Sr Financial Analyst

Creative Financial Staffing, LLC; Appleton (WI); On-site; USD 90,000 - 108,000; Full time

Job summary

Creative Financial Staffing, LLC is helping a client in Wisconsin recruit a Senior Financial Analyst to support strategic financial decision-making and partner with senior leadership. You will turn data into actionable insights and lead complex analyses to influence business decisions.

The role emphasizes building robust financial models, KPI reporting, budgeting and forecasting, and collaborating across functions in Appleton.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 4-7 years of experience in financial planning and analysis or a related finance role.
• Strong Excel and financial modeling skills with the ability to analyze complex financial data and communicate findings effectively.

Responsibilities

• Perform detailed financial analysis and build financial models to forecast and evaluate business performance.
• Develop and maintain KPI reporting packages covering financial and operational metrics such as volume, margin, labor, freight, inventory, productivity, and customer profitability.
• Support budgeting, forecasting, and strategic planning initiatives by providing analysis, insights, and recommendations.
• Lead financial reviews with business partners, communicating results, explaining key drivers, and constructively challenging assumptions and business cases.
• Identify and implement process improvements, automation, and AI-enabled solutions to improve accuracy, efficiency, data quality, and scalability.

Skills

Excel

Financial modeling

Education

Bachelor's degree in Accounting/Finance

Job description

Senior Financial Analyst

Salary: $90,000 to $108,000
Job Type: Full-Time

Why This Opportunity Stands Out

• Play a key role in supporting strategic financial decision-making across the business.
• Partner directly with senior leadership and business stakeholders to turn financial data into actionable insights.
• Build financial models and KPI reporting that directly influence business performance.
• Opportunity to leverage AI, automation, and technology to modernize finance processes and improve efficiency.

Key Responsibilities

• Perform detailed financial analysis and build financial models to forecast and evaluate business performance.
• Develop and maintain KPI reporting packages covering financial and operational metrics such as volume, margin, labor, freight, inventory, productivity, and customer profitability.
• Support budgeting, forecasting, and strategic planning initiatives by providing analysis, insights, and recommendations.
• Lead financial reviews with business partners, communicating results, explaining key drivers, and constructively challenging assumptions and business cases.
• Identify and implement process improvements, automation, and AI-enabled solutions to improve accuracy, efficiency, data quality, and scalability.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 4-7 years of experience in financial planning and analysis or a related finance role.
• Strong Excel and financial modeling skills with the ability to analyze complex financial data and communicate findings effectively.