FP&A Analyst: Strategic Planning & Cost Optimization

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

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.