Senior Financial Analyst

CFS; Madison (WI); Hybrid; USD 75,000 - 90,000; Full time

Job summary

CFS is seeking a Senior Financial Analyst in Madison, WI to drive budgeting and forecasting processes within a stable, family-owned technology solutions firm. The role emphasizes strong financial modeling and variance analysis to enhance profitability and efficiency.

You will partner with department leaders, support month-end close, KPI reporting, and long-range planning. The position offers a collaborative team environment and opportunities for professional growth.

Qualifications

• Bachelor's degree in accounting or finance.
• 3+ years of financial analysis, corporate finance, or related experience.

Responsibilities

• Lead budgeting, forecasting, financial modeling, and variance analysis to support strategic business initiatives.
• Partner with department leaders to analyze financial performance and provide recommendations that improve profitability and operational efficiency.
• Support month-end financial analysis, KPI reporting, and long-range planning initiatives.
• Assist with month end close journal entries and reconciliations.

Skills

Budgeting

Forecasting

Financial modeling

Variance analysis

KPI reporting

Long-range planning

Advanced Excel

Education

Bachelor's degree in accounting or finance

Tools

Excel

Job description

• Our client is a well-established, family-owned technology solutions organization with more than 65 years of success and a reputation for investing in its employees and customers.
• Join a collaborative culture that values innovation, continuous improvement, and professional development.
• The organization offers outstanding stability while continuing to grow and expand its service offerings across multiple markets.
• You will have the opportunity to work from home 1 day a week.
• Enjoy a team-oriented environment that promotes work-life balance, employee recognition, and long-term career growth.

Salary: $75,000-$90,000

Why This Opportunity Stands Out

• Our client is a well-established, family-owned technology solutions organization with more than 65 years of success and a reputation for investing in its employees and customers.
• Join a collaborative culture that values innovation, continuous improvement, and professional development.
• The organization offers outstanding stability while continuing to grow and expand its service offerings across multiple markets.
• You will have the opportunity to work from home 1 day a week.
• Enjoy a team-oriented environment that promotes work-life balance, employee recognition, and long-term career growth.

Key Responsibilities For The Senior Financial Analyst

• Lead budgeting, forecasting, financial modeling, and variance analysis to support strategic business initiatives.
• Partner with department leaders to analyze financial performance and provide recommendations that improve profitability and operational efficiency.
• Support month-end financial analysis, KPI reporting, and long-range planning initiatives.
• Assist with month end close journal entries and reconciliations.

Qualifications For The Senior Financial Analyst

• Bachelor's degree in accounting or finance.
• 3+ years of financial analysis, corporate finance, or related experience with advanced Excel and financial modeling skills.