Job Description
Join Milwaukee's premier financial services firm as a Senior Financial Analyst. We're seeking a data-driven professional to drive strategic decision-making through rigorous financial modeling and market analysis. Enjoy competitive compensation, hybrid work flexibility, and growth opportunities in a collaborative environment.
Responsibilities
- Develop comprehensive financial models for forecasting and budgeting
- Analyze market trends to inform investment strategies
- Prepare executive-level financial reports and presentations
- Collaborate with cross-functional teams on strategic initiatives
- Lead process improvement projects for financial operations
- Ensure compliance with SEC and FINRA regulations
Qualifications
- Bachelor's degree in Finance/Accounting (MBA/CFA preferred)
- 5+ years of financial analysis experience
- Advanced proficiency in Excel, SQL, and Power BI
- Strong understanding of GAAP and financial reporting standards
- Proven track record in predictive modeling
- Excellent communication and presentation skills