Sr. Financial Analyst (FP&A)

Original Template • Milwaukee, WI

1d • Hybrid

About The Position

The Sr. Financial Analyst plays a key role in strengthening the company’s financial performance through forecasting, budgeting, financial modeling, business analytics, and strategic financial analysis. As the organization’s first dedicated FP&A resource, this position offers the opportunity to build and shape scalable financial planning, reporting, dashboarding, and analytics processes from the ground up. Working closely with Finance leadership and cross-functional business partners, the Sr. Financial Analyst will help improve financial visibility, support operational decision-making, and identify opportunities to drive profitability, efficiency, and long-term growth across the organization. This is not a traditional accounting-focused role; instead, it is best suited for a hands-on finance professional with experience in operational finance, or business analytics within manufacturing, distribution, supply chain, or other product-based business environments. Success in this role requires strong analytical and investigative thinking, comfort working through ambiguity, technical aptitude with financial and analytics systems, and the ability to translate complex data into actionable business insights.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 3-5+ years of experience in corporate finance, FP&A, operational finance, or business analytics within manufacturing, distribution, supply chain, or other product-based industries
• Experience supporting budgeting, forecasting, variance analysis, and business performance reporting in an operational business environment
• Advanced Excel skills, including financial modeling, complex formulas, and large data set analysis
• Experience using ERP and analytics platforms such as Microsoft Dynamics, Power BI, SQL, EDA, or similar business intelligence and reporting tools
• Experience building dashboards, KPI reporting, and scalable financial reporting processes
• Strong analytical and investigative mindset with the ability to identify inconsistencies, validate assumptions, and uncover root causes within data
• Strong problem-solving, organizational, and decision-making skills with the ability to manage multiple priorities and shifting deadlines in a fast-paced environment
• Excellent communication and interpersonal skills, including the ability to explain complex financial information clearly to both finance and non-finance stakeholders
• Ability to assess financial performance, identify trends and risks, and provide actionable business insights and recommendations
• Self-starter mentality with the ability to work independently, ask thoughtful questions, and drive process improvements in evolving environments
• Ability to maintain a hybrid presence at our Wauwatosa office for collaboration, with up to 15% travel to the Corporate Office for internal meetings and business needs.

Nice To Haves

• CPA, CMA, or similar professional certification
• Experience leading or supporting financial automation, reporting optimization, system integrations, or process improvement initiatives
• Experience partnering cross-functionally to provide strategic financial insights that support operational and business decision-making
• Experience supporting pricing analysis, landed cost initiatives, inventory analysis, or operational profitability reporting
• Experience helping build or mature FP&A, reporting, or business analytics functions within a growing organization

Responsibilities

• Lead the continued development and improvement of the company’s FP&A function, including forecasting methodologies, KPI reporting, and financial analytics processes
• Support annual budgeting, long-range planning, and recurring forecasting activities in partnership with Finance leadership
• Develop and maintain financial models, scenario analyses, and sensitivity models to support strategic planning, pricing, and operational decision-making
• Perform variance analysis and identify financial trends, risks, and opportunities to improve profitability and business performance
• Partner cross-functionally with operational leaders to provide financial insights and improve visibility into key business drivers
• Build, maintain, and analyze dashboards, KPIs, and business intelligence reporting tools using Power BI, EDA, and related analytics platforms
• Drive process improvement, reporting automation, and standardization initiatives to improve efficiency and scalability within financial reporting and analysis
• Prepare financial presentations, dashboards, and reporting materials for leadership meetings, business reviews, and strategic planning discussions
• Support landed cost analysis, pricing initiatives, and other cost optimization efforts through detailed financial analysis and modeling
• Contribute to special projects and strategic financial initiatives across the organization

Benefits

• Comprehensive benefits
• company-matched 401(k)
• paid time off
• competitive compensation
• Comprehensive Health Benefits with your choice of benefits to match your unique needs
• 401(k) with company match
• Annual discretionary bonus
• Paid time off at time of hire
• Annual allowance for company-branded clothing
• Annual Wellness Stipend & other wellness programs
• Company-provided cell phone and credit card

What This Job Offers

• Job Type: Full-time
• Career Level: Senior