Senior FP&A Analyst: AI-Driven Forecasting & Insights

CFS; Appleton (WI); On-site; USD 90,000 - 108,000; Full time

Job summary

CFS in Appleton, WI is seeking a Senior Financial Analyst to drive FP&A activities, build financial models, forecast performance, and report KPI metrics. You will partner with senior leadership to influence budgeting and strategic decisions.

You will leverage Excel and automation to enhance financial reporting, analyze variances, and communicate findings to both financial and non-financial audiences. This pivotal role offers high-visibility and cross-functional collaboration.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 4–7 years of FP&A, financial analysis, or related finance experience.
• Strong financial modeling and analytical skills.
• Advanced proficiency in Microsoft Excel with the ability to work with large and complex data sets.
• Experience with budgeting, forecasting, variance analysis, and KPI reporting.
• Ability to translate financial data into meaningful business insights and recommendations.

Responsibilities

• Analyze financial and operational results to identify trends, key performance drivers, risks, and opportunities.
• Develop and maintain financial models to forecast performance and support strategic business decisions.
• Prepare and enhance KPI reporting across key metrics including volume, margins, labor, freight, inventory, productivity, and customer profitability.
• Support the annual budgeting, forecasting, and long-range planning processes.
• Partner with business leaders to review financial performance, explain variances, and provide actionable recommendations.
• Lead financial discussions with key stakeholders and effectively communicate findings to both financial and non-financial audiences.
• Evaluate business cases and assumptions to help leadership make informed, data-driven decisions.
• Identify opportunities to streamline reporting and financial processes through automation, AI, and technology.
• Improve the accuracy, consistency, and scalability of financial reporting and analysis.

Skills

Financial modeling

Analytical skills

Budgeting

Forecasting

Variance analysis

KPI reporting

Microsoft Excel

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Excel

Job description

CFS in Appleton, WI is seeking a Senior Financial Analyst to drive FP&A activities, build financial models, forecast performance, and report KPI metrics. You will partner with senior leadership to influence budgeting and strategic decisions.

You will leverage Excel and automation to enhance financial reporting, analyze variances, and communicate findings to both financial and non-financial audiences. This pivotal role offers high-visibility and cross-functional collaboration.