Current jobs related to Financial Analysis and Planning Specialist - La Crosse, Wisconsin - The Ladders
-
Chief Financial Officer
4 weeks ago
La Crosse, Wisconsin, United States Chileda Institute Inc. Full timeJob Title: Vice President of FinanceChileda Institute Inc. is seeking a highly skilled and experienced Vice President of Finance to join our team. As a key member of our leadership team, the Vice President of Finance will play a critical role in driving the financial growth and sustainability of our organization.Key Responsibilities:Develop and implement...
-
Pension Plan Specialist
2 months ago
La Crosse, Wisconsin, United States Gundersen Health System Full timeJob SummaryWe are seeking a highly skilled Retirement Benefits Manager to oversee the development and administration of qualified and non-qualified benefit programs at Gundersen Health System. The successful candidate will analyze market trends and new legislative requirements to ensure compliance with regulatory agencies and plan documents.Key...
-
Financial Representative
1 month ago
La Crosse, Wisconsin, United States Northwestern Mutual Full time{"h1": "Unlock Your Earning Potential as a Financial Representative at Northwestern Mutual", "p": "As a Financial Representative at Northwestern Mutual, you will have the opportunity to build a successful business and help your clients achieve their financial goals. With our comprehensive training and support, you will be equipped to provide personalized...
-
Production Planning Manager
3 days ago
La Crosse, Wisconsin, United States Trane Technologies plc Full timeAt Trane Technologies, we're committed to creating innovative climate solutions for a sustainable world. As a key member of our team, you'll play a vital role in driving our success.As a Master Scheduler, you'll be responsible for establishing and maintaining our master production schedule, aligning with our Sales, Inventory, and Operations (SIOP) consensus...
-
Chief Financial Officer
3 days ago
La Crosse, Wisconsin, United States Chileda Institute Inc. Full timeChileda Institute Inc. is seeking a highly skilled and experienced Chief Financial Officer to play a critical leadership role in the growth and sustainability of the organization. The successful candidate will be responsible for overseeing the financial management of Chileda, including the development of an annual budget that aligns with the organization's...
-
Chief Financial Officer
1 week ago
La Crosse, Wisconsin, United States Chileda Institute Inc. Full timeJob SummaryThis is a critical leadership role that will play a key part in the growth and sustainability of Chileda Institute Inc.The successful candidate will be responsible for overseeing the financial management of the organization, including the development of an annual budget that aligns with the company's strategic plan, monitoring financial...
-
Chief Financial Officer
2 days ago
La Crosse, Wisconsin, United States Chileda Institute Inc. Full timeJob Summary:The Chief Financial Officer will play a critical leadership role in the growth and sustainability of Chileda Institute Inc. This position will oversee the financial management of the organization, ensuring alignment with the company's strategic plan.Key Responsibilities:Develop and implement comprehensive budget-planning processesMonitor and...
-
Chief Financial Officer
3 weeks ago
La Crosse, Wisconsin, United States Chileda Institute Inc. Full timeJob SummaryWe are seeking a highly skilled and experienced Vice President of Finance to join our team at Chileda Institute Inc. This is a critical leadership role that will play a key part in driving the growth and sustainability of our organization.Key ResponsibilitiesDevelop and implement comprehensive financial management plans to align with our strategic...
-
Staff Accountant
1 week ago
La Crosse, Wisconsin, United States Nesnah Ventures, LLC Full timeJob SummaryWe are seeking a detail-oriented Staff Accountant to maintain the accuracy of our financial records. As a key member of our team, you will be responsible for ensuring the integrity of our accounts payable and accounts receivable processes.Key ResponsibilitiesMaintain and process accounts payable and accounts receivable transactionsPrepare and...
-
Information Technology Support Specialist
3 weeks ago
La Crosse, Wisconsin, United States Trust Point Inc. Full timeAbout Trust Point Inc.Trust Point Inc. is a leading provider of financial services to individuals, families, businesses, and charitable organizations. We are committed to delivering outstanding client service and helping our clients achieve their financial goals.A Day in the Life of an Information Technology Support Specialist:As an Information Technology...
