Senior Financial Analyst

CFS; Appleton (WI); On-site; USD 90,000 - 105,000; Full time

Job summary

CFS is seeking a Senior Financial Analyst in Wisconsin to influence strategy and drive business transformation. You will deliver KPI reporting, forecasting, and financial insights for Sales Operations and Supply Chain, with leadership exposure and a path toward leadership roles.

The position emphasizes the use of AI tools like Microsoft Copilot and other platforms to enhance reporting and decision making, with a flexible, growth-oriented environment.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Strong financial reporting and KPI analysis experience.
• Advanced Excel skills and data analysis capabilities.

Responsibilities

• Develop KPI reporting, forecasting, and financial analysis for Sales Operations and Supply Chain.
• Provide ad hoc financial analysis and decision support for leadership.
• Deliver actionable recommendations to improve financial and operational performance.
• Lead process improvement initiatives across finance and business functions.

Skills

Financial analysis

Forecasting

KPI reporting

Ad hoc analysis

Education

Bachelor's Degree in Finance, Accounting, or related field

Tools

Excel (PivotTables, Lookups)

AI-enabled tools (Copilot)

Job description

Take your finance career beyond reporting. Join a high-impact role where your insights directly influence strategy, operational decisions, and business transformation initiatives across the organization. This position offers visibility with senior leadership, exposure to cutting-edge AI tools, and a clear path toward leadership opportunities. Senior Financial Analyst

Take your finance career beyond reporting. Join a high-impact role where your insights directly influence strategy, operational decisions, and business transformation initiatives across the organization. This position offers visibility with senior leadership, exposure to cutting-edge AI tools, and a clear path toward leadership opportunities. Senior Financial Analyst
Salary: $90,000 - $105,000

Why This Opportunity Stands Out

• High visibility with senior leadership, including direct exposure to the President and executive team


• Opportunity to influence key business decisions through financial insights and strategic recommendations


• Fast-track potential into Lead or Manager-level positions through a strong culture of internal promotion


• Work for a large, financially stable organization that maintains a collaborative, family-oriented environment


• Play a significant role in business process redesign and continuous improvement initiatives


• Gain hands-on experience with advanced digital and AI platforms including Microsoft Copilot, Claude, Finance Frontier, and Microsoft Dynamics 365


• Broad exposure to Sales Operations and Supply Chain functions, providing a well-rounded business perspective


• Flexible start and end times that support work-life balance


• Be part of an organization that actively invests in employee development, technology, and career growth

Key Responsibilities For The Senior Financial Analyst

• Develop and maintain KPI reporting, forecasting, and financial analysis for Sales Operations and Supply Chain teams


• Provide ad hoc financial analysis and decision support for leadership


• Deliver actionable recommendations to improve financial and operational performance


• Lead and support process improvement initiatives across finance and business functions


• Utilize AI and digital tools to enhance reporting, forecasting, and business insights

Qualifications For The Senior Financial Analyst

• Bachelor's Degree in Finance, Accounting, or related field


• 4-7 years of progressive finance or financial analysis experience


• Strong financial reporting, forecasting, and KPI analysis experience


• Advanced Excel skills, including PivotTables, Lookups, and data analysis tools


• Exposure to AI-enabled tools such as Microsoft Copilot or similar technologies

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