Job Description
Join Milwaukee's premier financial services firm as a Senior Financial Analyst. You'll drive strategic decision-making through financial modeling, forecasting, and in-depth business analysis. Our collaborative environment offers mentorship from industry veterans and opportunities to shape financial strategies for Fortune 500 clients.
We offer comprehensive benefits including health insurance, 401(k) matching, and professional development stipends. Enjoy our downtown Milwaukee office with skyline views and flexible work options.
Responsibilities
- Develop and maintain complex financial models for budgeting and forecasting
- Analyze financial data to identify trends and provide actionable insights
- Prepare executive presentations for leadership and board meetings
- Collaborate with department heads on strategic initiatives
- Ensure compliance with SOX regulations and internal controls
- Mentor junior analysts and improve reporting processes
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of financial analysis experience in corporate or financial services
- Advanced proficiency in Excel, Power BI, and SAP
- CFA or CPA certification strongly preferred
- Experience with GAAP and SEC reporting requirements
- Exceptional presentation and communication skills