Job Description
Join Milwaukee Financial Partners as a Financial Analyst and drive strategic decision-making for our growing portfolio of clients. We're seeking a detail-oriented professional to transform complex financial data into actionable insights that shape business growth. Our collaborative team values innovation and analytical rigor, offering a dynamic environment where your expertise directly impacts Milwaukee's thriving business landscape.
Responsibilities
- Analyze financial statements, budgets, and forecasts to identify trends and opportunities
- Develop comprehensive financial models for valuation, scenario planning, and risk assessment
- Prepare executive-level reports with clear visualizations and actionable recommendations
- Collaborate with cross-functional teams to support strategic initiatives and operational improvements
- Monitor KPIs and financial performance metrics against industry benchmarks
- Streamline financial reporting processes using automation and advanced Excel techniques
- Conduct ad-hoc analysis to support investment decisions and market expansion opportunities
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience in corporate or financial services
- Advanced proficiency in Excel (pivot tables, VLOOKUP, macros) and financial modeling
- Strong SQL skills for data extraction and manipulation from financial databases
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Exceptional analytical skills with ability to translate complex data into business insights
- Professional communication skills for presenting to executive stakeholders