Sr. Financial Analyst

Overview

A Senior Financial Analyst position is available within the Commercial Finance team at a company headquartered near Madison, WI. This role reports to the Manager of Commercial Finance and collaborates closely with leadership and multiple departments, including Marketing, Merchandising, and Inventory Planning, with a strong focus on Marketing.

Responsibilities

• Deliver insights by integrating data from diverse sources and applying analytics to recommend options and influence business decisions.
• Evaluate financial results at department, store, and company levels, identifying risks and opportunities and providing strategic and tactical recommendations.
• Design, build, and maintain complex financial models for scenario and sensitivity analysis, profitability analysis, and ROI calculations.
• Communicate and present financial results and forecasts clearly, including assumptions and dependencies, summarizing key insights for leadership.
• Act as a trusted financial business partner, collaborating with department leaders and senior management to translate strategic objectives into financial plans.
• Support the financial planning process, including strategic plans, annual budgets, and monthly forecasts.
• Investigate expenditures to identify cost savings and review processes for improvements or efficiencies.
• Prepare ad hoc analyses and data-driven recommendations for executive leadership to evaluate financial implications of business decisions.
• Collaborate with Marketing teams to measure the effectiveness of marketing investments and their impact on sales, profitability, and customer metrics.

Requirements

• Bachelor's Degree in Accounting or Finance (equivalent work experience considered).
• Minimum of 5 years of relevant experience.
• Experience in project management, business systems establishment, and process improvements.
• Strong leadership skills.
• High level of accuracy and attention to detail.
• Excellent interpersonal skills for effective collaboration.
• Ability to synthesize large data sets, identify trends and drivers.
• Solid analytical and organizational skills.
• Excellent written and oral communication skills.
• Advanced proficiency in Microsoft Excel and Power BI or other data visualization tools.
• Experience with Google Looker and Google Slides is preferred.
• Authorization to work in the United States without sponsorship.

Physical Environment & Travel

• Less than 10% travel for company-related meetings, programs, or events.
• Approximately 90% of work time spent sitting; 10% standing.
• Continuous arm, hand, and wrist movement (e.g., typing).
• Occasional reaching, twisting, and bending.
• Noise level comparable to casual conversation.
• Work performed in cubicle or office setting.
• Temperature range of 65 - 75 degrees Fahrenheit.

Compensation & Benefits

• Salary range: $70,000 to $100,000 per year, based on experience and qualifications.
• Eligibility to participate in the company bonus program.
• Multiple medical plan options.
• Dental and vision insurance plans.
• Medical and dependent care flexible spending accounts.
• Health savings account with company contributions.
• Company-paid life insurance and accidental death & dismemberment insurance.
• Company-paid short-term disability.
• Voluntary benefits including accident, critical illness, hospital indemnity, long-term disability, and supplemental life insurance.
• 401(k) employer match.
• Parental leave.
• Paid holidays including New Year's Day, Martin Luther King Jr. Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Eve, and Christmas Day.
• Paid time off with a flexible policy for exempt employees.
• Daily pay availability.
• 40% employee discount.
• Flexible Fridays with option to work from home.
• Onsite fitness center.

Location

This position is based at the company headquarters near Madison, Wisconsin. The work schedule includes in-office presence Monday through Thursday, with an option to work remotely on Fridays.