • Monitor net income, meal counts, participation rates, food and labor metrics, purchasing activity, inventory levels relative to target.
  • Close communication with Unit Directors, DMs, VPs CFO, and Controller on operating trends, questions, inaccuracies, or performance inconsistencies that may be affecting profitability
  • Results are summarized and reported up to the management team, noting areas of concern, actionable items, and deviation from budgeted results.

Monthly Operating Statements

  • Full oversight of the completion and accuracy of the monthly Operating Statement.
  • Track timeliness of Month End Reporting
  • Verify meal counts and / or other key data used for :
  • Invoicing our clients
  • Preparation of the monthly Operating Statement.
  • Timely communication with unit Directors, DMs and VP of the Region
  • Recommendation if unit should be considered for the "Triage List"
  • Portfolio Review

  • Weekly : Review results with the Units, DM, VP - Hub Team meeting with Hub members, CFO, Controller to review, exchange ideas, problem solve, build team culture.
  • Quarterly : Full, in-depth review of portfolio - Assist the DMs in preparing a written summary or recap of the portfolio
  • Business Improvements, Operational Engagement

  • Communications with Business Units
  • Daily calls to units or DM's
  • Coaching
  • Identify, discuss key items or solutions to optimize financial performance.
  • On-site visits as necessary (2-3 times per month or as directed)
  • Inventory management & targets
  • Invoicing & Accounts Receivable

  • Responsible for the verification of billing data, preparation of invoice, sending to clients, and timely collection.
  • Verification process to include schools (client), unit Directors, DM, or lead A / R person.
  • Timely invoicing of clients
  • Monitor the A / R Aging report, placing timely calls with invoices approaching past due dates.
  • Timely research and resolution of any issues, questions or discrepancies raised by the client.
  • Year-End billing
  • Various Other Administrative / Accounting

  • Setting up monthly budgets for each unit for the year ahead.
  • Web Based Accounting training
  • Master List of Client & Billing Information
  • Performs additional related duties as defined by leadership
  • Who We Are :

    Taher, Inc. is a family-owned, and operated, chef-driven, food service management company providing K-12 school lunch management, campus dining, senior dining, corporate dining and catering, and vending and office beverage services to clients in our growing nationwide footprint. Customers choose Taher for its chef-developed recipes created from natural and sustainable local sources, and for delivering the latest in culinary trends and operational resources to provide outstanding food options for our guests. Taher maintains a consistent presence in Food Service Management's Top 25 companies.

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    Accountant • Madison, WI, US

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