Add your latest resume to match with open positions.

10 results for Financial Planning Analyst in Racine, WI

Financial Analyst/Manager

Racine, WI
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Position Description We are seeking a dynamic and experienced Plant Finance Manager to join our team in Franklin, WI. This individual will act as a key strategic partner to the Plant Manager and the site leadership team, providing robust financial oversight and guidance. The ideal candidate will be a hands-on leader responsible for all aspects of plant financial planning and analysis. This high visibility role is critical for driving profitability, ensuring financial integrity, and supporting our continuous improvement culture in a complex manufacturing environment. Key Responsibilities Financial Planning & Analysis Lead the plant's monthly forecasting and annual planning functions, ensuring alignment with overall business objectives. Analyze plant financial results against prior forecasts and plans, providing clear, actionable insights to leadership. Oversee the compilation and timely submission of standardized financial and KPI reports, including the Monthly Business Review (MBR) package, monthly flash results, variance analyses, and daily dashboards. Communicate actual and forecasted financial results in clear business terms to various levels of management. Cost Accounting & Operational Finance Apply an understanding of manufacturing financial principles, including cost accounting, routing and BOM analysis, labor efficiency tracking, and PPV analysis to provide accurate product costing and reporting, production variances and margin analysis. Support annual cost roll including labor and overhead standard rate setting, material price and supplier changes Develop and implement creative, effective methods for tracking daily production and efficiency for complex, large-scale modular units to answer the questions: “How did we do today?” and “Are we on track?” Calculate plant performance and review with the relevant leaders to drive improvements Support accounting with the annual physical inventory, and monitor results of the routine cycle count processes, E&O and production scrap. Partner with accounting to ensure inventory valuation practices are consistent with GAAP Lead initiatives to improve cash flow and working capital by aligning with procurement and sales teams to optimize DPO and DSO Business Partnership & Continuous Improvement Serve as a key resource and financial advisor for the Plant Manager and other operational leaders. Collaborate closely with plant leadership to establish production standards, validate cost savings, and drive operational efficiency. Drive business results by supporting and utilizing 80/20 disciplines and techniques. Support Regional Finance Director in the analysis of and justification of significant investments, including large capital expenditures using ROI and payback analysis Required Education & Qualifications A minimum of 5 years of relevant financial experience A minimum of 2-3 years in a manufacturing/plant environment. Strong, demonstrated skillsets in, financial analysis, forecasting, and driving business results. Hands-on experience with an integrated ERP system and a global consolidation system. SAP and HFM a plus. Expert proficiency with Microsoft Excel and strong skills in PowerPoint and Word. A thorough working knowledge of US GAAP. Education Requirements Bachelor’s Degree is required in Accounting or Finance. An MBA, CPA, or CMA certification is a significant plus.
2026-07-22T00:00:00Z

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

Sr. Financial Analyst

Des Plaines, IL
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
Financial Analyst (FP&A) – Hybrid (Greater Chicago Area)A dynamic and growing technology firm in the Greater Chicago Area, is seeking a Financial Analyst to join their expanding Corporate Finance team. Reporting directly to the Director of FP&A, this role is highly visible and perfect for a professional with 2 to 3 years of experience looking to accelerate their career, deepen their strategic impact, and gain mentorship from senior leadership. The OpportunityIn this role, you will help build a modern, AI-enabled FP&A function. You will contribute directly to improving forecasting, strengthening financial accountability, and supporting faster, data-driven decision-making across the organization. This position offers a hybrid work model, blending collaborative in-office days at their Chicagoland office with remote flexibility. Key Responsibilities<ul><li>Financial Modeling: Build and maintain models to support strategic scenario planning, investments, and operational decisions.</li><li>Variance Analysis: Perform detailed monthly actuals-vs-budget and prior-year variance analysis to identify risks and trends.</li><li>Budgeting & Forecasting: Contribute heavily to the company-wide annual budgeting and long-range planning processes.</li><li>Business Partnership: Partner with cross-functional department heads to deliver actionable financial insights and drivers.</li><li>Executive Reporting: Prepare performance dashboards and financial packages for the CFO, VP of Finance, and senior leadership.</li><li>Process Automation: Support ongoing workflow improvements, leveraging business intelligence, automation, and AI tools.</li><li>Ad Hoc Analysis: Execute deep-dive financial and operational projects to support evolving business priorities.</li></ul>Qualifications<ul><li>Education: Bachelor’s degree in Finance, Accounting, Economics, or a business-related field.</li><li>Experience: 2–3 years of dedicated experience in FP&A, Corporate Finance, or Financial Analysis.</li><li>Excel Skills: Advanced proficiency in Microsoft Excel, with proven experience manipulating large datasets and modeling.</li><li>Communication: Strong interpersonal skills with the ability to translate complex financial concepts to non-finance stakeholders.</li><li>Tech Stack (Plus): Exposure to ERP or BI tools (e.g., NetSuite, Solution7, Excel, Copilot) is highly preferred.</li><li>Industry Context (Plus): Experience or interest in SaaS, corporate technology, or private equity-backed environments.</li></ul>What Will Make You Successful<ul><li>Curiosity: A natural desire to ask thoughtful questions, challenge assumptions, and look beyond the numbers.</li><li>Proactivity: A self-starter mindset focused on improving broken processes and finding workflow efficiencies.</li><li>Adaptability: Comfort navigating a fast-paced, dynamic corporate environment with evolving priorities.</li></ul>Benefits include insurance, vacation, 401K, holiday pay and more
2026-07-23T00:00:00Z

