Sr. Financial Planning Analyst
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 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).**DIVISION**:Corporate***U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment‐based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full‐time basis and must not require U.S. Venture’s sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.*****U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.****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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Sr. Financial Planning Analyst in Appleton, WI vacancy
- Position Summary The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and... ...analysis, advising analysts, building models, and strategic planning. The position aims to develop moderate to high levels of business...Senior
- ...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
WOW Logistics
Neenah, WI2 days ago - ...not a job, who wants to do the work and be recognized for a job well done! The Role – Financial Analyst II The Financial Analyst monitors and analyzes financial performance against plans and forecasts, delivering insights that support tactical and strategic decision-...Suggested
Suburban Enterprises Inc
Appleton, WI4 days ago - ...Mfg. LLC is looking for an Accounting Manager in Appleton, WI. This role involves overseeing the overall accounting functions and financial reporting for the Division, working closely with the Division Controller on various financial projects. The ideal candidate will have...Senior
Miller Electric MFG
Appleton, WI1 day ago $46k - $54k
...insurance options, and securing appropriate solutions. - Achieving assigned goals - Providing members with sound guidance for their financial needs and referring as needed to partnering teams (i.e. Financial Well-being, Mortgage Lending, Investment Services, Treasury...SuggestedPermanent employmentTemporary workImmediate startTEKsystems
Appleton, WI4 days ago- ...WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. Epic is located just outside Madison, Wisconsin. As a Financial Performance Analyst, you'll be working to ensure the financial success of some of the nation's largest...Work experience placementWork at officeRelocationVisa sponsorshipRelocation package
Epic
Neenah, WI3 days ago - ...the mind, body and soul of team members through our Culture of Care. Our Financial Systems Analyst is responsible for the administration, maintenance, and optimization of our financial planning and analysis system, ensuring data integrity, user support, and continuous...Full timeMonday to Friday
FTI Services
Menasha, WI2 days ago - ...infrastructure is mission critical. As our Senior Information Security Analyst, you will be part of the Information Security team and work on‑... ...protect business operations and member-facing systems Develop, plan, and perform configuration changes for the security...SeniorTemporary workLive outWork at officeWork from homeHome office
Community First Credit Union | Wisconsin
Neenah, WI4 days ago $41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ..., accident and life insurance, and retirement savings plans. At BMO we are driven by a shared Purpose: Boldly Grow the Good...Part timeLocal areaImmediate startDay shift- ...a wide range of critical components and engineered solutions that connect, protect, and purify our world. Role The Production Planning Analyst supports Mativ’s Supply Chain team by executing daily production planning activities to help ensure customer demand is met. This...
Mativ
Neenah, WI2 days ago - ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients... ...clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically...Part timeImmediate start
Charles Schwab
Appleton, WI1 day ago - ...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
Collabera
Neenah, WI3 days ago - The Finance Information Systems Analyst at Jewelers Mutual Group in Wisconsin plays a critical role in managing financial systems that ensure accurate reporting and efficient processes. Responsibilities include administering system modules, supporting end-users, and analyzing...
Jewelers Mutual Group
Neenah, WI1 day ago - ...protect the world. Now, we are expanding our global team and looking for talented individuals like you! Position Description Title: Financial Analyst II Department: Finance Immediate Supervisor: Finance Manager Status: Exempt Salaried Position Purpose: The Financial Analyst...Work at officeImmediate start
IPG
Menasha, WI1 day ago - ...our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a financial analyst interested in improving how Epic does business. At Epic, you'll have the chance to work in a creative...RelocationVisa sponsorshipRelocation package
Epic
Neenah, WI3 days ago - ...manufacturing excellence at our Wisconsin facility dating back to 1889. Financial Analyst Opportunity The primary duties and responsibilities include:... ...in developing the annual budget, including capital project planning, spending allocations, and forecasting. Manage capital...Local area
McKinley Paper and Packaging Company
Combined Locks, WI2 days ago $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....Plexus
Neenah, WI5 days ago- ...Werner Electric Supply Financial Services Associate Be Yourself. Build Your Career. Be Exceptional Together. At Werner, we're more... ...Disability Insurance ~ Life and AD&D Insurance ~401(k) Retirement Plan with company match ~ Paid holidays, vacation, personal, and...Temporary workWork experience placement
Werner Co.
Appleton, WI1 day ago $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 hoursNorthwestern Mutual Life Insurance Company
Appleton, WI5 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Appleton, WI3 days ago$63.9k - $95.9k
...Purpose Statement: Acts as a Finance Business Partner to provide financial leadership for the Global Technology function and drives... ...key job responsibilities remain consistent across all financial analyst job levels with higher levels characterized by increasing levels...Contract workWork experience placementPlexus
Neenah, WI5 days ago- ...SUMMARY STATEMENT 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, accounts...ReliefWork at officeLocal area
Prncares
Appleton, WI2 days ago - ...generational team focused on delivering thoughtful, high-quality financial guidance to our clients. In this paraplanner role, you'll use... ...support the development and execution of comprehensive financial plans—analyzing portfolios, drafting recommendations, and working...Work at office
KerberRose S.C.
Appleton, WI3 days ago $61k - $119k
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- ...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
- 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
- Location Lawrence University , Appleton, WI, 711 East Boldt Way, 54911 Primary Objective The Lawrence University Financial Aid Office is a dedicated, student-centered team committed to delivering exceptional service while thoughtfully stewarding institutional, federal,...Work at office
$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- ...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
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision,...
Thrivent
Appleton, WImore than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Financial Planning Analyst. Be the first to apply!
Related searches
- entry level financial analyst no experience Appleton, WI
- senior manager tax Appleton, WI
- senior vmware engineer Appleton, WI
- senior resident engineer Appleton, WI
- senior performance engineer Appleton, WI
- senior manager Appleton, WI
- remote senior project manager Appleton, WI
- senior implementation project manager Appleton, WI
- senior implementation engineer Appleton, WI
- senior level Appleton, WI