Westlake Financial Work Values

Daily Duties at Westlake Financial:

- Managed of Accounts Payable, Accounts Receivable, and Funding departments (up to 14 employees); oversaw their efficiency, set departmental goals/policies, provided performance reviews and coaching, and monitoring budgeted expenses . - Directly responsible for reviewing all daily outgoing A/P and funds, as well as monitoring all incoming funds. Responsible for reviewing/reconciling fee change requests. Assisted with the G/L month end close. Handle A/P and A/R journal entry reconciliations for month end close. - Led special projects for the Controller and CFO as needed. Most notably developed and maintained Asset Control Work Order spreadsheets designed to help control costs while maintaining output. Designed a new Purchase Order interface to help track POs more accurately, speed up the approval process, and minimize fraudulent opportunities. - Worked with multiple departments and sr. management to help with budgeting, trend, variance, risk, and cost benefit analysis. Organized, along with the finance, risk, asset control, marketing, and sales departments, committees, as well as task forces, to help increase intercompany communication between departments in efforts to improve cost efficiency. - Oversaw All A/P approvals and set up appropriate coding parameters as well. Approved and managed entire PO system

What they like about Westlake Financial:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

Advanced MS Excel, Great Plains 10.0, Oracle, ADP Software, G/L Reconcilaitions, Month End Close, Financial Reports/Forecasting, CapEx Models, Manager/Supervsory role, development of Accounting Processes, Development of Accounting Procedures, Implementation of Accounting Processes, Implementation of Accounting Procedures, Varaince Analysis, Trend Analysis, Comparative Analysis, Accounting Analysis, Internal Audit, Pivot Tables, V-Lookups, Formulas, Macros/VBA

Skills

P&L responsibilities, Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Microsoft Excel, Macros/VBA, Great Plains Software, Oracle Software, Financial Reporting/Forecasting, Month End Close Items, Manger/Supervisor Role, Financial Analysis-Trend, Variance, Comparative, Accounting, Revenue Growth Projection Models-NPV, etc., G/L reconciliations, Journal Entries, Developing Process/Procedure Improvements, Implementing Process/Procedure Improvements, Working in corss functional teams

These are some of the questions we asked our climbers about their experiences with Westlake Financial: