Senior Financial Analyst - Capital Planning

Who we are:

Since 1976, the firm has administered 401(k) and profit-sharing plans for employers in Wisconsin. Small businesses use our merchant services for card processing, POS terminals and next-day funding. Most staff have been with the firm for more than eight years.

Our team is growing and we are hiring a Senior Financial Analyst - Capital Planning. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. Joining the Commercial Finance team in Milwaukee, reporting to the FP&A Manager. You can work from home anywhere in the US. We have no office requirement. Hours are flexible, with one short team call each morning.

Main duties:

• Partner with department heads to understand spending and headcount plans
• Improve forecasting processes and cut manual steps out of the model
• Track headcount and payroll costs against plan
• Build and maintain the annual budget and quarterly forecast models
• Reconcile forecast data with accounting after close
• Support board deck preparation with charts and commentary
• Develop dashboards in Power BI or Tableau for leadership
• Present monthly results to operating leaders and explain key drivers

Minimum qualifications:

• 6+ years of FP&A, corporate finance or public accounting experience
• Comfortable presenting to non-finance managers
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Experience building budgets and forecasts
• Working knowledge of accounting and how the three statements connect
• Familiar with an ERP such as NetSuite, SAP or Oracle

Desirable:

• SaaS metrics experience (ARR, churn, LTV)

What you get:

• Medical, dental and vision insurance
• 401(k) with company match
• Three weeks of PTO to start
• Vision insurance
• Paid time off
• 401(k) with 4% match
• Cell phone reimbursement

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Mitchell Wealth Partners LLC.