Senior Financial Analyst

Truity Partners; Milwaukee (WI); On-site; USD 75,000 - 100,000; Full time

Job summary

Truity Partners in the Milwaukee area is seeking a Senior Financial Analyst with 1+ years of experience, detail-oriented and with excellent communication skills. This onsite role offers professional growth, high visibility, and a tenured team.

The salary for this position is $75K-$100K, with opportunities for discretionary incentive programs depending on performance and company policy. The role emphasizes accuracy, collaboration with leadership, and contributing to strategic financial activities.

Qualifications

• 1+ years of related experience.
• Experience with Excel; familiarity with Power BI is a plus.
• Able to effectively communicate at all organizational levels.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.

Responsibilities

• Prepare daily, weekly, and monthly operational reports for senior management.
• Develop and maintain KPIs to track business performance and support strategic decision-making.
• Prepare monthly financial reporting packages for senior leadership and the board of directors.
• Manage business intelligence, forecasting, and reporting tools to improve visibility and efficiency.
• Assist with preparing presentations for senior management and the board of directors.
• Support the monthly financial close process as needed.
• Assist with mergers and acquisitions activities, including due diligence, financial modeling, and integration support.

Skills

Excel

Power BI

Job description

Our client is an organization in the Milwaukee area that’s looking for a Senior Financial Analyst. Our client is looking for someone with 1+ years of experience, detail-oriented, and who has excellent communication skills. This company offers professional growth opportunities, high visibility, and tenured team. This position is onsite.

The salary for this position is $75K - $100K.

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

RESPONSIBILITIES

• Prepare daily, weekly, and monthly operational reports for senior management
• Develop and maintain KPIs to track business performance and support strategic decision-making
• Prepare monthly financial reporting packages for senior leadership and the board of directors
• Manage business intelligence, forecasting, and reporting tools to improve visibility and efficiency
• Assist with preparing presentations for senior management and the board of directors
• Support the monthly financial close process as needed
• Assist with mergers and acquisitions activities, including due diligence, financial modeling, and integration support

The Senior Financial Analyst will possess the following:

EXPERIENCE REQUIRED

• 1+ years of related experience
• Experience with Excel, familiarity with Power BI is a plus
• Able to effectively communicate at all organizational levels
• Strong analytical and problem-solving skills with a high level of attention to detail
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment

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.