Financial Analyst II

Suburban Enterprises, Inc.; Appleton (WI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Team Member Ownership

Commitment to Safety

Career Growth

Continuous Learning

Collaborative Culture

Comprehensive Benefits

Job summary

A growing financial services company in Appleton, Wisconsin is seeking a Financial Analyst II to monitor financial performance and deliver insights for decision-making. The ideal candidate will possess a Bachelor's degree in accounting or finance and have a minimum of three years experience in a similar role. Key responsibilities include preparing reports, conducting financial analysis, and implementing process improvements. Join a team-focused culture that values employee ownership and professional development.

Qualifications

• Minimum of three years of experience in accounting, finance, or analytics.
• Proven analytical and data management skills.
• Familiarity with financial reporting and modeling.

Responsibilities

• Create and manage financial reports and scorecards.
• Analyze past financial results and recommend improvements.
• Evaluate financial performance against plans and forecasts.
• Identify and drive process improvements.
• Conduct quantitative analysis affecting budgets and expenses.

Skills

Analytical skills

Data gathering skills

Business acumen

Education

Bachelor’s degree in accounting, finance or related field

Tools

Excel

Data query/data management tools

Job description

Overview

Take Ownership of Your Career and Shape Your Future! Are you ready to become an Employee Owner? At Suburban Enterprises, you not only work for the company you own the company. The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work environment, increased responsibility, and the opportunity to grow into additional roles. We would like to hire someone interested in a career, not a job, who wants to do the work and be recognized for a job well done!

The Role – Financial Analyst II

The Financial Analyst monitors and analyzes financial performance against plans and forecasts, delivering insights that support tactical and strategic decision-making. This role prepares financial reports, dashboards, and models; performs variance and trend analysis; and partners with leaders across the organization to improve profitability, efficiency, and financial processes.

Responsibilities

• Create, distribute, and manage monthly and annual financial reporting and scorecards.
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements.
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards.
• Conduct quantitative analyses of information affecting budgets, expenses, and other financial projects.
• Collect and analyze financial information for assigned accounts, products or product lines, or business units to track the organization\'s progress against financial goals.
• Analyze cash flow, expenditures, revenue, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.

Qualifications

• Bachelor’s degree in accounting, finance or another related field.
• Minimum of three (3) years of experience within accounting, finance, finance analytics, or similar.
• Strong analytical and data gathering skills.
• Proficiency in Excel and familiarity with data query/data management tools.
• Good business acumen.

Benefits

• Team Member Ownership: Work for a company where your contributions directly impact your future
• Commitment to Safety: Safety isn’t just a priority; it’s our promise to you and your family
• Career Growth: This isn\'t just a job - it\'s a career path with opportunities for advancement
• Continuous Learning: Investment in your professional development
• Collaborative Culture: Work with a team that values respect, integrity, and excellence
• Comprehensive Benefits: Competitive pay, ESOP, 401(K) with employer match, and no healthcare premium increases for 4 years

Ready to Join Us?

Our high standards of service to our customers and clients require that we select only the top team members based on our culture and core values so please read and understand them or come with clarifying questions because we work, live, hire and promote by them. We will choose new team members with great care because the future of Suburban Enterprises rests with them. You are here because we believe in your character and abilities.

If you\'re passionate about innovation, committed to excellence, and ready to be part of a company that invests in its people, we want to hear from you. Help us create a better future through innovation and automation.

We are an equal opportunity employer.