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Financial Analyst

Milwaukee School of Engineering (MSOE)
In addition to being located in the heart of downtown Milwaukee, MSOE offers a competitive compensation package including base pay; PTO; 13 paid staff holidays per year; medical, dental, vision, disability, and life insurance plans; 403(b) retirement plan
vision insurance, parental leave, paid time off, paid holidays, 403(b), retirement plan
United States, Wisconsin, Milwaukee
1025 North Broadway (Show on map)
Jul 29, 2025
Who We Are

Milwaukee School of Engineering (MSOE) is an academic institution intrinsically tied to the real world - a confluence of industry knowledge, work ethic and an enduring desire to know more. The university offers Bachelor's and Master's degrees in engineering, computer science, machine learning, user experience, construction management, actuarial science, business and nursing. With about 3,000 students, faculty and staff, MSOE is large enough for big opportunities and small enough for personal attention.

A Small University Dedicated to Achieving Big Things

MSOE is a supportive environment where everyone is valued. Our method of learning by doing is our distinction: it is how we teach, how we learn and how we serve. MSOE's top priority is serving our students. By joining our community, you are building the leaders of tomorrow.

Our Mission

MSOE is the university of choice for those seeking an inclusive community of experiential learners driven to solve the complex challenges of today and tomorrow. We are united by our six values - collaboration, excellence, inclusion, innovation, integrity and stewardship - which represent the core of our campus culture. Under the leadership of Dr. John Walz, MSOE has embarked on an ambitious strategic plan, Extraordinary Together, that propels the institution forward. At MSOE, we are dedicated to promoting an academic environment marked by an unwavering respect for every individual.

Summary

MSOE invites applications for a full-time Financial Analyst to join our Finance team. Under the direction of the Associate VP of Finance, the Financial Analyst will perform and assist with financial analysis, financial reporting, budgeting and forecasting. The Financial Analyst will also perform various accounting functions and assist in the financial close process. The Financial Analyst will contribute and provide financial support to leadership, department chairs, and management.

Essential Job Functions

Financial Analysis

  • Assist and provide key financial analyses to enable both day-to-day and strategic decisions.
  • Identify, interpret, and communicate financial trends.
  • Provide analysis and recommendations to help optimize the effectiveness and efficiency of processes/expenditures.
  • Prepare variance analyses of results to budget and forecast for various levels of management.


Financial Reporting and Dashboarding

  • Support the development and maintenance of key performance metrics.
  • Create and maintain reporting tools and templates to facilitate the production of regular financial reports/analysis.
  • Develop, prepare, and communicate periodic and special financial reports and dashboards that enable the organization to make better financial decisions.


Budget and Forecasts

  • Facilitate coordination of the budget and forecast processes.
  • Develop and prepare materials used to prepare the budget and forecasts.
  • Provide support and analysis to leadership, chairs, and others in preparing budgets, monitoring budget adjustments, and preparing forecasts.
  • Contribute to the analysis and reporting of the organization's consolidated budget and forecasts.


Business Support

  • Provide financial support for the preparation of models and business cases to evaluate new initiatives and significant capital expenditures.
  • Participate in cross-functional teams to assist in quantifying risks/opportunities and to create financial analytics.
  • Collaborate with management across the organization to create understanding of financial results, drivers, and issues.


Accounting

  • Participate in month-end and year-end financial close process.
  • Prepare and enter adjustments and journal entries on a monthly or as needed basis.
  • Contribute to the development of procedures to make the close and reporting processes more efficient and accurate.
  • Ensure that all transactions are made in accordance with Generally Accepted Accounting Principles, as well as Federal, State, and University guidelines.


Other Duties and Responsibilities

  • Provide education on financial concepts and processes.
  • Perform other financial projects as assigned.


This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

Qualifications

  • Bachelor's Degree in Finance or Accounting required
  • 2+ years of professional experience preferred
  • Financial analysis experience, including but not limited to identifying trends, variance analysis, budgeting, forecasting, and/or reporting
  • Excellent written and verbal communication skills
  • Advanced knowledge of Microsoft Excel and PowerPoint
  • Experience using advanced modeling tools such as Excel, PowerBI or Tableau
  • Knowledge of an ERP accounting system with the ability to adapt computer skills to new systems


Skills and Abilities

  • Ability to work both independently and with teams in a deadline- and detail-oriented environment.
  • Adept at troubleshooting, problem solving, and responding to stakeholder requests.
  • Ability to deal sensitively with confidential data and use sound judgment.
  • Ability to interpret, reconcile, comprehend, and perform research on accounting records.
  • Excellent qualitative and analytical skills.
  • Ability to multi-task, work under pressure and meet deadlines.
  • Accuracy and attention to detail in daily work.
  • Ability to maintain effective working relationships and function as a team player.
  • Strong customer service skills and focus with the ability to see issues through to resolution.


Physical Demands

While performing the duties of this job, the employee is largely sedentary, but the ability to move is required. The employee is occasionally required to traverse within their work area as well as other areas on campus.

Work Environment

This job operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Why Join MSOE?

At MSOE, we invest in our employees' professional and personal growth. MSOE offers competitive, fully comprehensive benefit plans to all full-time employees including medical, dental, life, disability and vision insurance, 13 paid holidays, Paid Time Off, and paid parental leave, as well as a 403(b) retirement plan with company matching of up to 6% of employee earnings and immediate vesting. Educational benefits are available for employees and family members. Plus, employees have access to our state-of-the-art fitness center at no charge. Located in the heart of downtown Milwaukee, MSOE is just blocks away from the beautiful lakefront, the theater district, museums, sports and music venues, parks and shopping. To view more detailed information about MSOE, please visit www.msoe.edu/hr.

The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

It is the policy of MSOE to provide equal employment opportunity to all individuals regardless of their race, ethnicity, color, creed, religion, sex, age, national origin, physical or mental disability, military and veteran status, sexual orientation, gender identity, genetic characteristics, marital status or any other characteristic protected by local, state or federal law. This policy applies to all jobs at the University and to all the terms, benefits, and conditions of employment/enrollment.

Job Code: 222
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