Senior Financial Analyst

Sotalent; Stevens Point (WI); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

401k match

Health insurance

Tuition reimbursement

Paid time off

On-site dining

Home office tech setup

Job summary

Sotalent in Stevens Point, Wisconsin is seeking a Senior Financial Analyst to support strategic planning, expense management and performance reporting within the corporate finance team.

The role offers a hybrid schedule (on-site Tue-Thu; remote Mon and Fri) with no visa sponsorship available. Ideal candidates have a CPA or 150 credits pursued and at least five years of experience.

Qualifications

• Bachelor degree in Accounting, Finance, Actuarial Science, or related field.
• Minimum five years of professional experience in financial analysis or accounting.
• Advanced proficiency with data extraction, transformation, and analysis software.
• Strong understanding of financial accounting principles and ability to prepare formal statements.
• CPA designation or pursuing 150 credits preferred.
• Proven ability to manage multiple priorities and meet tight deadlines.

Responsibilities

• Oversee staff planning and create comprehensive expense budgets.
• Analyze actual results vs. plan and report variances.
• Prepare complex financial statements (P&L, balance sheet, cash flow).
• Develop forecasts by monitoring industry trends and economics.
• Provide financial advice and support strategic goals to business units.
• Lead financial projects and mentor junior staff.
• Identify and implement process improvements for reporting and internal controls.
• Conduct ad hoc analysis for management decisions.

Skills

Data analysis tools

Financial analysis

Communication

Deadline management

Education

Bachelor's degree (Accounting/Finance/Actuarial Science)

CPA or 150 credits pursuing

Tools

ETL software

Job description

Recruiting for a Senior Financial Analyst

I am currently seeking a motivated Senior Financial Analyst to join a premier insurance provider in Stevens Point, Wisconsin. This is a vital role within the corporate finance department, focusing on strategic planning, expense management, and performance reporting.

This position operates under a hybrid work schedule, requiring on-site presence Tuesday through Thursday, with the option to work remotely on Mondays and Fridays. Please note that the client is unable to provide visa sponsorship for this role.

Key Responsibilities

• Oversee staff planning and the creation of comprehensive expense budgets.
• Analyze actual financial results against planned figures and report on significant variances.
• Prepare complex financial statements including profit and loss, balance sheets, and cash flow reports.
• Develop financial forecasts by monitoring industry trends and economic data.
• Partner with various business units to provide technical financial advice and support strategic goals.
• Lead financial projects and provide mentorship to junior team members.
• Identify and implement process improvements for reporting systems and internal controls.
• Conduct ad hoc analysis to assist management in making informed business decisions.

Candidate Requirements

• A Bachelor degree in Accounting, Finance, Actuarial Science, or a closely related field is required.
• At least five years of professional experience in financial analysis or accounting.
• Advanced proficiency in data extraction, transformation, and analysis software.
• Strong understanding of financial accounting principles and the ability to prepare formal statements.
• Excellent communication skills with the ability to convey complex financial data to non-finance managers.
• A CPA designation or the active pursuit of 150 credits for eligibility is highly preferred.
• Proven ability to manage multiple priorities and meet strict reporting deadlines.

Employee Benefits and Culture

The organization offers a highly competitive total rewards package designed for long term stability.

• Immediate vesting of a company 401k match up to eight percent.
• Comprehensive health, dental, and vision insurance options.
• Tuition reimbursement and dedicated internal professional development programs.
• Generous paid time off and volunteer leave.
• Access to on-site dining benefits and modern technology for both office and home setups.

This company is consistently recognized as a top employer for workplace diversity and professional growth. They have maintained a superior financial rating for decades, providing a stable and challenging environment for finance professionals.