Senior Financial Analyst

Truity Partners LLC; Milwaukee (WI); On-site; USD 95,000 - 115,000; Full time

Job summary

Truity Partners LLC in Milwaukee is seeking a Senior Financial Analyst to bolster FP&A across a global manufacturing footprint. You will lead budgeting, forecasting, reporting, and business partnering to drive insights and informed decision-making for leadership.

The role requires 3–6 years of FP&A experience, a bachelors in finance/accounting/economics, and advanced Excel with ERP/BI familiarity. Strong analytical skills and collaboration are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3–6 years of FP&A or related finance experience.
• FP&A experience in a global manufacturing environment preferred.
• Strong budgeting, forecasting, variance analysis, and financial modeling.
• Understanding of manufacturing operations and the financial drivers.

Responsibilities

• Support annual budgeting, forecasting, and long-range planning.
• Develop financial models to evaluate performance and future expectations.
• Analyze actual results against budgets and explain variances.
• Partner with manufacturing leaders to understand key drivers.
• Evaluate revenue, margins, costs, and performance indicators.
• Prepare recurring reporting and communicate insights to leadership.
• Support FP&A across multiple locations and business units.
• Consolidate financial information and ensure consistency in reporting.
• Develop scenario and sensitivity analyses for decision-making.
• Assist with profitability analysis across products, customers, and markets.
• Monitor KPIs and identify risks and opportunities.
• Partner with accounting to understand results and reporting.
• Support capital investment analysis and evaluate financial impact.
• Provide ad hoc financial analysis as needed.
• Identify opportunities to improve forecasting and reporting processes.
• Participate in finance systems and process improvement initiatives.

Skills

FP&A experience

Budgeting

Forecasting

Financial modeling

Business partnering

Advanced Excel

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

ERP systems

BI tools

Job description

Our client is an organization in the Milwaukee area looking for a Senior Financial Analyst. Our client is looking for an experienced finance professional with a strong FP&A background and experience supporting a global manufacturing environment. This individual will play an important role in forecasting, budgeting, financial analysis, and business partnering while providing insights that help leadership understand performance and make informed decisions.

The salary range for this position is $95k–115k.

The Senior Financial Analyst will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Support annual budgeting, periodic forecasting, and long-range financial planning activities.
• Develop financial models and analysis to evaluate business performance, trends, and future expectations.
• Analyze actual results against budgets, forecasts, and prior periods and provide explanations for significant variances.
• Partner with manufacturing and operational leaders to understand key financial and business drivers.
• Evaluate revenue, margins, operating expenses, production costs, and other performance indicators.
• Prepare recurring financial reporting and communicate meaningful insights to Finance and business leadership.
• Support financial planning and analysis across multiple locations, business units, or geographic regions.
• Consolidate financial information from various areas of the organization and ensure consistency in reporting and analysis.
• Develop scenario and sensitivity analyses to support strategic and operational decision-making.
• Assist with profitability analysis across products, customers, markets, or business segments.
• Monitor financial and operational KPIs and identify emerging risks and opportunities.
• Partner with accounting teams to understand financial results and ensure accurate management reporting.
• Support capital investment analysis and evaluate the financial impact of proposed business initiatives.
• Provide ad hoc financial analysis in response to evolving business needs and leadership requests.
• Identify opportunities to improve forecasting, reporting, financial models, and analytical processes.
• Participate in finance systems, reporting, and other process improvement initiatives.

The Senior Financial Analyst will possess the following:

EXPERIENCE REQUIRED

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• 3–6 years of progressive financial planning and analysis or related finance experience.
• FP&A experience within a global manufacturing environment strongly preferred.
• Strong experience with budgeting, forecasting, variance analysis, and financial modeling.
• Understanding of manufacturing operations and the financial drivers impacting production, costs, inventory, and margins.
• Experience supporting multiple locations, business units, or international operations preferred.
• Ability to translate financial and operational data into meaningful business insights and recommendations.
• Strong business partnering skills with the ability to work effectively with Finance, operations, and other functional leaders.
• Advanced Excel skills and experience working with ERP, financial planning, or business intelligence systems.
• Strong analytical and problem-solving abilities with excellent attention to detail.
• Ability to manage multiple priorities and recurring planning and reporting deadlines.
• Strong written and verbal communication skills, including the ability to present financial information to non-finance audiences.
• Proactive and intellectually curious with a strong interest in understanding the business behind the numbers.

Equal Opportunity Employer

The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible to participate in company-sponsored benefits, subject to the rules governing those programs.