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Financial Planning Analyst | In-Office

RJ Schinner Co -
Menomonee Falls, WI

Quick Apply

Job Details

Full-time

Qualifications

Financial close processing
Financial data reconciliation
Sales analytics & reporting tools
ERP systems
Bachelor's degree
Accounting and finance experience
Closing the books
Fixed asset management

Full Job Description

RJ Schinner is celebrating 75 years of business! Our journey started back in 1951. Today, we’re proud to have 20 distribution centers across the U.S. and a team of 600+ amazing people, all working together to keep distributors in 48 states stocked with the essentials – from paper goods and foodservice packaging to cleaning supplies.

Headquartered in Menomonee Falls, WI, we’re proud to be recognized as one of Deloitte’s Wisconsin 75 most successful private companies and recognized by BizTimes’ Future 50 Program as one of the fastest-growing privately-owned companies in southeastern Wisconsin.

But what really matters? The people behind it all. When you join RJ Schinner, you’re not just taking a job — you’re becoming part of a team that values hard work, celebrates success, and believes in growing together.

Schedule: Full-time | Monday – Friday | In-office only

Job Summary

The Financial Planning Analyst (FPA) supports the organization’s financial planning, reporting, and decision-making processes through a combination of financial analysis and accounting responsibilities. This role partners with leaders across Sales, Operations, Purchasing, and other functional areas to provide actionable financial insights that drive business performance. In addition to analytical responsibilities, the position maintains ownership of key accounting functions, including capital asset accounting, lease accounting, account reconciliations, and month-end close activities. The ideal candidate is analytical, detail-oriented, and capable of translating financial information into meaningful business recommendations.

Essential Duties and Responsibilities

Prepare and analyze monthly financial results, including variance analyses and management reporting
Support the annual budgeting process, periodic forecasting activities, and long-range financial planning
Develop and maintain financial models to support strategic and operational decision-making
Perform profitability analyses by customer, product category, vendor, and business segment
Analyze trends in sales, margins, operating expenses, and key performance indicators
Support pricing, cost-to-serve, and commission analyses to improve business performance
Prepare reports, dashboards, and presentations for management and business leaders
Conduct ad hoc analyses and special projects to support organizational objectives
Maintain fixed asset records, depreciation schedules, and related accounting processes
Administer lease accounting and maintain lease schedules in accordance with company policies and applicable accounting standards
Prepare journal entries, account reconciliations, and supporting documentation as part of the month-end and year-end close processes
Analyze balance sheet and income statement accounts to ensure accuracy and completeness
Assist with internal and external audit requests and provide supporting documentation as needed
Support the maintenance and enhancement of internal controls and financial processes
Ensure compliance with accounting policies and procedures
Other duties as assigned.

Required Qualifications/Experience

Bachelor’s degree in Accounting, Finance, or related field
2-3 years of experience in accounting, financial analysis, or FP&A
Strong understanding of accounting principles and financial reporting
Experience with fixed assets, reconciliations, and month-end close
Advanced Excel and ERP system experience
Strong analytical and communication skills

Preferred Qualifications/Experience

Active professional certification such as a CPA, CMA, FPAC, or CFA
Advanced degree in Accounting, Finance, or an MBA
Experience building dynamic financial dashboards using visualization tools (e.g., Power BI, Tableau)

Working Environment

Work is performed in an office environment
Noise level is moderate

Location: On-Site | N89W14700 Patrita Drive | Menomonee Falls WI | 53051 | www.rjschinner.com

R.J. Schinner Co., Inc. is proud to be an Equal Opportunity Employer. We hire and promote for all positions without regard to race, religion, color, national origin, gender, sexual orientation, gender identity and/or expression, disability, or veteran status. All terms and conditions of employment are administered on the basis of equality.

#IND1

Quick Apply

Refine Your Search

Reconciliations Analyst jobs

Financial Planning Analyst | In-Office

Payroll Analyst

Accounts Payable Analyst

Data Quality & Integration Analyst

Financial Analyst

Data Migration Analyst

Clinical Trials Billing and Collections Analyst - Remote

Junior Finance Operations Analyst

Data Operations Analyst

Business Analyst

Pricing Analyst

Regulatory Reporting Data Analyst

Data Integration Analyst

Jr. Analyst

Revenue Operations Analyst

Payment & Chargeback Analyst

Middle Business System Analyst

Healthcare Interoperability Analyst (Remote Opportunity)

Senior Order to Cash Analyst

Financial Analyst (Nephrology)

I want to receive the latest job alert for Reconciliations Analyst

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