Senior Financial Analyst - IT

ULINE

$80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or Accounting preferred
  • 3+ years of experience in Financial Planning and Analysis or related fields
  • Proficient in Microsoft Excel; knowledge of SQL, Claude, and Power BI preferred
  • Excellent analytical, time-management, and problem-solving skills
  • Strong communication ability with IT staff and executives

Responsibilities

  • Own financial planning, forecasting, and performance analysis for IT portfolio
  • Review monthly financial statements to identify trends and improvement opportunities
  • Develop financial reports translating data into actionable insights for executives
  • Conduct assessments of vendor health and evaluate new IT vendors
  • Partner with departments to influence financial strategies and tech investments

Benefits

  • Complete health insurance coverage and a 401(k) with a 6% employer match from day one
  • Multiple bonus programs available
  • Paid holidays and generous paid time off
  • Tuition Assistance Program for professional continuing education
  • On-site café and first-class fitness center with personal trainers
  • Access to over four miles of walking trails
Full Job 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.

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.

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