Senior Financial Analyst - IT

Uline; Milwaukee (WI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Bonuses

Paid holidays and generous PTO

Tuition Assistance

On-site café and fitness facilities

Job summary

Uline is seeking a Senior Financial Analyst to oversee IT financial performance, budgets, and insights across a multi-million-dollar IT portfolio. You will partner with IT, finance and operations to translate data into actionable recommendations for leadership.

This on-site role at Uline's corporate headquarters emphasizes analytics, reporting, and vendor assessments while supporting enterprise IT investments and growth.

Qualifications

• Bachelor's degree in Finance or Accounting is required.
• 3+ years of experience in Financial Planning and Analysis or similar.
• Proficient in Microsoft Excel; knowledge in SQL, Claude and Power BI preferred.

Responsibilities

• Own IT financial planning, forecasting, and performance analysis across a large IT portfolio.
• Review monthly IT financial statements for assigned business units and identify improvements.
• Develop clear financial reports translating data into actionable insights for executives.

Skills

SQL

Claude

Power BI

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Excel

Job description

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Are you a financial expert and skilled at handling complex data? Join Uline as a Senior Financial Analyst, where you’ll oversee IT financial performance, manage budgets, and deliver actionable insights that inform leadership decisions and support our enterprise-scale IT portfolio.

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Position Responsibilities

• Own IT financial planning, forecasting, and performance analysis across a large-scale, multi-million-dollar portfolio.
• Review monthly IT financial statements for assigned business units, identifying trends and opportunities for improvement.
• Develop clear, concise financial reports, translating data into actionable insights and recommendations to guide executive decision making.
• Conduct vendor health assessments and evaluate potential new IT vendors.
• Partner across departments to influence financial strategy and technology investment decisions.

Minimum Requirements

• Bachelor's degree. Finance or accounting major preferred.
• 3+ years of experience in Financial Planning and Analysis, Analytics Accounting, or similar.
• Proficient in Microsoft Excel. Knowledge in SQL, Claude and Power BI preferred.
• Excellent analytical, time-management and problem-solving skills.
• Ability to communicate effectively with IT employees, other internal teams, and executives.
• Uline does not participate in the H1-B lottery.

Benefits

• Complete health insurance coverage and 401(k) with 6% employer match that starts day one!
• Multiple bonus programs.
• Paid holidays and generous paid time off.
• Tuition Assistance Program that covers professional continuing education.

Employee Perks

• On-site café and first-class fitness center with complimentary personal trainers.
• Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.

Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

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Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore https://www.uline.jobs/#working-here_blankUline.jobs to learn more!