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12 results for Financial Planning Analyst in Racine, WI

Financial Planning & Analysis Manager

Waukesha, WI
onsite
Permanent / Full Time
119000 - 150000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to support strategic transactions and serve as a key finance partner for corporate development initiatives in Waukesha, Wisconsin. This role will guide financial planning, diligence, and post-close activities across acquisitions, divestitures, and investments while collaborating with accounting, treasury, tax, legal, and audit stakeholders. The ideal candidate brings strong analytical judgment, transaction experience, and the ability to coordinate complex finance workstreams in a public company environment. Responsibilities: • Serve as the central finance contact for corporate development activities, aligning deliverables across accounting, treasury, FP&A, and business unit finance teams. • Lead finance priorities for acquisitions, divestitures, and strategic investment projects, ensuring key milestones are supported according to transaction schedules. • Evaluate deal-related accounting, financial reporting, and control considerations during diligence and transaction planning, and help resolve related issues. • Work closely with treasury to assess funding strategies, liquidity needs, cash flow effects, and capital structure implications tied to transactions. • Coordinate contributions from tax, legal, internal audit, and external advisory partners to help drive efficient execution and regulatory compliance. • Support public company reporting and governance expectations by maintaining adherence to internal accounting policies, reporting standards, and control requirements. • Oversee post-close finance activities such as inventory verification, purchase accounting updates, general ledger alignment, working capital reviews, and integration into recurring close cycles. • Monitor transaction-related items including earn-outs, escrows, holdbacks, and transition service accounting, ensuring accurate tracking, reconciliation, and reporting. • Partner with internal audit and finance leadership to incorporate acquired businesses into the company’s control framework and address identified control gaps. • Identify opportunities to improve processes, standardize transaction support activities, and enhance financial analysis for post-transaction performance monitoring.
2026-05-27T00:00:00Z

Sr. Financial Analyst

Waukesha, WI
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for a skilled Senior Financial Analyst to join our team in Waukesha, Wisconsin. In this role, you will play a key part in analyzing financial data, preparing reports, and supporting strategic initiatives to drive business growth. The ideal candidate will bring a strong background in financial analysis and modeling, along with the ability to collaborate effectively across different departments. Responsibilities: • Conduct detailed analyses of financial results to identify trends and explain variances compared to prior periods, budgets, and forecasts. • Contribute to the development of annual budgets and quarterly forecasts, including assessments of working capital requirements. • Compile and present consolidated reports on actual financial performance, budgets, and forecasts. • Assist in preparing monthly operations review materials, ensuring accurate and insightful reporting. • Validate cost-saving initiatives within the value creation plan to ensure their alignment with financial goals. • Create and manage compliance documentation related to federal grant requirements. • Provide financial guidance and support to business leaders across enabling functions. • Participate in month-end close processes, including reclassification of expenses and other adjustments.
2026-05-26T00:00:00Z

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>
2026-06-11T00:00:00Z

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>
2026-06-08T00:00:00Z

Financial Analyst II_BSNA

Milwaukee, WI
onsite
Temporary / Contract
30.4 - 35.2 USD / Hourly
We are looking for a detail-oriented Financial Analyst II to support accounting operations for a Long-term Contract position based in Milwaukee, Wisconsin. In this role, you will help maintain accurate financial records by reviewing account activity, investigating discrepancies, and supporting month-end and recurring ledger processes. This opportunity is well suited for someone who is comfortable working with accounting data, applying GAAP concepts, and managing priorities in a deadline-driven environment. Responsibilities: • Review and reconcile balance sheet accounts to confirm transactions are properly recorded and balances are accurate under company policy and accounting standards. • Analyze general ledger and supporting subledger activity against source records, identify inconsistencies, and take action to resolve discrepancies. • Carry out recurring ledger-related processes, including scheduled entries and updates tied to billing, fixed assets, investments, cost activity, and other accounting subsystems. • Investigate accounting exceptions by researching financial records, journal activity, vendor information, expense items, and related documentation. • Organize daily and periodic workload based on business needs, adjusting priorities as necessary to complete assignments efficiently and on time. • Prepare spreadsheet-based analysis to explain account movements, validate financial data, and highlight unusual balance or variance trends. • Support accurate financial reporting by ensuring transactional activity aligns with internal controls, compliance expectations, and established accounting practices.
2026-06-09T00:00:00Z

Business Analyst

Des Plaines, IL
onsite
Temporary / Contract
43.62 - 58.16 USD / Hourly
Skillset/Qualifications: 3+ years of Business Analyst experience Experience with requirements gathering and backlog management Familiarity with Jira or similar tools Strong communication and stakeholder management skills Experience working in Agile or hybrid delivery environments Preferred: Background in financial services Experience with AML (Anti-Money Laundering) or financial crime initiatives Exposure to transaction monitoring systems Experience with financial crime or compliance-related platforms (nice to have)
2026-06-05T00:00:00Z

