The opportunity timeline

• Overview

  Investment Strategies Group is hiring a Senior Financial Analyst in Racine, WI.

• Role description

  A Senior Financial Analyst who can defend a number to an auditor and sell it to a board is rare; Investment Strategies Group is hiring exactly that. What Investment Strategies Group is really offering: $93,000 - $123,000 for 5 years of CIA Certification, plus growth that does not stall at the door.

  Key Responsibilities

  • Translate raw numbers into clear dashboards for non-finance stakeholders
  • Partner with department heads to track spending against approved budgets
  • Shepherd the year-end autonomy-driven audit from PBC list to signed opinion
  • Build budget-vs-actual reviews managers across Racine look forward to
  • Knit Accounts Receivable pipelines into the close so data lands pre-validated
  • Reconcile the loan amortization schedule against every lender statement
  • Trim days off the AP cycle without straining a single vendor
  • Run the part-time close for a senior ledger you fully own

  What You'll Bring

  • The integrity to flag your own mistakes first
  • The patience to mentor without taking over the keyboard
  • Comfort presenting to a WI-wide audience without a script
  • 5+ years building trust the slow, unglamorous way
  • Track record that proves you can results-oriented ship under deadline pressure
  • A steady hand when three priorities all claim to be number one

  Investment Strategies Group grew out of a Racine, WI research lab and never lost its experiment-friendly, question-everything approach to CIA Certification. Respect for your craft and your life outside it sits at the core of how Investment Strategies Group operates.

  We do not just dangle $93,000 - $123,000; we back it with mentorship, a real benefits suite, and schedules that bend around Racine, WI living.

  Hiring is happening now, not last quarter, for this Senior Financial Analyst seat.

  Your Excel story isn't finished, and the next chapter might be a Senior Financial Analyst role here.

• Required skills

  • Excel
  • External Audit
  • Accounts Receivable
  • CIA Certification
  • Due Diligence
  • Empathy
  • Work Ethic

• Benefits & perks

  • Industry membership dues
  • Company retreats
  • Personal Shopping
  • Volunteer Time Off
  • Employee stock purchase plan (ESPP)
  • Online course subscriptions
  • Travel discounts

• Apply before 2026-08-20

  Submit your application for this Part-time finance position.