Senior Financial Analyst

Creative Financial Staffing, LLC; Appleton (WI); On-site; USD 90,000 - 105,000; Full time

Job summary

Creative Financial Staffing, LLC in Wisconsin seeks a Senior Financial Analyst to drive KPI reporting, forecasting, and financial analysis for Sales Operations and Supply Chain, delivering insights to senior leadership.

You will use AI-enabled tools to improve planning and reporting, with opportunities for fast-track advancement into leadership roles in a collaborative, growth-oriented environment.

Qualifications

• Bachelor’s Degree in Finance, Accounting, or related field.
• 4–7 years of progressive finance or financial analysis experience.
• Advanced Excel skills including PivotTables and Lookups.
• Exposure to AI-enabled tools such as Copilot or similar technologies.

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

Advanced Excel

KPIs

Forecasting

Data analysis

Education

Bachelor’s Degree in Finance/Accounting

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
• 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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