Financial Analyst

Job Description

Financial Analyst | Truity Partners

The Tone:
This is a full-time role at Truity Partners’ client organization, located in the New Berlin area. This client is seeking a Financial Analyst to join their team. This position is crucial for providing data-driven insights that support key business decisions, drive efficiency, and identify opportunities for cost savings. The role involves detailed analysis and cross-functional collaboration to ensure financial integrity and strategic growth.

The TL;DR
• Role: Early Career
• Location: In-person, New Berlin, WI
• Pay: $65000–$75000 yearly
• Mission: This role owns the analysis of financial, operational, and performance data to support critical business decisions and optimize financial processes.

What You’ll Actually Do
• Analyze Data: Analyze financial, operational, and performance data comprehensively to provide insights that directly support critical business decisions.
• Develop Models: Develop and meticulously maintain financial models, forecasts, and scenario analyses to anticipate future financial trends and outcomes.
• Report to Leadership: Prepare both recurring and ad hoc reports for leadership, including detailed variance and trend analysis, to inform strategic planning.
• Support Financial Processes: Support essential budgeting and forecasting processes, alongside providing accounting support as needed to ensure smooth financial operations.
• Drive Improvement: Partner cross-functionally to gather necessary data, understand underlying business drivers, communicate key insights, and proactively identify opportunities for process improvement, cost savings, and efficiency.

The Must-Haves
• Background: Bachelor’s degree in accounting or a closely related field, establishing foundational domain knowledge for an early-career professional.
• Experience: A minimum of 2+ years of related experience is preferred, demonstrating practical application of financial analysis principles.
• Skills: Strong analytical and problem-solving skills, well-organized and detail-oriented approach, and excellent written and verbal communication abilities.