Sr. Financial Planning Analyst
U.S. Venture, Inc.
Position Summary The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, advising analysts, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions. In addition to core responsibilities, this role is expected to operate as a modern professional - leveraging data, technology, and AI to transform processes. The Senior Financial Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across workstreams, both individually and for the broader team. Job Responsibilities Essential Job Responsibilities: Perform detailed financial analysis to support strategic decision-making. Advise and mentor junior analysts, providing guidance and support. Build and maintain complex financial models to forecast and analyze financial performance. Participate in strategic planning activities, offering insights and recommendations. Ensure compliance with company policies, accounting standards, and regulatory requirements. Support budgeting and forecasting processes, providing detailed analysis and insights. Maintain accurate and organized financial records. Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders. Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows - driving greater accuracy and efficiency. Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times. Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities. Additional Job Responsibilities: Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization Continuously learn and develop self professionally Support corporate efforts for safety, government compliance, and all other company policies & procedures Perform other related duties as required and assigned Qualifications Required: Bachelor’s degree in Accounting, Finance, or a related field. 4 – 7 years of experience in financial planning and analysis or a related field. Strong analytical and problem-solving skills. Proficiency in Microsoft Excel and other financial software. Good organizational and time management skills. Ability to work independently and as part of a team. Strong attention to detail and accuracy. Effective communication and presentation skills. Demonstrated leadership abilities and strategic thinking. Preferred: Additional certifications (e.g., CFA, CPA). U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at View phone number on click.appcast.io. #J-18808-Ljbffr U.S. Venture, Inc.
- ## Sr. Financial Planning AnalystApplylocations: WI - Appletontime type: Full timeposted on: Posted Todayjob requisition id: R7727## **POSITION SUMMARY**The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis...SeniorPermanent employmentFull timeH1b
- ...alongside the company as it scales. How Your Role Fits In The Senior Financial Analyst will provide management with all aspects of the analysis of... ...of experience evaluating financial statements and business plans. Excellent analytical, problem solving, and data analysis...SeniorWork at office
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...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals... ...Benefits Retirement savings including both 401(k) and pension plans. Paid time off to volunteer in your community. Opportunities to...SuggestedHourly pay- ...focuses on the mind/body/soul of team members through our Culture of Care. The Financial Systems Analyst is responsible for the administration, maintenance, and optimization of the financial planning and analysis system, ensuring data integrity, user support, and continuous...Monday to Friday
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...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Duration... ...the sector senior finance business partner. She/he would perform financial analyses and prepare case examples of best in class performance...Permanent employmentWork experience placement
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$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$63.9k - $95.9k
...as a Finance Business Partner to provide financial leadership for the Global Technology function... ...remain consistent across all financial analyst job levels with higher levels... ...insurance. Paid time off. Retirement savings plan. Professional development opportunities....$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...to want to be here. Join us and become part of the power behind possible. About The Opportunity Compiles and analyzes financial information for our organization. Develops integrated expense analyses, projections, reports, and presentations. Creates and analyzes...Work at officeLocal area
- ...reside within a reasonable commuting distance. Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner , you will lead the planning process for...Work at office
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...work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Corporate Financial Analyst at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client...Minimum wageLocal areaRemote workNight shift- ...Financial Manager Supports the mission, vision, and values of the organization. Responsible for planning, coordinating, managing and directing the financial performance of PRN Home Health & Therapy, including financial and statistical reporting, cost reporting,...ReliefWork at officeLocal area
- Northwestern Mutual in Appleton, Wisconsin, is seeking College Financial Representatives for an internship program. This position allows students to build their financial planning practice with guidance from experts. Responsibilities include prospecting clients, executing...Full timeInternship
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Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...For contractorsWork at office- ...Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Duration... ...sector senior finance business partner. She/he would perform financial analyses and prepare case examples of best in class performance...Permanent employmentWork experience placement
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- ...Overview The Nonprofit CFO (Chief Financial Officer) reports directly to the Chief Executive Officer (CEO) and is responsible for managing... ...financial forecasting models that support long-term financial planning and decision-making. Strategic Planning and Leadership: Work...Full time
$17 - $28.96 per hour
...opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships... .... Benefits Retirement savings including 401(k) and Pension plans. Paid time off to volunteer in your community. Diversity‐...Hourly pay
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