Senior Financial Analyst

Senior Financial Analyst

We are looking for a Senior Financial Analyst to support financial planning, performance analysis, and strategic decision-making for the software business in Milwaukee County, Wisconsin. This role partners closely with leaders across commercial, software, accounting, and finance teams to translate financial and operational data into clear business insight. The position also contributes to broader company planning and reporting activities by strengthening forecasts, analyzing results, and helping leadership understand key financial trends.

Responsibilities

• Act as the lead finance partner for the software business, providing analysis and guidance that supports informed operational and commercial decisions.
• Develop and refine financial models covering revenue, margins, expenses, and other business drivers to support budgeting, forecasting, and longer-term planning.
• Evaluate business results by reviewing trends in software performance, recurring revenue, profitability, and differences between actual results and planned expectations.
• Work with stakeholders to create meaningful reports and dashboards that monitor key software metrics and turn findings into practical recommendations.
• Assist with monthly, quarterly, and annual reporting cycles by preparing financial analyses, management reports, and explanations of performance fluctuations.
• Review financial statement activity, investigate unexpected variances, and identify factors affecting reporting accuracy and business outcomes.
• Improve reporting processes, data integrity, and forecast visibility to increase efficiency, scalability, and compliance across finance activities.
• Partner with FP&A, accounting, and operational teams to align management reporting with financial results and underlying business performance.
• Prepare ad hoc analyses and presentation materials for senior leadership, the executive team, and the board as needed.
• Bachelor’s degree in Finance, Accounting, or a related discipline.
• At least 3 years of experience in financial analysis, FP&A, accounting, financial reporting, or a similar finance function.
• Background supporting a software, SaaS, technology, or software-enabled business environment.
• Strong capability in financial modeling, budgeting, forecasting, and variance analysis.
• Solid understanding of financial statements and core accounting principles.
• Experience using reporting and analytics tools such as Power BI and advanced spreadsheet-based analysis.
• Ability to communicate financial insights clearly and collaborate effectively with cross-functional business leaders.
• CPA designation or active progress toward certification is preferred.