Senior Financial Analyst

CFS; Appleton (WI); On-site; USD 85,000 - 105,000; Full time

Job summary

CFS in Wisconsin seeks an FP&A Analyst to partner with senior leadership, translate complex financial data into actionable insights, and support strategic decision‑making.

You will build detailed models, forecast performance, and drive budgeting processes, leveraging Excel and automation to improve reporting and data quality. This role offers growth through high-visibility projects and collaboration across finance and operations.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• 4+ years of experience in financial planning and analysis or related finance role.
• Strong analytical and financial modeling skills with advanced Excel proficiency.

Responsibilities

• Develop detailed financial analysis, forecasts, models, and reporting to support strategic decisions.
• Serve as a trusted finance business partner to senior leadership, providing insights and recommendations.
• Support budgeting and forecasting while analyzing performance, trends, and variances.
• Identify opportunities to automate reporting and improve data quality and efficiency across finance.
• Collaborate with analysts and cross-functional teams on strategic projects.

Skills

Financial analysis

Forecasting

Financial modeling

Advanced Excel

Education

Bachelor's degree in Accounting, Finance, Economics

Tools

Microsoft Excel

Job description

Why This Opportunity Stands Out

Our client is a well-established, growth-focused organization with a strong reputation for innovation, entrepreneurial thinking, and investing in its people. This

• Partner directly with senior leadership to translate complex financial data into actionable business insights.
• Build and maintain financial models that support forecasting, planning, business strategy, and decision-making.
• Take on high-visibility projects while developing your business acumen and strategic thinking.
• Leverage technology, automation, and AI to improve financial processes, reporting, and efficiency.
• Join an organization that values high performance, caring relationships, strategic foresight, and entrepreneurial thinking, while providing opportunities for continued professional growth.

Salary: $85,000 - $105,000

Why This Opportunity Stands Out

Our client is a well-established, growth-focused organization with a strong reputation for innovation, entrepreneurial thinking, and investing in its people. This

• Partner directly with senior leadership to translate complex financial data into actionable business insights.
• Build and maintain financial models that support forecasting, planning, business strategy, and decision-making.
• Take on high-visibility projects while developing your business acumen and strategic thinking.
• Leverage technology, automation, and AI to improve financial processes, reporting, and efficiency.
• Join an organization that values high performance, caring relationships, strategic foresight, and entrepreneurial thinking, while providing opportunities for continued professional growth.

Key Responsibilities

• Develop detailed financial analysis, forecasts, models, and reporting to support strategic business decisions.
• Serve as a trusted finance business partner to senior leadership, providing insights, recommendations, and objective financial perspectives.
• Support budgeting and forecasting processes while analyzing financial and operational performance, trends, and variances.
• Identify opportunities to improve processes, automate reporting, enhance data quality, and increase efficiency across finance.
• Advise and collaborate with other analysts and cross-functional teams while supporting strategic projects and initiatives.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• 4+ years of experience in financial planning and analysis or a related finance role.
• Strong analytical, problem-solving, financial modeling, and Microsoft Excel skills.