Job Description
Join Milwaukee's premier financial services firm as a Senior Financial Analyst and drive impactful financial strategy for our Fortune 500 clients. We're seeking a detail-oriented professional to transform complex data into actionable insights that shape multi-million dollar decisions. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your analytical expertise directly influences business growth.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop sophisticated financial models for forecasting, valuation, and scenario analysis
- Prepare executive-level presentations translating complex metrics into strategic recommendations
- Collaborate with cross-functional teams to align financial strategies with business objectives
- Lead monthly/quarterly reporting cycles ensuring accuracy and regulatory compliance
- Drive process improvements in financial reporting workflows using automation tools
- Mentor junior analysts while maintaining ownership of high-stakes financial deliverables
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years in financial analysis with exposure to investment banking or corporate finance
- Advanced proficiency in Excel, SQL, and Power BI with data visualization experience
- Strong understanding of GAAP, SEC regulations, and financial statement analysis
- Demonstrated success in building complex valuation models (DCF, LBO, M&A)
- Exceptional problem-solving skills with attention to detail and accuracy
- Excellent communication skills for presenting to executive stakeholders