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16 results for Senior It Auditor in Racine, WI

Senior Accountant
  • Waukesha, WI
  • onsite
  • Permanent / Full Time
  • 100000 - 110000 USD / Yearly
  • <p>Robert Half is partnering with a growing construction company in the Waukesha County area to identify an experienced <strong>Senior Accountant</strong> for a key role on their corporate accounting team. This is an excellent opportunity for a detail-oriented accounting professional who combines strong technical accounting skills with a proactive, improvement-focused mindset.</p><p><br></p><p>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.</p><p><br></p><p>The ideal candidate will bring a blend of <strong>public accounting foundation and 3+ years of industry experience</strong>, along with an interest in <strong>change management, process improvement, and long-term growth</strong> within a <strong>private equity-backed organization</strong>. This role is well suited for someone who enjoys partnering with operations, strengthening accounting processes, and helping support a business through continued expansion.</p><p>Key Responsibilities</p><ul><li>Partner with operational teams to review contract activity and apply appropriate revenue recognition treatment in accordance with <strong>ASC 606</strong></li><li>Prepare and post monthly journal entries and complete reconciliations for key balance sheet and income statement accounts</li><li>Oversee fixed asset accounting, including asset setup, depreciation, retirements, and supporting schedules</li><li>Manage lease accounting activities under <strong>ASC 842</strong> and identify opportunities to enhance processes, controls, and supporting systems</li><li>Coordinate documentation and schedules for external audits, tax filings, regulatory reviews, and other compliance-related requests</li><li>Assist in developing and maintaining accounting policies, procedures, and internal controls</li><li>Support preparation and review of financial statements, management reporting, budgets, and forecasts</li><li>Monitor cash activity and assist with cash flow forecasting</li><li>Analyze monthly financial results against budget and forecast, and communicate key variances and trends to leadership</li><li>Participate in special projects and recommend process improvements that drive efficiency, accuracy, and scalability</li></ul><p><br></p>
  • 2026-06-24T00:00:00Z
Senior Project Accountant
  • Milwaukee, WI
  • onsite
  • Permanent / Full Time
  • 75000 - 95000 USD / Yearly
  • We are looking for a Senior Project Accountant to oversee the financial activity of a portfolio of rental housing projects in Milwaukee, Wisconsin. This role is responsible for maintaining accurate property-level accounting, supporting budgeting and cash planning, and delivering timely reporting for stakeholders and leadership. The position also plays a key role in compliance activities, audit coordination, and collaboration with operational teams to strengthen financial performance and resolve accounting issues across assigned projects.<br><br>Responsibilities:<br>• Maintain complete and accurate financial records for assigned properties, including rental revenue, operating costs, maintenance expenses, utilities, taxes, and other project-related transactions.<br>• Prepare monthly journal entries for accruals, prepaid items, intercompany charges, payroll allocations, reimbursements, and other recurring accounting activity.<br>• Oversee balance sheet activity by reconciling accounts, monitoring cash positions, and ensuring accounting treatment aligns with generally accepted accounting principles.<br>• Administer banking transactions such as account transfers and positive pay activity while tracking restricted and unrestricted cash balances appropriately.<br>• Monitor tenant receivables by documenting approvals, reviewing aging activity, and maintaining reserve calculations for uncollectible balances.<br>• Partner with property managers, operations staff, investors, and external stakeholders to address subledger discrepancies, project concerns, and financial questions.<br>• Contribute to annual budgets and ongoing forecasts by evaluating expected revenue, expenses, and cash flow trends and identifying opportunities to improve results.<br>• Produce monthly financial statements and variance analysis for each project, giving leadership and stakeholders clear insight into operational and financial performance.<br>• Support compliance obligations by reviewing governing agreements, establishing accounting procedures for new entities, managing project audits, completing required annual reporting, and recording construction draw activity when applicable.
