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Senior Financial Analyst 22368 in Milwaukee, WI at Baker Tilly Search & Staffing

Date Posted: 5/17/2018

Job Snapshot

Job Description

Senior Financial Analyst 22368

Our client is a financial services technology company that is looking for a Senior Financial Analyst to join their team.  With a large and growing accounting and finance team, there is significant opportunity for growth and advancement within the organization.  The company boasts a team-oriented culture and provides its’ employees with excellent benefits and equips them with the tools and training necessary to succeed.

The Senior Financial Analyst will be responsible for a mix of financial reporting and other analytical projects and provide that information to business leaders.  Responsibilities will include, but are not limited to, the following:


  • The Senior Financial Analyst will analyze financial information to determine present and future financial performance.

  • Prepare journal entries and account reconciliations.

  • Preparation of studies, reports, analyses, and recommendations in areas such as budgets, forecasts, financial plans, statistical reports, and business forecasts.

  • Tracks revenue and expenses on a monthly basis, comparing actual to forecasted figures and makes necessary adjustments.

  • Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.

  • Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, trended future requirements, and operating forecasts.

  • Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies.

  • The Senior Financial Analyst will perform other duties as needed.

Job Requirements

The Senior Financial Analyst will possess the following:


  • The Senior Financial Analyst will have 3+ years’ experience; public accounting experience strongly preferred.

  • Strong analysis and problem solving skills.

  • Excellent written and verbal communication skills with the ability to interact with all levels of the organization.

  • Strong working knowledge of Microsoft Office products, specifically Excel.   

  • The Senior Financial Analyst will have a Bachelor’s degree in Accounting or Finance.

Equal Opportunity Employer