Senior Financial Analyst

Job Description

Senior Financial Analyst (43108)

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Our client is an organization in the Milwaukee area that is looking for a Senior Financial Analyst. Our client is looking for someone with 2+ years of experience, strong attention to detail, and an inquisitive mindset. This company offers high visibility, a great work/life balance, and competitive benefits. This position is hybrid.

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The salary for this position is $100K–$125K.

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The Senior Financial Analyst will be responsible for, but not limited to, the following:

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RESPONSIBILITIES

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• Administer monthly, quarterly, and annual incentive compensation calculations for sales, service, and administrative employees, ensuring accuracy and compliance with approved plan documents.
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• Collect, validate, and analyze performance data from CRM, ERP, service management, and financial systems to support compensation calculations and reporting.
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• Develop recurring and ad hoc reports, dashboards, variance analyses, and executive reporting to monitor compensation trends, business performance, and payout results.
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• Support incentive compensation plan design, modeling, implementation, KPI changes, and financial analysis to evaluate plan effectiveness and recommend enhancements.
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• Partner with Sales, Service, HR, Payroll, and Finance to coordinate compensation processing, communicate results, explain calculations, and resolve inquiries or disputes.
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• Identify process improvement opportunities, automate manual compensation processes, maintain documentation, support audits, and ensure confidentiality of compensation information.
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The Senior Financial Analyst will possess the following:

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EXPERIENCE REQUIRED

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• Bachelor’s Degree in Finance, Accounting, Business, Economics, Mathematics, Information Systems, or a related field.
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• 2+ years of experience in sales compensation, financial analysis, sales operations, business analytics, or a related field.
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• Advanced Microsoft Excel skills, including Pivot Tables, Power Query, complex formulas, and data validation.
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• Experience analyzing large datasets with strong analytical, problem-solving, organizational, and communication skills.
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• Ability to manage multiple priorities while meeting deadlines; experience with sales or field service compensation programs, ERP systems, business intelligence tools, SQL, or data querying preferred.
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Equal Opportunity Employer

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The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.