-
Account Executive
2 weeks ago
La Crosse, Wisconsin, United States Catholic United Financial Full timeUnlock Your Potential as a Mission-Driven Account ExecutiveCatholic United Financial is seeking talented individuals who embody strong Catholic values to join our dynamic sales team. As an Account Executive, you will play a vital role in assisting our members in making informed financial decisions that align with their faith and financial goals.Our ideal...
-
Account Executive
4 weeks ago
La Crosse, Wisconsin, United States Catholic United Financial Full timeBuild Your Story with Catholic United FinancialAs a mission-inspired Account Executive, you will play a vital role in serving the Catholic community by assisting members in making informed financial decisions that align with their faith and financial goals.Key Responsibilities:Develop strong relationships with members, understanding their unique financial...
-
Student Financial Operations Director
2 days ago
La Crosse, Wisconsin, United States Western Technical College Full timeCompany OverviewWestern Technical College is a leading educational institution in the region, committed to providing a safe and respectful work environment for all employees. Our mission is to deliver high-quality education and foster a culture of learning, equity, and social justice. We recognize the importance of cultural competency and diversity in...
-
Business Banking Relationship Manager
3 weeks ago
La Crosse, Wisconsin, United States State Bank Financial Full timeJob Title: Business Banking Relationship ManagerWe are seeking a highly motivated and experienced Business Banking Relationship Manager to join our team at State Bank Financial. As a Business Banking Relationship Manager, you will be responsible for growing and managing a portfolio of commercial and commercial real estate clients in our market area.Key...
-
Vice President of Finance
2 weeks ago
La Crosse, Wisconsin, United States Chileda Institute Inc. Full timeJob Title: Vice President of FinanceThis is a critical leadership role that will play a key part in the growth and sustainability of Chileda Institute Inc.Job Summary:The Vice President of Finance will be responsible for overseeing the financial management of Chileda Institute Inc. This includes developing and implementing financial strategies, managing...
-
Continuous Improvement Specialist
4 weeks ago
La Crosse, Wisconsin, United States Trane Technologies Full timeJob SummaryTrane Technologies is seeking a seasoned professional to lead Lean transformation initiatives in La Crosse, WI. As a Leader of Change, you will be responsible for ensuring Lean principles, practices, and tools are effectively incorporated into our operations.Key ResponsibilitiesConduct value stream analysis to identify areas for improvement and...
-
Continuous Improvement Specialist
2 weeks ago
La Crosse, Wisconsin, United States Trane Technologies Full timeJob SummaryTrane Technologies is seeking a seasoned professional to lead Lean transformation initiatives in La Crosse, WI. As a key member of our team, you will be responsible for ensuring the effective implementation of Lean principles, practices, and tools across our manufacturing sites.Key ResponsibilitiesConduct value stream analysis to identify areas...
-
Business Development Manager
4 weeks ago
La Crosse, Wisconsin, United States Limitless Financial Full timeUnlock Your Earning PotentialWe are seeking a highly motivated and results-driven B2B Regional Sales Manager to join our team at Limitless Financial. As a key member of our sales team, you will be responsible for driving new business growth and developing a team of sales agents into leaders.About the Role:Develop and implement sales strategies to achieve...
-
Dental Hygienist
3 days ago
La Crosse, Wisconsin, United States GUNDERSEN LUTHERAN ADMINISTRATIVE Full timeJob Title: Dental Hygienist - Pediatric Care SpecialistJob Summary:We are seeking a highly motivated and passionate Dental Hygienist to join our Pediatric team at Gundersen Lutheran Administrative. As a key member of our dental services team, you will provide oral health care and instill good habits in the young population we care for.Responsibilities:Work...
