Job Description
Join our award-winning finance team at Milwaukee Financial Group, where we empower businesses with data-driven insights. As a Financial Analyst, you'll be pivotal in shaping our clients' financial futures through rigorous analysis and strategic recommendations. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment that values innovation.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Prepare detailed financial models and forecasting reports
- Support budgeting processes and variance analysis
- Collaborate with senior leadership on strategic initiatives
- Develop dashboards and visualizations for stakeholder presentations
- Ensure compliance with GAAP and regulatory requirements
- Conduct market and industry research for competitive analysis
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling
- Experience with ERP systems (SAP, Oracle, or NetSuite)
- CFA or CPA certification preferred
- Strong analytical and problem-solving skills
- Excellent communication and presentation abilities
- Knowledge of Wisconsin financial regulations