Job Description
Join Milwaukee's premier financial services firm as a Financial Analyst. We're seeking a detail-oriented professional to drive data-driven decisions for our growing portfolio of corporate clients. This hybrid role combines strategic financial modeling with hands-on collaboration to optimize business performance in Wisconsin's thriving economic landscape.
Responsibilities
- Develop comprehensive financial models for budgeting, forecasting, and variance analysis
- Analyze market trends and economic indicators to inform strategic recommendations
- Prepare monthly performance reports for executive leadership and board presentations
- Collaborate with cross-functional teams to identify cost optimization opportunities
- Manage and maintain financial databases ensuring data integrity and compliance
- Support M&A activities through due diligence and valuation analysis
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 3+ years of financial analysis experience in corporate or investment banking
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong analytical skills with ability to translate complex data into actionable insights
- Excellent presentation skills with experience creating executive dashboards
- Knowledge of SEC regulations and GAAP compliance standards