Senior Financial Analyst

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

Job summary

CFS in Wisconsin is seeking a Senior Financial Analyst to drive KPI reporting, forecasting, and financial analysis across Sales Operations and Supply Chain. You will deliver insights used by senior leaders to influence strategy and efficiency.

The role offers exposure to AI platforms such as Copilot, Claude, Finance Frontier, and Dynamics 365, with opportunity for rapid growth into leadership positions.

Qualifications

• 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.

Responsibilities

• 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.

Skills

KPI analysis

Forecasting

Ad hoc analysis

Process improvement

AI tools usage

Education

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

Tools

Microsoft Copilot

Claude

Finance Frontier

Microsoft Dynamics 365

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

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