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FP&A Data Analyst

Job in Menomonee Falls, Waukesha County, Wisconsin, 53051, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-08-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 65000 - 110000 USD Yearly USD 65000.00 110000.00 YEAR
Job Description & How to Apply Below

About the Role

We are seeking a highly analytical, intellectually curious professional to join our finance team in a hybrid FP&A and Data Analytics role with growing exposure to AI-enabled tools and capabilities
.

This position is ideal for someone early in their career who wants to go beyond traditional FP&A and help build the next generation of data-driven decision-making in a manufacturing environment.

You will work across functions to:

  • Improve visibility into key business drivers
  • Automate and enhance reporting
  • Develop data models and dashboards
  • Support forecasting and financial planning
  • Assist in piloting practical AI use cases

This is a high-impact, high-growth role designed for an individual who wants to build a career at the intersection of finance, data, and AI. You will play a key role in shaping how data is used to drive performance across the organization.

Key Responsibilities
1) Data & Analytics
  • Develop and maintain dashboards and reports across functions and areas of the business
  • Work with ERP and operational data to build clean, reliable datasets
  • Automate recurring reporting and reduce reliance on manual Excel processes
  • Analyze business performance and identify trends, risks, and opportunities
2) FP&A & Financial Analysis
  • Support monthly forecasting, budgeting, and variance analysis
  • Build and enhance driver-based financial models (volume, mix, cost, efficiency)
  • Translate operational metrics into financial impact
  • Assist with:
  • - Pricing/Margin analysis
  • Cost reduction initiatives
  • Working capital and inventory insights
3) AI & Advanced Analytics (Development Focus)
  • Support evaluation and implementation of practical AI use cases
    , such as:
  • - Demand or lead-time forecasting
  • Operational trend and anomaly detection
  • Inventory optimization
  • Use tools such as:
  • - Claude, Copilot and other AI tools
  • Power BI/Tableau reporting features
  • Python
  • Help embed insights into daily decision-making processes
Requirements Qualifications Required
  • Bachelor's degree in:
  • - Finance, Accounting, Data Analytics or related field
  • 2–5 years of experience in:
  • - FP&A, financial analysis or data/operations analytics
  • Advanced Excel skills (modeling, data analysis)
  • Experience with Power BI, Tableau or similar tools
  • Strong analytical and problem-solving skills
  • Ability to communicate clearly with both technical and non-technical teams
  • Fluency in English (additionally Spanish is a strong plus)
  • Exposure to:
  • - ERP systems (SAP, Oracle, Epicor, etc.)
  • SQL or database querying
  • Python or similar tools
  • Experience with AI / machine learning applications

Compensation: TBD

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