Senior Analyst

Truity Partners LLC; Wisconsin; Hybrid; USD 110,000 - 140,000; Full time

Job summary

Truity Partners LLC client in Wisconsin seeks a Senior Analyst to join a hybrid team. The role requires 3+ years of experience, strong analytical skills, and attention to detail to support strategic financial initiatives.

You will participate in mergers and acquisitions analyses, develop reports, and collaborate across finance and operations to drive value. The position offers growth, a collaborative environment, and opportunities for professional development.

Qualifications

• Bachelor's degree in Accounting; MBA preferred.
• 4+ years of experience in Corporate Development, Investment Banking, or Private Equity.
• Strong communication skills and willingness to ask questions and build relationships across finance and operations.
• Organized and able to manage multiple priorities.
• Travel up to 20%.

Responsibilities

• Support mergers and acquisitions through company assessments, financial analysis, valuations, due diligence, and transaction process management.
• Perform discounted cash flow, comparable company, and precedent transaction analyses to evaluate potential opportunities.
• Partner with business leaders to analyze data, assess performance, and identify key drivers of value.
• Develop strategic recommendations aligned with organizational plans to support informed leadership decisions.
• Conduct competitor analysis and industry benchmarking to strengthen strategy and competitive positioning.
• Prepare and present executive-level reports on business performance, market conditions, and growth opportunities.
• Collaborate cross-functionally with business units to execute strategic initiatives and support leadership presentations.

Skills

Detail-oriented

Analytical

Communication skills

Relationship building

Organization

Education

Bachelor's degree in Accounting

MBA preferred

Job description

Our client is an organization in the Winnebago County area that’s looking for a Senior Analyst. Our client is looking for someone with 3+ years of experience, detail-oriented, and analytical. This company offers a collaborative team, flexibility, and opportunities for professional growth. This position is hybrid.

The salary for this position is $110K - $140K.

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

RESPONSIBILITIES

• Support mergers and acquisitions through company assessments, financial analysis, valuations, due diligence, and transaction process management.
• Perform discounted cash flow, comparable company, and precedent transaction analyses to evaluate potential opportunities.
• Partner with business leaders to analyze data, assess performance, and identify key drivers of value.
• Develop strategic recommendations aligned with organizational plans to support informed leadership decisions.
• Conduct competitor analysis and industry benchmarking to strengthen strategy and competitive positioning.
• Prepare and present executive-level reports on business performance, market conditions, and growth opportunities.
• Collaborate cross-functionally with business units to execute strategic initiatives and support leadership presentations.

The Senior Analyst will possess the following:

EXPERIENCE REQUIRED

• Bachelor's degree in Accounting, MBA preferred.
• 4+ years of experience in Corporate Development, Investment Banking, or Private Equity experience.
• Strong communication skills and a willingness to ask questions and build relationships across finance and operations.
• Organized and able to manage multiple priorities.
• Travel up to 20%.

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.