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13 results for Senior Financial Data Analyst 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

Sr. Financial Analyst

Waukesha, WI
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for an interim Sr. Financial Analyst to join a construction and contractor-focused organization in Waukesha, Wisconsin on a Contract basis. This role is ideal for someone in finance who can turn complex data from multiple sources into clear, reliable reporting and meaningful business insights. The position will partner closely with commercial teams to support performance analysis, planning, and decision-making across revenue-driving activities. Responsibilities:• Lead recurring and on-demand reporting cycles by delivering timely financial and commercial insights for business stakeholders.• Build and enhance Power BI dashboards that present actionable performance metrics in a clear and usable format.• Gather information from multiple reporting environments, evaluate data integrity, and combine outputs into cohesive analysis.• Review, standardize, and reconcile datasets to improve consistency across revenue, bookings, billings, and backlog reporting.• Investigate reporting discrepancies, identify root causes of variances, and resolve data-related issues with accuracy and urgency.• Serve as a key finance partner to sales teams by providing analytical support for performance tracking and business decisions.• Assist with commission administration through calculation reviews, reporting support, payout validation, and related journal entry activities.• Contribute to sales, inventory, and operations planning as well as broader commercial planning efforts through financial analysis and scenario evaluation.• Prepare variance reporting against budget, forecast, and prior-year results while highlighting risks and opportunities for leadership review.• Support forecasting cycles, quarterly goal setting, annual planning activities, and development of financial models for decision support.
2026-07-01T00:00:00Z

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

Senior Accountant

Waukesha, WI
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
Robert Half is partnering with a growing construction company in the Waukesha County area to identify an experienced Senior Accountant for a key role on their corporate accounting team. This is an excellent opportunity for a detail-oriented accounting professional who combines strong technical accounting skills with a proactive, improvement-focused mindset. 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. The ideal candidate will bring a blend of public accounting foundation and 3+ years of industry experience, along with an interest in change management, process improvement, and long-term growth within a private equity-backed organization. This role is well suited for someone who enjoys partnering with operations, strengthening accounting processes, and helping support a business through continued expansion.Key Responsibilities<ul><li>Partner with operational teams to review contract activity and apply appropriate revenue recognition treatment in accordance with ASC 606</li><li>Prepare and post monthly journal entries and complete reconciliations for key balance sheet and income statement accounts</li><li>Oversee fixed asset accounting, including asset setup, depreciation, retirements, and supporting schedules</li><li>Manage lease accounting activities under ASC 842 and identify opportunities to enhance processes, controls, and supporting systems</li><li>Coordinate documentation and schedules for external audits, tax filings, regulatory reviews, and other compliance-related requests</li><li>Assist in developing and maintaining accounting policies, procedures, and internal controls</li><li>Support preparation and review of financial statements, management reporting, budgets, and forecasts</li><li>Monitor cash activity and assist with cash flow forecasting</li><li>Analyze monthly financial results against budget and forecast, and communicate key variances and trends to leadership</li><li>Participate in special projects and recommend process improvements that drive efficiency, accuracy, and scalability</li></ul>
2026-06-24T00:00:00Z

Business Analyst

North Chicago, IL
remote
Temporary / Contract
50 - 65 USD / Hourly
We are looking for a Business Analyst to support business and operational initiatives for a long-term contract opportunity in North Chicago, IL. This role focuses on gathering needs, evaluating current workflows, and translating business objectives into clear, actionable plans for stakeholders and project teams. The ideal candidate brings strong analytical thinking, effective communication, and the ability to work within Agile environments while improving customer-facing and internal processes. Responsibilities:• Partner with stakeholders to collect, clarify, and document business needs, ensuring requirements are complete and aligned with project goals.• Review existing processes and identify gaps, risks, and opportunities for improvement across business operations and customer service functions.• Create and maintain business documentation such as process maps, requirement summaries, decision logs, and supporting analysis materials.• Work closely with cross-functional teams in Agile Scrum settings to refine priorities, support planning activities, and help move initiatives forward.• Analyze operational and service-related issues, recommend practical solutions, and assist with the evaluation of business impacts.• Support document review efforts to confirm accuracy, consistency, and alignment with business standards and project expectations.• Facilitate discussions with business partners and team members to resolve open questions, confirm scope, and maintain shared understanding.• Contribute to change-related activities, including updates tied to business processes or platform-related improvements, when required by the project.• Track action items, dependencies, and requirement changes to help keep deliverables organized and stakeholders informed.
2026-07-08T00:00:00Z

Sr. Accountant

Racine, WI
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
We are looking for an experienced Senior Accountant to support a diverse client portfolio in Racine County, Wisconsin. This position is well suited for an accounting specialist who can oversee core financial activities, maintain high standards of accuracy, and build strong client relationships. The role offers the opportunity to contribute across reporting, compliance, operational improvement, and team support within a fast-paced public accounting environment. Responsibilities:• Prepare and examine journal entries, balance sheet reconciliations, and month-end financial reports for a range of client accounts.• Oversee accounting work for complex client structures, including franchise reporting needs and organizations with multiple entities.• Administer payroll activities, indirect tax submissions, and cash reconciliation tasks with close attention to deadlines and accuracy.• Evaluate financial records and supporting documentation to confirm completeness, reliability, and alignment with accounting requirements.• Contribute to the preparation and review of business and individual tax filings when needed.• Assist with audit requests, financial examinations, and ad hoc accounting assignments for client engagements.• Act as a trusted point of contact for clients by providing responsive communication and sound accounting guidance.• Partner with colleagues across teams to deliver consistent service, improve workflow coordination, and maintain a strong client experience.• Recommend and implement enhancements to accounting procedures, internal controls, and documentation standards, including the creation of standard operating procedures.• Provide guidance to team members who are new to the role and offer support in developing their technical skills and day-to-day accounting knowledge.
2026-06-23T00:00:00Z

