Lead Financial Analyst

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Appleton, WI
In-Office
eCommerce • Healthtech • Information Technology • Software • Cybersecurity
The Role

DIVISION:

U.S. AutoForcePOSITION SUMMARYThe Lead Financial Analyst is responsible for handling and managing complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires over 5 years of experience and involves leading and managing finance projects, directly or indirectly managing analysts, and overseeing financial planning. The position aims to develop a high level of business acumen, strategic thinking, and leadership skills, serving as a subject matter expert.

JOB RESPONSIBILITIES

Essential Job Responsibilities:

  • Lead and manage complex finance projects, ensuring timely and accurate completion.
  • Oversee financial planning processes, including budgeting, forecasting, and long-term financial strategy.
  • Directly or indirectly manage a team of analysts, providing guidance, mentorship, and performance evaluations.
  • Conduct strategic financial analysis to support high-level decision-making.
  • Develop and maintain complex financial models to forecast and analyze financial performance.
  • Ensure compliance with company policies, accounting standards, and regulatory requirements.
  • Prepare and review monthly, quarterly, and annual financial statements.
  • Collaborate with senior management to develop and implement financial strategies.
  • Maintain accurate and organized financial records.
  • Oversee the accuracy of Autoforce’s internal reporting hierarchies, supporting reliable financial and operational reporting.
  • Partner with Autoforce stakeholders to define key performance metrics and monitor progress against established targets to drive continuous improvement and strategic decision-making.

Additional Job Responsibilities:

  • Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
  • Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
  • Continuously learn and develop self professionally
  • Support corporate efforts for safety, government compliance, and all other company policies & procedures
  • Perform other related duties as required and assigned

QUALIFICATIONS

Required:

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • 5+ years of experience in financial planning and analysis or a related field.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Excel and other financial software.
  • Excellent organizational and time management skills.
  • Ability to work independently and as part of a team.
  • Strong attention to detail and accuracy.
  • Demonstrated leadership abilities and strategic thinking.
  • Effective communication and presentation skills.

Preferred:

  • Additional certifications (e.g., CFA, CPA).

U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need. 

U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.

U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.

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The Company
HQ: Menlo Park, CA
47 Employees
Year Founded: 1981

What We Do

U.S. Venture Partners (USVP) is a leading Silicon valley-based venture capital firm, helping entrepreneurs build world-class companies since 1981. U.S. Venture Partners (USVP), is a venture capital investment firm headquartered in Menlo Park, California in the heart of Silicon Valley focusing on investments in an array of segments including enterprise software, cyber security, consumer, e-commerce, healthcare, and IT-enabled healthcare services.

Since its inception USVP has invested $3.9 billion in over 498 companies across a broad range of industries, of which 89 have completed an initial public offering.

The firm is currently investing out of its twelfth fund, USVP XII. The USVP team foundation is grounded in four generations of high-technology venture investing and are accomplished venture investors, former CEOs, senior executives and technology company founders that committed to taking an exemplary firm into the 21st century. USVP personnel make up and the firms heritage combine to make us part of the company building process. In many situations the USVP board partner is the first call the entrepreneur makes when faced with strategic decisions, daily challenges and personal support, knowing that we will be there to provide the counsel needed, which is grounded in decades of experience and understanding of our role as coaches and confidantes.

The investment team is composed of Casey Tansey, Steve Krausz, Jonathan Root, Rick Lewis, Jacques Benkoski, and Dafina Toncheva. USVP has invested in many world-changing companies, including: Box, Castlight Health, Check Point Software, Concur, GoPro, Guidewire Software, HotelTonight, Imperva, InsideSales.com, Intersect ENT, Omada Health, OncoMed, SanDisk, Sun Microsystems, Threatmetrix, Trunk Club, Trusteer, Yammer, and Zerto. Visit our website for a complete list of investments, portfolio company news and more information on our firm: www.usvp.com. Like us on Facebook and visit us on Twitter: @USVP_

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