Job Description

Job Title: Job Title: Senior Financial Analyst

Location: Racine County, WI

Type: Direct Hire

Schedule: Monday - Friday, 8am - 5pm

Pay Range: $90k - $130k + bonus

Benefits: Yes. Medical, Dental, Vision, PTO, 401(k), Paid holidays

Summary

Connect Search is hiring a Senior Financial Analyst in Racine County. This position offers a hybrid work from schedule of 2 days per week.

Responsibilities

Financial Planning & Forecasting

• Lead the development of annual budgets, quarterly forecasts, and long-range financial plans.
• Build and refine financial models to support scenario planning, revenue forecasting, and cost optimization initiatives.
• Collaborate with business unit leaders to collect inputs, validate assumptions, and align forecasts with operational goals.

Reporting & Analysis

• Prepare monthly and quarterly financial performance reports, including variance analyses, KPIs, and key business drivers.
• Analyze trends in revenue, expenses, profitability, and cash flow, providing insights and recommendations to management.
• Develop dashboards and automated tools to enhance reporting efficiency and accuracy.

Business Partnering

• Serve as a strategic finance partner to cross-functional teams (Operations, Sales, Marketing, HR, etc.).
• Influence decision-making by providing data-driven insights and translating financial information into actionable recommendations.
• Support senior leadership with ad-hoc analyses, investment evaluations, and board-level presentations.

Process Improvement & Systems

• Identify opportunities to streamline financial processes and improve forecasting methodologies.
• Support ERP, BI, and planning system enhancements (e.g., Adaptive Insights, Anaplan, NetSuite, SAP, or Oracle).
• Drive the implementation of best practices in financial reporting and analysis.

Qualifications

Required

• Bachelors degree in Finance, Accounting, Economics, or related field.
• 5+ years of experience in FP&A, financial analysis, or corporate finance.
• Strong proficiency in Excel (advanced formulas, modeling techniques, scenario analysis).
• Experience with financial planning tools and business intelligence systems.
• Deep understanding of financial statements (P&L, balance sheet, cash flow).
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently, manage multiple priorities, and meet deadlines.

Preferred

• Experience in a mid-size or enterprise-level corporate environment.
• Public Accounting experience
• Knowledge of Epicor, SQL, Tableau, Power BI, or similar data analytics tools.
• CPA, CFA, or MBA is a plus.

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