Strategic FP&A Analyst, IT Investments & Planning

Uline Inc.; Pleasant Prairie (WI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health/Dental/Vision

401(k) with match

Bonuses

Paid time off

Tuition assistance

On-site cafe

Walking trails

Job summary

Uline, a family-owned leader in shipping and packaging materials, seeks a Senior Financial Analyst to partner with IT leadership, overseeing financial planning, forecasting and performance analysis for a large IT portfolio. You will develop executive-level reports and drive automation to support informed decisions across the enterprise.

The role emphasizes collaboration with IT, Procurement and business leaders to influence capital planning, technology investments and strategic financial

Qualifications

• Bachelor's degree in Finance or Accounting, Business, Economics or a related field.
• 4+ years FP&A, corporate finance, accounting, analytics or similar.
• Strong budgeting, forecasting and financial analysis experience.
• Proficient in Microsoft Excel with the ability to analyze and interpret large data sets.
• Excellent communication, analytical and problem-solving skills.

Responsibilities

• Lead financial planning, forecasting and performance analysis across IT portfolio with emphasis on automation and process improvements.
• Analyze technology spending trends and provide strategic recommendations to IT leadership.
• Develop executive-level financial reports and presentations translating data into actionable insights.
• Partner with IT, Procurement and business leaders to influence financial strategy and capital planning for technology investments.
• Conduct vendor health assessments and evaluate new IT vendors.

Skills

FP&A

Budgeting

Forecasting

Financial analysis

Communication

Problem solving

Education

Bachelor's degree in Finance or Accounting, Business, Economics or related field

Tools

Microsoft Excel

Job description

Uline, a family-owned leader in shipping and packaging materials, seeks a Senior Financial Analyst to partner with IT leadership, overseeing financial planning, forecasting and performance analysis for a large IT portfolio. You will develop executive-level reports and drive automation to support informed decisions across the enterprise.

The role emphasizes collaboration with IT, Procurement and business leaders to influence capital planning, technology investments and strategic financial