Senior Financial Analyst

Truity Partners is seeking a Senior Financial Analyst in Green Bay, WI. Candidates should have 3+ years of experience, a Bachelor's degree in Finance or Accounting, and strong communication skills. Responsibilities include preparing financial reports, analyzing revenue, managing finance systems, and collaborating on forecasts. The position offers a salary of $70k - $90k and opportunities for professional growth. This role is onsite.
Our client is an organization in the Green Bay area that’s looking for a Senior Financial Analyst. Our client is looking for someone with 3+ years of experience, detail-oriented, and who has excellent communication skills. This company offers professional growth opportunities, high visibility, and a tenured team. This position is onsite.

The salary for this position is $70k - $90k.

The Senior Financial Analyst will be responsible for, but not limited to, the following:

RESPONSIBILITIES

- Prepare monthly financial reports and present insights to senior management
- Analyze revenue, gross profit, and forecast variances, identifying key drivers and recommending actions
- Assess inventory for reserves, LCM, and obsolescence to optimize asset utilization
- Monitor CapEx spend, debt covenants, and customer rebates, ensuring compliance and timely reporting
- Lead pricing and cost structure analyses, collaborating with sales to drive strategic pricing decisions
- Partner with multiple teams on quarterly forecasts and annual operating plans aligned with strategic goals
- Manage finance systems, including Power BI and Adaptive, identifying automation and process improvement opportunities

The Senior Financial Analyst will possess the following:

EXPERIENCE REQUIRED

- Bachelor's degree in Finance or Accounting; CMA Certification or advanced degree desirable
- 3+ years in progressive manufacturing accounting experience
- Proven knowledge of cost, general accounting/financial management concepts, and techniques
- Significant experience using an integrated ERP system
- Proficient in Microsoft Office suite of programs
- Able to effectively communicate at all organizational levels

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.