Job Description
Join Milwaukee's premier financial services firm as a Senior Financial Analyst. We're seeking a detail-oriented professional to drive strategic financial decision-making in our dynamic downtown headquarters. Enjoy competitive benefits, hybrid work flexibility, and opportunities for career advancement within our collaborative team culture.
Responsibilities
- Analyze financial data to identify trends and provide actionable business insights
- Develop comprehensive financial models for forecasting and budgeting initiatives
- Prepare executive-level financial reports and presentations for stakeholders
- Collaborate with department heads to optimize resource allocation
- Lead process improvement projects to enhance financial reporting efficiency
- Monitor KPIs and variance analysis against financial projections
Qualifications
- Bachelor's degree in Finance, Accounting, or related field required
- 3+ years of progressive financial analysis experience
- Advanced proficiency in Excel and financial modeling software
- Strong analytical skills with attention to detail
- Experience with ERP systems (SAP/Oracle preferred)
- CFA or CPA certification highly desirable