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Finance 🏢 Full Time ⭐️ Verified

Financial Analyst

Milwaukee Financial Partners
Milwaukee
Estimated Salary
USD 75.000 – USD 95.000
New
Live Update
13 September 2026
Deadline
13 Sep 2027

Job Description

Join our award-winning financial team in Milwaukee and drive impactful business decisions through data-driven insights. We're seeking a detail-oriented Financial Analyst to support strategic planning, forecasting, and financial modeling for our growing portfolio of clients in the Midwest region. This hybrid role offers competitive compensation, comprehensive benefits, and clear pathways to advancement within our dynamic organization.

Responsibilities

  • Develop comprehensive financial models and forecasts to support strategic business decisions
  • Analyze financial data to identify trends, risks, and growth opportunities
  • Prepare detailed monthly, quarterly, and annual financial reports for executive leadership
  • Collaborate with cross-functional teams to optimize operational efficiency and cost management
  • Conduct variance analysis and provide actionable recommendations to improve financial performance
  • Support budgeting processes and monitor adherence to financial targets
  • Present complex financial information clearly to non-financial stakeholders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
  • 3+ years of progressive financial analysis experience in corporate or consulting environment
  • Advanced proficiency in Excel (VLOOKUP, pivot tables, complex formulas)
  • Experience with financial software (e.g., SAP, Oracle, Hyperion) and BI tools
  • Strong analytical skills with ability to translate data into strategic insights
  • Excellent communication skills with proven ability to present to executive audiences
  • Detail-oriented with high level of accuracy in financial reporting
  • Knowledge of SEC regulations and GAAP standards

Required Skills

Financial Modeling Data Analysis Forecasting Excel SAP Business Intelligence Financial Reporting Variance Analysis

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