Demo

Analyst

Truity Partners
Waukesha, WI Full Time
POSTED ON 1/8/2026
AVAILABLE BEFORE 2/10/2026

Analyst (41788)


Our client is an organization in the Waukesha County area that’s looking for an Analyst. Our client is looking for someone with 2 years of experience, an excellent work ethic, and a strong analytical foundation. This company offers flexibility, a great work/life balance, and a brand-new office to work in. This position is onsite.


The salary for this position is $80k - $110k.


The Analyst will be responsible for, but not limited to, the following:


RESPONSIBILITIES

  • Conduct financial analysis and modeling for various valuation and reporting purposes.
  • Research industry, market, and regulatory information to support analyses.
  • Prepare clear reports summarizing methodologies, assumptions, and findings.
  • Communicate with clients and stakeholders professionally.
  • Assist in due diligence and information gathering processes.
  • Review and analyze financial statements and related documentation.
  • Support colleagues on valuation and appraisal projects.
  • Perform additional tasks and responsibilities as required.


The Analyst will possess the following:


EXPERIENCE REQUIRED

  • Bachelor's degree in accounting, finance or a related field.
  • 2 years of related experience.
  • Member of the American Society of Appraisers or completion of ASA courses is a plus.
  • Demonstrated ability to maintain confidentiality and handle sensitive information with integrity.
  • Excellent analytical, problem solving, and critical thinking skills.
  • Proficient at financial modeling with advanced Excel skills.
  • Willing to occasionally travel as needed, and obtain a passport.


Equal Opportunity Employer


The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

Salary : $80,000 - $110,000

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