Financial Analyst Jobs in Appleton, WI (NOW HIRING)

The Financial Analyst supports all locations by assisting with financial reporting, cost analysis, budgeting, and forecasting activities. This role works across Production, Operations, and Sales to maintain accurate financial data, track performance, and support day‑to‑day decision making. The position is responsible for analyzing production, material, and operational costs, supporting variance reporting, and contributing to financial visibility across locations, with a focus on delivering consistent, accurate analysis that supports operational understanding and overall business performance.

RESPONSIBILITIES:

Financial Analysis, Reporting & Planning

• Conduct financial analysis, including forecasting, budgeting, and variance reporting, to support WorkSpace+ operational and financial goals.
• Prepare financial reports using SAGE and Insight software, ensuring accuracy and providing actionable insights to management.
• Develop and maintain financial models to support business needs.
• Assist with budgeting and forecasting processes and track actual results against plan.
• Support variance analysis and provide explanations for differences between actual and expected results.

Cost Analysis & Plant Support

• Analyze production costs, material costs, and other financial metrics to identify variances and potential cost savings.
• Support multiple plant locations with financial reporting and analysis.
• Partner with production, operations, and sales teams to align financial data with business activity and support decision making.

Communication, Compliance & Other Support

• Present financial findings and recommendations to the CFO and senior leadership.
• Ensure compliance with company policies and financial regulations.
• Maintain accuracy and integrity in financial reporting and data.
• Perform ad hoc financial analysis and projects as assigned.
• Travel up to 25% or more as required based on business needs.
• Perform other duties as assigned.

OBJECTIVES:

• Provide accurate, timely, and meaningful financial analysis to support operational decision‑making.
• Improve visibility into manufacturing cost drivers, variances, and margin performance.
• Support budgeting and forecasting processes with reliable data and clear assumptions.
• Strengthen cross‑functional partnerships between Finance and Operations.

COMPETENCIES:

• Communicates Effectively: Communicates respectfully and effectively with customers, fellow workers, and management, including communicating proactively when encountering issues or challenges that may affect the timely completion of tasks or projects.
• Customer Focus: Continuously pays attention to customer (internal and/or external) needs and adapts as relationships evolve. A customer focus means being open minded, responsive, agile, and driving innovation.
• Collaborates: Works cooperatively with others across the organization to achieve shared objectives; Represents own interests while being fair to others and their areas; Partners with others to get work done; Credits others for their contributions and accomplishments; Gains trust and support of others.
• Job Knowledge: Has understanding and proficiency in job responsibilities, performs tasks efficiently, solves problems quickly, and makes informed decisions in addition to staying current with new technologies or developments within their field by seeking out training opportunities or continuing education courses.
• Safety: The ability to identify hazards and risks in your work environment. Leadership in safety compliance of all rules and procedures that are designed to protect you and others from harm. The ability to communicate and cooperate safely with your colleagues, managers, and other stakeholders. Demonstrated learning with a focus to improve safety by acquiring new knowledge, skills, and attitudes that enhance your safety performance and culture. The ability to exhibit safety leadership by influencing and inspiring others to adopt safe behaviors and attitudes.

QUALIFICATIONS:

Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or related field required.

Experience and/or Training:

• 3–5 years of financial analysis, cost accounting, or related experience, preferably in a manufacturing environment.
• Experience with cost analysis, variance reporting, budgeting, and forecasting.
• Experience analyzing manufacturing costs, variances, and operational performance.
• Experience working with cross-functional operational teams.

Technology/Tools:

• Proficiency in SAGE and Insight software highly desired.
• Microsoft Excel skills, including pivot tables and financial modeling.
• Experience with ERP systems (e.g., JobMaster, JobBoss, Insights 20-20, or similar).
• Experience with data and reporting tools (e.g., Power BI, SQL) preferred.

PHYSICAL AND MENTAL DEMANDS:

Sitting for long periods of time, 6-8 hours per day. Walking, speaking, hearing seeing. Listen and observe the environment for hazard prevention. Use hands for tools and typing. Semi-frequently lift up to 15 lbs. Some tasks may require the employee to bend, stoop, twist, and turn.

WORKING ENVIRONMENT:

Indoor office working environment. Office is temperature-controlled all year round. Minimal hazards identified.

EMPLOYER EXPECTATION

An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. This job description reflects typical requirements and conditions encountered while performing the role.

EMPLOYEE RESPONIBILITY:

Employees are expected to proactively perform the work described above and invest in their own growth, making themselves an asset to the organization.