Job Description
Join Milwaukee's premier financial services firm as a Financial Analyst. We're seeking a detail-oriented professional to drive data-driven decision-making for our growing portfolio. This hybrid role offers competitive compensation, comprehensive benefits, and career advancement opportunities in Wisconsin's thriving economic hub.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and budgeting
- Prepare executive-ready reports and presentations for stakeholders
- Collaborate with cross-functional teams to optimize financial performance
- Monitor KPIs and provide actionable insights to senior leadership
- Ensure compliance with SEC regulations and internal policies
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Strong understanding of GAAP and financial reporting standards
- Excellent analytical skills with attention to detail
- Effective communication and presentation abilities
- CFA or CPA certification preferred