Lead Financial Analyst
Listed on 2026-06-26
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Corporate Finance -
Business
Financial Analyst
Our client is an organization in the Waukesha County area that’s looking for a Lead Financial Analyst. Our client is looking for someone with 4+ years of experience, detail-oriented, and analytical. This company offers opportunities for career development, a collaborative team, and competitive benefits. This position is hybrid.
The salary for this position is $100k - $115k.
The Lead Financial Analyst will be responsible for, but not limited to, the following:
RESPONSIBILITIES- Analyze financial results and explain variances vs prior year, budget, and forecasts
- Assist with annual budget and quarterly forecasts, including working capital
- Prepare consolidated reporting on actuals, budget, and forecasts
- Assist with preparation of monthly operations reviews
- Assist in month-end close responsibilities, including reconciling cost of goods sold and expense reclasses
- Track cost savings for indirect and direct sourcing initiatives
- Assist with business cases for capital investments
The Lead Financial Analyst will possess the following:
EXPERIENCE REQUIRED- Bachelor's Degree in Accounting, Finance, or related discipline from an accredited university or college.
- 4+ years of relevant work experience in Finance or Accounting.
- Solid analytical skills and working knowledge of IFRS and / or US Generally Accepted Accounting Principles (GAAP).
- Strong organizational and multi-tasking skills with attention to detail, a sense of personal accountability, and urgency for achieving results.
- Excellent customer service skills with the ability to interface with all levels.
- Advanced computer skills specifically advanced knowledge of and experience working with Excel. Experience in Oracle a plus.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
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