Lead Financial Analyst

Job ID: 42512
Sector: FP&A
Employment Type: Permanent
Date Added: 05/07/2026

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Our client is an organization in the Waukesha County area that’s looking for a Lead Financial Analyst. Our client is looking for someone with 4+ years of experience, detail-oriented, and analytical. This company offers opportunities for career development, a collaborative team, and competitive benefits. This position is hybrid.

 

The salary for this position is $100k – $115k.

 

The Lead Financial Analyst will be responsible for, but not limited to, the following:

 

RESPONSIBILITIES

  • Analyze financial results and explain variances vs prior year, budget, and forecasts
  • Assist with annual budget and quarterly forecasts, including working capital
  • Prepare consolidated reporting on actuals, budget, and forecasts
  • Assist with preparation of monthly operations reviews
  • Assist in month-end close responsibilities, including reconciling cost of goods sold and expense reclasses
  • Track cost savings for indirect and direct sourcing initiatives
  • Assist with business cases for capital investments

 

The Lead Financial Analyst will possess the following:

 

EXPERIENCE REQUIRED

  • Bachelor’s Degree in Accounting, Finance, or related discipline from an accredited university or college.
  • 4+ years of relevant work experience in Finance or Accounting.
  • Solid analytical skills and working knowledge of IFRS and / or US Generally Accepted Accounting Principles (GAAP).
  • Strong organizational and multi-tasking skills with attention to detail, a sense of personal accountability, and urgency for achieving results.
  • Excellent customer service skills with the ability to interface with all levels.
  • Advanced computer skills specifically advanced knowledge of and experience working with Excel. Experience in Oracle a plus.

 

Equal Opportunity Employer

 

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.