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9 results for Financial Data Analyst in Waukesha, WI

Sr. Financial Analyst

Grafton, WI
onsite
Temporary / Contract
45 - 60 USD / Hourly
Sr. Financial Analyst Our trusted client is looking for an experienced Sr. Financial Analyst to support financial reporting and operational analysis for a manufacturing organization in Novi, Michigan. This Long-term Contract position will play a key role in month-end close, multi-site consolidation, and executive-level reporting, while helping bring clarity to financial results across multiple plant locations. The ideal candidate is comfortable working in a fast-moving environment, can adjust priorities as business needs evolve, and brings strong knowledge of manufacturing finance and standard costing. The day-to-day responsibilities include:• Lead core month-end close activities and help deliver preliminary financial results on an accelerated reporting timeline.• Prepare accurate monthly financial reporting packages, including support for financial statements and consolidated results across several operating sites.• Assemble and refine reporting materials used by plant leadership, controllers, and executive stakeholders, including content for board-level presentations.• Consolidate data from multiple entities and plant locations, ensuring financial information is organized, reliable, and ready for leadership review.• Support accounting and financial oversight related to plant closure activities, partnering with stakeholders to address limited ongoing operational activity.• Provide analytical support within a manufacturing environment, including guidance around standard costing and plant-level financial performance.• Assist in separating and structuring financial reporting across distinct business entities as organizational needs evolve.• Collaborate cross-functionally to resolve reporting issues, clarify financial data, and improve the usability of information for decision-making.
2026-05-28T00:00:00Z

Sr. Financial Analyst

Waukesha, WI
onsite
Permanent / Full Time
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.
2026-05-26T00:00:00Z

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.
2026-06-01T00:00:00Z

Financial Planning & Analysis Manager

Waukesha, WI
onsite
Permanent / Full Time
119000 - 150000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to support strategic transactions and serve as a key finance partner for corporate development initiatives in Waukesha, Wisconsin. This role will guide financial planning, diligence, and post-close activities across acquisitions, divestitures, and investments while collaborating with accounting, treasury, tax, legal, and audit stakeholders. The ideal candidate brings strong analytical judgment, transaction experience, and the ability to coordinate complex finance workstreams in a public company environment. Responsibilities: • Serve as the central finance contact for corporate development activities, aligning deliverables across accounting, treasury, FP&A, and business unit finance teams. • Lead finance priorities for acquisitions, divestitures, and strategic investment projects, ensuring key milestones are supported according to transaction schedules. • Evaluate deal-related accounting, financial reporting, and control considerations during diligence and transaction planning, and help resolve related issues. • Work closely with treasury to assess funding strategies, liquidity needs, cash flow effects, and capital structure implications tied to transactions. • Coordinate contributions from tax, legal, internal audit, and external advisory partners to help drive efficient execution and regulatory compliance. • Support public company reporting and governance expectations by maintaining adherence to internal accounting policies, reporting standards, and control requirements. • Oversee post-close finance activities such as inventory verification, purchase accounting updates, general ledger alignment, working capital reviews, and integration into recurring close cycles. • Monitor transaction-related items including earn-outs, escrows, holdbacks, and transition service accounting, ensuring accurate tracking, reconciliation, and reporting. • Partner with internal audit and finance leadership to incorporate acquired businesses into the company’s control framework and address identified control gaps. • Identify opportunities to improve processes, standardize transaction support activities, and enhance financial analysis for post-transaction performance monitoring.
2026-05-27T00:00:00Z

Senior Financial Analyst-HHS

Waukesha, WI
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Senior Financial Analyst to support our governmental client in Southeastern, Wisconsin. We are seeking a highly analytical and strategic Senior Financial Analyst to support financial planning, budgeting, reporting, and operational analysis within a mission-driven organization. This role partners closely with leadership to provide financial insights that support organizational objectives, operational efficiency, and long-term planning initiatives.The ideal candidate will bring a strong background in accounting and financial analysis, with the ability to interpret complex financial information, identify trends and variances, develop forecasts, and provide actionable recommendations to leadership teams. Key Responsibilities<ul><li>Lead budgeting, forecasting, and financial planning activities for assigned operational areas</li><li>Prepare and analyze financial, operational, and statistical reports to support strategic decision-making</li><li>Monitor operating budgets and investigate variances, trends, and cost drivers</li><li>Develop financial models, projections, and scenario analyses to support organizational initiatives</li><li>Support audit activities, financial reporting processes, and compliance with accounting policies and standards</li><li>Evaluate the financial impact of operational changes, programs, and business initiatives</li><li>Partner cross-functionally with operational and executive leadership to improve financial performance and processes</li><li>Assist with financial systems support, reporting enhancements, and process improvement initiatives</li><li>Translate complex financial data into clear, concise insights for both financial and non-financial stakeholders</li></ul>
2026-05-27T00:00:00Z

