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8 results for Financial Analyst in Waukesha, WI

Senior Financial Analyst

Brown Deer, WI
onsite
Permanent / Full Time
- USD / Yearly
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. 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:• Act as the lead finance partner for the software business, providing analysis and guidance that supports informed operational and commercial decisions.• Develop and refine financial models covering revenue, margins, expenses, and other business drivers to support budgeting, forecasting, and longer-term planning.• Evaluate business results by reviewing trends in software performance, recurring revenue, profitability, and differences between actual results and planned expectations.• Work with stakeholders to create meaningful reports and dashboards that monitor key software metrics and turn findings into practical recommendations.• Assist with monthly, quarterly, and annual reporting cycles by preparing financial analyses, management reports, and explanations of performance fluctuations.• Review financial statement activity, investigate unexpected variances, and identify factors affecting reporting accuracy and business outcomes.• Improve reporting processes, data integrity, and forecast visibility to increase efficiency, scalability, and compliance across finance activities.• Partner with FP& A, accounting, and operational teams to align management reporting with financial results and underlying business performance.• Prepare ad hoc analyses and presentation materials for senior leadership, the executive team, and the board as needed.
2026-06-24T14:53:44Z

Senior Financial Analyst- FP&A-Operations

Waukesha, WI
onsite
Permanent / Full Time
- 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.
2026-06-17T17:48:45Z

Senior Financial Analyst-Sales/Commercial

Waukesha, WI
onsite
Permanent / Full Time
- 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. Responsibilities: • Lead recurring commercial reporting activities across daily, weekly, monthly, and on-demand cycles, ensuring deliverables are accurate and timely. • Administer and improve business intelligence reporting tools by managing user access, resolving reporting issues, and enhancing reliability of financial data. • Combine, reconcile, and standardize information from multiple platforms to create consistent reporting views for sales and finance stakeholders. • Analyze data irregularities, investigate reporting variances, and implement process improvements that reduce manual work and strengthen data quality. • Partner closely with sales leadership to provide insight into revenue, bookings, billings, backlog, and overall commercial performance. • Support commission operations through calculation reviews, payout validation, reporting, inquiry resolution, and related journal entry preparation. • Contribute to forecasting, target-setting, annual planning, and sales variance analysis by comparing results against plan, forecast, and prior periods. • Build financial models and scenario analyses that identify risks, uncover opportunities, and support commercial decision-making. • Assist with incorporating newly acquired businesses into standardized reporting structures and scalable finance processes.
2026-06-17T17:43:47Z

Manager, Finance (FP&A)

Waukesha, WI
onsite
Permanent / Full Time
130000.00 - 170000.00 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.
2026-06-12T16:28:47Z

VP/Director of Finance

Germantown, WI
onsite
Permanent / Full Time
140000.00 - 175000.00 USD / Yearly
We are looking for an experienced finance leader to oversee treasury and finance operations for a global organization in Germantown, Wisconsin. This role will guide cash strategy, strengthen operational performance, and improve financial visibility across the business. The ideal candidate brings strong leadership, a sharp command of cash flow planning, and the ability to build efficient processes that support growth and control. Responsibilities: • Direct worldwide finance operations and treasury activities, including invoicing, receivables, payables, payment execution, banking administration, and day-to-day cash oversight. • Shape the company’s liquidity strategy by improving cash visibility, coordinating funding needs, managing bank account structures, and supporting debt-related planning. • Oversee short-term cash forecasting by maintaining a rolling 13-week model, evaluating forecast accuracy, analyzing variances, and presenting insights to leadership. • Drive stronger working capital results through improvements in billing quality, collection performance, payment timing, cash application, and overall cash conversion. • Enhance quote-to-cash and procure-to-pay workflows through process redesign, standard practices, automation opportunities, and clear operational ownership. • Reinforce financial controls by refining approval structures, supporting audit preparedness, promoting policy adherence, and maintaining appropriate segregation of duties. • Lead and develop a global team by setting expectations, establishing service standards, clarifying escalation paths, and encouraging continuous improvement. • Partner with cross-functional leaders in finance and business operations to improve cash performance, lower operating costs, and support scalable business growth. • Provide consistent reporting and forward-looking analysis related to debt obligations and revolving credit activity to ensure alignment with financial plans.
2026-07-02T17:30:09Z

