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10 results for Financial Planning Analyst in Racine, WI

Sr. Financial Analyst

Northbrook, IL
onsite
Permanent
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>
2026-03-26T00:00:00Z

Sr. Financial Analyst

Schaumburg, IL
onsite
Permanent
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>
2026-04-02T00:00:00Z

Sr. Financial Analyst

Waukesha, WI
onsite
Permanent
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.
2026-04-14T00:00:00Z

Business Analyst

Germantown, WI
onsite
Permanent
75000 - 100000 USD / Yearly
We are looking for a skilled Business Analyst to join our team in Brookfield, WI. The ideal candidate will have experience working in a manufacturing environment and a solid understanding of system analysis, supply chain processes, and organizational technology solutions. This role requires a proactive individual who can collaborate with stakeholders to align business strategies with technological advancements. This role is a direct hire opportunity and fully onsite, with no must be eligible to work in the U.S. opportunities at this time. Responsibilities: • Act as a bridge between the IT department and business units to ensure technical solutions align with user needs. • Analyze business operations to identify areas for automation and process improvement. • Design, document, and implement technical solutions based on project requirements and industry standards. • Collaborate with stakeholders to define system requirements and support enterprise-level implementations. • Develop and execute test plans to ensure the quality and functionality of delivered solutions. • Provide hands-on support for technical architecture, integration, and customization of systems. • Maintain documentation of IT processes and procedures for future reference and knowledge sharing. • Stay informed on technological trends to introduce innovative solutions to internal teams. • Ensure compliance with best practices in software development and delivery. • Handle additional responsibilities as assigned to meet organizational goals
2026-03-27T00:00:00Z

Workday Payroll Analyst

Milwaukee, WI
onsite
Temporary
0 - 0 USD / Yearly
We are looking for a skilled Workday Payroll Analyst to join our team on a long-term contract basis in Milwaukee, Wisconsin. In this role, you will collaborate with stakeholders to ensure seamless payroll operations and compliance with company policies. This opportunity is ideal for someone with expertise in Workday Payroll and experience working with C-suite professionals in a fast-paced environment. Responsibilities: • Manage and maintain payroll processes within the Workday system to ensure accuracy and efficiency. • Collaborate with C-suite executives and other stakeholders to address payroll-related inquiries and provide expert insights. • Ensure compliance with federal, state, and local payroll regulations and company policies. • Analyze payroll data to identify discrepancies, resolve issues, and improve processes. • Create and maintain detailed payroll reports for internal and external use. • Support system updates or modifications related to payroll functionality within Workday. • Train team members and stakeholders on Workday Payroll tools and best practices. • Serve as a subject matter expert on Workday Payroll, providing guidance and recommendations for system improvements.
2026-04-10T00:00:00Z

Human Resources Analyst

Glenview, IL
onsite
Temporary
25 - 35 USD / Hourly
We are looking for a detail-oriented Human Resources Analyst to join our team in Glenview, Illinois. This long-term contract position involves supporting global mobility operations, including policy updates, tracking assignments, and ensuring compliance with international tax and immigration guidelines. The role requires a strong ability to manage documentation and streamline processes within HR systems. Responsibilities: • Revise and update HR policies within the HR ProResources system to ensure accuracy and consistency. • Develop process documentation and flowcharts to assist managers in navigating employee relocation procedures. • Coordinate introductions and onboarding with external providers such as E&Y, Weichert, and immigration attorneys. • Create and maintain a comprehensive Global Mobility Tracker to capture demographic, immigration, tax, and assignment status details. • Regularly update employee records within the tracker and monitor their relocation progress. • Ensure timely processing of invoices from service providers and address any discrepancies. • Draft and refine Letters of Understanding for employees embarking on expatriate assignments. • Collaborate with E&Y to resolve questions related to employee taxation and compliance. • Utilize tools such as Excel for effective tracking and reporting, including filters, pivots, and lookups. • Post updated policies and process documentation to HR ProResources for easy accessibility.
2026-04-06T00:00:00Z

