Senior Financial Planning & Analysis Lead

Description Location: Greater Milwaukee Area (hybrid) Job Type: Full-Time Salary: Starting at $75,000+ annually, with starting pay dependent upon education, experience, and qualifications. Benefits: Comprehensive benefits, company-matched 401(k), paid time off, competitive compensation, and much more! About Us: At Nelson-Jameson, we’ve been a trusted partner in the food manufacturing industry since 1947. We provide high-quality products and innovative solutions that help businesses maintain top standards in quality, safety, and compliance. As a family-owned company, we believe in accountability, teamwork, and growth—for our people and the business. We take pride in our close-knit, supportive culture where every team member has a voice and the chance to grow. If you're looking for a rewarding career with a team that works hard and stays optimistic, we’d love to have you join us! 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. This is not a traditional accounting-focused role; instead, it is best suited for a hands-on finance professional with experience in operational finance, or business analytics within manufacturing, distribution, supply chain, or other product-based business environments. Success in this role requires strong analytical and investigative thinking, comfort working through ambiguity, technical aptitude with financial and analytics systems, and the ability to translate complex data into actionable business insights. 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 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. With Nelson-Jameson, you’ll receive: Comprehensive Health Benefits with your choice of benefits to match your unique needs 401(k) with company match Competitive Compensation: Starting at $75,000+ annually, with starting pay dependent upon education, experience, and qualifications. Annual discretionary bonus Paid time off at time of hire Annual allowance for company-branded clothing Annual Wellness Stipend & other wellness programs Company-provided cell phone and credit card And much more ! Qualifications & Skills: Required: 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 Ability to assess financial performance, identify trends and risks, and provide actionable business insights and recommendations Self-starter mentality with the ability to work independently, ask thoughtful questions, and drive process improvements in evolving environments 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. Preferred: CPA, CMA, or similar professional certification Experience leading or supporting financial automation, reporting optimization, system integrations, or process improvement initiatives Experience partnering cross-functionally to provide strategic financial insights that support operational and business decision-making Experience supporting pricing analysis, landed cost initiatives, inventory analysis, or operational profitability reporting Experience helping build or mature FP&A, reporting, or business analytics functions within a growing organization 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.