Analyst, Sr. Financial Planning

2 weeks ago


Milwaukee, Wisconsin, United States The Ladders Full time

We are seeking a Financial Analyst to join our team and assist with various financial and strategic planning activities. If you are a number cruncher with a keen eye for detail, this might be the perfect role for you

  • Assist in developing annual rolling forecasts and budgets, conducting financial and business analysis, and creating insightful presentations
  • Contribute to long-term strategic planning through detailed analysis, financial modeling, and ongoing monitoring
  • Evaluate financial performance by comparing actual results to budgets and forecasts
  • Create and maintain financial models to support decision-making processes, such as pricing strategies and profitability assessments
  • Monitor key performance indicators (KPIs) to ensure optimal financial outcomes
  • Analyze data to provide actionable insights, identify trends, and recommend operational improvements
  • Support potential business acquisitions and investments by conducting financial analysis, monitoring performance, and preparing presentations
  • Collaborate with accounting team on accurate financial reporting
  • Partner with IT and BI teams to develop automated reporting and forecasting tools for enhanced productivity
  • Drive financial and operational enhancements by creating standard and custom reports, tools, and dashboards
  • Assist in cost analysis initiatives by establishing and enforcing relevant policies and procedures
  • Participate in special projects and other duties as necessary to foster a productive business environment


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