Senior Financial Analyst

We are looking for a Senior Financial Analyst to join our finance team in Brookfield, Wisconsin. In this role, you will serve as a key partner to business leaders by translating financial data into practical insights that support planning, performance management, and strategic decision-making. You will help strengthen forecasting, reporting, and analytical processes while contributing to a collaborative, improvement-focused environment.

For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.

Responsibilities:

• Develop and maintain revenue, sales, and backlog forecast models, and support the annual budget planning process with accurate and timely analysis.
• Create monthly reporting packages, financial narratives, and presentation materials for senior leadership and board-level reviews.
• Evaluate publication-level profitability, cost behavior, and margin performance to identify trends and recommend actions that improve results.
• Analyze sales activity, including renewals, cancellations, collections, and publisher performance metrics such as retention and churn.
• Assess progress against value creation initiatives, measure savings opportunities, and manage financial analysis related to incentive compensation programs.
• Build and refine automated Excel-based tools, collaborate with data partners to improve reporting workflows, and assist with Sage Intacct reporting and month-end close activities.
• Partner with cross-functional teams to explain financial results, highlight risks and opportunities, and support informed business decisions.
• Bachelor’s degree in Finance, Accounting, or a closely related field.
• At least 5 years of progressive experience in financial planning and analysis.
• Advanced Excel skills with strong financial modeling capabilities and a solid understanding of financial statements.
• Experience supporting forecasting, budgeting, variance analysis, and month-end financial processes.
• Ability to manage multiple priorities independently and deliver high-quality work in a fast-paced setting.
• Strong communication and collaboration skills, with the ability to present financial concepts clearly to non-finance stakeholders.
• Experience with tools such as Power BI, Looker, Sage Intacct, or similar reporting and accounting platforms is preferred.
• Familiarity with process improvement initiatives, incentive plan analysis, AI-enabled productivity tools, or private equity-backed environments is a plus.