Job Description
Join Milwaukee Financial Group, a leading financial services firm in the heart of downtown Milwaukee, as we seek a dynamic Senior Financial Analyst to drive our strategic financial planning initiatives. This full-time corporate role offers the opportunity to work in a collaborative environment while shaping the financial future of our growing organization. We offer competitive compensation, comprehensive benefits, and a commitment to professional development.
As a key member of our finance team, you'll analyze complex financial data, prepare insightful reports, and support executive decision-making. Our downtown Milwaukee location provides easy access to public transportation and a vibrant business district. We value innovation, integrity, and teamwork in all our corporate operations.
Responsibilities
- Develop comprehensive financial models and forecasts to support strategic planning
- Analyze variance between projected and actual financial results
- Prepare executive-level financial reports and presentations
- Collaborate with department heads to align financial goals with business objectives
- Lead process improvement initiatives in financial reporting systems
- Ensure compliance with SEC regulations and internal controls
- Mentor junior analysts and provide guidance on financial best practices
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience in corporate settings
- Advanced proficiency in Excel, SAP, and financial modeling software
- Strong analytical skills with ability to interpret complex financial data
- Experience with SEC reporting and regulatory compliance
- Excellent communication skills with ability to present to executive leadership
- CMA, CPA, or CFA certification preferred
- Proven track record of implementing financial process improvements