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Job summary
An educational nonprofit organization in Milwaukee is seeking a financial strategist responsible for collaborating with senior management to develop financial strategies. The role includes leading financial meetings, performing financial accounting and forecasting, and delivering reports to leadership. Candidates should possess a Bachelor's degree in Finance or a related field and have 5 - 7 years of relevant experience, with strong fluency in Microsoft Office tools and a detail-oriented nature.
Qualifications
5 - 7 years of relevant experience in financial roles.
Proficiency in Microsoft Office tools, particularly Excel and PowerPoint.
Strong analytical mindset with attention to detail.
Responsibilities
Lead financial meetings to discuss strategies and performance.
Complete comprehensive financial accounting and forecasting.
Deliver detailed reports and metrics to senior leadership.
Skills
Analytical skills
Communication skills
Detail-oriented
Education
Bachelor's degree in Finance or related field
Tools
Microsoft Office suite
Job description
An educational nonprofit organization in Milwaukee is seeking a financial strategist responsible for collaborating with senior management to develop financial strategies. The role includes leading financial meetings, performing financial accounting and forecasting, and delivering reports to leadership. Candidates should possess a Bachelor's degree in Finance or a related field and have 5 - 7 years of relevant experience, with strong fluency in Microsoft Office tools and a detail-oriented nature.