Senior Financial Analyst: AI-Driven Strategy & Growth Path

CFS; Appleton (WI); On-site; USD 90,000 - 105,000; Full time

Job summary

CFS is seeking a Senior Financial Analyst in Wisconsin to influence strategy and drive business transformation. You will deliver KPI reporting, forecasting, and financial insights for Sales Operations and Supply Chain, with leadership exposure and a path toward leadership roles.

The position emphasizes the use of AI tools like Microsoft Copilot and other platforms to enhance reporting and decision making, with a flexible, growth-oriented environment.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Strong financial reporting and KPI analysis experience.
• Advanced Excel skills and data analysis capabilities.

Responsibilities

• Develop KPI reporting, forecasting, and financial analysis for Sales Operations and Supply Chain.
• Provide ad hoc financial analysis and decision support for leadership.
• Deliver actionable recommendations to improve financial and operational performance.
• Lead process improvement initiatives across finance and business functions.

Skills

Financial analysis

Forecasting

KPI reporting

Ad hoc analysis

Education

Bachelor's Degree in Finance, Accounting, or related field

Tools

Excel (PivotTables, Lookups)

AI-enabled tools (Copilot)

Job description

CFS is seeking a Senior Financial Analyst in Wisconsin to influence strategy and drive business transformation. You will deliver KPI reporting, forecasting, and financial insights for Sales Operations and Supply Chain, with leadership exposure and a path toward leadership roles.

The position emphasizes the use of AI tools like Microsoft Copilot and other platforms to enhance reporting and decision making, with a flexible, growth-oriented environment.