Job Description
Join Milwaukee Financial Partners, a leading investment firm in the heart of Wisconsin, as we seek a detail-oriented Financial Analyst to drive our financial strategy forward. This full-time role offers the opportunity to work with senior leadership on critical financial initiatives while enjoying competitive compensation and a collaborative culture.
As a key member of our finance team, you'll analyze complex financial data, create insightful reports, and contribute to strategic decision-making. We offer professional development opportunities, comprehensive benefits, and a downtown Milwaukee office with stunning views of Lake Michigan.
Our ideal candidate thrives in fast-paced environments and brings passion for financial accuracy. If you're ready to advance your career in finance while making tangible impacts, we encourage you to apply today.
Responsibilities
- Analyze financial performance metrics and prepare comprehensive reports for executive leadership
- Develop and maintain financial models for forecasting, budgeting, and scenario analysis
- Conduct variance analysis to identify trends and recommend actionable insights
- Collaborate with department heads to align financial strategies with business objectives
- Support M&A activities through due diligence and valuation modeling
- Streamline financial processes to enhance efficiency and accuracy
- Present financial findings to stakeholders through clear visualizations and narratives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 3+ years of progressive financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros) and financial modeling
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Strong knowledge of GAAP and SEC reporting requirements
- Exceptional analytical skills with attention to detail
- Effective communication skills for translating complex data into actionable insights