Senior Financial Analyst - Onsite, Growth & High Visibility

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

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.