Job Description
Join Milwaukee Financial Partners as a Senior Financial Analyst and drive strategic financial decision-making for our growing portfolio of Midwest clients. We're seeking a data-savvy professional to transform complex financial data into actionable insights that fuel business growth. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional advancement in Milwaukee's thriving financial district.
Responsibilities
- Analyze financial performance metrics and trends to identify optimization opportunities
- Develop comprehensive financial models for forecasting, budgeting, and scenario planning
- Prepare detailed executive reports and presentations for C-suite stakeholders
- Lead cross-functional initiatives to improve financial processes and controls
- Conduct market research and competitive analysis to support strategic decisions
- Collaborate with investment teams to evaluate new opportunities
- Maintain compliance with SEC regulations and internal financial policies
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Strong understanding of GAAP and financial reporting standards
- Experience with M&A analysis and valuation methodologies
- CFA or CPA certification highly desirable
- Exceptional communication and presentation skills
- Proven ability to translate complex data into actionable insights