Job Description
Join Milwaukee Financial Partners as a Financial Analyst and drive strategic decision-making for our dynamic portfolio of clients. We're seeking a detail-oriented professional to transform complex financial data into actionable insights, supporting our mission to empower Milwaukee's growing tech and manufacturing sectors. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career growth in a collaborative, fast-paced environment.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment strategies
- Develop detailed financial models for forecasting, budgeting, and scenario planning
- Prepare comprehensive reports and dashboards for executive stakeholders
- Collaborate with cross-functional teams to optimize resource allocation
- Identify cost-saving opportunities and process improvements
- Conduct due diligence for potential acquisitions and partnerships
- Ensure compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel, Power BI, and SQL
- CFA or CPA certification preferred
- Strong analytical and problem-solving abilities
- Excellent communication and presentation skills
- Experience with ERP systems (SAP, Oracle)
- Knowledge of Milwaukee regional market dynamics