-
Inventory Control Specialist
4 weeks ago
La Crosse, Wisconsin, United States Dakota Supply Group Full timeJob DescriptionJob Summary:Dakota Supply Group is seeking an experienced Inventory Control Specialist to join our team. As an Inventory Control Specialist, you will be responsible for overseeing inventory in the branch by performing daily cycle counting, processing returns, and acting as a liaison between the warehouse and customer service...
Financial Analysis and Planning Specialist
2 months ago
The Ladders is a prominent player in the recruitment industry, seeking a Financial Analysis and Planning Specialist to enhance our financial operations. We are dedicated to delivering exceptional services and solutions, and we are looking for a talented individual to contribute to our success.
Position Overview:
The Financial Analysis and Planning Specialist will be responsible for refining and optimizing our forecasting methodologies, encompassing the income statement, balance sheet, cash flow, workforce planning, and capital expenditures. This role requires producing precise forecasts promptly while fostering strong relationships across various departments and utilizing advanced Excel capabilities. Additionally, the Specialist will apply financial expertise to conduct thorough analyses that support operational and financial decision-making throughout the organization. The focus will be on enhancing the value of forecasting and analysis, particularly concerning cash flow and resource distribution.
Key Responsibilities:
To excel in this role, the candidate must effectively manage the following responsibilities:
- Aggregate forecasting data and deliver timely and accurate income statements, balance sheets, cash flow reports, capital expenditure plans, and workforce schedules to senior management, ensuring optimal resource allocation throughout the forecasting process.
- Examine historical operational data, comparing it against plans, actual results, and previous years, while identifying trends and potential areas for further exploration.
- Collaborate with leadership to prepare and scrutinize sales forecasts, incorporating data utilized in the monthly Sales and Operations Planning (S&OP) process.
- Work with various management levels to gather Operating Expense (OPEX) and Selling, General and Administrative (SG&A) forecasts, compiling this information for the consolidated forecasting model, while consistently challenging proposals to ensure alignment with organizational goals.
- Establish operational metrics and targets to meet financial objectives, working closely with operational leaders to assess cost expectations and KPIs for gross margin forecasting, while collaborating with procurement to monitor material pricing impacts.
- Create financial models and scenarios to validate assumptions and estimate potential financial outcomes, leveraging insights into organizational expenses and key drivers.
- Generate complex financial, operational, and ad-hoc reports regarding expenses, analyzing key financial metrics and modeling while considering historical data and current trends.
- Assist internal teams in conducting profitability assessments for new business opportunities, providing relevant insights and recommendations to support strategic decision-making.
- Engage with key stakeholders to identify opportunities for enhancing operational reporting and analysis.
- Proactively seek efficiencies and improvements in processes, controls, and technology systems related to the role.
- Participate in cross-departmental or cross-functional projects as needed.
- A minimum of 5 years of experience in financial planning and analysis or accounting roles.
- A Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience.
- Experience in the manufacturing sector is preferred.
- A comprehensive understanding of accounting and finance principles.
- Proficient in analyzing and interpreting complex data and financial modeling.
- Strong analytical, research, and financial modeling skills.
- Familiarity with US GAAP and financial control standards.
- Professional communication skills with all levels of internal and external stakeholders.
- Ability to build productive relationships and communicate effectively with management, peers, and other stakeholders.
- Capacity to work under pressure, meet deadlines, and manage multiple projects simultaneously.
- Advanced proficiency in Microsoft Office Suite, particularly Excel, with a willingness to learn new systems.
- Advanced degree in business or a related field.
- Knowledge of the printing and packaging industries.
- Familiarity with SQL and database management.
- Experience with ERP systems such as Syspro.
This position operates in a dynamic, fast-paced environment that requires adaptability to frequent changes and interruptions. The role involves collaboration with a diverse range of individuals, including vendors, customers, and team members.
Work Schedule:
- Standard business hours with flexibility for meetings and conference calls.
- Availability during off-hours, weekends, and holidays may be necessary to support organizational goals.
- Occasional travel may be required.
This position is primarily sedentary, with occasional requirements to walk, sit, bend, and lift up to 20 pounds.
