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CF
Creative Financial Staffing
Senior Financial Analyst
Career Insights for Financial Analyst (General)
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Based on Wisconsin data
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What they do
A Financial Analyst evaluates investment opportunities and makes recommendations to individuals and businesses. Analyzes the performance of different types of investments, studies business and economic trends and analyzes data to project company earnings
$85,380 / year median in Wisconsin
-2% projected decline
Job Description
Senior Financial Analyst About the
Opportunity Salary:
$75,000-$90,000 Join a well-established, family-owned organization known for its financial stability, collaborative culture, and commitment to its employees. This is an exciting opportunity to support a high-growth business unit that is expected to double its revenue over the next five years. Why you'll love this opportunity: Be part of a collaborative, tenured team that values teamwork and celebrates success. Enjoy a hybrid schedule with one remote workday each week. Receive a competitive benefits package, including a 4.5% 401(k) company match, summer hours, and early office closures before holidays. Participate in a fun, employee-focused culture featuring team events, company outings, and year-round appreciation activities.Key Responsibilities:
Lead critical components of the month-end close process, including preparing journal entries and performing account reconciliations across multiple systems. Prepare, analyze, and communicate monthly financial results, identifying key trends, risks, and business opportunities. Assist with the annual budgeting process and support monthly forecasting activities. Develop monthly and quarterly financial reports that provide meaningful insights and recommendations to leadership. Analyze customer profitability and key performance metrics to support strategic business decisions. Prepare and present monthly operational reporting packages for assigned business units. Partner closely with operational leaders to understand financial performance drivers and identify opportunities for process improvements and increased profitability.Qualifications:
Bachelor's degree in Accounting or Finance. Minimum of three years of experience in accounting, financial analysis, or FP&A. Strong accounting knowledge, including experience with journal entries, account reconciliations, and month-end close. Hands-on experience with budgeting, forecasting, and financial reporting. Strong analytical, communication, and problem-solving skills with the ability to translate financial data into actionable business insights. EB-1776341764Benefits
- 401(k) Plans
- Dental Insurance