Senior Financial Analyst
On-site · Hartland, Wisconsin, United States
Job Summary
Senior Financial Analyst responsible for financial planning, forecasting, and reporting across multiple channels (corporate stores, franchisees, retail, commercial, and supply chain). Develop and maintain forecasts and budgets, support annual operating plan processes, prepare leadership and board-level analyses, manage and improve planning systems (Vena, Looker), analyze margin and cost drivers, support month-end close with variance analysis, and partner with Sales, Operations, Marketing, IT, and Supply Chain to translate financial data into actionable insights. Will use AI tools to enhance productivity, create executive-ready presentations, and conduct ROI and business-case analyses. Strong business acumen, standalone work capability, and effective communication with stakeholders at all levels are required.
Required Qualifications
- Bachelor's degree in Finance, Accounting, or related field required
- Minimum 3-5 years of experience in financial planning, analysis, or business finance
- Experience with EPM/planning tools (e.g., Vena, Adaptive, Anaplan)
- BI platforms (e.g., Looker, Power BI)
- Experience using AI/LLM tools (e.g., Claude, ChatGPT, Gemini, Copilot) to enhance productivity in financial analysis, modeling, and reporting
- Advanced Microsoft Excel skills; experience with Python (pandas), SQL, or scripting for data analysis and automation preferred
- Multi-unit retail, franchise, or distribution industry experience a plus
- Exceptional communication skills; ability to explain financial concepts to non-finance audiences
- Experience translating complex financial models into actionable insights
- MBA or CPA coursework is a plus
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