U.S. Venture, Inc.→
Sr. Financial Planning Analyst at U.S. Venture, Inc. in Appleton, WI
Skills
Job Description
POSITION SUMMARY
The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, advising analysts, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions.
In addition to core responsibilities, this role is expected to operate as a modern professional - leveraging data, technology, and AI to transform processes. The Senior Financial Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across workstreams, both individually and for the broader team.
JOB RESPONSIBILITIES
Essential Job Responsibilities:
Perform detailed financial analysis to support strategic decision-making.
Advise and mentor junior analysts, providing guidance and support.
Build and maintain complex financial models to forecast and analyze financial performance.
Participate in strategic planning activities, offering insights and recommendations.
Ensure compliance with company policies, accounting standards, and regulatory requirements.
Support budgeting and forecasting processes, providing detailed analysis and insights.
Maintain accurate and organized financial records.
Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders
Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows — driving greater accuracy and efficiency.
Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times.
Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities.
Additional Job Responsibilities:
Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
Continuously learn and develop self professionally
Support corporate efforts for safety, government compliance, and all other company policies & procedures
Perform other related duties as required and assigned
QUALIFICATIONS
Required:
Bachelor’s degree in Accounting, Finance, or a related field.
4 – 7 years of experience in financial planning and analysis or a related field.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel and other financial software.
Good organizational and time management skills.
Ability to work independently and as part of a team.
Strong attention to detail and accuracy.
Effective communication and presentation skills.
Demonstrated leadership abilities and strategic thinking.
Preferred:
- Additional certifications (e.g., CFA, CPA).
DIVISION: Corporate
U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment‑based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full‑time basis and must not require U.S. Venture’s sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.
99-00-810-8141