Senior Financial Analyst: Shape Strategy with AI Insights

Creative Financial Staffing, LLC; Appleton (WI); On-site; USD 90,000 - 105,000; Full time

Job summary

Creative Financial Staffing, LLC in Wisconsin seeks a Senior Financial Analyst to drive KPI reporting, forecasting, and financial analysis for Sales Operations and Supply Chain, delivering insights to senior leadership.

You will use AI-enabled tools to improve planning and reporting, with opportunities for fast-track advancement into leadership roles in a collaborative, growth-oriented environment.

Qualifications

• Bachelor’s Degree in Finance, Accounting, or related field.
• 4–7 years of progressive finance or financial analysis experience.
• Advanced Excel skills including PivotTables and Lookups.
• Exposure to AI-enabled tools such as Copilot or similar technologies.

Responsibilities

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

Skills

Advanced Excel

KPIs

Forecasting

Data analysis

Education

Bachelor’s Degree in Finance/Accounting

Tools

Microsoft Copilot

Claude

Finance Frontier

Microsoft Dynamics 365

Job description

Creative Financial Staffing, LLC in Wisconsin seeks a Senior Financial Analyst to drive KPI reporting, forecasting, and financial analysis for Sales Operations and Supply Chain, delivering insights to senior leadership.

You will use AI-enabled tools to improve planning and reporting, with opportunities for fast-track advancement into leadership roles in a collaborative, growth-oriented environment.