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8 results for Financial Analyst Financial Services in Milwaukee, WI

Senior Financial Analyst

Milwaukee, WI
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Senior Financial Analyst to support financial planning, performance analysis, and strategic decision-making for the software business in Milwaukee County, Wisconsin. This role partners closely with leaders across commercial, software, accounting, and finance teams to translate financial and operational data into clear business insight. The position also contributes to broader company planning and reporting activities by strengthening forecasts, analyzing results, and helping leadership understand key financial trends. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Act as the lead finance partner for the software business, providing analysis and guidance that supports informed operational and commercial decisions.• Develop and refine financial models covering revenue, margins, expenses, and other business drivers to support budgeting, forecasting, and longer-term planning.• Evaluate business results by reviewing trends in software performance, recurring revenue, profitability, and differences between actual results and planned expectations.• Work with stakeholders to create meaningful reports and dashboards that monitor key software metrics and turn findings into practical recommendations.• Assist with monthly, quarterly, and annual reporting cycles by preparing financial analyses, management reports, and explanations of performance fluctuations.• Review financial statement activity, investigate unexpected variances, and identify factors affecting reporting accuracy and business outcomes.• Improve reporting processes, data integrity, and forecast visibility to increase efficiency, scalability, and compliance across finance activities.• Partner with FP&A, accounting, and operational teams to align management reporting with financial results and underlying business performance.• Prepare ad hoc analyses and presentation materials for senior leadership, the executive team, and the board as needed.
2026-06-24T00:00:00Z

Senior Financial Analyst-Sales/Commercial

Waukesha, WI
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Senior Financial Analyst-Sales/Commercial to strengthen commercial finance operations for a construction-focused organization in Waukesha, Wisconsin. This position combines reporting, performance analysis, commission support, and cross-functional financial partnership to help leaders make informed business decisions. The ideal candidate brings strong technical skills, sound financial judgment, and the ability to organize complex data while balancing recurring deliverables and urgent requests. This role also offers the opportunity to grow into broader commercial planning, forecasting, and strategic analysis responsibilities over time. Responsibilities: • Lead recurring commercial reporting activities across daily, weekly, monthly, and on-demand cycles, ensuring deliverables are accurate and timely. • Administer and improve business intelligence reporting tools by managing user access, resolving reporting issues, and enhancing reliability of financial data. • Combine, reconcile, and standardize information from multiple platforms to create consistent reporting views for sales and finance stakeholders. • Analyze data irregularities, investigate reporting variances, and implement process improvements that reduce manual work and strengthen data quality. • Partner closely with sales leadership to provide insight into revenue, bookings, billings, backlog, and overall commercial performance. • Support commission operations through calculation reviews, payout validation, reporting, inquiry resolution, and related journal entry preparation. • Contribute to forecasting, target-setting, annual planning, and sales variance analysis by comparing results against plan, forecast, and prior periods. • Build financial models and scenario analyses that identify risks, uncover opportunities, and support commercial decision-making. • Assist with incorporating newly acquired businesses into standardized reporting structures and scalable finance processes.
2026-06-17T00:00:00Z