  • 2026-06-10T00:00:00Z
Senior Financial Analyst
  • Milwaukee, WI
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a Senior Financial Analyst to support financial planning, performance analysis, and strategic decision-making for the software business in Milwaukee County, Wisconsin. This role partners closely with leaders across commercial, software, accounting, and finance teams to translate financial and operational data into clear business insight. The position also contributes to broader company planning and reporting activities by strengthening forecasts, analyzing results, and helping leadership understand key financial trends.</p><p><br></p><p>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.</p><p><br></p><p>Responsibilities:</p><p>• Act as the lead finance partner for the software business, providing analysis and guidance that supports informed operational and commercial decisions.</p><p>• Develop and refine financial models covering revenue, margins, expenses, and other business drivers to support budgeting, forecasting, and longer-term planning.</p><p>• Evaluate business results by reviewing trends in software performance, recurring revenue, profitability, and differences between actual results and planned expectations.</p><p>• Work with stakeholders to create meaningful reports and dashboards that monitor key software metrics and turn findings into practical recommendations.</p><p>• Assist with monthly, quarterly, and annual reporting cycles by preparing financial analyses, management reports, and explanations of performance fluctuations.</p><p>• Review financial statement activity, investigate unexpected variances, and identify factors affecting reporting accuracy and business outcomes.</p><p>• Improve reporting processes, data integrity, and forecast visibility to increase efficiency, scalability, and compliance across finance activities.</p><p>• Partner with FP&amp;A, accounting, and operational teams to align management reporting with financial results and underlying business performance.</p><p>• Prepare ad hoc analyses and presentation materials for senior leadership, the executive team, and the board as needed.</p>
  • 2026-06-24T00:00:00Z
Senior Accountant – SEC Reporting and Technical Accounting
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 115000 - 120000 USD / Yearly
  • <p><em>The salary for this position is $115,000 - $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]</em></p><p><br></p><p>The #1 thing on everyone&#39;s mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description: </strong></p><p>The Senior Accountant, SEC &amp; Financial Reporting will play a key role in both external and internal management reporting. This individual will work closely with their managers, as well as financial planning and analysis, treasury, tax, regional finance teams and the corporate accounting to consolidate the Company’s results. Additionally, this individual will be responsible for the preparation of the Company’s disclosures included in its 10-Q and 10-K as well as have primary responsibility to prepare reporting to government agencies and standalone entity audits. A successful candidate for this role will be strong in both technical accounting as well as analytical skills.</p><ul><li>Preparation of consolidated balance sheet, income statement, statement of cash flows and footnotes in accordance with US GAAP and SEC reporting requirements</li><li>Prepare consolidation and intercompany elimination entries</li><li>Coordinate monthly internal reporting and analysis package, including working with the business unit finance teams to streamline process and improve content</li><li>Prepare support to be provided to external auditors</li><li>Prepare separate entity external audited financial statements and footnotes</li><li>Assist with the optimization of consolidation and reporting procedures, including reducing the time to close and report results</li><li>Participate in assigned special projects as needed</li><li>Prepare consolidation and intercompany elimination entries</li><li>Participate in the preparation of materials for the Company’s Audit Committee of the Board of Directors Meetings</li></ul><p><br></p>
  • 2026-06-10T00:00:00Z
Internal Audit Manager
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 145000 - 155000 USD / Yearly
  • <p><em>The salary range for this position is up to $145,000-$155,000 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]</em></p><p><br></p><p>Join the wave of finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies. </p><p><br></p><p><strong>About The Role</strong></p><p><strong> </strong>The Internal Audit Business Process Manager is part of the North America Internal Audit team, to ensure compliance with Sarbanes-Oxley (SOX) requirements, identify and mitigate risks, strengthen internal controls, and improve business processes. This position also serves as a resource and advisor on process and control related matters. Excellent critical thinking, leadership and communication skills, and the ability to effectively and persuasively collaborate with all business and process areas are key components of this role.</p><p><br></p><p><strong> What You&#39;ll Accomplish</strong></p><ul><li>Assist in developing and executing the annual internal audit plan, aligned with the company’s strategic objectives, industry best practices, and regulatory requirements</li><li>Assist in developing and maintaining Internal Audit methodology documentation, including: testing approach and templates, work programs, and reporting templates</li><li>Assist in performing risk assessments to identify key business, operational, and financial risks and ensure effective mitigation strategies are in place</li><li>Manage the end-to-end SOX program including scoping, walkthroughs, operating effectiveness testing remediation and reporting</li><li>Assist control owners in understanding how to successfully document and retain evidence of Information Used in Control (IUC) / Information Produced by Entity (IPE)</li><li>Understand Segregation of Duties and support in risk identification, monitoring, mitigation, and remediation</li><li>Analyze SOC 1 (System and Organizational Controls 1) Reports to assess the service organizations internal controls over financial reporting and ability to meet