Financial Analyst

Financial Analyst Reports To:

Controller FLSA Status:

Exempt - Salaried Position Summary We are seeking a detail-oriented and analytical Financial Analyst to support financial planning, reporting, budgeting, forecasting, and operational analysis across the organization. The ideal candidate will possess strong financial acumen, advanced analytical skills, and the ability to provide strategic insights that support business decision-making and organizational growth. Must have a C.P.A. This role requires collaboration across departments to evaluate financial performance, identify trends and opportunities, improve reporting processes, and support overall financial health and operational efficiency. Essential Duties & Responsibilities Prepare and analyze monthly, quarterly, and annual financial reports. Develop financial models, forecasts, and budgeting tools to support strategic planning and operational decision-making. Monitor financial performance and identify trends, variances, risks, and opportunities. Assist in the preparation and management of annual budgets and periodic forecasts. Conduct financial analysis related to operational performance, capital expenditures, and business initiatives. Partner with department leaders to provide financial guidance and support business objectives. Analyze key performance indicators (KPIs) and prepare reporting dashboards for leadership. Assist with month-end and year-end close processes as needed. Support audits, compliance reporting, and internal controls initiatives. Identify opportunities to improve financial processes, reporting accuracy, and operational efficiencies. Ensure compliance with company policies, accounting standards, and applicable regulations. Prepare ad hoc financial analyses and reports as requested by leadership. Supervisory Responsibilities This position may assist with mentoring or training junior staff but does not typically include direct supervisory responsibilities. Education & Experience Bachelor's degree in finance, Accounting, Business Administration, or related field required. Certified Public Accountant (CPA) designation required. Minimum of 3-5 years of experience in financial analysis, accounting, budgeting, or related financial roles. Experience with financial forecasting, variance analysis, and reporting. Strong understanding of GAAP and financial reporting principles. Advanced proficiency in Microsoft Excel and financial reporting systems. Experience working with ERP systems and business intelligence/reporting tools preferred. Equivalent combination of education and experience may be considered. Competencies Analytical Skills Ability to interpret complex financial data, identify trends, and provide actionable recommendations. Communication Strong verbal and written communication skills with the ability to present financial information clearly to various audiences. Attention to Detail Demonstrates accuracy, organization, and thoroughness in work product. Collaboration Works effectively across departments and builds strong professional relationships. Problem Solving Identifies issues proactively and develops practical, data-driven solutions. Time Management Effectively prioritizes tasks and manages multiple deadlines in a fast-paced environment. Technical Proficiency Proficient in Microsoft Office Suite, particularly Excel, and comfortable learning new financial systems and software. Integrity & Accountability Maintains confidentiality and demonstrates professionalism, ethical judgment, and accountability. Working Conditions & Physical Requirements The working conditions and physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. Primarily office-based work environment. Prolonged periods of sitting and computer work. Occasional travel may be required. Ability to work additional hours during budgeting, audits, or other peak business periods. Disclaimer This job description is intended to describe the general nature and level of work being performed by employees assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the role. Duties and responsibilities may change at any time based on business needs.

Pay:

$75,000.00 - $100,000.00 per year

Benefits:

Bereavement leave Dental insurance Health insurance Paid time off Parental leave Vision insurance Application Question(s): Do you have a C.P.A.? This is a requirement.

Education:

Bachelor's (Preferred) Ability to

Commute:

Blue Mounds, WI 53517 (Required)

Work Location:

In person