Financial Analyst Jobs in Delafield, WI (NOW HIRING)

The Senior Financial Analyst plays a critical role supporting the company's financial planning and analysis activities by delivering timely, data-driven insights that inform strategic and operational decision-making. This role partners closely with business leaders and cross-functional teams to provide financial insights, manage planning cycles, and enhance financial systems and reporting. This role requires strong business acumen, technical finance skills, and the ability to work independently in a dynamic environment.

What You'll Do

Financial Planning and Forecasting

• Assist with the development, consolidation, and maintenance of financial forecasts, budgets, and strategic plans across multiple business channels, including corporate stores, franchisees, retail, commercial, support functions, and supply chain.
• Participate in the annual operating plan process, supporting the build-out of revenue, margin, and expense plans, with growing ownership over time.
• Prepare financial summaries and analyses for leadership and the Board of Directors.
• Develop and maintain reporting and planning systems, primarily Vena (e.g., budgeting, forecasting, variance reporting) and Looker, to drive strategic insights and ensure data integrity between planning models and source financials.
• Track and evaluate the financial performance of key strategic initiatives against forecasted results.
• Provide financial analysis and decision support to our Supply Chain organization, including unit price/cost, inventory analysis, tariff impact, freight, and other operating analytics.

Reporting and Data Analysis

• Support the month-end close process by preparing variance analysis and financial reports.
• Analyze key financial drivers, including revenue, labor, and operating expenses; identify trends and recommend corrective actions.
• Analyze margin performance across retail, commercial, and franchise channels, including channel mix, customer/program-level profitability, and vendor cost pass-through impacts on bid pricing.
• Leverage generative AI tools as part of daily analytical work (data analysis, code generation, document drafting, and scenario modeling), applying sound judgment to validate AI-generated output.

Business Partnership and Support

• Serve as a finance business partner to leaders across the organization, including Sales, Operations, Marketing, IT, and Supply Chain, translating complex financial models, analyses, and calculations into plain, actionable language that supports decision-making at all levels.
• Develop and manage financial models to support franchise performance analysis and unit economics.
• Analyze commercial B2B performance, including national accounts, GPO programs, and bid-level economics; partner directly with sales leadership on forecasting and pipeline analysis.
• Develop executive-ready presentation materials (PowerPoint), translating complex analysis into clear narratives for the President, PE sponsors, and monthly LLC/board reporting.
• Conduct ROI and business case analyses for investments, initiatives, and operational changes.

What We're Looking For

• Bachelor's degree in Finance, Accounting, or related field required; MBA or CPA coursework is a plus.
• Minimum 3-5 years of experience in financial planning, analysis, or business finance.
• Experience with EPM/planning tools (e.g., Vena, Adaptive, Anaplan) and BI platforms (e.g., Looker, Power BI) preferred.
• Multi-unit retail, franchise, or distribution industry experience a plus.
• Experience using AI/LLM tools (e.g., Claude, ChatGPT, Gemini, Copilot, etc.) to enhance productivity in financial analysis, modeling, and reporting preferred.
• Strong understanding of financial statements, budget processes, and forecasting techniques.
• Exceptional communication skills with a demonstrated ability to explain financial concepts to non-finance audiences; comfortable presenting to and partnering with stakeholders at all levels, from store and field teams to senior executives.
• Advanced Microsoft Excel skills and experience with modeling required; experience with Python (pandas), SQL, or scripting for data analysis and automation preferred.

Why Batteries Plus

Join a company that powers people's lives every day. Be part of a collaborative, fast-paced, and energizing team environment with competitive pay, comprehensive benefits, and opportunities for growth.

Apply Today

This isn't a back-office reporting seat. You'll join a small, high-leverage FP&A team at a private equity-backed company where your analysis goes directly to executive leadership, and our PE sponsors. You'll work across retail, commercial, corporate stores, and franchise channels on problems with real dollars attached: pricing strategy, margin analysis, and unit economics. We're also an AI-forward finance team, we use modern tools (LLMs, Python, Vena, Looker) to automate the tedious work so our time goes to analysis and influence. If you want broad exposure, visible work, and a team that invests in how you work, apply today!

EEOC Statement

Batteries Plus is an Equal Opportunity Employer. Applicants and associates are free from discrimination on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, pregnancy accommodations, reprisal, other non-merit based factors, and any other protections afforded under state or local laws.