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Assistant Director, Financial Planning & Analysis

Milwaukee, WI Corporate, US💼 Full-time💰 $108,160–$108,160🗓 2026-09-21 → 2026-09-26

Core

Strategic finance business partner supporting business leaders through financial planning, forecasting, performance reporting, workforce planning, and decision support analysis for a large service call-center organization.

Role type

Senior IC financial planning & analysis leader

Builds

Financial plans, forecasts, budgets, KPIs, financial models, and executive reporting packages

Domain

Financial services / Call center operations

Deliverable

production ML models | product features | dashboards & analysis | client delivery | infrastructure

Required skills

Financial planning, forecasting, budgeting, performance reporting, workforce planning, financial modeling, scenario analysis, cost optimization, process improvement, stakeholder management, team leadership

Preferred skills

CPA, MBA

Technologies

Financial modeling tools, ERP systems, BI platforms

Responsibilities

Lead annual planning, forecasting, and budgeting processes; translate financial and operational data into actionable recommendations; develop and monitor KPIs and financial metrics; manage workforce and expense planning activities; drive process improvement and automation in financial management; coach and develop finance team members

Seniority

Senior, hands-on IC with leadership responsibilities

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