Job Description
Join our dynamic finance team at Milwaukee Financial Partners and drive strategic decision-making through data-driven insights. We're seeking a detail-oriented Financial Analyst to support our growing portfolio of clients in the greater Milwaukee area. This role offers exceptional growth opportunities and the chance to work with industry leaders in a collaborative, fast-paced environment.
Responsibilities
- Analyze financial data, trends, and metrics to identify opportunities for cost optimization and revenue enhancement
- Prepare detailed financial models, forecasts, and variance analyses for executive leadership
- Develop comprehensive monthly, quarterly, and annual financial reports with actionable recommendations
- Collaborate with cross-functional teams to support budgeting, forecasting, and strategic planning processes
- Lead ad-hoc financial projects including market analysis, pricing strategies, and profitability assessments
- Maintain and improve financial reporting systems to ensure data accuracy and compliance
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
- 5+ years of progressive financial analysis experience in corporate or financial services
- Advanced proficiency in Excel, including financial modeling, pivot tables, and VLOOKUP
- Strong knowledge of GAAP and financial reporting standards
- Experience with ERP systems (SAP, Oracle) and BI tools (Power BI, Tableau)
- Exceptional analytical, problem-solving, and presentation skills
- Certification (CFA, CMA) highly desirable