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Financial Analyst - board reporting (Milwaukee, WI)

Amberfield Meadow Financial · Milwaukee, WI · part time

Amberfield Meadow Financial is looking for a Financial Analyst. The job centres on board reporting for customer onboarding, and it would suit someone who likes steady, practical work. You would work closely with colleagues in operations, support and management. What you will do • Automate recurring reports so they take hours, not days. • Build and update budgets and rolling forecasts with department leads. • Model the cost of customer onboarding and recommend where to save. • Explain monthly variances in plain language for managers. • Prepare board and lender packs with clear charts. What we are looking for • Comfort presenting numbers to people who are not finance specialists. • Advanced Excel skills; SQL or BI experience helps. • Two to five years in financial analysis or a similar role. Nice to have • Experience with account servicing. • A relevant degree or certification. Working arrangement • Part-time, about 24 hours a week, mornings. • On site in Milwaukee. • We reply to every applicant.

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