Financial Planning & Analysis Analyst

SoTalent; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

SoTalent is looking for an experienced Financial Planning & Analysis Analyst located in Milwaukee, Wisconsin. This role is essential in supporting expense management and financial planning across the organization, ensuring optimal resource utilization and strong financial performance.

The ideal candidate will have over 3 years of relevant experience, a Bachelor's degree in a related field, and exceptional analytical and communication skills. Preferred qualifications include CPA or CMA certification and experience with financial systems like PeopleSoft.

Qualifications

• 3+ years of experience in financial planning & analysis or financial management.
• Ability to interpret financial data and translate insights into actionable recommendations.
• High level of integrity and ability to maintain confidentiality.

Responsibilities

• Support expense management processes by monitoring spend and analyzing trends.
• Prepare and deliver timely and accurate monthly expense reporting.
• Analyze variances between actuals and forecasts and recommend actions.

Skills

Analytical skills

Budgeting

Financial modeling

Stakeholder management

Education

Bachelor’s degree in Finance, Accounting, Business Administration

Tools

PeopleSoft

TM1

Apptio

Job description

Job Title: Financial Planning & Analysis Analyst

Type: Full Time

Our Client is seeking a detail-oriented FP&A Analyst to support expense management and financial planning processes across the organization. This role focuses on delivering accurate reporting, insightful analysis, and strategic financial guidance to help optimize resource utilization and strengthen overall financial performance.

Key Responsibilities

• Support expense management processes by monitoring spend, analyzing trends, and identifying cost‑saving opportunities.
• Partner with business units to understand operational drivers and provide financial insights on cost structures.
• Prepare and deliver timely and accurate monthly expense reporting.
• Develop forecasts, budgets, and financial models to support strategic decision-making.
• Analyze variances between actuals and forecasts, identifying key drivers and recommending corrective actions.
• Challenge assumptions in financial projections and provide data‑driven recommendations.
• Ensure compliance with accounting policies, procedures, and applicable standards (GAAP/statutory).
• Maintain and support financial systems and tools used for reporting and planning.
• Collaborate with cross‑functional teams to support financial planning, process improvements, and special projects.
• Present insights and recommendations to management to support informed decision‑making.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field (preferred).
• 3+ years of experience in financial planning & analysis or financial management.
• Strong analytical, budgeting, and financial modeling skills.
• Ability to interpret financial data and translate insights into actionable recommendations.
• Excellent communication and stakeholder management skills.
• Ability to manage multiple priorities and work in a fast‑paced environment.
• High level of integrity and ability to maintain confidentiality.

Preferred Qualifications

• CPA or CMA certification.
• Experience with financial systems such as PeopleSoft, TM1, Apptio, or similar tools.
• Strong understanding of cost drivers, benchmarking, and financial performance metrics.