Add your latest resume to match with open positions.

10 results for Financial Analyst Financial Services in Racine, 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

Sr. Financial Analyst

Schaumburg, IL
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
The salary range for this position is $100,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. SummaryAs a Senior Financial Analyst, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions. We are looking for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and brings deep expertise in financial modeling, business intelligence, and the mortgage industry. Essential Duties<ul><li>Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.</li><li>Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.</li><li>Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.</li><li>Prepare executive and management-level presentations that clearly communicate complex data and business insights.</li><li>Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.</li><li>Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.</li><li>Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.</li><li>Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.</li></ul>Requirements<ul><li>Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization.</li><li>Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary.</li><li>Skilled in cross-functional collaboration with both technical and non-technical colleagues.</li><li>Advanced financial modeling and analytical capabilities.</li><li>Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities.</li><li>A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies.</li></ul>
2026-06-26T00:00:00Z

Sr. Financial Analyst

Northbrook, IL
onsite
Permanent / Full Time
95000 - 115000 USD / Yearly
The salary range for this position is $95,000-$115,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Financial Analyst position. Which may seem pretty standard…until you get to the best part: The perks. 1) The pay rates are above what their top competitors pay their employees2) They have higher bonus structures3) There’s work from home flexibility and prioritization for employee work/life balance.4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)5) And more… Job SummaryWe are seeking a highly motivated Senior Financial Planning Analyst to join our finance team. The ideal candidate will have a background in financial analysis, strategic planning, and a keen interest in the biotech sector. You will collaborate with cross-functional teams to provide accurate financial insights, support decision-making processes, and contribute to the overall financial health of the organization. Key Responsibilities<ul><li>Develop and maintain detailed financial models to support budgeting and forecasting activities.</li><li>Work closely with department heads to understand project/program-specific financial requirements and ensure alignment with overall company goals.</li><li>Conduct comprehensive financial analyses, identifying trends, opportunities, and potential risks.</li><li>Provide actionable insights to senior management to drive informed decision-making.</li><li>Monitor and analyze financial performance against budget and forecast, investigating and explaining variances.</li><li>Collaborate with stakeholders to develop strategies for optimizing financial outcomes.</li><li>Assist in the development and implementation of financial strategies to support long-term business objectives.</li><li>Evaluate potential investment opportunities and assess their financial viability.</li><li>Prepare and present financial reports to management, highlighting key performance indicators and financial metrics.</li><li>Ensure accuracy and transparency in financial reporting processes.</li><li>Collaborate with various departments, including R&D, operations, and clinical ops, to gather relevant financial data and ensure alignment with corporate objectives.</li><li>Provide financial guidance and support for strategic initiatives and projects.</li></ul>
2026-07-17T00:00:00Z

Accounting Analyst

Milwaukee, WI
onsite
Temporary / Contract
38 - 44 USD / Hourly
We are looking for an Accounting Analyst to support a Financial Services organization in Milwaukee, Wisconsin through a Contract assignment. This role will focus on reviewing trust-related accounting controls, confirming that required court-accounting reminders are correctly established, and helping maintain accurate oversight across a large volume of files. The ideal candidate brings strong accounting knowledge, careful attention to detail, and the ability to work efficiently in a structured, compliance-driven environment. Responsibilities: • Examine a high volume of special needs trust files to confirm that court-accounting tracking items are in place and operating as intended. • Validate the accuracy and completeness of accounting ticklers associated with trust records and identify any gaps requiring correction. • Prioritize and review designated trust accounts, beginning with the assigned trust group, to support orderly completion of the project. • Document findings from file reviews and communicate discrepancies or follow-up needs to the appropriate stakeholders. • Perform account analysis activities to support accurate financial monitoring within trust-related records. • Assist with reconciliation and related accounting tasks tied to file maintenance, billing support, and financial record accuracy. • Apply sound judgment when reviewing accounting details to help maintain compliance with court-driven reporting requirements.
2026-07-17T00:00:00Z

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.
2026-07-20T00:00:00Z

Benefits Analyst

Northbrook, IL
onsite
Temporary / Contract
34 - 36 USD / Hourly
We are looking for a Benefits Analysyt to support a health insurance organization in Northbrook, Illinois through a Long-term Contract assignment. This position will take ownership of benefits administration activities, with a strong emphasis on managing the full open enrollment cycle and ensuring accurate employee data handling throughout the process. The role is ideal for someone who brings a proactive mindset, strong problem-solving ability, and a service-oriented approach while working closely with a small support team in a large employee environment. Responsibilities:• Lead end-to-end open enrollment activities, from planning and preparation through employee support and final completion.• Maintain and validate census data to help ensure benefit records are accurate, current, and ready for reporting or enrollment needs.• Coordinate day-to-day benefits administration tasks, including reviewing eligibility details, processing updates, and addressing employee questions.• Support compensation and benefits-related analysis by organizing data, identifying discrepancies, and helping improve accuracy across programs.• Assist with leave-related matters, including FMLA tracking and related documentation, while following company policies and applicable guidelines.• Partner with a small internal team to provide benefits support, while independently managing primary ownership of assigned responsibilities.• Use Excel and benefits administration systems to track information, prepare reports, and support operational tasks.• Contribute to benefits platform updates and process-related activities, including work connected to the transition from Ease to Employee Navigator
2026-07-16T00:00:00Z

AI Data Analyst

Hartland, WI
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
We are looking for an AI Data Analyst to join our team in Greater Milwaukee. In this role, you will turn business challenges into practical data, automation, and AI solutions that improve daily operations and support stronger decision-making. You will work closely with internal stakeholders to evaluate processes, uncover meaningful insights, and deliver scalable tools that align technology with organizational goals. This role requires the candidate to be onsite, with a hybrid schedule. Responsibilities:• Create and launch AI-enabled processes, tools, and agents that streamline operational activities and improve team productivity.• Develop and support connections between internal applications and third-party platforms using APIs, data flows, and related integration methods.• Evaluate business and operational data to surface patterns, identify gaps, and recommend opportunities for process improvement.• Produce dashboards, reporting assets, and analytical tools that help teams monitor performance and make informed decisions.• Partner with stakeholders across the organization to gather requirements, define success measures, and convert business needs into technical solutions.• Test, refine, and deploy solutions in real-world environments, making ongoing enhancements based on user feedback and results.• Investigate and resolve issues involving systems, workflows, and integrations to maintain reliable performance.• Promote sound practices for data quality, governance, security, and long-term scalability across tools and workflows.• Build a strong understanding of company operations, systems, and industry-specific processes to ensure solutions are accurate and relevant.
2026-07-17T00:00:00Z

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.
2026-07-20T00:00:00Z

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