StevenDouglas
Overview
StevenDouglas has been retained by a private equity client to identify a Senior Analyst - Financial Planning & Analysis for a $200M manufacturing business. The Senior FP&A Analyst is a newly created role with significant exposure to senior leadership and private equity investors. Local candidates only. This position will work 4 days a week in the Brookfield, WI office. Responsibilities
Develop and monitor thoughtful financial analyses and key performance indicators to provide timely insights into trends, profitability, and growth drivers. Lead the development of monthly financial reporting packages, the annual budget planning process, and sales forecasting. Develop and present materials for the Board of Directors and other executive leadership meetings. Qualifications
3+ years of experience with a solid understanding of finance functions, including financial planning and analysis, financial reporting, accounting processes, risk management, and internal controls. Analytical horsepower to understand a business and build out analytics. Experience with a BI platform (ideally Power BI), data modeling, and KPI tracking processes. Preferred (not required)
FP&A experience in an organization with many products and locations. Experience in a private equity-owned company, investment banking, or transaction advisory services. M&A experience (financial analysis, due diligence, and integration). Manufacturing or distribution industry experience. Reporting to the Director of FP&A, this visible role will interact with senior leadership and private equity investors. Additional Details
Location: Brookfield, WI — 4 days per week in office. Industry: Manufacturing. Get notified about new Financial Planning Analyst jobs in Greater Milwaukee.
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StevenDouglas has been retained by a private equity client to identify a Senior Analyst - Financial Planning & Analysis for a $200M manufacturing business. The Senior FP&A Analyst is a newly created role with significant exposure to senior leadership and private equity investors. Local candidates only. This position will work 4 days a week in the Brookfield, WI office. Responsibilities
Develop and monitor thoughtful financial analyses and key performance indicators to provide timely insights into trends, profitability, and growth drivers. Lead the development of monthly financial reporting packages, the annual budget planning process, and sales forecasting. Develop and present materials for the Board of Directors and other executive leadership meetings. Qualifications
3+ years of experience with a solid understanding of finance functions, including financial planning and analysis, financial reporting, accounting processes, risk management, and internal controls. Analytical horsepower to understand a business and build out analytics. Experience with a BI platform (ideally Power BI), data modeling, and KPI tracking processes. Preferred (not required)
FP&A experience in an organization with many products and locations. Experience in a private equity-owned company, investment banking, or transaction advisory services. M&A experience (financial analysis, due diligence, and integration). Manufacturing or distribution industry experience. Reporting to the Director of FP&A, this visible role will interact with senior leadership and private equity investors. Additional Details
Location: Brookfield, WI — 4 days per week in office. Industry: Manufacturing. Get notified about new Financial Planning Analyst jobs in Greater Milwaukee.
#J-18808-Ljbffr