Senior Financial Analyst-HHS

Waukesha, WI
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Senior Financial Analyst to support our governmental client in Southeastern, Wisconsin. We are seeking a highly analytical and strategic Senior Financial Analyst to support financial planning, budgeting, reporting, and operational analysis within a mission-driven organization. This role partners closely with leadership to provide financial insights that support organizational objectives, operational efficiency, and long-term planning initiatives.The ideal candidate will bring a strong background in accounting and financial analysis, with the ability to interpret complex financial information, identify trends and variances, develop forecasts, and provide actionable recommendations to leadership teams. Key Responsibilities<ul><li>Lead budgeting, forecasting, and financial planning activities for assigned operational areas</li><li>Prepare and analyze financial, operational, and statistical reports to support strategic decision-making</li><li>Monitor operating budgets and investigate variances, trends, and cost drivers</li><li>Develop financial models, projections, and scenario analyses to support organizational initiatives</li><li>Support audit activities, financial reporting processes, and compliance with accounting policies and standards</li><li>Evaluate the financial impact of operational changes, programs, and business initiatives</li><li>Partner cross-functionally with operational and executive leadership to improve financial performance and processes</li><li>Assist with financial systems support, reporting enhancements, and process improvement initiatives</li><li>Translate complex financial data into clear, concise insights for both financial and non-financial stakeholders</li></ul>
2026-05-27T00:00:00Z

Financial Liaison

Chicago, IL
onsite
Temporary to Hire
21.85 - 25.3 USD / Hourly
We are looking for a Medical Collector to support private-pay account management within a healthcare in Lincolnwood IL. This contract-to-permanent opportunity is ideal for someone who can combine patient-facing communication with strong accounts receivable follow-through to improve payment outcomes and limit outstanding balances. The person in this role will work closely with admissions teams, residents, and family contacts to clarify financial obligations, coordinate payment arrangements, and help maintain accurate collection activity across assigned facilities. Responsibilities:• Guide residents and family members through private-pay obligations by explaining balances, payment expectations, and due dates in a clear and thorough manner.• Partner with admissions staff to secure recurring payment arrangements, such as debit or credit card authorizations, during the intake process or shortly after admission and before the first payment becomes due.• Collect and forward payment documentation to the appropriate financial team members so transactions can be posted and reconciled without delay.• Confirm that self-pay residents provide required upfront funds at admission or within the designated timeframe when no primary insurance coverage is in place.• Distribute past-due notices and account statements promptly, and coordinate address corrections with facility teams and family contacts when mailed documents are returned.• Review aging accounts on a daily basis to identify overdue balances and take timely action to resolve outstanding private-pay amounts.• Record collection outreach, account updates, and follow-up activity in tracking tools to maintain a complete and current view of account status.• Escalate non-payment concerns, refusals, or high-risk balances to the appropriate leadership and facility contacts as soon as issues are identified.
2026-06-09T00:00:00Z

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

D365 BC T/F Analyst

Kenosha, WI
onsite
Temporary to Hire
66.5 - 77 USD / Hourly
We are looking for a D365 BC T/F Analyst to join a team in Kenosha, Wisconsin on a contract basis with the potential for a permanent position. This position focuses on improving and supporting Microsoft Dynamics 365 Business Central by aligning system capabilities with operational and financial needs across the business. The role combines functional analysis, solution design, configuration, and technical development to deliver reliable ERP performance and meaningful business insights. Responsibilities: • Partner with business teams to evaluate workflows, capture operational needs, and determine how Dynamics 365 Business Central can best support organizational goals. • Configure and refine Business Central across core areas such as finance, inventory, supply chain, sales, and purchasing to improve usability and process efficiency. • Convert business needs into clear functional designs and technical specifications that guide development and system enhancement efforts. • Build and maintain AL extensions, custom reports, and system integrations that connect Business Central with external platforms through APIs, web services, or Azure-based tools. • Assist with data conversion activities, application upgrades, solution testing, deployment planning, and post-launch support to ensure stable system performance. • Investigate system issues, integration failures, and performance concerns, then implement fixes and recommend improvements that strengthen day-to-day operations. • Prepare and update process documentation, configuration records, and solution design materials while supporting user education and knowledge transfer. • Promote user adoption by shaping solutions around practical business processes and established platform best practices. • Act as the primary resource for Power BI reporting architecture and analytics delivery tied to Business Central data. • Contribute to ongoing enhancements and support activities related to ERP integrations and connected business applications.
2026-06-11T00:00:00Z

Dynamics 365 Business Central / Power Platform Analyst

Milwaukee, WI
onsite
Temporary to Hire
0 - 0 USD / Yearly
Dynamics 365 Business Central / Power Platform AnalystLocation: Hybrid (3 days onsite / 2 remote) – Southeast Wisconsin We are seeking a hands-on Dynamics 365 Business Central Analyst with strong Power Platform and Power BI experience to support and enhance a growing ERP environment. This role is ideal for someone who enjoys working at the intersection of business processes, data, and technology, helping organizations maximize value from their Microsoft ecosystem. This position will initially focus heavily on reporting, analytics, and Power Platform solutions, with the opportunity to take ownership of the D365 Business Central environment over time. Key Responsibilities:<ul><li>Serve as a key resource for Power Platform (Power BI, Power Apps, Power Automate) initiatives, driving reporting, dashboards, and workflow automation</li><li>Design and develop Power BI reports and data models to improve visibility across finance and operations</li><li>Partner with business stakeholders to gather requirements and translate them into scalable solutions within D365 Business Central</li><li>Support, configure, and optimize Business Central modules, including finance, inventory, and operations workflows</li><li>Collaborate with internal teams and external vendors to support integrations (APIs, web services, EDI, Azure tools)</li><li>Analyze data and processes to identify opportunities for system improvements, automation, and better business insights</li><li>Assist with testing, data validation, enhancements, and ongoing system support</li></ul> What Stands Out:<ul><li>Opportunity to shape and expand Power Platform capabilities within an established ERP environment</li><li>High visibility role with the chance to own reporting and analytics strategy</li><li>Blend of functional and technical responsibilities—ideal for a techno-functional professional</li></ul>
2026-05-20T00:00:00Z

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.
2026-06-01T00:00:00Z