Dynamics 365 Business Central / Power Platform Analyst

Milwaukee, WI
onsite
Temporary to Hire
0 - 0 USD / Yearly
Dynamics 365 Business Central / Power Platform AnalystLocation: Hybrid (3 days onsite / 2 remote) – Southeast Wisconsin We are seeking a hands-on Dynamics 365 Business Central Analyst with strong Power Platform and Power BI experience to support and enhance a growing ERP environment. This role is ideal for someone who enjoys working at the intersection of business processes, data, and technology, helping organizations maximize value from their Microsoft ecosystem. This position will initially focus heavily on reporting, analytics, and Power Platform solutions, with the opportunity to take ownership of the D365 Business Central environment over time. Key Responsibilities:<ul><li>Serve as a key resource for Power Platform (Power BI, Power Apps, Power Automate) initiatives, driving reporting, dashboards, and workflow automation</li><li>Design and develop Power BI reports and data models to improve visibility across finance and operations</li><li>Partner with business stakeholders to gather requirements and translate them into scalable solutions within D365 Business Central</li><li>Support, configure, and optimize Business Central modules, including finance, inventory, and operations workflows</li><li>Collaborate with internal teams and external vendors to support integrations (APIs, web services, EDI, Azure tools)</li><li>Analyze data and processes to identify opportunities for system improvements, automation, and better business insights</li><li>Assist with testing, data validation, enhancements, and ongoing system support</li></ul> What Stands Out:<ul><li>Opportunity to shape and expand Power Platform capabilities within an established ERP environment</li><li>High visibility role with the chance to own reporting and analytics strategy</li><li>Blend of functional and technical responsibilities—ideal for a techno-functional professional</li></ul>
2026-05-20T00:00:00Z

D365 BC T/F Analyst

Kenosha, WI
onsite
Temporary to Hire
66.5 - 77 USD / Hourly
We are looking for a D365 BC T/F Analyst to join a team in Kenosha, Wisconsin on a contract basis with the potential for a permanent position. This position focuses on improving and supporting Microsoft Dynamics 365 Business Central by aligning system capabilities with operational and financial needs across the business. The role combines functional analysis, solution design, configuration, and technical development to deliver reliable ERP performance and meaningful business insights. Responsibilities: • Partner with business teams to evaluate workflows, capture operational needs, and determine how Dynamics 365 Business Central can best support organizational goals. • Configure and refine Business Central across core areas such as finance, inventory, supply chain, sales, and purchasing to improve usability and process efficiency. • Convert business needs into clear functional designs and technical specifications that guide development and system enhancement efforts. • Build and maintain AL extensions, custom reports, and system integrations that connect Business Central with external platforms through APIs, web services, or Azure-based tools. • Assist with data conversion activities, application upgrades, solution testing, deployment planning, and post-launch support to ensure stable system performance. • Investigate system issues, integration failures, and performance concerns, then implement fixes and recommend improvements that strengthen day-to-day operations. • Prepare and update process documentation, configuration records, and solution design materials while supporting user education and knowledge transfer. • Promote user adoption by shaping solutions around practical business processes and established platform best practices. • Act as the primary resource for Power BI reporting architecture and analytics delivery tied to Business Central data. • Contribute to ongoing enhancements and support activities related to ERP integrations and connected business applications.
2026-06-02T00:00:00Z

Accounting Specialist

Milwaukee, WI
onsite
Permanent / Full Time
55000 - 70000 USD / Yearly
Robert Half is partnering with a downtown Milwaukee client in the recruiting for a Bookkeeper to join our team and provide hands-on support to the Controller. In this role, you will be responsible for a range of transactional accounting tasks and general ledger (GL) work. Experience in the real estate or construction industry is highly desirable, though not required. This is permanent placement opportunity offering full health insurance benefits package, 3+ weeks vacation, 401k matching and paid parking. Key Responsibilities:<ul><li>Process day-to-day accounting transactions including accounts payable, accounts receivable, and bank reconciliations.</li><li>Assist with posting journal entries and maintaining the general ledger.</li><li>Support month-end and year-end close procedures.</li><li>Reconcile accounts and resolve discrepancies in a timely, accurate manner.</li><li>Prepare and review financial statements and management reports under the direction of the Controller.</li><li>Help with invoicing, expense tracking, and credit card reconciliations.</li><li>Maintain organized accounting records and documentation in compliance with company policies and industry standards.</li><li>Coordinate with the Controller for ad-hoc projects and reporting as required.</li><li>Leverage prior real estate or construction accounting experience in handling multiple entities, project costing, or job tracking, if applicable.</li></ul>
2026-05-22T00:00:00Z

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.
2026-05-05T00:00:00Z