Financial Analyst

Exact Metrology: A Division of In-Place Machining Company; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan with company match

Paid vacation and holidays

Job summary

In-Place Machining Company is seeking a Financial Analyst to turn financial and operational data into actionable insights for executives and stakeholders. This onsite Milwaukee role collaborates with leaders to enhance business intelligence, support data-driven decisions, and contribute to strategic growth.

The position reports to the CFO and involves budgeting, forecasting, and supporting M&A activities. Candidates should have 5+ years in FP&A or related fields, strong Excel skills, ERP/GL/HRIS

Qualifications

• Bachelor's degree in Accounting or Finance.
• 5+ years in financial planning and analysis or related fields.
• U.S. Citizenship required.
• Advanced proficiency with Microsoft Excel, including financial modeling.
• Experience with ERP systems, GL platforms, and HRIS.
• Strong analytical and written/verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability and willingness to travel up to 20%.

Responsibilities

• Prepare and deliver daily, weekly, and monthly operational reports for senior leadership.
• Develop, monitor, and maintain KPIs to measure business performance.
• Prepare monthly financial reporting packages for executive leadership and the Board.
• Partner with the CFO to support annual budgeting and forecasting.
• Conduct ad hoc financial analyses to support planning and decision-making.
• Administer and enhance BI, forecasting, and reporting tools.
• Assist in developing presentations for management and Board meetings.
• Support the monthly financial close process.
• Participate in M&A activities, including financial modeling and due diligence.

Skills

Financial modeling

Excel

Data analysis

Communication

multitasking

Education

Bachelor's degree in Accounting/Finance

Tools

ERP systems

General ledger software

HRIS

Power BI

Job description

Job Type

Full-time

Title

Financial Analyst

Position Summary

The Financial Analyst is responsible for leveraging financial and operational data to provide timely, accurate, and actionable business insights to IPM's internal and external stakeholders. This individual will collaborate with leaders across the organization to enhance business intelligence, strengthen financial analysis capabilities, and support data-driven decision-making. This is a highly visible, hands-on role reporting directly to the Chief Financial Officer (CFO) and offers significant opportunity to contribute to strategic initiatives and organizational growth.

Work Location

This is a full-time onsite position based in Milwaukee, WI. Candidates who currently reside in the Milwaukee area or within commuting distance will be given priority consideration. Qualified out-of-state candidates may also be considered, once local candidates have been exhausted. Remote work is not available for this role.

Essential Responsibilities

• Prepare and deliver daily, weekly, and monthly operational reports for senior leadership.
• Develop, monitor, and maintain Key Performance Indicators (KPIs) to measure business performance.
• Prepare monthly financial reporting packages for executive leadership and the Board of Directors.
• Partner with the CFO to support annual budgeting and periodic forecasting activities.
• Conduct ad hoc financial analyses to support business planning and decision-making.
• Administer and enhance business intelligence, forecasting, and reporting tools.
• Assist in developing presentations and materials for management and Board meetings.
• Support the monthly financial close process.
• Participate in mergers and acquisitions activities, including financial modeling, due diligence, and integration efforts.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Five (5) or more years of relevant experience in financial planning and analysis, management accounting, auditing, consulting, or a related discipline.
• U.S. Citizenship is required for this position.
• Advanced proficiency with Microsoft Excel, including financial modeling.
• Experience working with ERP systems, general ledger platforms, and HR information systems.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability and willingness to travel occasionally to business locations as needed (anticipated travel less than 20%).

Preferred Qualifications

• Experience within a manufacturing, industrial services, or related environment.
• Familiarity with business intelligence platforms such as Microsoft Power BI.
• Experience with Enterprise Performance Management (EPM) software.

Compensation & Benefits

In-Place Machining Company offers a competitive compensation and benefits package, including:

• Competitive salary
• Medical, dental, and vision insurance
• Company-paid life insurance
• Paid vacation and holidays
• 401(k) plan with company match
• Flexible spending account options