control objectives</li><li>Oversee the execution of audit and advisory reviews, including planning, fieldwork, and reporting, ensuring agreed-upon audit objectives are met and audit missions are properly managed. Scope includes: control testing, financial audits, operational audits, IT audits, and compliance reviews for all North American business</li><li>Prepare and present audit findings and recommendations to senior leadership through oral presentations and written reports, effectively communicating results, areas of concern, and proposed corrective actions</li><li>Monitor and report on the status of action plans agreed by management, and provide periodic reports on the status of internal audit activities, results, and progress against the annual audit plan</li><li>Coordinate and communicate with the external audit team</li><li>Stay updated with changes in laws, regulations, and accounting standards to ensure compliance and recommend necessary adjustments to internal control systems and processes</li><li>Demonstrate a commitment to communicating, improving and adhering to health, safety and environmental policies in all work environments and areas. Promote a culture of safety and exhibit these behaviors</li></ul><p><br></p>
  • 2026-07-02T00:00:00Z
Sr. Accountant
  • Franksville, WI
  • onsite
  • Temporary to Hire
  • 0 - 0 USD / Yearly
  • We are looking for a Senior Accountant to join a paper and packaging organization in Franksville, Wisconsin in a contract capacity with the potential to become permanent. This role is suited for an accounting specialist who thrives in a hands-on setting and can manage core general ledger activities while supporting a multi-entity environment. The position will play a key part in maintaining accurate financial records, strengthening close processes, and collaborating across accounting operations in a fast-moving team.<br><br>Responsibilities:<br>• Drive monthly close activities by preparing journal entries, completing reconciliations, and investigating fluctuations in financial results.<br>• Maintain balance sheet accuracy through detailed review of cash, prepaid expenses, fixed assets, and debt-related accounts, including applicable interest postings.<br>• Support accounting across multiple legal entities by ensuring transactions are recorded correctly and reflected in the appropriate books.<br>• Examine intercompany activity for proper classification and resolve coding issues to keep related balances aligned.<br>• Assist with sales tax administration in Vertex by reviewing data for completeness and accuracy before final approval.<br>• Provide support to accounts payable operations by reviewing automated transactions, verifying matching controls, and researching exceptions.<br>• Oversee the integrity of accounting system integrations and help address issues that could affect general ledger reporting.<br>• Work closely with the Assistant Controller and accounting team to improve workflows, strengthen controls, and maintain reliable financial information.
  • 2026-07-02T00:00:00Z
Sr. Accountant
  • Des Plaines, IL
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p><em>The salary range for this position is $90,000 - $110,000 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]</em></p><p><br></p><p>NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly.  </p><p><br></p><p><strong><u>Job Description</u></strong></p><p>The Sr. Corporate Accountant will work closely with the manager and director of Corporate Accounting to support the operations of the Company’s corporate segment and ensure the accurate and timely reporting of the segment’s monthly financials. The Sr. Corporate Account is responsible journalizing corporate activity, reconciling corporate accounts, investigating and resolving reconciling items and preparing analysis of changes in account positions.</p><p><br></p><p><strong> Specific Job Function:</strong></p><ul><li>Prepare and enter journals related cash receipts and payments, operating expense accruals, prepaids, fixed and intangibles assets, corporate allocations and other corporate related activities</li><li>Prepare detailed and organized account reconciliations and investigate and resolve reconciling items in a timely manner</li><li>Analyze and understand significant changes in account balances and prepare clear and concise explanations for monthly segment review</li><li>Prepare and provide requested documentation to internal and external auditors</li><li>Identify and implement month end close and internal control enhancements</li><li>Partner with financial systems team members to maintain and update accounting system’s applications, chart of accounts, and reporting hierarchies</li><li>Implementation new accounting systems and policies within the Corporate segment</li><li>Complete special projects as assigned.</li></ul><p><br></p>
  • 2026-07-02T00:00:00Z
Sr. Accountant
  • Elk Grove Village, IL
  • onsite
  • Permanent / Full Time
  • 80000 - 90000 USD / Yearly
  • <ul><li>3+ years&#39; of professional accounting experience</li><li>GL accounting and internal reporting (non-SEC) experience in a large company, some consolidations</li><li>Bachelor&#39;s degree in Accounting, Finance, or Economics or equivalent experience</li><li>CPA preferred</li></ul><p><strong>Benefit : </strong>Medical/Dental, 401k &amp; PTO</p><p>“Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.” to your posting. Once complete, let me know.</p>
  • 2026-06-11T00:00:00Z
Sr. Accountant
  • Racine, WI
  • onsite
  • Permanent / Full Time
  • 85000 - 95000 USD / Yearly