Dynamics F&O Business Analyst

Cudahy, WI
onsite
Temporary to Hire
76.00 - 88.00 USD / Hourly
We are looking for an experienced ERP/CRM Consultant to join a manufacturing organization in Cudahy, Wisconsin on a contract basis with the potential to become permanent. This position focuses on improving business performance across a complex Microsoft Dynamics 365 environment by partnering closely with operational teams and translating business needs into practical system solutions. The role is well suited for someone who enjoys working with end users, navigating customized enterprise applications, and driving process improvements across finance, supply chain, warehouse, and production functions. USC REQUIRED: non-negotiableNo c2c applicants- we will not consider so please do not apply Responsibilities:• Act as the key connection point between business stakeholders and technical teams to align system capabilities with operational needs.• Elicit, analyze, and document business requirements, then convert them into clear functional recommendations and solution designs.• Lead workshops, stakeholder discussions, and process evaluation sessions to identify opportunities for efficiency and system improvement.• Support the ongoing configuration, enhancement, and optimization of Microsoft Dynamics 365 Finance & Operations and related CRM capabilities.• Diagnose application and process issues, determine root causes, and coordinate effective resolutions for business-critical problems.• Prepare functional specifications, workflow documentation, test scripts, user guides, and training resources to support solution delivery and adoption.• Organize and participate in functional testing and user acceptance activities to validate changes before deployment.• Assist with production rollouts, go-live support, ticket management, and post-implementation issue resolution.• Build and maintain Power BI reporting and analytics tools that help teams make informed operational and financial decisions.• Collaborate with manufacturing, supply chain, warehouse, finance, and operations teams in Agile delivery processes using Azure DevOps and support related integrations, automation tools, and specialized business applications.
2026-07-02T17:30:09Z

Tax Manager - Public

Janesville, WI
onsite
Permanent / Full Time
100000.00 - 140000.00 USD / Yearly
We are looking for an experienced Tax Manager to join a client-focused accounting team in Janesville, Wisconsin. This role is suited for a detail-oriented tax specialist who can oversee return reviews, guide client engagements, and lead staff development with confidence. The position offers the chance to contribute to a collaborative environment while helping improve efficiency, service quality, and long-term departmental success. Responsibilities:• Oversee the review of individual, business, fiduciary, and related tax filings to ensure accuracy, completeness, and compliance with applicable regulations.• Serve as a primary point of contact for clients by addressing tax-related questions, requesting outstanding information, discussing planning strategies, and presenting completed returns.• Coordinate engagement flow by assigning work across team members, balancing priorities, and keeping projects moving efficiently through completion.• Provide coaching, feedback, and day-to-day guidance to tax team members to support skill development and strengthen team performance.• Evaluate client situations to uncover tax-saving opportunities and deliver practical recommendations aligned with their financial goals.• Track filing calendars and engagement milestones to help maintain on-time delivery during both peak and non-peak periods.• Contribute ideas that enhance internal procedures, increase operational efficiency, and improve the overall client experience.• Partner with firm leadership to manage workload distribution, maintain strong client relationships, and support departmental objectives.
2026-06-15T15:53:43Z

Accounts Payable Supervisor/Manager

Fond Du Lac, WI
onsite
Permanent / Full Time
86000.00 - 115000.00 USD / Yearly
We are looking for an experienced Accounts Payable Supervisor/Manager to lead day-to-day payables operations for a manufacturing organization in Fond du Lac, Wisconsin. This position oversees payment accuracy, supports strong financial controls, and partners with internal teams and external contacts to resolve issues efficiently. The role also contributes to cash planning, tax-related activities, and continuous improvement efforts across the accounts payable function. Responsibilities:<ul><li>Oversee day-to-day accounts payable operations and support timely, accurate payment processing in line with established procedures and controls.</li><li>Act as a point of contact for escalated invoice, payment, and vendor-related issues, ensuring effective resolution.</li><li>Maintain strong working relationships with internal teams and external partners to support efficient workflow and communication.</li><li>Review financial records and account activity, reconcile transactions, and research discrepancies as needed.</li><li>Prepare and support journal entries, account reconciliations, and other accounting activities related to payables and cash transactions.</li><li>Support tax-related processes and provide documentation for audits or compliance reviews as needed.</li><li>Assist with cash planning and reporting by tracking payment activity and identifying trends.</li><li>Recommend and support process improvements to enhance operational efficiency and accuracy.</li><li>Supervise, mentor, and develop team members while partnering with leadership on departmental goals and initiatives.</li></ul>
2026-07-02T17:30:09Z