About the role

The Senior Financial Analyst will oversee IT financial planning, forecasting, and performance analysis across a large-scale portfolio. They will also develop financial reports and provide actionable insights to guide executive decision-making regarding technology investments.

What they look for

Financial planning Forecasting Performance analysis Financial reporting Data analysis Budget management Vendor health assessment Microsoft Excel SQL Claude Power BI Analytical skills Time-management Problem-solving Communication

Requirements

Candidates must hold a bachelor's degree, preferably in finance or accounting, and possess at least 3 years of experience in financial planning and analysis. Proficiency in Microsoft Excel is required, with additional knowledge in SQL, Claude, and Power BI preferred.

Benefits

Health insurance 401(k) Bonus programs Paid holidays Paid time off Tuition assistance On-site café Fitness center

Full description

Senior Financial Analyst - IT

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Are you a financial expert and skilled at handling complex data? Join Uline as a Senior Financial Analyst, where you’ll oversee IT financial performance, manage budgets, and deliver actionable insights that inform leadership decisions and support our enterprise-scale IT portfolio.

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Position Responsibilities

Own IT financial planning, forecasting, and performance analysis across a large-scale, multi-million-dollar portfolio.

Review monthly IT financial statements for assigned business units, identifying trends and opportunities for improvement.

Develop clear, concise financial reports, translating data into actionable insights and recommendations to guide executive decision making.

Conduct vendor health assessments and evaluate potential new IT vendors.

Partner across departments to influence financial strategy and technology investment decisions.

Minimum Requirements

Bachelor's degree. Finance or accounting major preferred.

3+ years of experience in Financial Planning and Analysis, Analytics Accounting, or similar.

Proficient in Microsoft Excel. Knowledge in SQL, Claude and Power BI preferred.

Excellent analytical, time-management and problem-solving skills.

Ability to communicate effectively with IT employees, other internal teams, and executives.

Uline does not participate in the H1-B lottery.

Benefits

Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

Multiple bonus programs.

Paid holidays and generous paid time off.

Tuition Assistance Program that covers professional continuing education.

Employee Perks

On-site café and first-class fitness center with complimentary personal trainers.

Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.

Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

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Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!