Senior Financial Analyst: Strategy, AI & Leadership Path

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

Job summary

CFS in Wisconsin is seeking a Senior Financial Analyst to drive KPI reporting, forecasting, and financial analysis across Sales Operations and Supply Chain. You will deliver insights used by senior leaders to influence strategy and efficiency.

The role offers exposure to AI platforms such as Copilot, Claude, Finance Frontier, and Dynamics 365, with opportunity for rapid growth into leadership positions.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 4-7 years of progressive finance or financial analysis experience.
• Strong financial reporting, forecasting, and KPI analysis experience.

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

KPI analysis

Forecasting

Ad hoc analysis

Process improvement

AI tools usage

Education

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

Tools

Microsoft Copilot

Claude

Finance Frontier

Microsoft Dynamics 365

Job description

CFS in Wisconsin is seeking a Senior Financial Analyst to drive KPI reporting, forecasting, and financial analysis across Sales Operations and Supply Chain. You will deliver insights used by senior leaders to influence strategy and efficiency.

The role offers exposure to AI platforms such as Copilot, Claude, Finance Frontier, and Dynamics 365, with opportunity for rapid growth into leadership positions.