Job Description
Join Milwaukee Financial Group as a Senior Financial Analyst and drive strategic financial decision-making for our growing portfolio of clients. We're seeking a data-driven professional to transform complex financial data into actionable insights that fuel business growth. This hybrid role combines analytical rigor with collaborative problem-solving in Milwaukee's vibrant financial district.
Responsibilities
- Analyze financial statements, market trends, and operational metrics to identify growth opportunities
- Develop comprehensive financial models for forecasting, budgeting, and scenario planning
- Prepare executive-level reports and presentations for C-suite stakeholders
- Collaborate with cross-functional teams to optimize resource allocation
- Lead month-end closing processes and ensure SOX compliance
- Identify process improvement opportunities and implement automation solutions
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, Power BI, and ERP systems (SAP/Oracle)
- Strong understanding of GAAP and financial reporting standards
- Proven experience with financial modeling and valuation techniques
- Excellent communication skills with ability to translate data into narratives
- Certification (CMA, CPA) or relevant master's degree a plus