Senior Financial Analyst

Location: Menasha, Wisconsin
Sector: Accounting & Finance
Employment Type: Permanent
Job ID: 38614
Date Added: 09/23/2023
Our client is a non-profit organization in the Fox Valley area looking for a Senior Financial Analyst. Our client is looking for someone with 2+ years of financial analysis experience, bachelor’s degree, and strong Excel skills. This company offers a great team with strong leaders, growth opportunities, and a hybrid work environment.

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

  • Partner with key stakeholders to understand business issues that can be evaluated.
  • Directs the preparation and presentation of annual sales budget and periodic forecasts.
  • Conduct special studies to analyze complex financial actions and prepare recommendations for policy, procedure, control, or action.
  • Partner with sales leadership team to obtain business goals.
  • Analyze financial information to determine present and future financial performance.
  • Evaluate complex profit plans, operating records, and financial statements.
  • Direct preparation of studies, reports, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.
  • Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, trended future requirements, and operating forecasts.

The Senior Financial Analyst will possess the following:

  • Bachelor’s degree in accounting or closely related field
  • MBA preferred.
  • 2+ years of experience in financial analysis role.
  • Strong interpersonal skills.
  • Strong financial modeling experience including developing models, interpreting results, generating insight.
  • Exceptional analytical and data gathering skills.
  • Excellent written and verbal communication skills.

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