Sr. Financial Strategist (FP&A)

Nelson-Jameson, Inc. seeks a Senior Financial Strategist (FP&A) to strengthen financial performance through forecasting, budgeting, modeling, analytics, and strategic financial analysis. As the organization’s first dedicated FP&A resource, this role will build scalable planning, reporting, dashboards, and analytics capabilities from the ground up. Compensation starts at USD 80,000 per year.

Location and travel

Milwaukee, Wisconsin, with a hybrid work arrangement. The role requires hybrid presence at the Wauwatosa office and up to 15% travel to the Corporate Office for internal meetings and business needs.

Responsibilities

• Lead the ongoing development and enhancement of the FP&A function, refining forecasting methods, KPI reporting, and financial analytics workflows
• Support annual budgeting, long-range planning, and recurring forecasting activities in partnership with Finance leadership
• Develop and maintain financial models, scenario analyses, and sensitivity analyses to inform strategic planning, pricing, and operational decisions
• Perform variance analysis to identify financial trends, risks, and opportunities that affect profitability and performance
• Collaborate with operational leaders to deliver financial insights and improve visibility into key business drivers
• Build and maintain dashboards, KPIs, and business intelligence reports using Power BI, EDA, and related analytics platforms
• Drive process improvements, reporting automation, and standardization to enhance efficiency and scalability of financial reporting and analysis
• Prepare financial presentations, dashboards, and reporting materials for leadership meetings and strategic planning discussions
• Support landed cost analysis, pricing initiatives, and other cost optimization efforts through detailed analysis and modeling
• Contribute to special projects and strategic financial initiatives across the organization

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 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 environment
• Advanced Excel skills for 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 BI tools
• Experience building dashboards, KPI reporting, and scalable financial reporting processes
• Strong analytical mindset to identify inconsistencies, validate assumptions, and uncover root causes from data
• Proven problem-solving, organizational, and prioritization abilities in a fast-paced setting
• Excellent communication skills with the ability to explain complex financial information to both finance and non-finance stakeholders
• Ability to assess financial performance, identify trends and risks, and provide actionable insights and recommendations
• Self-starter with the capacity to work independently, ask thoughtful questions, and drive process improvements in evolving environments
• Hybrid presence at the Wauwatosa office and up to 15% travel to the Corporate Office as needed

Technologies

• Power BI
• EDA
• Microsoft Dynamics
• SQL

Benefits

• Comprehensive health benefits
• 401(k) with company match
• Starting compensation of USD 80,000+ per year
• Annual discretionary bonus
• Paid time off from date of hire
• Annual allowance for company-branded clothing
• Wellness stipend and other wellness programs
• Company-provided cell phone and company card
• Bereavement leave
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Health savings account
• Professional development assistance
• Referral program
• Vision insurance
• Volunteer time off