10 Results for Financial Planning Analyst Jobs in Racine, WI

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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>
2026-09-24T00:00:00Z

Sr. Financial Analyst

Menomonee Falls, WI
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to join our team in Menomonee Falls, Wisconsin. This position will play a central role in planning, performance analysis, and decision support by translating financial and operational data into clear business insights. The ideal candidate brings strong modeling and reporting capabilities, along with the ability to collaborate across departments to improve forecasting accuracy, profitability, and overall business performance. Responsibilities: • Lead budgeting, forecasting, and long-term financial planning activities to support business goals and strategic decision-making. • Produce monthly financial reviews, including trend analysis, performance commentary, and executive-ready reporting materials. • Build and maintain dynamic financial models covering sales, margins, operating costs, cash flow, and other key business drivers. • Evaluate operating results to uncover risks, opportunities, and actions that can strengthen profit performance and efficiency. • Provide financial support for capital spending reviews and help assess the return and impact of investment proposals. • Create deeper reporting around revenue, margin, inventory, pricing, productivity, and customer-level performance to improve management visibility. • Work closely with commercial and operational partners to measure the financial outcomes of initiatives and support business cases. • Streamline recurring reporting by improving data usage and reducing reliance on manual spreadsheet-based processes. • Contribute to analytics and AI-driven forecasting efforts by identifying practical ways to enhance reporting, decision support, and data governance practices.
2026-10-08T00:00:00Z

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>
2026-09-17T00:00:00Z

Analyst

Waukesha, WI
onsite
Permanent / Full Time
58000 - 73000 USD / Yearly
We are looking for a detail-oriented Analyst to support finance technology platforms that enable reporting, consolidation, planning, and analysis activities in Waukesha, Wisconsin. This position works closely with Finance, Accounting, and FP&A teams to keep core applications running effectively, address user needs, and contribute to ongoing system improvements. The role is ideal for someone who enjoys combining technical troubleshooting with business collaboration in a manufacturing environment. Responsibilities: • Manage day-to-day support for finance applications, including workflow coordination, reconciliation tools, and consolidation-related processes. • Update system settings, reporting objects, and foundational business logic within approved standards to maintain reliable performance. • Maintain application structures such as metadata, hierarchies, dashboards, reporting components, workflows, and user security access. • Investigate user questions, diagnose system-related issues, and escalate complex problems when additional expertise is needed. • Provide systems support for close cycles, budgeting activities, forecasting processes, and recurring financial reporting needs. • Work with Finance, Accounting, and FP&A stakeholders to understand business needs and help translate them into practical system solutions. • Assist with month-end processing by supporting data imports, validating results, and maintaining transformation logic tied to financial information. • Monitor integrations and scheduled system activity, resolve exceptions, and help improve reliability and efficiency across finance platforms. • Contribute to enhancement initiatives by gathering requirements, supporting testing, documenting updates, and assisting with user training and implementation efforts.
2026-10-12T00:00:00Z

Finance Manager, Fund Finance

Evanston, IL
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
The salary range for this position is $180,000-$200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to [email protected] The best way to beat this cold weather is with a new role that pays more and respects your work-life balance. The role will require an ability to balance hands-on execution with effective delegation, coaching, and oversight. The individual will also be expected to play an active role in driving strategic initiatives across Fund Finance and the broader firm, partnering with senior Finance leadership, Portfolio Managers and cross-functional teams to improve processes, implement new capabilities, and advance key organizational priorities. The position provides high visibility to various groups and exposure to a variety of hedge fund strategies and financial products employed therein. He or she will be expected to become familiar with the various investment strategies and financial products through interaction with Portfolio Managers, risk management, operations and other teams across the firm. Job Description<ul><li>Oversee financial reporting and analysis across assigned funds and investment strategies, including P&L, NAV, valuation and management reporting. </li><li>Lead Fund Finance support for private and negotiated transactions and participate in investment and asset-level diligence and monitoring. </li><li>Assist in the preparation and review of regular reporting requirements, including regulatory reporting, investor snapshots and ad hoc requests from the front office and investor relations. </li><li>Oversee the year-end audit and tax-related requests and queries at interim and yearend as well as review of the financial statements prepared by our fund administrators. </li><li>Provide day-to-day leadership and mentorship to junior team members, including delegation of responsibilities, review of work product, prioritization of deliverables and ongoing coaching and development. </li><li>Lead initiatives to improve processes, controls, reporting and scalability across Fund Finance. </li><li>Identify and implement opportunities to leverage technology, data and AI. </li><li>Lead cross-functional projects from initial assessment and design through implementation and adoption. </li><li>Manage key relationships with fund administrators, auditors, valuation specialists and portfolio company finance teams.</li></ul>
2026-10-16T00:00:00Z

