Senior Financial Analyst

U.S. Lubricants; Appleton (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

U.S. Lubricants, a division of U.S. Venture, seeks a Senior Financial Analyst to partner with senior leadership, translating complex data into actionable insights and guiding strategic decisions.

The role emphasizes automation and AI-enabled process improvements, building scalable models, and driving efficiency across finance workstreams within the organization.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 4 – 7 years of experience in financial planning and analysis or a related field.

Responsibilities

• Perform detailed financial analysis to support strategic decision-making.
• Build and maintain complex financial models to forecast and analyze financial performance.
• Develop and maintain KPI reporting packages that connect financial results to operational performance.
• Participate in strategic planning activities, offering insights and recommendations.
• Ensure compliance with company policies, accounting standards, and regulatory requirements.
• Support budgeting and forecasting processes, providing detailed analysis and insights.
• Host financial reviews with business partners to communicate performance results and drive better decisions.
• Leverage AI-powered tools to streamline workflows and improve accuracy and efficiency.

Skills

Financial analysis

Excel

Forecasting

Modeling

Strategic thinking

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

Job description

Position Summary

The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, improving financial acumen of the business, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions.

Position Summary

The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, improving financial acumen of the business, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions.

In addition to core responsibilities, this role is expected to operate as a modern professional – leveraging data, technology, and AI to transform processes. The Senior Financial Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across workstreams, both individually and for the broader team.

Job Responsibilities

Essential Job Responsibilities:

• Perform detailed financial analysis to support strategic decision-making.
• Build and maintain complex financial models to forecast and analyze financial performance.
• Develop and maintain KPI reporting packages that connect financial results to operational performance, including volume, margin, labor, freight, inventory, productivity, customer profitability and other division specific metrics.
• Participate in strategic planning activities, offering insights and recommendations.
• Ensure compliance with company policies, accounting standards, and regulatory requirements.
• Support budgeting and forecasting processes, providing detailed analysis and insights.
• Host financial reviews with business partners to communicate performance results, explain key drivers, challenge assumptions, and improve the financial and business acumen of personnel across the organization.
• Maintain accurate and organized financial records.
• Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders.
• Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows — driving greater accuracy and efficiency.
• Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times.
• Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities.

Additional Job Responsibilities

• Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
• Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
• Continuously learn and develop self professionally
• Support corporate efforts for safety, government compliance, and all other company policies & procedures
• Perform other related duties as required and assigned

Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 4 – 7 years of experience in financial planning and analysis or a related field.

Preferred:

• Additional certifications (e.g., CFA, CPA).
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel and other financial software.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.
• Effective communication and presentation skills.
• Demonstrated leadership abilities and strategic thinking.
• Demonstrated ability to identify, evaluate, and implement AI-enabled tools and process improvements to improve efficiency, accuracy, and scalability within finance processes.

DIVISION

U.S. Lubricants

U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment‑based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full‑time basis and must not require U.S. Venture’s sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.

U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.

U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic.

If you need assistance or an accommodation due to a disability, you may call Human Resources at [phone].

40-45-810-8450