10 Results for Financial Planning Analyst Jobs in Racine, WI

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Senior Financial Analyst

Brookfield, WI
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Senior Financial Analyst to join our finance team in Brookfield, Wisconsin. In this role, you will serve as a key partner to business leaders by translating financial data into practical insights that support planning, performance management, and strategic decision-making. You will help strengthen forecasting, reporting, and analytical processes while contributing to a collaborative, improvement-focused 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:• Develop and maintain revenue, sales, and backlog forecast models, and support the annual budget planning process with accurate and timely analysis.• Create monthly reporting packages, financial narratives, and presentation materials for senior leadership and board-level reviews.• Evaluate publication-level profitability, cost behavior, and margin performance to identify trends and recommend actions that improve results.• Analyze sales activity, including renewals, cancellations, collections, and publisher performance metrics such as retention and churn.• Assess progress against value creation initiatives, measure savings opportunities, and manage financial analysis related to incentive compensation programs.• Build and refine automated Excel-based tools, collaborate with data partners to improve reporting workflows, and assist with Sage Intacct reporting and month-end close activities.• Partner with cross-functional teams to explain financial results, highlight risks and opportunities, and support informed business decisions.
2026-10-28T00:00:00Z

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>
2026-10-23T00:00:00Z

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>
2026-10-21T00:00:00Z

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

Payroll Tax Analyst

Park Ridge, IL
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for a Payroll Tax Analyst to support payroll tax operations for a multi-entity organization based in Illinois. This Contract position is ideal for a highly organized candidate who can independently manage multi-state compliance, resolve tax-related issues, and maintain accurate reporting across all 51 jurisdictions. The role requires a hands-on contributor who is comfortable working directly with state and local agencies while keeping payroll tax activities organized, timely, and audit-ready. Responsibilities:• Oversee payroll tax compliance activities across multiple states and local jurisdictions for several related business entities.<ul><li>Knowledge of ADP - Payroll for up to 400 employees</li></ul>• Handle tax account registrations, filings, notices, and audit support while maintaining consistent follow-up with government agencies.• Investigate and correct payroll tax setup issues, including local tax coding discrepancies and administrative record cleanup.• Prepare and maintain reporting that tracks filing status, outstanding items, deadlines, and compliance trends across all entities.• Support entity updates and payroll tax account maintenance, including new registrations and changes tied to organizational structure.• Review payroll tax data for accuracy and work through exceptions to reduce reporting errors and compliance risk.• Coordinate documentation and responses related to state and local tax inquiries in a timely and thorough manner.• Contribute as an individual contributor who takes ownership of tasks, follows through on unresolved items, and keeps compliance work moving forward.
2026-11-07T00:00:00Z

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

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.
2026-10-28T00:00:00Z

Data Analyst

Milwaukee, WI
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for a Data Analyst to turn complex healthcare, financial, and operational data into meaningful insights that guide leadership decisions. This position supports organizational performance by connecting information from clinical and business systems, building practical reporting tools, and highlighting trends that matter. Based in Milwaukee, Wisconsin, the role works closely with finance, operations, and clinical stakeholders to improve visibility, planning, and overall effectiveness. Local candidates to the Greater Milwaukee area are encouraged to apply. Responsibilities:• Applicants must have experience building data pipelines. • Create and maintain dashboards, scorecards, and recurring reports that combine Epic data with financial and operational information from connected platforms.• Work with leaders across finance, operations, and clinical teams to define measurable indicators and track performance in patient services, revenue activity, and resource use.• Gather, clean, and evaluate large datasets to support forecasting, monthly business reviews, and long-range planning initiatives.• Present findings in a clear, business-focused format so non-technical stakeholders can understand trends, risks, and opportunities.• Collaborate with IT and data governance partners to uphold data accuracy, reporting consistency, and compliance with organizational standards.• Identify patterns in clinical and administrative workflows and recommend improvements that increase efficiency and support better decision-making.• Contribute to reporting automation and process enhancements that improve speed, reliability, and access to timely performance data.
2026-11-04T00:00:00Z

VP/Director of Finance

Milwaukee, WI
onsite
Permanent / Full Time
135000 - 145000 USD / Yearly
We are looking for an experienced finance leader to oversee accounting operations and guide financial planning for the organization in Milwaukee, Wisconsin. This role works closely with executive leadership to turn financial results into practical business decisions, while maintaining strong reporting, controls, and operational discipline. The ideal candidate brings a hands-on management style, sound technical expertise, and the ability to strengthen processes, support teams, and drive measurable performance improvements. Responsibilities: • Direct the day-to-day work of finance, accounting, and payroll functions, setting priorities and ensuring deadlines are met with accuracy. • Coach and develop team members by establishing performance expectations, promoting accountability, and building a collaborative department culture. • Lead monthly and annual close activities, including review of journal entries, reconciliations, accruals, and supporting documentation. • Prepare and evaluate financial statements, cash flow analyses, and leadership reports to support informed decision-making. • Manage the annual budgeting cycle and ongoing forecasting efforts in partnership with department leaders across the organization. • Analyze operating results, labor spending, revenue patterns, and project profitability to identify trends and recommend corrective action. • Maintain effective internal controls, accounting policies, and financial documentation to protect assets and reduce organizational risk. • Coordinate audit preparation and serve as a key contact for internal and external auditors, ensuring timely delivery of required schedules and responses. • Support financial systems enhancements, process improvements, and staff training initiatives that increase efficiency and reporting quality. • Collaborate with senior leadership, vendors, clients, and business partners on strategic initiatives, special projects, and operational planning.
2026-10-21T00:00:00Z

Accounting Specialist

Milwaukee, WI
onsite
Temporary / Contract
24 - 27 USD / Hourly
We are looking for an Accounting Specialist to support day-to-day finance operations for an School in Milwaukee, Wisconsin. This Long-term Contract position offers a flexible part-time schedule of approximately 16 to 20 hours per week for the remainder of the school year. The role focuses on maintaining accurate payable and receivable records, supporting payroll-related customer service needs, and helping keep accounting documentation organized and up to date. Responsibilities:• Manage the full accounts payable cycle, including reviewing invoices, preparing entries, maintaining vendor records, and resolving discrepancies.• Support accounts receivable activities by recording incoming payments, monitoring outstanding balances, and assisting with follow-up on collections.• Reconcile accounting records and ledger activity to ensure financial information is complete, accurate, and properly documented.• Maintain organized digital and physical files related to invoices, payments, tax forms, and other financial records.• Process and track W-9 and 1099 documentation to support vendor setup and year-end reporting requirements.• Provide responsive support to internal stakeholders on accounting and payroll-related questions while communicating clearly and professionally.• Use Google Workspace and Skyward to complete accounting tasks, update records, and generate needed financial information.• Contribute to additional accounting assignments as business needs evolve and incorporate feedback to improve accuracy and efficiency.
2026-11-06T00:00:00Z

10 results for Financial Planning Analyst in Racine, WI