Job Description
Join Milwaukee Financial Group as a Senior Financial Analyst and shape the financial future of Wisconsin's premier investment firm. We're seeking a strategic thinker to drive data-driven decisions and optimize financial performance in a dynamic, growth-oriented environment. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in Milwaukee's thriving financial district.
Responsibilities
- Conduct in-depth financial modeling and forecasting for $500M+ investment portfolios
- Analyze market trends and economic indicators to inform strategic recommendations
- Prepare executive-level financial reports and presentations for stakeholders
- Lead cross-functional budgeting and planning initiatives across departments
- Develop risk assessment frameworks and mitigation strategies
- Automate financial processes using advanced Excel and Power BI tools
- Mentor junior analysts and drive continuous improvement initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong knowledge of SEC regulations and GAAP standards
- Proven ability to translate complex data into actionable business insights
- Excellent presentation skills with executive communication experience
- Certified Financial Analyst (CFA) designation highly desirable