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Financial Planning Jobs in Madison, WI

Senior Financial Analyst

CFS

Madison, WI

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JOB DETAILS
SALARY
$75,000–$90,000 Per Year
SKILLS
Accounting, Accounting Close, Ad Hoc Financial Modeling, Budgeting, Business Growth, Communication Skills, Decision Support, Expense Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Internal Audit, Journal Entries, Leadership, Mentoring, Operational Improvement, Presentation/Verbal Skills, Process Development, Process Improvement, Profit & Loss, Profit & Loss Analysis, Profit & Loss Forecasting, Reconciliation, Revenue Analysis, SQL (Structured Query Language), Strategic Planning, Team Player
LOCATION
Madison, WI
POSTED
4 days ago

Senior Financial Analyst


Salary: $75,000 - $90,000


Why This Opportunity Stands Out



  • Join a financially stable, family-owned organization with a collaborative culture and excellent work/life balance.

  • High-visibility role supporting a rapidly growing business unit with significant opportunities for career advancement.

  • Blend of accounting and finance responsibilities, allowing you to influence budgeting, forecasting, profitability analysis, and executive reporting.

  • Work alongside an experienced finance leadership team that values mentorship and internal development.

  • Hybrid schedule (4 days onsite / 1 day remote) with strong benefits, summer hours, early holiday releases, and a 401(k) match.


Key Responsibilities



  • Lead month-end close activities, including journal entries, account reconciliations, and financial reporting for assigned business units.

  • Prepare annual budgets, monthly forecasts, and financial models while analyzing revenue, expenses, customer profitability, and business performance.

  • Develop and present monthly and quarterly operational reporting packages to leadership, providing actionable financial insights and recommendations.

  • Partner with accounting and operational leaders to improve financial reporting, support strategic initiatives, and identify process improvements.

  • Assist with year-end close, audit support, internal controls, and ad hoc financial analysis to support executive decision-making.


Qualifications



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

  • 3+ years of accounting and financial analysis experience with a strong foundation in month-end close and financial reporting.

  • Experience with budgeting, forecasting, financial modeling, and profitability analysis.

  • Advanced Excel skills required; experience with Power Query or SQL is a plus.

  • Strong communication and presentation skills with the ability to partner effectively with leaders across the organization.



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About the Company

C

CFS

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.

CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.

Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Financial Services
FOUNDED
1994
WEBSITE
http://www.cfstaffing.com/

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