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

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
2026-07-29T00:00:00Z

Payroll Tax Analyst

Milwaukee, WI
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Robert Half is partnering with a client in the recruiting for a Payroll Tax Analyst to join their team. Seeking an individual with 5-10 years of payroll tax compliance and payroll operations experience, including multi-state payroll tax processing and support for high-volume employee population required. This role is responsible for ensuring accurate and timely payroll tax filings, reconciliations, research, and compliance with federal, state, and local regulations. This is a permanent placement opportunity offering competitive compensation package and a hybrid schedule. Key Responsibilities:<ul><li>Manage payroll tax compliance activities for federal, state, and local jurisdictions. </li><li>Process and reconcile payroll tax filings, deposits, amendments, and year-end reporting, including W-2s and related tax documents. </li><li>Support payroll processing in a multi-state environment with high employee volume and complex tax scenarios.</li><li>Research and resolve payroll tax notices, discrepancies, and agency inquiries in a timely manner.</li><li>Maintain tax account registrations and ensure compliance with changing payroll tax laws and regulations. </li><li>Perform account reconciliations related to payroll taxes, garnishments, and general ledger payroll accounts. </li><li>Partner with Payroll, HR, Finance, and external vendors to ensure accurate employee taxation and reporting. </li><li>Assist with audits, internal controls, process improvements, and documentation related to payroll tax operations. </li><li>Review payroll data for accuracy and identify issues related to tax withholding, reciprocity, local taxes, and employee work/resident locations. </li><li>Contribute to system testing, implementations, and upgrades impacting payroll tax functionality. </li></ul>
2026-07-21T00:00:00Z

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

Sr Payroll & Tax Analyst

Northbrook, IL
onsite
Temporary to Hire
34.8365 - 40.337 USD / Hourly
We are looking for a Sr Payroll & Tax Analyst to join our team in Northbrook, Illinois in a contract-to-permanent capacity. This position is suited for a sr payroll & tax analyst who combines strong technical knowledge with a careful, analytical approach to ensure accurate pay processing and compliance across a multi-state employee population. The role will work closely with finance and internal stakeholders to support reliable payroll operations, strengthen controls, and maintain adherence to tax and reporting requirements. Responsibilities:• Manage end-to-end bi-weekly payroll processing for a large employee base, ensuring payments are completed accurately and on schedule, including variable compensation and other specialized pay items.• Update and maintain payroll records, earnings and deduction setups, and system parameters to support precise payroll calculations and policy compliance.• Coordinate payroll funding activities, including payment transmissions for employees and applicable benefit or third-party remittances.• Collaborate with accounting teams on payroll-related journal entries, accruals, reconciliations, and month-end close support.• Review and reconcile payroll, tax, benefit, and liability balances to maintain accurate records and support audit preparedness.• Oversee payroll tax administration by setting up and closing tax accounts, maintaining authorization documentation, and monitoring third-party tax service arrangements.• Verify proper withholding and reporting for federal, state, and local payroll taxes across multiple jurisdictions.• Examine payroll tax filings prepared by external providers, resolve tax notices through research and agency follow-up, and help ensure timely payments and submissions.• Assist with year-end payroll activities, including validation and distribution support for W-2 reporting.• Track payroll-related regulatory updates and implement required process or system adjustments to maintain ongoing compliance.Sr
2026-07-13T00:00:00Z

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

Accounting Specialist

Milwaukee, WI
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
Robert Half is partnering with a Milwaukee, WI area client in the recruiting for a detail-oriented Accounting Specialist to support day-to-day accounting. This role will handle a broad mix of billing, payables, reporting, and recordkeeping activities while helping maintain accurate financial information across multi-site locations. This is a permanent placement opportunity offering full health insurance, bonus eligibility, 401k matching and over 3 weeks PTO to start. Responsibilities:• Prepare and manage receivables, service-related billings, utility costs, and other property-based invoices.• Enter and code vendor invoices accurately, coordinate issue resolution with suppliers, and support timely payment processing through established approval workflows.• Contribute to project accounting tasks by assisting with draw documentation, reviewing lien waivers, and tracking project payment activity.• Complete month-end accounting support activities such as accrual entries and recurring financial reports, including tax-related and receivables summary reporting.• Assist with general ledger analysis by researching account fluctuations and helping investigate monthly variances across a multi-entity organization.• Support annual budgeting efforts and perform reconciliations related to accounting records and property financial data.• Assist with generating financial and operational reports from the accounting platform and maintain organized electronic and office-based financial records.
2026-07-22T00:00:00Z