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Financial Analyst at Circa

Financial Analyst

Circa Milwaukee, WI Full-Time
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We are looking for a Financial Analyst to join the Circa team! This individual will perform complex financial and business-related analysis, data manipulation and forecast preparation.

About You


You’re a tech savvy problem-solver, with active listening skills and high attention to detail. You’re a strong communicator, capable of working with individuals at all levels across the organization. You’re an independent, motivated self-starter, with the ability to shift priorities in a fast-paced environment where you can take on a variety of work and projects.

You may have a bachelor’s degree in Finance, Accounting, or a related field, or the equivalent combination of education and relevant work experience. You also have 3 or more years of experience as a financial analyst or similar position. You have a demonstrated ability to hit deadlines, manage multiple tasks at once, while prioritizing and managing time effectively to achieve results. You potentially also have experience working at a SaaS organization previously.

About the Position


You will extract and collect data from multiple business systems to then manipulate, analyze and evaluate. You’ll take that information and provide summaries and offering recommendations to management to enable analytical, data-driven decisions regarding key initiatives. You’ll evaluate and assess the financial status of the organization and lead reporting processes.

Our Finance Team:
• We are a growth minded organization – focused on continuous improvement
• Highly collaborative and supportive team
• Tools: Sage Intacct, Salesforce CRM, Centage Planning Maestro

Day in the Life

Most days will involve:
o Developing and owning the weekly, monthly, quarterly, annual financial and operational dashboards and monthly management reporting process for key performance indicators
o Extracting sales activity, financial, marketing, and product data from various systems for manipulation and evaluation
o Uncovering business trends and assessing financial status by comparing results with plans and forecasts
o Populating and managing data in budgeting and forecasting tools
o Generating reports and providing input to maximize system utilization
o Analyzing relevant data and providing summarized recommendations to leadership

On a more monthly or annual basis:
o Researching variances in monthly reports for cause and communicate
o Providing data for preparing annual budget and periodic forecasts, working with different departments to project future revenues and expenses
o Designing, recommending, and testing processes for transactions and workflows within business systems
o Leading or supporting special projects as needed

About Us


We believe diverse teams have the power to transform business. For us, diversity is not just a “check-the-box” solution. We bring our own experiences and style to our work, which fuels creativity and is sought after as valuable assets. Circa is more than a SaaS-based workforce development company – we are a catalyst for companies to build their own proprietary advantage with powerful diverse teams. Our best-in-class products solve diversity and compliance challenges for some of the country’s most innovative companies.

Circa is a team of experts sharing a passion for diversifying the workforce. Together we’re building a more diverse and high-performing future — team by team, industry by industry. Are you with us?

Circa is an Equal Opportunity Employer. Encouraging Diversity and Inclusion is a core value – we celebrate and embrace our differences. Everyone is welcome and deserves an opportunity.

o  Developing and owning the weekly, monthly, quarterly, annual financial and operational dashboards and monthly management reporting process for key performance indicators
o  Extracting sales activity, financial, marketing, and product data from various systems for manipulation and evaluation
o  Uncovering business trends and assessing financial status by comparing results with plans and forecasts
o  Populating and managing data in budgeting and forecasting tools
o  Generating reports and providing input to maximize system utilization
o  Analyzing relevant data and providing summarized recommendations to leadership

o  Researching variances in monthly reports for cause and communicate
o  Providing data for preparing annual budget and periodic forecasts, working with different departments to project future revenues and expenses
o  Designing, recommending, and testing processes for transactions and workflows within business systems
o  Leading or supporting special projects as needed

Recommended Skills

  • Budgeting
  • Business Related Analysis
  • Finance
  • Financial Analysis
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