Senior Financial Analyst - IT

ULINE

$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree, preferably in finance or accounting.
  • 3+ years of experience in Financial Planning and Analysis or similar fields.
  • Proficient in Microsoft Excel, with preferred knowledge in SQL, Claude, and Power BI.
  • Strong analytical, time-management, and problem-solving skills.
  • Effective communication skills with IT teams, other departments, and executives.

Responsibilities

  • Oversee IT financial planning, forecasting, and performance analysis for a multi-million-dollar portfolio.
  • Review monthly IT financial statements to identify trends and opportunities.
  • Develop concise financial reports with actionable insights for executive decision making.
  • Conduct assessments of vendor health and evaluate potential new IT vendors.
  • Collaborate across departments to influence financial strategy and technology investments.

Benefits

  • Complete health insurance coverage with 401(k) and 6% employer match from day one.
  • Opportunities for multiple bonus programs.
  • Generous paid holidays and time off.
  • Tuition Assistance Program for professional continuing education.
  • Employee perks include on-site café and fitness center with personal trainers, plus 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 caf and first-class fitness center with complimentary personal trainers.

  • Over four miles of beautifully maintained walking trails.

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