Senior Financial Analyst

WENGER CORPORATION; San Antonio, Owatonna (TX, MN); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off

9 Paid Holidays

Generous Profit Sharing

Medical, Dental and Vision Insurance

Spending Accounts HSA, FSA, DCFSA

Disability Insurance

401k with Company Match

Life Insurance

Supplemental Life Insurance

Employee Assistance Program

Job summary

Wenger Corporation in San Antonio, TX seeks a Senior Financial Analyst to partner with Sales, Product Management and Manufacturing on reporting, forecasting and strategic analysis. Lead complex analyses, drive budgeting, and improve margins through data-driven insights.

Requirements include a Bachelor’s in Finance/Accounting, 5+ years in finance or FP&A, and advanced Excel skills. CPA/CMA or Master’s degree are a plus; ERP/EPM and BI tools experience preferred.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive corporate finance, FP&A, or accounting experience.
• Ability to independently lead complex analyses and provide leadership recommendations.
• Strong analytical and problem-solving abilities, linking operational drivers to financial results.
• Strong communication skills and cross-functional influence.
• Attention to detail and data accuracy.
• Advanced Excel skills: formulas, pivot tables, data analysis, Power Pivot, and modeling.

Responsibilities

• Serve as a finance business partner to Sales, Product Management, and Manufacturing with reporting, forecasting leadership, and recommendations.
• Lead recurring reporting and analysis on sales, order intake, cost of sales, margin, profitability, and performance trends.
• Drive full-year budget and rolling forecast processes, model ownership, variance analysis, and leadership explanations.
• Independently lead complex analyses evaluating performance, risks, opportunities, and strategic decisions.
• Perform margin analysis, profitability reviews, and cost-driver assessment; recommend actions to improve margins.
• Lead monthly, quarterly, and annual management reporting; create executive-ready visualizations and presentations.
• Streamline reporting processes through automation, tools, governance.
• Mentor team members and business partners on reporting, analysis, tools, and interpretation.
• Complete ad hoc financial analyses, special projects, and audit requests.

Skills

Analytical thinking

Communication

Cross-functional influence

Data accuracy

Advanced Excel

Education

Bachelor’s degree in Finance/Accounting/Economics

Master’s degree / CPA / CMA

Tools

Epicor

Vena

Power BI

Tableau

Copilot / AI tools

Job description

Job DetailsJob Location: San Antonio Office - San Antonio, TX 78251Position Type: Full TimeSalary Range: $70,000.00 - $95,000.00 Salary/yearTravel Percentage: MinimalJob Shift: Office Hours

Wenger Corporation is seeking a talented Senior Financial Analyst

Join our team in San Antonio, TX or Owatonna, MN. At Wenger Corporation’s strategy to provide an exceptional customer experience through advanced finance business partnership, reporting, forecasting, strategic analysis, month‑end close support, and recommendations that enable data‑driven decisions. The Senior Financial Analyst independently leads complex analyses, translates financial results into actionable insights, and serves as a trusted advisor to business leaders.

At a minimum you’ll need:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Five (5) or more years of progressive corporate finance, financial planning & analysis, or accounting experience.
• Demonstrated ability to independently lead complex analyses and provide recommendations to leadership.
• Strong analytical and problem‑solving abilities, including ability to connect operational drivers to financial results.
• Strong communication skills and ability to influence and work cross‑functionally with business leaders.
• Attention to detail and commitment to data accuracy.
• Advanced Excel skills, including formulas, pivot tables, data analysis, Power Pivot, and financial modeling.

It’d be great if you also have:

• Master’s degree, CPA, or CMA.
• Experience with ERP, EPM, and reporting tools such as Epicor, Vena, Power BI, Tableau, or similar platforms.
• Experience using Copilot or equivalent AI tools to improve analysis, reporting, or productivity.
• Manufacturing industry experience

As a Senior Financial Analyst a typical day might include:

• Serve as a finance business partner to Sales, Product Management, and Manufacturing teams by providing reporting, advanced analysis, forecasting leadership, and financial recommendations.
• Lead recurring reporting and analysis on sales, order intake, cost of sales, margin, profitability, and financial performance trends.
• Help drive the full‑year budget and rolling forecast processes, including model ownership, business partner reviews, variance analysis, and leadership‑ready explanations.
• Independently lead complex analyses that evaluate business performance, identify risks and opportunities, and support strategic decision-making.
• Perform and explain margin analysis, profitability reviews, and cost drivers; recommend actions to reduce costs, improve margins, and strengthen financial performance.
• Lead monthly, quarterly, and annual management reporting processes for assigned business areas.Create executive‑ready data visualizations, presentations, and recommendations for management meetings and reviews.
• Streamline reporting processes through automation, effective tool selection, standardization, and improved reporting governance.
• Mentor team members and business partners on financial reporting, analysis, tools, and interpretation of results as needed.
• Complete ad hoc financial analysis, special projects, and audit requests as needed.

Benefit offerings include:

• Paid Time Off
• 9 Paid Holidays
• Generous Profit Sharing
• Medical, Dental and Vision Insurance
• Spending Accounts HSA, FSA, DCFSA
• Company Paid Short‑term and Long‑term Disability Insurance
• 401k Retirement Plan with Company Match
• Company Paid Life Insurance
• Supplemental Life Insurance
• Employee Assistance Program

Pay information reflects the anticipated compensation range for this position based on current market data. Individual pay is determined by skills, experience, and other relevant factors.

Wenger Corporation's core purpose is to ENRICH LIVES BY ENABLING AND INSPIRING GREAT PERFORMANCES.

Put your passion to work in an exciting, rewarding industry that inspires great performances today!

Wenger Corporation is an Equal Opportunity / Affirmitive Action Employer