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Assistant Financial Analyst Jobs in Mequon, WI (NOW HIRING)

Financial Analysis & Planning * Assist in preparing segment-level and consolidated budgets; track and analyze variances against actual results. * Prepare monthly and quarterly management reports ...

Financial Analysis & Planning * Assist in preparing segment-level and consolidated budgets; track and analyze variances against actual results. * Prepare monthly and quarterly management reports ...

Accounting Support * Assist with preparing journal entries and maintaining general ledger records ... Financial Analysis & Data Analytics Support * Assist with preparing financial reports and ...

Senior Financial Analyst

Hartland, WI · On-site

$83K - $103K/yr

What You'll Do Financial Planning and Forecasting * Assist with the development, consolidation, and ... Analyze key financial drivers, including revenue, labor, and operating expenses; identify trends ...

Sr Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

... * Assist financial planning with forecasting, budgeting, and variance analysis. * Serve as a ... subject matter expert to the business on general ledger accounts and definitions. * Assist ...

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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 20, 2026, the average hourly pay for assistant financial analyst in Mequon, WI is $20.74, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $23.27 per hour, depending on experience, location, and employer.

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.

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.

Is it hard to find a job as an assistant financial analyst?

Finding a job as an assistant financial analyst can be competitive, but opportunities are available for candidates with relevant skills such as financial modeling, Excel proficiency, and a bachelor's degree in finance or related fields. Entry-level positions often require internships or related experience, and strong analytical and communication skills improve job prospects.

What are the most commonly searched types of Financial Analyst jobs in Mequon, WI?

The most popular types of Financial Analyst jobs in Mequon, WI are:

What job categories do people searching Assistant Financial Analyst jobs in Mequon, WI look for?

The top searched job categories for Assistant Financial Analyst jobs in Mequon, WI are:

What cities near Mequon, WI are hiring for Assistant Financial Analyst jobs?

Cities near Mequon, WI with the most Assistant Financial Analyst job openings:

Infographic showing various Assistant Financial Analyst job openings in Mequon, WI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $43,129 per year, or $20.7 per hour.

Financial Analyst

S3 AeroDefense

Milwaukee, WI • On-site

Full-time

Posted 21 days ago


Job description

Job Type
Full-time
Description
Purpose of the Job:
Support the Finance Department by performing a mix of accounting and financial analysis activities, including revenue recognition for long-term, percentage-of-completion contracts. This role ensures accurate and timely financial reporting, maintains strong internal controls, and provides actionable insights that help drive strategic and operational decisions.
Reports to: Director of Finance
Duties and Responsibilities:
Accounting & Reporting
  • Prepare monthly financial statements (income statement, balance sheet, cash flow) at the segment and consolidated level in accordance with US GAAP.
  • Complete standard monthly close activities, including account reconciliations, journal entries, and supporting documentation.
  • Compile and maintain work papers to substantiate account balances and ensure compliance with internal controls.
  • Assist with compiling information for external audits and reviews; coordinate with auditors during fieldwork by providing schedules, explanations, and supporting documentation.
  • Apply and support compliance with revenue recognition standards (ASC 606), including percentage-of-completion accounting for long-term contracts - calculating cost-to-cost completion percentages, recognizing revenue and cost of goods sold accordingly, tracking contract assets and liabilities (over-/under-billings), and reconciling percentage-of-completion schedules to the general ledger.
  • Assist in evaluating and documenting technical accounting treatment for non-routine transactions (e.g., contract modifications, variable consideration, estimated cost overruns).
  • Ensure compliance with internal accounting policies, company procedures, and relevant contractual requirements.

Financial Analysis & Planning
  • Assist in preparing segment-level and consolidated budgets; track and analyze variances against actual results.
  • Prepare monthly and quarterly management reports, including metrics such as profitability by region, cash flow trends, days sales outstanding, and contract backlog/percentage-of-completion metrics.
  • Support preparation of materials for Board of Directors presentations.
  • Assist in preparation of weekly and monthly revenue forecasts, incorporating percentage-of-completion-based revenue estimates.
  • Prepare and submit required financial and contractual reports to external stakeholders (customers, suppliers, etc.) per agreement requirements.
  • Perform ad-hoc financial modeling, analysis, and reporting in support of strategic initiatives.

Requirements
  • Bachelor's degree in Accounting (required); CPA or Master's in Accounting/Finance a plus.
  • 3-5 years of experience in accounting, auditing, or financial analysis, including exposure to long-term contract accounting and percentage-of-completion (ASC 606) revenue recognition; experience in aerospace, defense, manufacturing, or construction industries a plus.
  • Solid working knowledge of US GAAP, including revenue recognition (ASC 606), and internal financial controls.
  • Experience with ERP systems (Epicor, SAP, Oracle, or similar) and proficiency in Microsoft Excel and Word.
  • Strong analytical skills, attention to detail, and ability to communicate financial information clearly.
  • Capable of working independently and collaboratively in a fast-paced environment.
  • Commitment to continuous learning and process improvement.
  • Ability to manage multiple priorities while meeting deadlines.