Senior Financial Analyst
Milwaukee, WI
Full Time
Experienced
We are seeking to add a Senior Financial Analyst to our growing Finance and Accounting Team. The Senior Financial Analyst is responsible for accounting, analysis, reporting and financial decision support. This position applies strong communication, interpersonal, analytical and technical skills to provide value-added support and insights. The role requires strong cross-functional collaboration and regular dialogue and reporting with internal local customers and remote company locations.
The Senior Financial Analyst will maximize company profitability through budgeting, forecasting, expense management, reporting, analysis and financial modeling across all service offerings. They will provide an independent, objective assessment of the financial and operational performance and share ideas for improved profitability and best practices. They will develop points-of-view for decision-making purposes derived from insights based on data and fact-based research.
The ideal candidate for this position is a great analytical problem solver, a clear communicator and possesses 3-5 years of professional experience either public or private firms. The Senior Financial Analyst is super energized and organized, demonstrates strong business acumen and possesses an understanding of corporate finance, accounting and data analytics. Candidates must demonstrate high energy and passion for their work and want to be challenged every day as the role operates in a fast-paced, results-oriented environment. The Senior Financial Analyst will report directly to the Manager, FP&A at the office in Milwaukee, WI.
Key Responsibilities:
Skills:
Qualifications:
Benefits:
Winter Services is an equal opportunity employer that takes pride in creating a diverse and inclusive workplace. The company complies with all applicable federal, state, and local fair employment practices law. Winter Services strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of age, race, religion, color, creed, disability, familial status, sex (including pregnancy, childbirth, breastfeeding, and related medical conditions), sexual orientation, gender, gender expression, gender identity, genetic information, marital status, national origin, ancestry, veteran or military status, or any other characteristic protected by federal, state, or local law.
The Senior Financial Analyst will maximize company profitability through budgeting, forecasting, expense management, reporting, analysis and financial modeling across all service offerings. They will provide an independent, objective assessment of the financial and operational performance and share ideas for improved profitability and best practices. They will develop points-of-view for decision-making purposes derived from insights based on data and fact-based research.
The ideal candidate for this position is a great analytical problem solver, a clear communicator and possesses 3-5 years of professional experience either public or private firms. The Senior Financial Analyst is super energized and organized, demonstrates strong business acumen and possesses an understanding of corporate finance, accounting and data analytics. Candidates must demonstrate high energy and passion for their work and want to be challenged every day as the role operates in a fast-paced, results-oriented environment. The Senior Financial Analyst will report directly to the Manager, FP&A at the office in Milwaukee, WI.
Key Responsibilities:
- Build and maintain financial reporting and planning infrastructure to provide transparency into the performance of the company – specifically as it relates to customer profitability
- Play an integral part in standing up the Company’s data warehouse
- Become a SME for the Company’s FP&A software as it relates to monthly consolidations, budgeting and forecasting, ad-hoc reporting, headcount planning & cash flow forecasting
- Serve as a leader, trusted advisor and business partner in the organization who leads by example and holds themselves and the team to high performance standards and demonstrates humility, accountability, and inclusivity
- Support the execution of the annual budgeting and forecasting processes, ensuring accuracy and alignment with the Company’s strategy initiatives
- Own and deliver the customer profitability reporting process – present results to leadership
- Support monthly KPI and Financial Reporting
- Prepare and analyze monthly, quarterly, annual and ad hoc reporting
- Hold a relentlessly high bar for reporting accuracy, speed and metrics definitions
- Collaborate with the accounting team to review and understand actual performance against budgeted performance to determine trends to be incorporated into future forecasts and the planning process. Identify significant fluctuations and propose recommendations and corrective actions.
- Possess the passion and demonstrated skills for developing relationships, processes and continuous improvement
- Be a thought leadership contributor to improve and simplify processes, drive standardization and build scalable systems and reporting to support business growth. Maintain and continuously improving current financial planning and reporting systems.
- Complete and support special projects aimed at improving our operational efficiency and reporting
- All other duties as assigned.
Skills:
- Outstanding organizational skills and ability to manage multiple competing priorities simultaneously in a fast-paced environment
- Excellent verbal and written communication skills - confident, open and willing to confront difficult issues and challenge others in order to create positive change
- Strong financial modeling skills for business forecasting, variance analysis and problem solving
- Experience performing financial and ad hoc analyses using advanced MS Excel functionality
- Superb skills in MS Excel and PowerPoint
- Outstanding data-driven decision-making skills
- Proficiency in ERP systems. Experience with QuickBooks and NetSuite is strongly preferred. Experience with Salesforce and Concur is a plus
- Experience with/knowledge of SQL, Microsoft Power BI, Qlik, Tableau or other BI software is a plus
Qualifications:
- B.S. in Accounting or Finance
- MBA, CPA or CFA is a plus
- 3-5 years of experience in accounting and finance
- Public accounting or company and private equity (PE) experience
Benefits:
- Competitive market compensation commiserating with experience
- Medical, Dental and Vision Insurance Benefits
- Company-sponsored Group Life Term & Short-Term Disability Insurance
- 401k with company match
- Paid vacation and holidays
Winter Services is an equal opportunity employer that takes pride in creating a diverse and inclusive workplace. The company complies with all applicable federal, state, and local fair employment practices law. Winter Services strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of age, race, religion, color, creed, disability, familial status, sex (including pregnancy, childbirth, breastfeeding, and related medical conditions), sexual orientation, gender, gender expression, gender identity, genetic information, marital status, national origin, ancestry, veteran or military status, or any other characteristic protected by federal, state, or local law.
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