Strategic Financial Analyst: AI Insights & Leadership Path

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

Job summary

CFS is seeking a Senior Financial Analyst in Wisconsin to drive KPI reporting, forecasting, and financial analysis across Sales Operations and Supply Chain. The role partners with senior leaders to influence strategy and operational decisions, using AI tools to enhance insights and performance, with a clear path toward leadership opportunities.

The position emphasizes collaboration with cross-functional teams and a strong culture of internal promotion, offering growth into Lead or Manager roles

Qualifications

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

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

Financial reporting

Education

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

Job description

CFS is seeking a Senior Financial Analyst in Wisconsin to drive KPI reporting, forecasting, and financial analysis across Sales Operations and Supply Chain. The role partners with senior leaders to influence strategy and operational decisions, using AI tools to enhance insights and performance, with a clear path toward leadership opportunities.

The position emphasizes collaboration with cross-functional teams and a strong culture of internal promotion, offering growth into Lead or Manager roles