Job Description
Join Milwaukee's leading financial services firm as a Financial Analyst and drive impactful decisions through data-driven insights. We're seeking a detail-oriented professional to support strategic planning, budgeting, and performance analysis for our growing portfolio of clients. Enjoy a collaborative environment with competitive compensation and opportunities for career advancement in Wisconsin's thriving financial sector.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models and forecasting reports
- Prepare monthly budget vs. actual variance analyses
- Collaborate with cross-functional teams on strategic initiatives
- Create executive dashboards and presentations for senior leadership
- Ensure compliance with SEC regulations and internal controls
- Support M&A due diligence and valuation processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in a corporate setting
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Experience with financial modeling software (e.g., Bloomberg, FactSet)
- Strong SQL and data visualization skills (Tableau preferred)
- CFA or CPA designation preferred
- Exceptional communication and presentation abilities