Senior Financial Operations Analyst

Millennium-•Delavan, WI

About The Position

The Senior Financial Operations Analyst is Finance’s strategic voice on clients and the industries they operate in. The role reviews the client portfolio and broader market to identify risks and opportunities, then turns those insights into recommendations for leadership. It combines analysis of large clients’ financial health and industry trends with evaluation of client-term economics, and contributes those insights to the cash flow outlook. The position is part of Finance and partners closely with Sales, Account Management, Legal, Operations, Accounting, and Credit. It is distinct from Credit: the focus is strategic insight and decision support, rather than credit approvals or collections. The analyst helps leadership anticipate client and market shifts before they affect revenue, margins, or cash, and informs strategic and account-planning decisions. The work includes portfolio financial-health analysis, industry and market intelligence, client deal economics, cash flow forecasting, executive communication, and special projects.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
4–7 years of experience in financial analysis, corporate finance, FP&A, equity or industry research, consulting, or a similar field.
Strong ability to analyze financial statements and assess a company’s financial condition and strategic position.
Experience researching industries and markets and drawing business conclusions from them.
Advanced Excel and financial modeling skills, including scenario and sensitivity analysis.
Excellent written and verbal communication skills, including the ability to deliver a clear, concise point of view to senior leaders.
Curiosity, sound business judgment, and comfort working independently on open-ended questions.

Nice To Haves

Experience with research tools such as S&P Capital IQ, Bloomberg, PitchBook, or industry databases.
Familiarity with client credit risk assessments, contract or pricing analysis, and cash flow forecasting.
Experience with ERP systems such as NetSuite, SAP, or Oracle and BI tools such as Power BI, Tableau, or Domo.
Background in a B2B environment with large enterprise clients.
Distribution or construction industry experience, including exposure to commodity-driven markets.

Responsibilities

Build a portfolio-level view of the financial health of the largest clients using public filings, earnings calls, ratings agency updates, news, and internal relationship data.
Maintain a client health scorecard covering liquidity, leverage, profitability, growth, ownership or leadership changes, and early-warning indicators.
Assess concentration risk and identify clients and segments that drive revenue, margin, and growth.
Deliver regular client portfolio reviews to the Controller and senior leadership, presenting risks, opportunities, and recommended actions.
Share insights with the Credit team while leaving credit limits and approvals to Credit.
Partner with Sales and Operations on high-value or strategically important accounts, contributing financial and market perspectives to account planning.
Monitor trends, competitor activity, regulation, and macroeconomic conditions across clients’ industries.
Translate market developments into implications for clients, revenue outlook, and company strategy.
Produce concise monthly or quarterly industry briefings for leadership.
Bring benchmarks and market data into strategic planning, budgeting, and account planning.
Track commodity and raw material prices, supply chain disruptions, and other leading indicators that could affect client performance or company exposure.
Evaluate the impact of key client terms—including pricing, payment terms, rebates, and volume commitments—on margin and working capital.
Identify portfolio-wide patterns and trends in client terms and recommend standards and guardrails.
Advise commercial teams on the economics of significant or non-standard deals.
Contribute client and industry insights to the rolling cash flow forecast, especially expected timing of large client inflows.
Model scenarios such as a major client slowing payments or an industry downturn and assess their effects on liquidity.
Partner with Accounting on forecast assumptions and variance explanations.
Turn complex analysis into executive-ready presentations and dashboards.
Lead ad hoc strategic analyses requested by the Controller and leadership.