Senior Credit and Collections Specialist

Sturtevant, WI
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Senior Credit and Collections Specialist to support receivables performance and customer account health for a Long-term Contract position based in Wisconsin. This role focuses on evaluating credit risk, driving effective collection strategies, and resolving deductions and payment issues with a high level of accuracy. The ideal candidate brings strong judgment, effective customer communication, and the ability to protect cash flow while maintaining productive business relationships. Responsibilities: • Assess customer creditworthiness by reviewing applications, financial records, trade feedback, payment patterns, and external credit data to support informed recommendations on limits and terms. • Oversee account risk by monitoring exposure levels, delinquency trends, hold activity, and other indicators that may affect payment performance or financial risk. • Lead collection efforts for assigned accounts by following up on outstanding balances, documenting commitments, managing disputes, and escalating unresolved items when necessary. • Reconcile customer accounts and investigate payment variances such as unapplied cash, partial remittances, overpayments, credits, and invoice mismatches. • Examine deductions, chargebacks, rebate claims, pricing discrepancies, freight issues, returns, and other debit memos to determine validity and financial impact. • Collaborate with Sales, Finance, Customer Service, Logistics, Pricing, and Operations teams to resolve credit issues, remove shipment barriers when appropriate, and address root causes behind recurring deductions or disputes. • Maintain complete and accurate account records, including credit documentation, tax certificates, correspondence notes, and supporting backup for audit and compliance purposes. • Prepare reporting on receivables aging, collection progress, deduction status, disputed balances, and higher-risk accounts, while contributing to month-end close activities and reserve analysis. • Recommend next-step actions for problem accounts, including revised payment terms, credit holds, payment arrangements, write-offs, third-party recovery, or legal review based on business needs and risk exposure. • Identify inefficiencies affecting collections, dispute resolution, or account accuracy and propose practical improvements while serving as a senior resource to less experienced team members.
2026-07-09T00:00:00Z

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.
2026-07-08T00:00:00Z

Data Analyst: IV (Lead)

Thiensville, WI
remote
Temporary / Contract
57 - 57 USD / Hourly
We are looking for a senior-level data and customer insights specialist to lead experience analytics initiatives for a Long-term Contract position based in Wisconsin. In this role, you will connect customer signals across key journeys, transform findings into practical recommendations, and help improve operational and customer outcomes. The ideal candidate is self-directed, comfortable working through ambiguity, and able to contribute quickly in a fast-moving environment. Responsibilities: • Build and expand customer listening programs using Qualtrics and comparable platforms to capture feedback and behavioral signals across important journey stages. • Design and manage transactional surveys, digital intercepts, and session-based insight tagging to strengthen visibility into customer interactions. • Evaluate journey coverage to identify missing feedback mechanisms, prioritize gaps, and drive efforts to improve measurement across touchpoints. • Convert analytical findings into clear action plans with defined ownership, timelines, and measurable business impact. • Prepare recurring CX performance updates that highlight trend movement, explain metric shifts, and summarize progress against key actions. • Maintain organized execution tracking so initiatives, priorities, owners, and outcomes are documented and reviewed consistently. • Create insight communications such as deep-dive analyses and internal newsletters that explain customer friction points, contributing factors, and recommended next steps. • Collaborate closely with product, operations, technology, and CX stakeholders to validate findings, remove blockers, and support execution of improvements. • Work independently to frame loosely defined problems, establish analysis approaches, and move initiatives forward with minimal oversight.
2026-06-30T00:00:00Z

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

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

VP/Director of Finance

Germantown, WI
onsite
Permanent / Full Time
140000 - 175000 USD / Yearly
We are looking for an experienced finance leader to oversee treasury and finance operations for a global organization in Germantown, Wisconsin. This role will guide cash strategy, strengthen operational performance, and improve financial visibility across the business. The ideal candidate brings strong leadership, a sharp command of cash flow planning, and the ability to build efficient processes that support growth and control. Responsibilities: • Direct worldwide finance operations and treasury activities, including invoicing, receivables, payables, payment execution, banking administration, and day-to-day cash oversight. • Shape the company’s liquidity strategy by improving cash visibility, coordinating funding needs, managing bank account structures, and supporting debt-related planning. • Oversee short-term cash forecasting by maintaining a rolling 13-week model, evaluating forecast accuracy, analyzing variances, and presenting insights to leadership. • Drive stronger working capital results through improvements in billing quality, collection performance, payment timing, cash application, and overall cash conversion. • Enhance quote-to-cash and procure-to-pay workflows through process redesign, standard practices, automation opportunities, and clear operational ownership. • Reinforce financial controls by refining approval structures, supporting audit preparedness, promoting policy adherence, and maintaining appropriate segregation of duties. • Lead and develop a global team by setting expectations, establishing service standards, clarifying escalation paths, and encouraging continuous improvement. • Partner with cross-functional leaders in finance and business operations to improve cash performance, lower operating costs, and support scalable business growth. • Provide consistent reporting and forward-looking analysis related to debt obligations and revolving credit activity to ensure alignment with financial plans.
2026-07-01T00:00:00Z