Senior IT Financial Planning & Analysis Lead

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

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.