Job Description
Join our dynamic finance team at Milwaukee Financial Partners as a Financial Analyst and drive strategic decision-making for our growing portfolio of clients. You'll analyze financial data, create insightful reports, and support our clients' business growth initiatives in a collaborative, fast-paced environment.
We offer competitive compensation, comprehensive benefits, and opportunities for professional development. If you're passionate about finance and want to make an impact in Milwaukee's thriving business community, we encourage you to apply today.
Responsibilities
- Analyze financial statements, trends, and metrics to identify opportunities and risks
- Create detailed financial models and forecasts for business planning
- Prepare comprehensive reports and dashboards for executive leadership
- Conduct variance analysis and recommend corrective actions
- Support budgeting and forecasting processes across departments
- Collaborate with cross-functional teams to drive financial initiatives
- Stay current with industry regulations and best practices
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel (VLOOKUP, PivotTables, financial modeling)
- Experience with ERP systems (SAP, Oracle) and BI tools
- Strong analytical and problem-solving skills
- Excellent communication and presentation abilities
- CFA or CPA certification preferred