Financial Cost Analyst Jobs in Racine, WI (NOW HIRING)

Position Overview

We are seeking a Financial Analyst – FP&A & Accounting to support financial planning, budgeting, forecasting, reporting, accounting close, and financial analysis activities. The Analyst will work closely with Finance, Accounting, and business stakeholders to analyze financial performance, monitor costs and variances, and provide accurate financial information to support business decisions.

The successful candidate will have strong analytical and Excel skills, knowledge of accounting principles and internal controls, and the ability to work effectively with cross-functional teams.

Key Responsibilities

• Support the consolidation of Annual Operating Plans (AOP) and Long-Range Plans (LRP).

• Assist with budgeting, financial planning, forecasting, reporting, and variance analysis.

• Coordinate the development of budgets and key margin drivers, including revenue, pricing, promotions, consumer incentives, and cost of goods.

• Analyze and review forecasted and actual cost reports.

• Consolidate and review budget packages for presentation to senior management.

• Prepare and consolidate monthly financial reporting.

• Review monthly costs, financial performance, and variances.

• Provide balance sheet and financial controls oversight.

• Support assigned customer groups by providing financial guidance and analysis.

• Assist with monthly OET meetings, including scheduling, agendas, meeting minutes, and follow-up tracking.

• Monitor customer accounts receivable aging and support collection improvement initiatives.

• Review and analyze Days Sales Outstanding (DSO) by customer on a monthly basis.

• Prepare ad-hoc financial reports and analysis for customers and internal stakeholders.

• Liaise with relevant teams to manage customer accounts and resolve financial issues.

• Support the accounting close and consolidation process.

• Prepare monthly journal entries and complete account reconciliations.

• Ensure compliance with established financial controls and accounting procedures.

• Support global Finance initiatives, including global consolidation tools and standard chart-of-accounts projects.

• Provide analytical support for ongoing Free Cash Flow improvement initiatives.

• Conduct financial research and data analysis to identify trends, issues, and opportunities.

• Perform other finance and accounting responsibilities as assigned.

Required Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.

• CPA certification preferred/required as applicable.

• 1–3 years of experience in accounting and/or finance.

• Strong understanding of Generally Accepted Accounting Principles (GAAP).

• Knowledge of internal financial controls.

• Strong analytical and problem-solving skills.

• Demonstrated ability to conduct financial research and data analysis.

• Strong proficiency in Microsoft Excel.

• Experience with financial modeling.

• Strong written and verbal communication skills.

• Ability to work effectively with cross-functional teams.

• Flexible, organized, and customer-service oriented.

Preferred Qualifications

• Experience in the Consumer Packaged Goods (CPG) industry.

• Commercial finance experience, preferably within the alcoholic beverage industry.

• Experience with SAP is a plus.

• Experience with financial planning, forecasting, budgeting, and variance analysis.

• Experience with financial consolidation and reporting systems.

Key Skills

• Financial Analysis

• FP&A

• Budgeting & Forecasting

• Financial Modeling

• Accounting & Reconciliation

• Financial Reporting

• Variance Analysis

• Accounts Receivable

• DSO Analysis

• Journal Entries

• GAAP

• Internal Controls

• SAP

• Advanced Excel

• Data Analysis

• Business Partnering

• Communication Skills

Ageatia was built on the principle of becoming a leading provider of workforce solutions for clients and candidates across the Engineering, Healthcare, Scientific and Information Technology industries. As we grow and evolve, we recognize our differentiation lies not just in traditional staffing, but in true partnerships and collaboration on hiring solutions.

We bring value to our talent by helping them identify their individual skills and aptitudes, matching them with opportunities to excel and creating communities where they can foster their skills and always have a trusted partner in their career.

In supporting our clients, we understand that each organization and culture is unique, and we thrive in collaborating with our clients to provide innovative solutions to suit their specific needs.

The root of our growth and continued success stems from not only our loyal clients and talent, but the dedication of our people. Ageatia takes great pride in our teammates and the culture we built together as an organization. We promote an environment that rewards the hard work and perseverance necessary to solve the unique needs of our clients and talent. The Ageatia family might span across the country, but our team is tightly united around our core purpose, core values and our mission to provide superior service to our customers.