Senior Financial Planning & Analysis Lead

About the role

This is an onsite/hybrid position requiring weekly in-person work in Milwaukee, Wisconsin (1 day per week). Applicants must be currently authorized to work in the United States on a permanent basis. Nelson-Jameson does not sponsor employment visas now or in the future.

Job Summary

The Sr. Financial Analyst plays a key role in strengthening the company’s financial performance through forecasting, budgeting, financial modeling, business analytics, and strategic financial analysis. As the organization’s first dedicated FP&A resource, this position offers the opportunity to build and shape scalable financial planning, reporting, dashboarding, and analytics processes from the ground up. Working closely with Finance leadership and cross-functional business partners, the Sr. Financial Analyst will help improve financial visibility, support operational decision-making, and identify opportunities to drive profitability, efficiency, and long-term growth across the organization.

Key Responsibilities

• Lead the continued development and improvement of the company’s FP&A function, including forecasting methodologies, KPI reporting, and financial analytics processes
• Support annual budgeting, long-range planning, and recurring forecasting activities in partnership with Finance leadership
• Develop and maintain financial models, scenario analyses, and sensitivity models to support strategic planning, pricing, and operational decision-making
• Perform variance analysis and identify financial trends, risks, and opportunities to improve profitability and business performance
• Partner cross-functionally with operational leaders to provide financial insights and improve visibility into key business drivers
• Build, maintain, and analyze dashboards, KPIs, and business intelligence reporting tools using Power BI, EDA, and related analytics platforms
• Drive process improvement, reporting automation, and standardization initiatives to improve efficiency and scalability within financial reporting and analysis
• Prepare financial presentations, dashboards, and reporting materials for leadership meetings, business reviews, and strategic planning discussions
• Support landed cost analysis, pricing initiatives, and other cost optimization efforts through detailed financial analysis and modeling
• Contribute to special projects and strategic financial initiatives across the organization

Qualifications & Skills

• Education: Bachelor’s degree in Accounting, Finance, or related field
• Experience: 3-5+ years of experience in corporate finance, FP&A, operational finance, or business analytics within manufacturing, distribution, supply chain, or other product-based industries
• Experience supporting budgeting, forecasting, variance analysis, and business performance reporting in an operational business environment
• Advanced Excel skills, including financial modeling, complex formulas, and large data set analysis
• Experience using ERP and analytics platforms such as Microsoft Dynamics, Power BI, SQL, EDA, or similar business intelligence and reporting tools
• Experience building dashboards, KPI reporting, and scalable financial reporting processes
• Strong analytical and investigative mindset with the ability to identify inconsistencies, validate assumptions, and uncover root causes within data
• Strong problem-solving, organizational, and decision-making skills with the ability to manage multiple priorities and shifting deadlines in a fast-paced environment
• Excellent communication and interpersonal skills, including the ability to explain complex financial information clearly to both finance and non-finance stakeholders
• The ability to assess financial performance, identify trends and risks, and provide actionable business insights and recommendations
• A self-starter mentality with the ability to work independently, ask thoughtful questions, and drive process improvements in evolving environments
• The ability to maintain a hybrid presence at our Wauwatosa office for collaboration, with up to 15% travel to the Corporate Office for internal meetings and business needs

Why Nelson-Jameson?

At Nelson-Jameson, we offer more than just a job; we provide an opportunity to grow and succeed within a family-owned company that values innovation, collaboration, and hard work. You’ll be part of a trusted industry leader, working alongside passionate professionals who are dedicated to making a difference. As a golden rule company, we strive to maintain a culture of honesty, integrity, and kindness. Our organization is committed to operating ethically and respecting people, our community, and the environment. With us, you’ll become part of a hard-working team that takes pride in providing safe, high-quality food to communities around the world.

How To Apply

If you’re ready to drive your career forward with a company that values hard work, safety, and excellent customer service, apply now on our career site! Nelson-Jameson, Inc. and NEXT Logistics, LLC. are Equal Opportunity Employers. We are committed to creating a diverse and inclusive workplace and encourage applicants from all backgrounds, including but not limited to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, and veteran status.