VP/Director of Finance

Milwaukee, WI
onsite
Permanent
110000 - 120000 USD / Yearly
We are looking for a skilled and strategic VP/Director of Finance to oversee the financial operations of our organization in Milwaukee, Wisconsin. This role requires a dynamic leader who can manage budgeting, financial reporting, and audits while ensuring the integrity of internal controls. The ideal candidate will bring expertise in financial strategy and team leadership to drive organizational success. Responsibilities: • Prepare comprehensive financial statements and analyses, including customized reporting for stakeholders and funders. • Develop, implement, and manage the annual budget aligned with organizational financial objectives. • Coordinate annual audit processes and ensure compliance with tax return filings. • Establish and maintain a robust framework for internal controls in financial management and reporting. • Supervise and oversee the Accounting Manager to ensure effective team performance and development. • Monitor and manage cash flow forecasts to maintain financial stability. • Execute month-end close processes with accuracy and timeliness. • Enhance and refine budget processes to support operational and strategic goals. • Provide strategic financial insights to support executive decision-making.
2026-03-25T00:00:00Z

Accounting Specialist

Milwaukee, WI
onsite
Temporary
0 - 0 USD / Yearly
We are looking for an experienced Accounting Specialist to join our team on a contract basis in Milwaukee, Wisconsin. In this role, you will play a key part in managing accounts receivable, reconciling accounts, and assisting with financial preparation tasks. This is a 100% onsite position offering a dynamic environment where attention to detail and strong customer service skills are essential. Responsibilities: • Process accounts receivable invoices and statements promptly and accurately. • Record, reconcile, and investigate discrepancies in receivable accounts. • Respond to customer inquiries regarding pricing disputes, credit requests, return statuses, purchase orders, and account details. • Record credit card payments and ensure accurate account updates. • Support the Controller with collections, debits, credits, and other accounting-related tasks. • Provide backup assistance to Customer Service by processing orders as needed. • Manage month-end and year-end financial preparation and company close-outs. • Undertake additional duties and projects as assigned to support accounting functions.
2026-04-17T00:00:00Z

Accounting Specialist

Waukesha, WI
onsite
Permanent
55000 - 65000 USD / Yearly
Robert half is partnering with Delafield, WI area client in the recruiting for an Accounting Specialist to focus on accounts payable (AP), month-end close processes, and general ledger (GL) maintenance, with additional responsibilities supporting branches with inventory coordination. The successful candidate will play a key role in ensuring accurate financial records, timely processing, and support for branch-level operations. This is a permanent placement opportunity with health, dental, vision insurance, 401k match and paid time off. Key Responsibilities:<ul><li>Manage all AP functions, including invoice processing, vendor communications, payment runs, and reconciliation of AP sub-ledger to the GL.</li><li>Prepare and post journal entries, ensuring the accuracy and completeness of financial transactions.</li><li>Participate in month-end close activities, including account reconciliations, accruals, and preparation of schedules.</li><li>Maintain and reconcile the general ledger, investigating variances and resolving discrepancies as needed.</li><li>Support the branches with inventory-related tasks, such as assisting with inventory counts, reconciliation between physical and system inventory, and processing inventory adjustments.</li><li>Coordinate with branch managers and warehouse teams to resolve inventory discrepancies and implement process improvements.</li><li>Assist with preparation of management reports, financial schedules, and ad-hoc analysis as requested.</li><li>Ensure compliance with company policies, financial controls, and relevant accounting standards.</li><li>Collaborate cross-functionally to facilitate smooth information flow between branches and the main office.</li><li>Maintain organized and up-to-date accounting records and documentation.</li></ul>
2026-04-13T00:00:00Z

Financial Consolidation and Reporting Manager- R02572

Milwaukee, WI
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Financial Consolidation and Reporting Manager to oversee and optimize financial reporting processes within a global, multi-entity organization. This role involves managing complex consolidation tasks, ensuring compliance with U.S. accounting standards, and driving improvements in close processes. The ideal candidate will have hands-on expertise in OneStream and a strong background in financial planning and analysis. 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:• Lead the monthly, quarterly, and annual financial close processes, ensuring accurate consolidation across multiple legal entities.• Review and validate entity submissions, including eliminations, foreign currency translations, and minority interest accounting.• Prepare consolidated financial statements and reports in adherence to U.S. accounting standards and corporate policies.• Collaborate with regional controllers and corporate accounting teams to resolve intercompany discrepancies and submission delays.• Act as a key business expert for OneStream, managing workflows, data submissions, and system improvements.• Support the preparation of management and external reporting packages with high attention to detail and accuracy.• Coordinate with the OneStream team to optimize system functionality and ensure compliance with internal controls.• Develop and maintain standard operating procedures, review controls, and close calendar schedules.• Assist with internal and external audits by preparing reconciliations, schedules, and documentation.• Identify and implement process improvements and automation opportunities within consolidation and reporting workflows.
2026-04-07T00:00:00Z