Job Description
Job Title: Job Title: Senior Financial Analyst
Location: Racine County, WI
Type: Direct Hire
Schedule: Monday - Friday, 8am - 5pm
Pay Range: $90k - $130k + bonus
Benefits: Yes. Medical, Dental, Vision, PTO, 401(k), Paid holidays
Summary
Connect Search is hiring a Senior Financial Analyst in Racine County. This position offers a hybrid work from schedule of 2 days per week.
Responsibilities
Financial Planning & Forecasting
- Lead the development of annual budgets, quarterly forecasts, and long-range financial plans.
- Build and refine financial models to support scenario planning, revenue forecasting, and cost optimization initiatives.
- Collaborate with business unit leaders to collect inputs, validate assumptions, and align forecasts with operational goals.
Reporting & Analysis
- Prepare monthly and quarterly financial performance reports, including variance analyses, KPIs, and key business drivers.
- Analyze trends in revenue, expenses, profitability, and cash flow, providing insights and recommendations to management.
- Develop dashboards and automated tools to enhance reporting efficiency and accuracy.
Business Partnering
- Serve as a strategic finance partner to cross-functional teams (Operations, Sales, Marketing, HR, etc.).
- Influence decision-making by providing data-driven insights and translating financial information into actionable recommendations.
- Support senior leadership with ad-hoc analyses, investment evaluations, and board-level presentations.
Process Improvement & Systems
- Identify opportunities to streamline financial processes and improve forecasting methodologies.
- Support ERP, BI, and planning system enhancements (e.g., Adaptive Insights, Anaplan, NetSuite, SAP, or Oracle).
- Drive the implementation of best practices in financial reporting and analysis.
Qualifications
Required
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 5+ years of experience in FP&A, financial analysis, or corporate finance.
- Strong proficiency in Excel (advanced formulas, modeling techniques, scenario analysis).
- Experience with financial planning tools and business intelligence systems.
- Deep understanding of financial statements (P&L, balance sheet, cash flow).
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently, manage multiple priorities, and meet deadlines.
Preferred
- Experience in a mid-size or enterprise-level corporate environment.
- Public Accounting experience
- Knowledge of Epicor, SQL, Tableau, Power BI, or similar data analytics tools.
- CPA, CFA, or MBA is a plus.