Job Description
Join Milwaukee's premier financial services firm as a Senior Financial Analyst and accelerate your career in a high-growth environment. We're seeking a strategic thinker to drive financial modeling, forecasting, and business intelligence initiatives that directly impact executive decision-making. Enjoy comprehensive benefits, flexible work arrangements, and a collaborative culture that values innovation and professional development.
Responsibilities
- Develop complex financial models and forecasts to support strategic planning and capital allocation decisions
- Analyze financial performance metrics and provide actionable insights to C-suite executives
- Lead cross-functional projects evaluating new market opportunities and investment risks
- Design and implement KPI dashboards for real-time performance monitoring
- Prepare board-level presentations with clear data visualizations and executive summaries
- Streamline financial reporting processes and ensure SOX compliance
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or investment banking
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Demonstrated experience with M&A valuation and due diligence processes
- Strong analytical skills with ability to translate complex data into strategic recommendations
- Excellent communication skills with ability to present to senior leadership