Senior Financial Analyst

About the role

As a Senior Financial Analyst you will contribute to Wenger Corporation's strategy to provide an exceptional customer experience through advanced finance business partnership, reporting, forecasting, strategic analysis, month-end close support, and recommendations that enable data-driven decisions. The Senior Financial Analyst independently leads complex analyses, translates financial results into actionable insights, and serves as a trusted advisor to business leaders.

Responsibilities

• Serve as a finance business partner to Sales, Product Management, and Manufacturing teams by providing reporting, advanced analysis, forecasting leadership, and financial recommendations.
• Lead recurring reporting and analysis on sales, order intake, cost of sales, margin, profitability, and financial performance trends.
• Help drive the full-year budget and rolling forecast processes, including model ownership, business partner reviews, variance analysis, and leadership-ready explanations.
• Independently lead complex analyses that evaluate business performance, identify risks and opportunities, and support strategic decision-making.
• Perform and explain margin analysis, profitability reviews, and cost drivers; recommend actions to reduce costs, improve margins, and strengthen financial performance.
• Lead monthly, quarterly, and annual management reporting processes for assigned business areas.
• Create executive-ready data visualizations, presentations, and recommendations for management meetings and reviews.
• Streamline reporting processes through automation, effective tool selection, standardization, and improved reporting governance.
• Mentor team members and business partners on financial reporting, analysis, tools, and interpretation of results as needed.
• Complete ad hoc financial analysis, special projects, and audit requests as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Five (5) or more years of progressive corporate finance, financial planning & analysis, or accounting experience.
• Demonstrated ability to independently lead complex analyses and provide recommendations to leadership.
• Strong analytical and problem-solving abilities, including ability to connect operational drivers to financial results.
• Strong communication skills and ability to influence and work cross-functionally with business leaders.
• Attention to detail and commitment to data accuracy.
• Advanced Excel skills, including formulas, pivot tables, data analysis, Power Pivot, and financial modeling.

Preferred qualifications

• Master's degree, CPA, or CMA.
• Experience with ERP, EPM, and reporting tools such as Epicor, Vena, Power BI, Tableau, or similar platforms.
• Experience using Copilot or equivalent AI tools to improve analysis, reporting, or productivity.
• Manufacturing industry experience.

Benefits

• Paid Time Off
• 9 Paid Holidays
• Generous Profit Sharing
• Medical, Dental and Vision Insurance
• Spending Accounts HSA, FSA, DCFSA
• Company Paid Short-term and Long-term Disability Insurance
• 401k Retirement Plan with Company Match
• Company Paid Life Insurance
• Supplemental Life Insurance
• Employee Assistance Program

Pay

Pay information reflects the anticipated compensation range for this position based on current market data. Individual pay is determined by skills, experience, and other relevant factors.