Financial Analyst

Financial Analyst

Our client is an organization in the Milwaukee area looking for a Financial Analyst. Our client is seeking an analytical and motivated finance professional to support capital expenditure planning, budgeting, forecasting, and financial reporting. This position offers the opportunity to work closely with Accounting and Operations while developing expertise in financial planning and analysis. The ideal candidate is detail-oriented, intellectually curious, and eager to build a career in finance while taking ownership of important financial processes.

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

• Support the planning, budgeting, and forecasting of capital expenditures across the organization.
• Serve as a key financial resource for operational and accounting teams regarding capital investments and project spending.
• Maintain and enhance financial models used to track capital budgets, forecasts, and actual expenditures.
• Analyze capital spending against approved budgets and identify significant variances.
• Prepare regular financial reports highlighting project costs, spending trends, and forecasted financial results.
• Collaborate with operational leaders to gather project information, understand spending requirements, and update financial projections.
• Monitor capital project activity and provide timely updates regarding budget performance and anticipated expenditures.
• Assist with developing annual capital budgets and periodic forecast updates.
• Evaluate historical spending patterns and financial data to improve forecasting accuracy.
• Partner with Accounting to ensure capital expenditures are accurately recorded and appropriately classified.
• Assist with account reconciliations, journal entries, and other accounting activities related to capital projects.
• Review financial information to identify potential risks, cost changes, and opportunities for improved resource allocation.
• Support the preparation of financial presentations and reporting packages for management.
• Maintain accurate supporting schedules and documentation for capital planning activities.
• Identify opportunities to improve financial models, reporting templates, and budgeting processes.
• Work with cross-functional teams to ensure financial information is complete, accurate, and communicated effectively.
• Provide financial analysis to support capital investment decisions and broader business initiatives.
• Assist with special projects and additional financial planning activities as experience develops.

The Financial Analyst will possess the following:

• Bachelor's degree in Finance or Accounting required.
• 1–2 years of experience in accounting, finance, financial analysis, or public accounting preferred.
• Candidates with up to 3 years of relevant experience will be considered.
• Public accounting, audit, or corporate accounting experience welcomed.
• Strong interest in transitioning into or developing a career in financial planning and analysis.
• Foundational understanding of budgeting, forecasting, and financial reporting concepts.
• Experience analyzing financial information and identifying trends or variances preferred.
• Knowledge of general accounting principles and financial statements.
• Strong Microsoft Excel skills with the ability to work with financial models and large data sets.
• Ability to learn and independently manage established budgeting and forecasting tools.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Excellent organizational and time management skills with the ability to manage recurring reporting deadlines.
• Effective communication skills with the ability to collaborate with accounting professionals and operational leaders.
• Self-motivated and proactive with a willingness to take ownership of assigned responsibilities.
• Curious and eager to learn new financial concepts, systems, and business processes.
• Comfortable asking questions, researching discrepancies, and developing solutions.
• Adaptable and collaborative with a strong interest in professional development and long-term career growth.

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 company-sponsored benefits, subject to the rules governing those programs.