  • <p>We are looking for an experienced Senior Accountant to support a diverse client portfolio in Racine County, Wisconsin. This position is well suited for an accounting specialist who can oversee core financial activities, maintain high standards of accuracy, and build strong client relationships. The role offers the opportunity to contribute across reporting, compliance, operational improvement, and team support within a fast-paced public accounting environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and examine journal entries, balance sheet reconciliations, and month-end financial reports for a range of client accounts.</p><p>• Oversee accounting work for complex client structures, including franchise reporting needs and organizations with multiple entities.</p><p>• Administer payroll activities, indirect tax submissions, and cash reconciliation tasks with close attention to deadlines and accuracy.</p><p>• Evaluate financial records and supporting documentation to confirm completeness, reliability, and alignment with accounting requirements.</p><p>• Contribute to the preparation and review of business and individual tax filings when needed.</p><p>• Assist with audit requests, financial examinations, and ad hoc accounting assignments for client engagements.</p><p>• Act as a trusted point of contact for clients by providing responsive communication and sound accounting guidance.</p><p>• Partner with colleagues across teams to deliver consistent service, improve workflow coordination, and maintain a strong client experience.</p><p>• Recommend and implement enhancements to accounting procedures, internal controls, and documentation standards, including the creation of standard operating procedures.</p><p>• Provide guidance to team members who are new to the role and offer support in developing their technical skills and day-to-day accounting knowledge.</p>
  • 2026-06-23T00:00:00Z
Sr. Accountant
  • Milwaukee, WI
  • onsite
  • Permanent / Full Time
  • 65000 - 80000 USD / Yearly
  • We are looking for a detail-oriented and experienced Senior Accountant to join our team in Milwaukee, Wisconsin. This role is essential in maintaining the accuracy and integrity of our financial records, ensuring compliance with regulatory requirements, and supporting key financial processes. The ideal candidate will bring strong analytical skills, a commitment to excellence, and a proactive approach to improving financial operations.<br><br>Responsibilities:<br>• Reconcile general ledger accounts monthly, review daily cash receipts, and perform quarterly reconciliation of subsequent receipts.<br>• Prepare, record, and verify journal entries while identifying and resolving discrepancies within the general ledger.<br>• Oversee and enhance internal controls, ensuring adherence to accounting procedures and practices.<br>• Manage and maintain insurance policies, including requesting certificates of insurance as needed.<br>• Ensure compliance with federal, state, and local financial reporting requirements, as well as organizational policies.<br>• Create, analyze, and present monthly and ad-hoc financial reports to support decision-making processes.<br>• Collaborate with internal and external auditors by preparing workpapers and documentation for audits.<br>• Assist in the annual budgeting process, year-end close activities, and variance analysis.<br>• Serve as a backup for accounts payable functions and provide general support to the Director of Finance and Analytics.<br>• Update and maintain the department’s policy and procedure manual to reflect current practices.
  • 2026-06-10T00:00:00Z
Technical Accounting and SEC (Senior) Manager
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 170000 - 190000 USD / Yearly
  • <p><em>The salary range for this position is $170,000 - $190,000 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].</em></p><p><br></p><p>You don&#39;t have to be a &#39;people person&#39; to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Perform accounting research and review technical accounting memos including the following:</li><li>Oversee lease accounting under ASC 842, ensuring accurate lease classification, right-of-use asset accounting, and financial disclosures</li><li>Stock based compensation plans and modification accounting considerations</li><li>Ensuring ASC 606 revenue recognition compliance with policies and procedures</li><li>Review certain quarterly and annual disclosures with the company&#39;s 10-Q and 10-K filings</li><li>Review disclosures to ensure compliance with US GAAP and SEC reporting requirements</li><li>Review new accounting pronouncements issued quarterly and assist with implementation as needed</li><li>Provide accounting support for complex transactions, including derivatives, acquisitions, and revenue recognition</li><li>Oversee and/or participate in special projects as needed</li></ul><p><br></p>
  • 2026-06-10T00:00:00Z
Senior Financial Analyst-Sales/Commercial
  • Waukesha, WI
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • We are looking for a Senior Financial Analyst-Sales/Commercial to strengthen commercial finance operations for a construction-focused organization in Waukesha, Wisconsin. This position combines reporting, performance analysis, commission support, and cross-functional financial partnership to help leaders make informed business decisions. The ideal candidate brings strong technical skills, sound financial judgment, and the ability to organize complex data while balancing recurring deliverables and urgent requests. This role also offers the opportunity to grow into broader commercial planning, forecasting, and strategic analysis responsibilities over time.<br><br>Responsibilities:<br>• Lead recurring commercial reporting activities across daily, weekly, monthly, and on-demand cycles, ensuring deliverables are accurate and timely.<br>• Administer and improve business intelligence reporting tools by managing user access, resolving reporting issues, and enhancing reliability of financial data.<br>• Combine, reconcile, and standardize information from multiple platforms to create consistent reporting views for sales and finance stakeholders.<br>• Analyze data irregularities, investigate reporting variances, and implement process improvements that reduce manual work and strengthen data quality.<br>• Partner closely with sales leadership to provide insight into revenue, bookings, billings, backlog, and overall commercial performance.<br>• Support commission operations through calculation reviews, payout validation, reporting, inquiry resolution, and related journal entry preparation.<br>• Contribute to forecasting, target-setting, annual planning, and sales variance analysis by comparing results against plan, forecast, and prior periods.<br>• Build financial models and scenario analyses that identify risks, uncover opportunities, and support commercial decision-making.<br>• Assist with incorporating newly acquired businesses into standardized reporting structures and scalable finance processes.
