Financial Analyst

Truity Partners; New Berlin (WI); On-site; USD 65,000 - 75,000; Full time

Job summary

Truity Partners is seeking a Financial Analyst in New Berlin, Wisconsin. The successful candidate will analyze financial data, develop financial models, and prepare reports for leadership. You will work cross-functionally to support budgeting processes and identify opportunities for improvements.

A Bachelor’s degree in accounting and 2+ years of related experience are preferred, along with strong analytical, interpersonal, and communication skills. The role offers a salary range of $65k-75k.

Qualifications

• 2+ years of related experience preferred.
• Strong analytical and problem-solving skills.
• Well organized and detail oriented.
• Excellent written and verbal communication skills.

Responsibilities

• Analyze financial, operational, and performance data to support business decisions.
• Develop and maintain financial models, forecasts, and scenario analyses.
• Prepare recurring and ad hoc reports for leadership, including variance and trend analysis.
• Support budgeting and forecasting processes.
• Accounting support as needed.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Organizational skills

Communication skills

Education

Bachelor’s degree in accounting or closely related field

Job description

Our client is an organization in the New Berlin area looking for a Financial Analyst. Our client is looking for someone with related experience, strong analytical and problem-solving skills.

The salary range is $65k-75k.

The Financial Analyst will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Analyze financial, operational, and performance data to support business decisions
• Develop and maintain financial models, forecasts, and scenario analyses
• Prepare recurring and ad hoc reports for leadership, including variance and trend analysis
• Support budgeting and forecasting processes
• Accounting support as needed.
• Partner cross-functionally to gather data, understand business drivers, and communicate insights
• Identify opportunities for process improvement, cost savings, and efficiency
• Ensure data accuracy, consistency, and integrity across reports and analyses
• Assist with special projects, strategic initiatives, and presentations as needed

The Financial Analyst will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s degree in accounting or closely related field
• 2+ years of related experience preferred
• Strong interpersonal skills
• Strong analytical skills
• Well organized and detail oriented
• Excellent written and verbal communication skills

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.