Lead Financial Analyst

The Opportunity

Lead financial and budget analyses by evaluating complex financial data, performing trend analysis, forecasting investment conditions, and collaborating with key stakeholders to influence investment decision‑making.

• Location: Sun Prairie, Wisconsin
• Work Arrangement: Hybrid – office 2‑3 days per week
• Salary Range: $100,000 – $150,000

• Deliver accurate financial reporting metrics by analyzing data and collaborating with senior leadership.
• Provide effective decision‑making support by forecasting business and economic conditions and presenting implications to senior management.
• Optimize efficiency by identifying information sources, testing analysis models, and gathering reference data to support business growth.
• Develop recommendations that assist senior leadership in decisions by serving as functional and technical expert and aligning budget guidelines with business requirements.
• Implement team member development by assisting integration of new associates, sharing knowledge, resolving questions, and recommending best practices.
• Collaborate with key stakeholders to identify and utilize investment opportunities by interpreting financial data and evaluating economic influences.
• Provide personalized and quality service by communicating with internal customers to address financial and budget practice questions and concerns.
• Drive continuous improvement by reviewing team financial analyses, evaluating gaps, communicating feedback, implementing best practices, and delivering sound reports.

• Bachelor’s Degree or equivalent combination of education and work experience.

Adaptability;
Critical Thinking;
Data Management;
Detail‑Oriented;
Financial Data Reporting;
Financial Forecasting;
Financial Management;
Financial Regulation;
Intentional Collaboration;
Managing Performance;
Personal Initiative;
Process Improvements;
Research Analysis;
Risk Management;
Stakeholder Management.

• Financial Planning & Analysis (FP&A).
• Professional experience in a finance role.
• Increasing levels of responsibility.
• Advanced working knowledge of Microsoft Excel and PowerPoint.
• Advanced working knowledge of budget financial analysis and financial modeling.
• Applied working knowledge of operational efficiency principles and best practices.
• In‑depth knowledge of financial operations.
• Working knowledge of Microsoft Office Suite.

The salary range for this role is $100,000 – $150,000. Beyond base salary, eligible full‑time employees may receive a discretionary bonus based on business and individual performance.

• Hybrid Working – mix of working from home and in the office.
• 22 weeks of paid leave for family growth, with 12 weeks available to all parents on a gender‑equal basis.
• Competitive 401(k) program with company match up to 8%.
• Well‑being program, including holistic coaching, gym membership, confidential counseling, and financial and legal advice.
• Tuition reimbursement for professional certifications and continuing education.
• Employee networks and community initiatives to give back to the community.

QBE is an equal employment opportunity employer. We provide equal opportunities to applicants and employees regardless of race, color, gender, gender identity, sexual orientation, religion, national origin, pregnancy, veteran status, disability, or any other legally protected status.

To submit your application, click "Apply" and follow the step‑by‑step process.