Strategic Finance Analyst: Investment Modeling & Diligence

Truity Partners; Wisconsin; On-site; USD 95,000 - 110,000; Full time

Job summary

A consulting firm in Marathon County, Wisconsin seeks a Business Analyst with 4+ years of experience. The role involves conducting market research, building financial models, and supporting due diligence. Candidates should have a degree in Finance or related fields, possess strong communication skills, and proficiency in tools like Excel and PowerPoint. This position offers competitive benefits and opportunities for career development. An onsite work environment is required, with a salary range of $95k - $110k.

Qualifications

• 4+ years of experience in business analysis, finance, or financial reporting.
• Manufacturing background preferred.
• High degree of initiative and ability to work independently.

Responsibilities

• Conduct market, industry, and financial research.
• Build and maintain financial models and performance dashboards.
• Support due diligence and risk assessment for potential investments.
• Monitor portfolio performance and prepare reports for leadership.
• Assist with investor communications and presentation preparation.
• Provide cross-functional project management and strategic support.

Skills

Excellent communication skills

Strong proficiency in Excel

Ability to work independently

Understanding of financial modeling

Education

Bachelor’s degree in Finance, Accounting, Business, Economics

Tools

Excel

PowerPoint

AI and data/BI tools

Job description

A consulting firm in Marathon County, Wisconsin seeks a Business Analyst with 4+ years of experience. The role involves conducting market research, building financial models, and supporting due diligence. Candidates should have a degree in Finance or related fields, possess strong communication skills, and proficiency in tools like Excel and PowerPoint. This position offers competitive benefits and opportunities for career development. An onsite work environment is required, with a salary range of $95k - $110k.