Strategic Financial Analyst: Forecasting & Insights

Truity Partners; New Berlin (WI); On-site; USD 65,000 - 75,000; Full time

Job summary

Truity Partners is seeking a Financial Analyst in New Berlin, Wisconsin. The successful candidate will analyze financial data, develop financial models, and prepare reports for leadership. You will work cross-functionally to support budgeting processes and identify opportunities for improvements.

A Bachelor’s degree in accounting and 2+ years of related experience are preferred, along with strong analytical, interpersonal, and communication skills. The role offers a salary range of $65k-75k.

Qualifications

• 2+ years of related experience preferred.
• Strong analytical and problem-solving skills.
• Well organized and detail oriented.
• Excellent written and verbal communication skills.

Responsibilities

• Analyze financial, operational, and performance data to support business decisions.
• Develop and maintain financial models, forecasts, and scenario analyses.
• Prepare recurring and ad hoc reports for leadership, including variance and trend analysis.
• Support budgeting and forecasting processes.
• Accounting support as needed.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Organizational skills

Communication skills

Education

Bachelor’s degree in accounting or closely related field

Job description

Truity Partners is seeking a Financial Analyst in New Berlin, Wisconsin. The successful candidate will analyze financial data, develop financial models, and prepare reports for leadership. You will work cross-functionally to support budgeting processes and identify opportunities for improvements.

A Bachelor’s degree in accounting and 2+ years of related experience are preferred, along with strong analytical, interpersonal, and communication skills. The role offers a salary range of $65k-75k.