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Assistant Financial Analyst Jobs in Appleton, WI

Jewelers Mutual Group

Product Analyst II

Neenah, WI · On-site

... assist with the review of circulars/state regulatory updates • Assist in updating and pre ... financial reports • Good interpersonal skills; ability to work autonomously and build ...

Schreiber Foods

Senior Tax Analyst (Onsite)

Green Bay, WI · Hybrid

$112K - $113K/yr

... financial reporting.Assist with documentation, testing, and updates to tax-related controls and ... analysis and information to support acquisitions, new operations, and strategic business ...

Foot Locker

Assistant Manager

Appleton, WI · On-site

$16/hr

Can you assist in leading a team that works to create efficiencies for the store including ... Strong cognitive and mathematical skills, including problem analysis, decision making and financial ...

JX Truck Center

Assistant Operations Manager

Neenah, WI

$86K - $108K/yr

Assistant Operations Manager Join the Driving Force Behind JX Enterprises! Why Choose JX? At JX ... Perform financial analysis, establish annual budgets, and develop marketing plans. * Appropriately ...

Foot Locker

Assistant Manager

Appleton, WI

$16/hr

Can you assist in leading a team that works to create efficiencies for the store including ... Strong cognitive and mathematical skills, including problem analysis, decision making and financial ...

Plexus Corp.

Tax Analyst Sr

Neenah, WI · On-site

$77K - $116K/yr

The Sr Tax Analyst is responsible for income tax compliance and reporting on a global basis for a ... finance organization and creating schedules supporting the planning initiatives. * Assist in the ...

DataAnnotation

M&A Associate - AI Trainer

Green Bay, WI · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...

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Assistant Financial Analyst information

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How much do assistant financial analyst jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for assistant financial analyst in Appleton, WI is $22.79, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $25.58 per hour, depending on experience, location, and employer.

What are some common challenges faced by assistant financial analysts in their day-to-day work?

Assistant Financial Analysts often encounter challenges such as managing tight deadlines during reporting periods, ensuring data accuracy while handling large volumes of financial information, and adapting quickly to changes in financial regulations or company policies. They also need to balance multiple projects simultaneously and communicate findings clearly to both finance and non-finance colleagues. Developing strong organizational and technical skills, as well as being proactive in seeking guidance from senior analysts, can help navigate these common hurdles.

What is the difference between Assistant Financial Analyst vs Financial Analyst?

AspectAssistant Financial AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications like CFA Level IBachelor's degree; often pursuing CFA or CPA certifications
Work EnvironmentSupportive team, entry-level tasks, data analysisMore independent, decision-making, strategic analysis
Employer & Industry UsageFinancial services, corporate finance, investment firmsSame industries, with increased responsibilities

Assistant Financial Analysts typically handle data collection and basic analysis under supervision, while Financial Analysts take on more complex financial modeling and strategic decision-making. The roles are part of the same career path, with the Assistant position serving as an entry point to becoming a Financial Analyst.

What does an assistant financial analyst do?

An Assistant Financial Analyst supports senior analysts and finance teams by gathering data, preparing reports, analyzing financial statements, and helping with budgeting and forecasting. Their role often involves conducting research on market trends, compiling financial models, and assisting in the preparation of presentations for internal or client meetings. They play a crucial role in ensuring the accuracy of financial information and providing insights that help guide business decisions.

What are the key skills and qualifications needed to thrive as an assistant financial analyst?

To thrive as an Assistant Financial Analyst, you need analytical skills, a solid grasp of finance and accounting principles, and usually a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, and enterprise resource planning (ERP) systems like SAP or Oracle is commonly required. Attention to detail, strong communication, and problem-solving abilities help set top performers apart. These skills and qualities are crucial for producing accurate financial reports, supporting decision-making, and ensuring organizational financial health.

Is an assistant financial analyst an entry-level?

Yes, an assistant financial analyst is typically considered an entry-level position in finance. It often requires a bachelor's degree in finance, accounting, or a related field, and involves supporting senior analysts with data analysis, reporting, and financial modeling. Advancement usually requires gaining experience and developing skills in financial analysis tools like Excel and financial software.
What are the most commonly searched types of Financial Analyst jobs in Appleton, WI? The most popular types of Financial Analyst jobs in Appleton, WI are:
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Assistant Financial Analyst jobs near you

Product Analyst II

Jewelers Mutual Group

Neenah, WI • On-site

Full-time

Re-posted yesterday

Job description

Job Summary:
Jewelers Mutual Group is a trusted advisor in the jewelry industry, focused on innovation and customer experience. The Product Analyst II role involves product development, compliance with regulatory requirements, and supporting product management through data analysis and reporting.
Responsibilities:
• Ability to work on complex problems/projects where analysis of situations or data requires an in-depth evaluation of multiple factors
• Support Product Management by accurately creating, preparing and maintaining ad hoc, weekly, monthly, and quarterly reports and dashboards to monitor performance of JM Group products and initiatives
• Schedules and submits filing of new or revised forms/rates/rules with the appropriate regulatory agencies, using industry tools to determine current filing requirements for each state.
• Works with forms, product, and other specialists as needed to construct filing transmittal forms, memorandums, supporting documentation, and exhibits.
• Monitor marketplace for emerging opportunities, risks/issues; as well as performance and actions of direct competitors
• Proactively analyzing data and identifying trends, areas of opportunity, and presenting findings to Product Management
• Present and support recommendations for enhancements/restrictions for JMSI, JMIC and/or General Agency products (new and existing)
• Ability to query data via creation of queries leveraging existing queries, as well as from scratch
• Participate in testing and QA work of: (i) changes to organizational data structure, (ii) products enhancements, and (iii) new products
• Draft form language, create/manage SERFF filings, and assist with the review of circulars/state regulatory updates
• Assist in updating and pre-deployment verification of JMIC rating tables and algorithms
• Represent or lead the department and company on projects and committees as assigned
Qualifications:
Required:
• Associate or bachelor’s degree required
• Minimum of 2 years of related experience (an equivalent combination of education and/or experience may be considered)
• Minimum of 1 year Property & Casualty insurance background experience
• Proficient in Microsoft applications (Word, Excel, Outlook, PowerPoint and SharePoint), particularly with data manipulation and pivot tables
• Experience with PowerPivot, SQL, PowerBI, and/or other query/reporting skills
• Strong analytical skills; ability to identify and translate data into actionable opportunities
• Strong written and verbal communication skills
• Ability to read, analyze, and interpret policy forms, technical procedures, government regulations, and financial reports
• Good interpersonal skills; ability to work autonomously and build relationships across levels
• Team-oriented with excellent collaboration skills
• Strong attention to detail and organization skills
• Critical thinking, problem solving, and data analysis skills
Preferred:
• Experience with PowerPivot, SQL, PowerBI, and/or other query/reporting skills
Company:
Since 1913, we’ve been committed to supporting the jewelry industry and putting customers at the center of everything we do. Founded in 1913, the company is headquartered in Neenah, USA, with a team of 201-500 employees. The company is currently Growth Stage.

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