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Financial Modeling Jobs in Milwaukee, WI (NOW HIRING)

Timothy Jon & Associates

Financial Analyst

Milwaukee, WI · On-site

  • Medical

  • Life

  • Retirement

Financial Modeling & Analysis: * Develop and maintain financial models for real estate investments, acquisitions, developments, and dispositions. * Conduct discounted cash flow (DCF) analysis, IRR ...

Timothy Jon & Associates

Financial Analyst

Milwaukee, WI · On-site

  • Medical

  • Life

  • Retirement

Financial Modeling & Analysis: * Develop and maintain financial models for real estate investments, acquisitions, developments, and dispositions. * Conduct discounted cash flow (DCF) analysis, IRR ...

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 ...

Systems LLC

Sr. Financial Analyst (Commercial)

Germantown, WI · On-site

$87K - $108K/yr

  • Retirement

Experience with New Product Development financial modeling and analysis and a minimum of a Bachelor's degree in Accounting or Finance. * Support financial planning and analysis for assigned product ...

DataAnnotation

Financial Planner - AI Trainer

Kenosha, WI · Remote

$50 - $100/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 ...

Steel Craft

Senior Financial Analyst

Hartford, WI

$93K - $116K/yr

Systems & Data • Owns and maintains margin-related data models and queries across ERP, MES, and ... Bachelor's degree in Finance, Accounting, Economics, or related field. Experience and/or Training ...

New

Hydrite

Commercial Financial Analyst

Brookfield, WI · Hybrid

We are financially strong . And we are looking for problem-solvers to join our growing team ... Success in the position requires advanced analytical and modeling skills, the ability to ...

Hydrite

Commercial Financial Analyst

Milwaukee, WI · Hybrid

We are financially strong . And we are looking for problem-solvers to join our growing team ... Success in the position requires advanced analytical and modeling skills, the ability to ...

Hydrite

Commercial Financial Analyst

Brookfield, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are financially strong . And we are looking for problem-solvers to join our growing team ... Success in the position requires advanced analytical and modeling skills, the ability to ...

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All JobsFinancial Modeling JobsFinancial Modeling Jobs in Milwaukee, WI

Financial Modeling information

What do you do in financial modeling?

In financial modeling, a financial analyst or professional builds mathematical representations of a company's financial performance using spreadsheets and tools like Excel. They analyze historical data, project future financial outcomes, and assess investment or business decisions based on these models. Strong analytical skills and understanding of accounting, finance, and valuation techniques are essential for this role.

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 financial modeling?

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 financial modeling?

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 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:

What are popular job titles related to Financial Modeling jobs in Milwaukee, WI?

For Financial Modeling jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Financial Modeling jobs in Milwaukee, WI look for?

The top searched job categories for Financial Modeling jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Financial Modeling jobs?

Cities near Milwaukee, WI with the most Financial Modeling job openings:

Financial Modeling jobs near you
Infographic showing various Financial Modeling job openings in Milwaukee, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, and 15% Hybrid job distribution.

Financial Analyst

Timothy Jon & Associates

Milwaukee, WI • On-site

Full-time

Medical, Life, Retirement

Re-posted 18 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.

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