  • 2026-06-17T00:00:00Z
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&amp;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.<br><br>Responsibilities:<br>• Partner with operations, supply chain, and plant leadership to evaluate financial results and identify opportunities to improve margins, efficiency, and cash flow.<br>• Contribute to annual budgets, periodic forecasts, and longer-term planning by compiling inputs, reviewing assumptions, and aligning financial targets with operational priorities.<br>• Assess plant performance through analysis of labor, overhead, productivity, inventory, freight, and cost of goods sold, then communicate meaningful drivers behind results.<br>• Prepare clear variance reporting against budget, forecast, and prior-period performance, offering actionable insights to support business decisions.<br>• Build and maintain dashboards and reporting tools in Power BI to give leaders timely visibility into key operational and financial metrics.<br>• Support month-end close by extracting data from enterprise systems and subledgers, preparing schedules, and recording journal entries related to manufacturing and operations activity.<br>• Review cost-reduction initiatives and capital-related analyses to help quantify business impact and distinguish realized savings from estimated opportunities.<br>• Assist with reconciliations, compliance-related activities, and process reviews to improve reporting accuracy and financial control.<br>• Work with cross-functional teams to strengthen data quality, standardize reporting practices, and improve consistency across business units and plants.
  • 2026-06-17T00:00:00Z
Sr. Financial Analyst
  • Waukesha, WI
  • onsite
  • Temporary / Contract
  • 47.5 - 55 USD / Hourly
  • <p>We are looking for an interim Sr. Financial Analyst to join a construction and contractor-focused organization in Waukesha, Wisconsin on a Contract basis. This role is ideal for someone in finance who can turn complex data from multiple sources into clear, reliable reporting and meaningful business insights. The position will partner closely with commercial teams to support performance analysis, planning, and decision-making across revenue-driving activities.</p><p><br></p><p>Responsibilities:</p><p>• Lead recurring and on-demand reporting cycles by delivering timely financial and commercial insights for business stakeholders.</p><p>• Build and enhance Power BI dashboards that present actionable performance metrics in a clear and usable format.</p><p>• Gather information from multiple reporting environments, evaluate data integrity, and combine outputs into cohesive analysis.</p><p>• Review, standardize, and reconcile datasets to improve consistency across revenue, bookings, billings, and backlog reporting.</p><p>• Investigate reporting discrepancies, identify root causes of variances, and resolve data-related issues with accuracy and urgency.</p><p>• Serve as a key finance partner to sales teams by providing analytical support for performance tracking and business decisions.</p><p>• Assist with commission administration through calculation reviews, reporting support, payout validation, and related journal entry activities.</p><p>• Contribute to sales, inventory, and operations planning as well as broader commercial planning efforts through financial analysis and scenario evaluation.</p><p>• Prepare variance reporting against budget, forecast, and prior-year results while highlighting risks and opportunities for leadership review.</p><p>• Support forecasting cycles, quarterly goal setting, annual planning activities, and development of financial models for decision support.</p>
  • 2026-07-01T00:00:00Z
Sr. Financial Analyst
  • Schaumburg, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><em>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].</em></p><p><br></p><p><strong>Summary</strong></p><p>As 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.</p><p> </p><p><strong>Essential Duties</strong></p><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&#39;s analytics, decision-making tools, and business insights.</li></ul><p><strong>Requirements</strong></p><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><p><br></p>
  • 2026-06-26T00:00:00Z
Sr. Financial Analyst
  • Northbrook, IL
  • onsite
  • Permanent / Full Time
  • 95000 - 115000 USD / Yearly
  • <p><em>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]</em></p><p><br></p><p>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.</p><p><br></p><p>1)          The pay rates are above what their top competitors pay their employees</p><p>2)          They have higher bonus structures</p><p>3)          There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4)          The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5)          And more…</p><p><br></p><p><strong><u>Job Summary</u></strong></p><p>We 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.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><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&amp;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><p><br></p>
  • 2026-06-11T00:00:00Z