Senior Financial Analyst

Connect Search, LLC; Wisconsin; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Job summary

A financial services recruitment agency is hiring a Senior Financial Analyst in Racine County, WI. The role offers a hybrid work schedule of 2 days per week and requires 5+ years of finance experience. Responsibilities include leading budget development and preparing performance reports. Candidates should have strong Excel skills and familiarity with financial planning tools. This position provides opportunities for process improvement in a supportive corporate environment and offers competitive benefits including medical insurance and a 401(k).

Qualifications

• 5+ years of experience in FP&A, financial analysis, or corporate finance.
• Strong proficiency in financial planning tools and business intelligence systems.
• Deep understanding of financial statements (P&L, balance sheet, cash flow).

Responsibilities

• Lead the development of annual budgets, quarterly forecasts, and long-term financial plans.
• Collaborate with business unit leaders to align forecasts with operational goals.
• Prepare monthly and quarterly financial performance reports, including variance analyses.

Skills

Excel (advanced formulas, modeling techniques, scenario analysis)

Analytical skills

Problem-solving skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Epicor

SQL

Tableau

Power BI

Adaptive Insights

Anaplan

NetSuite

SAP

Oracle

Job description

Base pay range

$90,000.00/yr - $130,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Connect Search, LLC

Location: Racine County, WI

Type: Direct Hire

Schedule: Monday - Friday, 8am - 5pm

Pay Range: $90k - $130k + bonus

Summary

Connect Search is hiring a Senior Financial Analyst in Racine County. This position offers a hybrid work from schedule of 2 days per week.

Responsibilities

• Lead the development of annual budgets, quarterly forecasts, and long‑range financial plans.
• Build and refine financial models to support scenario planning, revenue forecasting, and cost optimization initiatives.
• Collaborate with business unit leaders to collect inputs, validate assumptions, and align forecasts with operational goals.

Reporting & Analysis

• Prepare monthly and quarterly financial performance reports, including variance analyses, KPIs, and key business drivers.
• Analyze trends in revenue, expenses, profitability, and cash flow, providing insights and recommendations to management.
• Develop dashboards and automated tools to enhance reporting efficiency and accuracy.

Business Partnering

• Serve as a strategic finance partner to cross‑functional teams (Operations, Sales, Marketing, HR, etc.).
• Influence decision‑making by providing data‑driven insights and translating financial information into actionable recommendations.
• Support senior leadership with ad‑hoc analyses, investment evaluations, and board‑level presentations.

Process Improvement & Systems

• Identify opportunities to streamline financial processes and improve forecasting methodologies.
• Support ERP, BI, and planning system enhancements (e.g., Adaptive Insights, Anaplan, NetSuite, SAP, or Oracle).
• Drive the implementation of best practices in financial reporting and analysis.

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of experience in FP&A, financial analysis, or corporate finance.
• Strong proficiency in Excel (advanced formulas, modeling techniques, scenario analysis).
• Experience with financial planning tools and business intelligence systems.
• Deep understanding of financial statements (P&L, balance sheet, cash flow).
• Excellent analytical, problem‑solving, and communication skills.
• Ability to work independently, manage multiple priorities, and meet deadlines.

Preferred

• Experience in a mid‑size or enterprise‑level corporate environment.
• Public Accounting experience.
• Knowledge of Epicor, SQL, Tableau, Power BI, or similar data analytics tools.
• CPA, CFA, or MBA is a plus.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance, Accounting/Auditing, and Analyst

Industries

• Manufacturing

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave