Senior Financial Analyst

Senior Financial Analyst
Job Description
The Senior Financial Analyst role offers a high-impact, strategic opportunity to partner directly with executive leadership and shape critical financial decisions. You will thrive in a fast-paced, high-expectations environment where you build, own, and continuously improve complex financial models that drive business growth. This position extends beyond traditional FP&A by focusing heavily on corporate modeling, investment analysis, and supporting strategic initiatives such as acquisitions, new business development, and greenfield projects. You will play a key role in long-term strategic planning, capital allocation, and value creation in a private equity and growth-oriented setting, with strong visibility, career growth potential, and flexibility.
Responsibilities

• Build, maintain, and enhance comprehensive corporate financial models that support long-term strategic planning and decision-making.
• Develop detailed financial models for new business initiatives, greenfield projects, and acquisition opportunities, incorporating key assumptions and scenarios.
• Analyze financial and operational performance by reviewing financial statements and KPIs, identifying trends, risks, and opportunities for improvement.
• Provide actionable insights and recommendations based on variance analysis, KPI performance, and business drivers to inform leadership decisions.
• Support executive leadership with regular and ad hoc reporting, forecasting, and strategic planning activities.
• Assist in preparing clear, compelling materials and presentations for Senior leadership and board-level discussions.
• Partner cross-functionally with teams across the organization to evaluate the financial impact of business decisions, including pricing strategies, capital investments, and growth initiatives.
• Contribute to the development of investment memos and financial analyses related to mergers and acquisitions and other strategic investments.
• Help optimize the company's capital structure and evaluate cost of capital considerations to support value-maximizing decisions.
• Identify inefficiencies and gaps in current reporting, forecasting, and analysis processes, and lead initiatives to improve accuracy, speed, and automation.
• Support ongoing system enhancements and the evolution of financial tools, including ERP transitions and automation opportunities.
• Participate in ad hoc strategic projects and deep-dive financial analyses to support emerging opportunities and challenges.

Essential Skills

• Minimum of 5+ years of experience in financial analysis, preferably within corporate finance, investment analysis, or mergers and acquisitions-focused environments.
• Proven experience building and managing complex financial models that go beyond standard profit and loss ownership.
• Strong understanding of financial statements, capital structure, and business valuation concepts.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Advanced proficiency in Microsoft Excel, with financial modeling as a core competency.
• Experience in financial planning and analysis (FP&A), including forecasting, budgeting, and reporting.
• Demonstrated ability to perform detailed financial analysis and synthesize findings into clear insights and recommendations.
• Strong working knowledge of Microsoft Office tools, including PowerPoint and Word, to create polished presentations and documentation.
• Ability to operate effectively in a fast-paced, high-expectations environment while managing multiple priorities.
• Strong analytical, problem-solving, and critical-thinking skills with a high attention to detail.

Additional Skills & Qualifications

• Experience supporting strategic initiatives such as acquisitions, new market entry, or large-scale investments.
• Background in private equity-backed or high-growth environments.
• Experience with ERP systems, with exposure to system implementations or transitions considered highly valuable.
• Familiarity with data tools such as Power BI, Power Query, or SQL.
• Experience in corporate finance, including capital allocation and investment analysis.
• Prior involvement in mergers and acquisitions, including financial due diligence and integration planning.
• Ability to develop and contribute to investment memos and board-level materials.
• Strong communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.
• Proactive mindset with a desire to build processes, tools, and models from the ground up.
• Motivation to grow in a high-visibility role with significant exposure to executive leadership.

Work Environment
This role operates in a dynamic, growth-oriented environment with a strong private equity influence and a focus on building scalable processes and tools from the ground up. Standard hours are approximately 8:00 a.m. to 5:00 p.m., with the expectation that you may work beyond 40 hours per week to meet deadlines and support strategic initiatives. You will work closely with executive leadership and cross-functional teams, gaining direct access to decision-makers and high visibility across the organization. The technology environment includes advanced use of Microsoft Excel and other Microsoft Office tools, ERP systems (with ongoing enhancements and potential transitions), and data tools such as Power BI, Power Query, or SQL. The culture emphasizes high impact, strategic thinking, flexibility, and geographic optionality, offering strong career growth potential and opportunities to contribute meaningfully to the organization's long-term success.
Job Type & Location
This is a Permanent position based out of Menasha, WI.
Pay and Benefits
The pay range for this position is $100000.00 - $135000.00/yr.
Medical InsuranceHSA/FSADependent Flex SavingsDental InsuranceVision InsuranceVoluntary Life Insurance401kPaid VacationPaid Holidays
Workplace Type
This is a hybrid position in Menasha,WI.
Application Deadline
This position is anticipated to close on Jun 24, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on click.appcast.io for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.