Senior Financial Analyst- FP&A-Operations

Waukesha, WI
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Senior Financial Analyst- FP&A-Operations to support financial planning, performance analysis, and reporting for operations and supply chain activities in Waukesha, Wisconsin. This position works closely with plant and business leaders to turn financial data into practical recommendations that improve cost efficiency, productivity, and working capital results. The role also contributes to budgeting, forecasting, month-end close activities, and the development of reporting tools that strengthen visibility into operational performance. Responsibilities: • Partner with operations, supply chain, and plant leadership to evaluate financial results and identify opportunities to improve margins, efficiency, and cash flow. • Contribute to annual budgets, periodic forecasts, and longer-term planning by compiling inputs, reviewing assumptions, and aligning financial targets with operational priorities. • Assess plant performance through analysis of labor, overhead, productivity, inventory, freight, and cost of goods sold, then communicate meaningful drivers behind results. • Prepare clear variance reporting against budget, forecast, and prior-period performance, offering actionable insights to support business decisions. • Build and maintain dashboards and reporting tools in Power BI to give leaders timely visibility into key operational and financial metrics. • Support month-end close by extracting data from enterprise systems and subledgers, preparing schedules, and recording journal entries related to manufacturing and operations activity. • Review cost-reduction initiatives and capital-related analyses to help quantify business impact and distinguish realized savings from estimated opportunities. • Assist with reconciliations, compliance-related activities, and process reviews to improve reporting accuracy and financial control. • Work with cross-functional teams to strengthen data quality, standardize reporting practices, and improve consistency across business units and plants.
2026-06-17T00:00:00Z

Dynamics F&O Business Analyst

Cudahy, WI
onsite
Temporary to Hire
76 - 88 USD / Hourly
We are looking for an experienced ERP/CRM Consultant to join a manufacturing organization in Cudahy, Wisconsin on a contract basis with the potential to become permanent. This position focuses on improving business performance across a complex Microsoft Dynamics 365 environment by partnering closely with operational teams and translating business needs into practical system solutions. The role is well suited for someone who enjoys working with end users, navigating customized enterprise applications, and driving process improvements across finance, supply chain, warehouse, and production functions. USC REQUIRED: non-negotiableNo c2c applicants- we will not consider so please do not apply Responsibilities:• Act as the key connection point between business stakeholders and technical teams to align system capabilities with operational needs.• Elicit, analyze, and document business requirements, then convert them into clear functional recommendations and solution designs.• Lead workshops, stakeholder discussions, and process evaluation sessions to identify opportunities for efficiency and system improvement.• Support the ongoing configuration, enhancement, and optimization of Microsoft Dynamics 365 Finance & Operations and related CRM capabilities.• Diagnose application and process issues, determine root causes, and coordinate effective resolutions for business-critical problems.• Prepare functional specifications, workflow documentation, test scripts, user guides, and training resources to support solution delivery and adoption.• Organize and participate in functional testing and user acceptance activities to validate changes before deployment.• Assist with production rollouts, go-live support, ticket management, and post-implementation issue resolution.• Build and maintain Power BI reporting and analytics tools that help teams make informed operational and financial decisions.• Collaborate with manufacturing, supply chain, warehouse, finance, and operations teams in Agile delivery processes using Azure DevOps and support related integrations, automation tools, and specialized business applications.
2026-07-15T00:00:00Z

Manager, Finance (FP&A)

Waukesha, WI
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
We are looking for a strategic finance leader to support operations and supply chain performance for a growing architectural metals business based in Waukesha, Wisconsin. This role partners closely with cross-functional leaders to guide planning, improve visibility into financial results, and turn complex data into practical business recommendations. The position offers the opportunity to influence decision-making across multiple sites and brands within a well-established public company environment. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Direct annual budgeting, recurring forecasting, and long-range financial planning activities for operations and supply chain functions across a multi-site organization.• Deliver timely analysis of spending, productivity, and business performance to help leaders make informed decisions and improve financial outcomes.• Build and refine reporting tools, dashboards, and data models using Power BI and related systems to strengthen insight into key operational and financial trends.• Partner with manufacturing, supply chain, and finance leadership to identify cost improvement opportunities, monitor performance drivers, and support operational efficiency initiatives.• Lead monthly and quarterly financial reviews, highlighting variances, risks, and opportunities with clear recommendations for action.• Oversee and develop a small team that includes finance managers and controllers, fostering accountability, collaboration, and strong analytical execution.• Support system and reporting integration efforts, including the use of SAP and related planning platforms, to improve consistency, accuracy, and accessibility of financial information.• Contribute financial leadership to strategic projects such as business assessments, process improvement efforts, and potential acquisition-related analysis when needed.
2026-06-12T00:00:00Z

