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FP&A Data Analyst
Job in
Menomonee Falls, Waukesha County, Wisconsin, 53051, USA
Listed on 2026-08-02
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
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 Responsibilities1) 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
- 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
- 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
- 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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