Sr. Financial Planning Analyst

U.S. Venture, Inc.; Appleton (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

U.S. Venture, Inc. seeks a Senior Financial Analyst to handle complex tasks, provide strategic analyses, and build robust financial models.

You will partner with senior leadership, translating data into actionable insights, and drive automation and AI-enabled improvements across finance workstreams. The role emphasizes developing business acumen and strategic thinking while collaborating with analysts to advise and mentor.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 4–7 years of financial planning and analysis experience.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel and financial software.
• Excellent organizational, time management, and communication skills.
• Ability to lead and collaborate with senior leadership.

Responsibilities

• Perform detailed financial analysis to support strategic decisions.
• Mentor junior analysts and provide guidance.
• Build and maintain complex financial models for forecasting.
• Contribute to strategic planning with insights and recommendations.
• Ensure compliance with policies and accounting standards.
• Support budgeting and forecasting with detailed analyses.
• Drive automation and AI-driven improvements to workflows.
• Lead process improvements to increase efficiency.
• Stay current on AI technologies and translate into practical improvements.

Skills

Analytical thinking

Problem solving

Independent & team work

Leadership potential

Education

Bachelor's in Accounting/Finance

CFA/CPA preferred

Tools

Microsoft Excel

Job description

POSITION SUMMARY

The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, advising analysts, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions.

In addition to core responsibilities, this role is expected to operate as a modern professional - leveraging data, technology, and AI to transform processes. The Senior Financial Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across workstreams, both individually and for the broader team.

JOB RESPONSIBILITIES

Essential Job Responsibilities:

• Perform detailed financial analysis to support strategic decision-making.
• Advise and mentor junior analysts, providing guidance and support.
• Build and maintain complex financial models to forecast and analyze financial performance.
• Participate in strategic planning activities, offering insights and recommendations.
• Ensure compliance with company policies, accounting standards, and regulatory requirements.
• Support budgeting and forecasting processes, providing detailed analysis and insights.
• Maintain accurate and organized financial records.
• Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders
• Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows - driving greater accuracy and efficiency.
• Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times.
• Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities.

Additional Job Responsibilities:

• Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
• Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
• Continuously learn and develop self professionally
• Support corporate efforts for safety, government compliance, and all other company policies & procedures
• Perform other related duties as required and assigned

QUALIFICATIONS

Required:

• Bachelor's degree in Accounting, Finance, or a related field.
• 4 - 7 years of experience in financial planning and analysis or a related field.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel and other financial software.
• Good organizational and time management skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.
• Effective communication and presentation skills.
• Demonstrated leadership abilities and strategic thinking.

Preferred:

• Additional certifications (e.g., CFA, CPA).

DIVISION :

Corporate

U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture's sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.

U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at [phone].

99-00-810-8141