Sr. Workday Business Analyst

Waukesha, WI
onsite
Permanent / Full Time
90000 - 125000 USD / Yearly
We are looking for an experienced Sr. Workday Business Analyst to support an organization near New Berlin, Wisconsin. This position connects human resources, business operations, and technical teams to turn operational needs into practical system improvements. The role focuses on optimizing Workday and related HR platforms, strengthening data quality, and helping stakeholders make informed decisions through effective processes and technology. This role is a Direct Hire opportunity and does not offer sponsorship at this time. Candidates must local and available for a full-time onsite schedule. Responsibilities:• Partner with HR and business stakeholders to gather needs, clarify priorities, and convert operational challenges into effective system-based solutions.• Review existing HR workflows to identify inefficiencies, strengthen data accuracy, and recommend improvements across key people processes.• Define business and functional requirements through clear documentation, including process maps, user stories, and solution summaries.• Support Workday enhancements by assisting with configuration updates, testing activities, and stakeholder coordination during release cycles.• Work with internal teams, external vendors, and platform partners to improve functionality across Workday and other HR-related systems.• Investigate system issues, resolve functional problems, and help maintain dependable performance and high-quality workforce data.• Lead or contribute to HR technology projects by managing timelines, tracking scope, and communicating progress to cross-functional teams.• Promote successful adoption of new tools and updates by creating training materials, supporting user communications, and reinforcing change readiness.• Assist with the evaluation and integration of complementary HR applications such as timekeeping, recruiting, learning, and benefits platforms.
2026-07-14T00:00:00Z

Accounting Specialist

Waukesha, WI
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an Accounting Specialist to join a Contract assignment supporting accounting operations in Waukesha, Wisconsin. This role is well suited for someone who enjoys organized, detail-focused work and can manage financial information with a high degree of accuracy. The selected candidate will contribute to expense administration, transaction review, and record maintenance while partnering with internal teams to keep processes running smoothly. Responsibilities: • Manage day-to-day expense documentation and reporting activities to support accounting operations. • Enter and maintain financial data related to employee spending, reimbursements, and payment activity with a strong focus on accuracy. • Process and reconcile expense transactions using tools such as Divvy Bill Pay, Corpay, or comparable billing and payment platforms. • Review coding details, accounting classifications, and backup materials to help maintain complete and accurate financial records. • Provide support during the rollout of updated corporate card programs, including changes to card usage and spending controls. • Coordinate with internal departments to investigate discrepancies, answer expense-related questions, and promote timely resolution. • Organize digital files and supporting documentation to ensure records are accessible, current, and audit-ready. • Assist with additional accounting and administrative tasks as business needs require.
2026-07-15T00:00:00Z

Accounting Specialist

Milwaukee, WI
onsite
Permanent / Full Time
52000 - 65000 USD / Yearly
We are looking for an Accounting Specialist to support daily accounts payable activities and expense-related financial operations in Milwaukee, Wisconsin. This position plays an important role in keeping payment processing accurate, organized, and aligned with internal standards while working closely with vendors and cross-functional teams. The ideal candidate will bring strong attention to detail, sound reconciliation skills, and a practical approach to resolving payment and documentation issues. Responsibilities: • Review incoming invoices for completeness, coding accuracy, and required support before arranging payment within established timelines. • Coordinate check requests, electronic payments, and related disbursement activities in accordance with company procedures and approval requirements. • Examine corporate card activity and supporting records to confirm expenses are properly documented and reflected in financial reporting. • Research billing and payment exceptions, then work with suppliers and internal stakeholders to correct issues efficiently. • Assist with balance sheet and payable account reconciliations to support monthly close and maintain reliable financial records. • Maintain organized vendor profiles, accounts payable files, and audit-ready documentation to strengthen record accuracy and compliance. • Collaborate with accounting leadership and colleagues on workflow enhancements, special assignments, and operational improvement initiatives.
2026-07-07T00:00:00Z