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Financial Modeling Jobs in Milwaukee, WI (NOW HIRING)

Velvac

Financial Analyst

New Berlin, WI · On-site

Maintain financial models and reporting templates. * Help prepare management reports and presentations. * Assist with KPI tracking and operational reporting. * Perform ad hoc analysis as requested by ...

CFS

Senior Financial Analyst

Waukesha, WI · Hybrid

$100K - $110K/yr

Prepare financial models, analyses, and forecasts to support strategic business decisions. * Partner with cross-functional teams to collect, analyze, and interpret financial data. * Assist with the ...

DataAnnotation

Financial Planner - AI Trainer

Kenosha, WI · Remote

$50 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...

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All JobsFinancial Modeling JobsFinancial Modeling Jobs in Milwaukee, WI

Financial Modeling information

Will AI take over financial modeling?

Financial modeling professionals use AI tools to automate data analysis and forecasting, enhancing efficiency and accuracy. While AI can handle routine tasks, complex judgment, strategic insights, and nuanced decision-making remain reliant on human expertise, making the role of financial modelers still essential.

Is financial modelling a good career?

Financial modeling is a valuable skill in finance and investment roles, involving building quantitative representations of financial scenarios using tools like Excel. It offers opportunities in banking, corporate finance, and consulting, often requiring strong analytical skills and certifications such as CFA. The career can be rewarding with high demand for expertise in data analysis and valuation.

Is 40 too late to start a career in finance?

Financial modeling is a skill used across finance roles such as investment banking, corporate finance, and asset management. Starting a career at 40 is possible, especially if you develop relevant skills like Excel, valuation techniques, and financial analysis, and pursue certifications such as CFA or CPA. Many professionals successfully transition into finance later in life by gaining experience and building a strong network.

What are some common challenges faced in a Financial Modeling role, and how can I prepare for them?

One of the most common challenges in Financial Modeling is ensuring accuracy and consistency when working with large datasets and complex financial assumptions. You may also need to balance tight deadlines with the requirement for thorough analysis and clear documentation. To prepare, it helps to develop a methodical approach to building models, regularly validate your assumptions, and stay updated on industry best practices. Strong organization and communication skills will also help you effectively share findings and collaborate with cross-functional teams, such as accounting, operations, and strategy.

What is a Financial Modeling job?

A Financial Modeling job involves building mathematical models to analyze financial data, forecast future performance, and aid in decision-making. Professionals in this role use spreadsheets and financial software to evaluate investments, business valuation, budgeting, and risk assessment. They work in industries like investment banking, corporate finance, private equity, and consulting. Strong analytical skills, proficiency in Excel, and knowledge of financial concepts are essential for success in this field.

What are the key skills and qualifications needed to thrive in the Financial Modeling position, and why are they important?

Excelling in Financial Modeling requires strong analytical skills, advanced proficiency in mathematics, and a background in finance or accounting, often supported by a bachelor’s or master’s degree. Expertise with Microsoft Excel, financial modeling software (such as MATLAB or R), and familiarity with certifications like CFA or FMVA are highly valued. Attention to detail, effective communication, and the ability to explain complex concepts clearly are essential soft skills in this field. These abilities are crucial for producing accurate financial forecasts and supporting informed business decisions.

What does a financial modeler do?

A financial modeler builds quantitative representations of a company's financial performance using spreadsheets and modeling software. They analyze data, forecast future financial outcomes, and support decision-making for investments, budgeting, or strategic planning. Strong skills in Excel, accounting, and financial analysis are essential for this role.
What are the most commonly searched types of Financial Modeling jobs in Milwaukee, WI? The most popular types of Financial Modeling jobs in Milwaukee, WI are:
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Financial Modeling jobs near you
Infographic showing various Financial Modeling job openings in Milwaukee, WI as of July 2026, with employment types broken down into 75% Full Time, 5% Temporary, and 20% Contract. Highlights an 83% In-person, 11% Hybrid, and 6% Remote job distribution.
Financial Analyst

Financial Analyst

Timothy Jon & Associates

Milwaukee, WI

Full-time

Medical, Life, Retirement

Posted 28 days ago

Job description

Company Overview:

As one of the region's leading commercial real estate firms, our client has been experiencing unprecedented growth, and they are looking to add to their team. This mid-sized company delivers to their clients in way that exceeds expectations.

This nationwide developer offers a vibrant work culture where they carefully select their team members based on skills, integrity and a passion for their business. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career. This client offers Industry-leading compensation and benefits packages including premiere company paid medical plan, 401(k) with company match and company provided life and disability insurance.

Position Summary:
The Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management decisions. This role involves evaluating financial performance, assessing risks, and providing insights to maximize profitability and efficiency in real estate transactions.

Key Responsibilities:

  • Financial Modeling & Analysis:

    • Develop and maintain financial models for real estate investments, acquisitions, developments, and dispositions.
    • Conduct discounted cash flow (DCF) analysis, IRR, NPV, and ROI calculations.
    • Analyze operating statements, rent rolls, and expense reports to assess property performance.

  • Market Research & Due Diligence:

    • Conduct market research to evaluate economic trends, property values, and competitive landscapes.
    • Analyze demographic data, rental rates, occupancy trends, and potential investment opportunities.
    • Assist in the due diligence process for acquisitions and dispositions, including lease reviews and risk assessments.

  • Investment & Asset Management Support:

    • Prepare investment memos, presentations, and reports for internal stakeholders and investors.
    • Support asset management teams by tracking financial performance and recommending strategies for optimization.
    • Monitor loan covenants and financial metrics to ensure compliance with financing agreements.

  • Budgeting & Forecasting:

    • Assist in preparing budgets, financial forecasts, and variance analyses for real estate assets.
    • Identify areas for cost savings and revenue maximization within real estate portfolios.

  • Stakeholder Collaboration:

    • Work closely with acquisitions, development, finance, and property management teams to support strategic decision-making.
    • Communicate financial insights and recommendations to senior management and investors.

Qualifications & Skills:

  • Education: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus.
  • Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management.
  • Technical Skills:
    • Proficiency in Excel, financial modeling, and real estate underwriting techniques.
    • Experience with real estate software such as ARGUS, CoStar, or Yardi is preferred.
    • Familiarity with financial reporting, GAAP, and real estate valuation methods.
  • Soft Skills:
    • Strong analytical, problem-solving, and critical-thinking abilities.
    • Excellent written and verbal communication skills.
    • Ability to manage multiple projects and meet deadlines in a fast-paced environment.