Job Description
Join Milwaukee's premier financial services firm as a Financial Analyst and drive strategic decision-making through data-driven insights. We're seeking a detail-oriented professional to support our growing portfolio of corporate clients in the Midwest. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment in downtown Milwaukee.
Responsibilities
- Analyze financial data to prepare accurate forecasts, budgets, and variance reports
- Create detailed financial models for investment analysis and capital allocation
- Conduct market research and industry trend analysis to inform strategic recommendations
- Present complex financial information through clear visualizations and executive summaries
- Collaborate with cross-functional teams to support M&A activities and due diligence
- Monitor compliance with financial regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or investment banking
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- CFA or CPA designation preferred
- Strong analytical skills with attention to detail and accuracy
- Excellent communication abilities for presenting to senior stakeholders
- Experience with financial reporting tools (e.g., SAP, Oracle)