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Senior Financial Analyst – Business Unit

Job in Milwaukee, Milwaukee County, Wisconsin, 53226, USA
Listing for: Truity Partners
Full Time position
Listed on 2026-07-11
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 90000 - 110000 USD Yearly USD 90000.00 110000.00 YEAR
Job Description & How to Apply Below

Senior Financial Analyst

Our client is an organization in the greater Milwaukee area looking for a Senior Financial Analyst. Our client is looking for someone with 3+ years of experience, strong analytical skills and high attention to details. This is the opportunity to be part of a well-known Milwaukee company with a strong brand! This position offers growth, visibility and variety.

The salary range for this role is $90k-110k.

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

  • Perform and lead month-end of varying complexities.
  • Conduct in-depth assessments of financial data and business activity, delivering practical recommendations that influence policies, internal controls, and decision-making.
  • Prepare account reconciliation on a monthly basis.
  • Examine historical and current results to identify future financial trends. Recommend enhancements that strengthen profitability, operational efficiency, and financial health.
  • Review complex budgets, profitability models, performance reports, financial statements, and operational records to validate accuracy and guide improvement opportunities.
  • Guide the creation of analysis and reporting across budgeting, long-range planning, cash flow modeling, regulatory reporting, statistical tracking, and recurring forecasts.
  • Develop and maintain key data repositories used for forecasting, scenario modeling, and long-term financial planning.
  • Perform other duties and special projects as assigned.

The Senior Financial Analyst will possess the following:

  • Bachelor's degree in accounting or closely related field.
  • 3+ years of experience.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.

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.

Position Requirements
10+ Years work experience
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