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Senior Financial Analyst

Uline · IL · Full time

Posted Sep 9, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a time you found a spending trend that others had missed. What did you recommend?

What they are checking: Whether they turn analysis into strategic recommendations that leaders act on.

Tell me about an executive-level presentation you built. How did you make complex data clear?

What they are checking: Whether they can tell a simple, accurate story with numbers for senior leaders.

Tell me about a process you automated in FP&A. What did it save?

What they are checking: Whether they improve how finance work gets done, which the posting emphasizes.

Tell me about a time you had to build trust with a business partner who saw finance as a roadblock.

What they are checking: Whether they can become a trusted advisor to IT leaders rather than a gatekeeper.

What would you do

An IT leader wants to approve a project that your analysis says is too costly. How do you handle it?

What they are checking: Whether they can challenge leaders respectfully with data and influence the decision.

IT spending is running well over forecast halfway through the year. What do you do?

What they are checking: Whether they find the cause quickly and give leadership options instead of just reporting the overrun.

How would you work with Procurement on a large software contract renewal?

What they are checking: Whether they can partner across teams to bring financial insight into negotiations.

About the work

How would you build an annual budget and forecast for a large IT department?

What they are checking: Whether they understand IT cost drivers like labor, licenses, cloud and capital projects.

How do you evaluate whether a new technology investment is worth it?

What they are checking: Whether they can build a sound business case with costs, benefits and risks, not just a payback number.

What would you look at in a vendor health assessment?

What they are checking: Whether they know how to judge a vendor's financial stability and risk before the company depends on them.

How do you treat capital versus operating expenses for software and cloud spending?

What they are checking: Whether they understand accounting rules that affect how technology spending is planned and reported.

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The full job description

As published by Uline.

Senior Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are you a strategic finance professional who enjoys solving complex business challenges and influencing decision-making? As a Senior Financial Analyst, you'll partner directly with IT leaders to oversee financial planning, evaluate technology investments and provide insights that help drive decisions across one of Uline's largest and fastest-growing departments. This role offers the opportunity to expand your impact while preparing you for future leadership roles. Position Responsibilities • Lead financial planning, forecasting and performance analysis while advancing automation and process improvements across Uline's enterprise-scale IT portfolio. • Analyze technology spending trends, identifying risks and opportunities while providing strategic recommendations to IT leadership. • Develop executive-level financial reports and presentations that translate complex data into clear business insights. • Partner with IT, Procurement and business leaders to influence financial strategy, capital planning and technology investment decisions. • Conduct vendor health assessments and evaluate potential new IT vendors. Minimum Requirements • Bachelor's degree in Finance or Accounting, Business, Economics or a related field. • 4+ years of Financial Planning & Analysis (FP&A), corporate finance, accounting, analytics or similar. • Strong budgeting, forecasting and financial analysis experience. • Proficient in Microsoft Excel with the ability to analyze and interpret large data sets. • Excellent communication, analytical and problem-solving skills. Benefits • Complete health, dental and vision coverage and 401(k) with 6% match starting day one! • Multiple bonus programs. • Paid holidays and generous paid time off. • Tuition Assistance Program that covers professional continuing education. Employee Perks • On-site café and first-class fitness center with complimentary personal trainers. • Over four miles of beautifully maintained walking trails. About Uline Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 10,000 employees across 15 locations. Uline is a drug-free workplace . All new hires must complete a pre-employment hair follicle drug screening . All positions are on-site. EEO/AA Employer/Vet/Disabled #LI-LH1 #CORP (#IN-PPITL2) #ZR-HQIT Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!

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