Supply Chain Analyst

Rosemont, IL
onsite
Temporary / Contract
25 - 35 USD / Hourly
We are looking for a detail-oriented Supply Chain Analyst to support purchasing, order coordination, and inventory reporting for a high-volume operation in Rosemont, Illinois. This Long-term Contract position is well suited for someone who enjoys working with large data sets, managing supplier activity, and keeping order flow accurate from entry through delivery. The role requires close attention to deadlines, strong Excel capability, and the ability to investigate differences across inventory, sales, and forecast information. Responsibilities: • Process forecast-based purchases, purchase orders, and quantity updates with a high level of accuracy and within required timelines. • Monitor inbound shipments from supplier confirmation through delivery scheduling, ensuring loads remain on track and appointments are met. • Maintain supplier portal activity, resolve routine system issues, and keep order information current across relevant platforms. • Prepare and update reports that compare ordered quantities, received product, projected demand, sales movement, and inventory targets. • Review inventory and sales records to identify inconsistencies, research root causes, and communicate findings to stakeholders. • Calculate pallet weights and assess load capacity to support effective transportation planning. • Partner with operations teams to confirm that stock levels and related records are accurate and aligned with actual inventory. • Enter and organize critical order details, item data, exceptions, and other key updates across business applications in a timely manner.
2026-10-07T00:00:00Z

Business Analyst (General) - Level 1

Milwaukee, WI
onsite
Temporary / Contract
0 - 0 USD / Yearly
Key Responsibilities Analyze and improve business processes to increase efficiency and reduce costs. Conduct market research and provide insights on industry trends and competitive factors. Develop and track performance metrics to identify improvement opportunities. Perform financial analysis and modeling to support business decisions. Gather stakeholder requirements and communicate findings to support decision-making. Create and maintain process documentation reports and project records. Hybrid Position in Milwaukee- Required Skills Strong analytical problem-solving and critical thinking skills. Excellent written and verbal communication abilities. Knowledge of business operations performance metrics and financial analysis. Proficiency in data analysis financial modeling and Microsoft Office Suite. Ability to manage multiple projects with strong attention to detail. Education Experience Bachelor's degree in Business Finance Economics or a related field. 0-2 years of experience in business analysis or a related role.
2026-10-15T00:00:00Z

Deduction Analyst

Northfield, IL
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for a detail-oriented Deduction Analyst to join a manufacturing organization on a Contract basis in Northfield, Illinois. This role focuses on researching customer deductions, supporting billing and payment resolution, and helping maintain accurate financial records across key accounts. The ideal candidate brings strong analytical ability, a solid foundation in accounting operations, and the communication skills needed to work effectively with both retail partners and internal teams. Responsibilities:• Review and resolve customer deduction claims promptly while ensuring accuracy in account handling and documentation.• Work closely with large retail customers to address payment variances and outstanding issues.• Assist with billing-related questions and help drive timely resolution of unapplied payments, short pays, and related discrepancies.• Coordinate with cross-functional teams to improve account reconciliation processes and strengthen reporting accuracy.• Maintain clear, audit-ready records of deduction activity, dispute outcomes, and supporting financial documentation.• Use Excel to examine deduction patterns, reconcile balances, and prepare reports that support decision-making.• Investigate account inconsistencies and recommend practical solutions to reduce recurring deduction issues.
2026-10-08T00:00:00Z

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.
2026-09-22T00:00:00Z

Accounting Specialist

Rosemont, IL
onsite
Permanent / Full Time
50000 - 60000 USD / Yearly
We are looking for an Accounting Specialist to support daily financial operations. This role is ideal for someone who is highly organized, attentive to detail, and comfortable managing a variety of transactional accounting tasks in a fast-moving environment. The person in this position will help keep records accurate, support payment and receivable processes, and contribute to the smooth functioning of the accounting team. Responsibilities:• Record invoices, payments, and routine financial activity with a high degree of accuracy and within required timelines.• Support both payables and receivables by entering transactions, tracking balances, and helping maintain current account records.• Prepare checks and other outgoing payments while ensuring disbursements are properly documented and authorized.• Post incoming customer payments and assist with follow-up efforts related to outstanding balances when needed.• Complete reconciliations for bank accounts, credit card activity, and selected general ledger accounts to confirm accurate reporting.• Help maintain accounting records by assisting with journal entries, file organization, and system updates.• Investigate billing or payment inconsistencies and work with internal teams, customers, or vendors to resolve issues promptly.• Contribute to month-end and year-end close activities by organizing documentation and supporting required accounting tasks.• Respond to routine accounting questions from vendors, customers, and colleagues while providing general administrative support to the department. Benefits:<ul><li>Medical/dental/vision</li><li>401K</li></ul>
2026-10-09T00:00:00Z

10 results for Financial Planning Analyst in Racine, WI