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Assistant Financial Data Analyst Jobs in Wisconsin

MTE Corporation

FP&A Data Analyst

Menomonee Falls, WI · On-site

Support forecasting and financial planning * Assist in piloting practical AI use cases This is a ... Key Responsibilities 1) Data & Analytics * Develop and maintain dashboards and reports across ...

Velvac

Financial Analyst

New Berlin, WI · On-site

Financial Analysis & Data Analytics Support * Assist with preparing financial reports and spreadsheets. * Support budget tracking and variance analysis. * Analyze financial data and identify trends.

CFS

Senior Financial Analyst

Waukesha, WI · Hybrid

$100K - $110K/yr

Partner with cross-functional teams to collect, analyze, and interpret financial data. * Assist with the annual budget and ongoing forecasting processes by providing actionable financial insights.

CFS

Senior Financial Analyst

Waukesha, WI · Hybrid

$100K - $110K/yr

Partner with cross-functional teams to collect, analyze, and interpret financial data. * Assist with the annual budget and ongoing forecasting processes by providing actionable financial insights.

Bellin

Accountable Care Data Analyst

Green Bay, WI · On-site

Emplify Health by Bellin is Hiring an Accountable Care Health Data Analyst for Value-Based Care and ... Turns enterprise clinical, claims, and financial data into insights that drive performance across ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · Hybrid

Budgeting and Planning: Assist in the preparation and maintenance of annual budgets, forecasts, and ... Analyze financial data and identify trends, variances, and opportunities for improvement. Including ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · Hybrid

Budgeting and Planning: Assist in the preparation and maintenance of annual budgets, forecasts, and ... Analyze financial data and identify trends, variances, and opportunities for improvement. Including ...

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Tri City National Bank

Financial Analyst

Oak Creek, WI · On-site

Budgeting and Planning: Assist in the preparation and maintenance of annual budgets, forecasts, and ... Analyze financial data and identify trends, variances, and opportunities for improvement. Including ...

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Assistant Financial Data Analyst information

What are the key skills and qualifications needed to thrive as an assistant financial data analyst, and why are they important?

To thrive as an Assistant Financial Data Analyst, you need a solid grounding in finance, statistics, and data analysis, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with tools like Microsoft Excel, SQL, and financial analysis software, as well as certifications such as CFA Level I or related credentials, is highly advantageous. Strong attention to detail, effective communication, and problem-solving abilities help you excel in interpreting data and presenting insights. These skills and qualities are crucial for ensuring accurate financial reporting and supporting sound business decision-making.

What are some typical challenges that assistant financial data analysts face in their day-to-day work?

Assistant Financial Data Analysts often encounter challenges such as managing large datasets with tight deadlines, ensuring data accuracy, and adapting to evolving financial software tools. They frequently collaborate with senior analysts and cross-functional teams, which requires strong communication skills to clearly present findings and insights. Staying organized and detail-oriented is crucial, as even small errors in data analysis can impact important financial decisions.

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

AspectAssistant Financial Data AnalystFinancial Data Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications preferredBachelor's or master's degree; certifications like CFA or CPA advantageous
Work EnvironmentSupportive team, entry-level position, collaborativeMore independent, analytical focus, project-driven
Employer & Industry UsageFinancial firms, banks, corporate finance departmentsSame as assistant role, often with more responsibility
Common Search & Comparison IntentYesYes

The Assistant Financial Data Analyst typically supports senior analysts with data collection and basic analysis, requiring less experience. The Financial Data Analyst handles more complex data analysis, interpretation, and reporting, often with greater responsibility. Both roles are common in finance and corporate sectors, with the assistant position serving as an entry point for career growth into financial analysis.

What does an assistant financial data analyst do?

An Assistant Financial Data Analyst supports senior analysts and finance teams by gathering, organizing, and analyzing financial data. They help prepare reports, identify trends, and provide insights that assist in decision-making for budgeting, forecasting, and strategic planning. Their role often involves working with spreadsheets, databases, and financial software to ensure data accuracy. They may also contribute to the development of financial models and assist in maintaining compliance with financial regulations.
What are the most commonly searched types of Financial Data Analyst jobs in Wisconsin? The most popular types of Financial Data Analyst jobs in Wisconsin are:
Assistant Financial Data Analyst jobs near you

FP&A Data Analyst

MTE Corporation

Menomonee Falls, WI • On-site

Full-time

Re-posted 4 days ago

Job description

About the Role
We are seeking a highly analytical, intellectually curious professional to join our finance team in a hybrid FP&A and Data Analytics role with growing exposure to AI-enabled tools and capabilities.
This position is ideal for someone early in their career who wants to go beyond traditional FP&A and help build the next generation of data-driven decision-making in a manufacturing environment.
You will work across functions to:
  • Improve visibility into key business drivers
  • Automate and enhance reporting
  • Develop data models and dashboards
  • Support forecasting and financial planning
  • Assist in piloting practical AI use cases

This is a high-impact, high-growth role designed for an individual who wants to build a career at the intersection of finance, data, and AI. You will play a key role in shaping how data is used to drive performance across the organization.
Key Responsibilities
1) Data & Analytics
  • Develop and maintain dashboards and reports across functions and areas of the business
  • Work with ERP and operational data to build clean, reliable datasets
  • Automate recurring reporting and reduce reliance on manual Excel processes
  • Analyze business performance and identify trends, risks, and opportunities

2) FP&A & Financial Analysis
  • Support monthly forecasting, budgeting, and variance analysis
  • Build and enhance driver-based financial models (volume, mix, cost, efficiency)
  • Translate operational metrics into financial impact
  • Assist with:
    • Pricing/Margin analysis
    • Cost reduction initiatives
    • Working capital and inventory insights

3) AI & Advanced Analytics (Development Focus)
  • Support evaluation and implementation of practical AI use cases, such as:
    • Demand or lead-time forecasting
    • Operational trend and anomaly detection
    • Inventory optimization
  • Use tools such as:
    • Claude, Copilot and other AI tools
    • Power BI/Tableau reporting features
    • Python
  • Help embed insights into daily decision-making processes

Qualifications
Required
  • Bachelor's degree in:
    • Finance, Accounting, Data Analytics or related field
  • 2-5 years of experience in:
    • FP&A, financial analysis or data/operations analytics
  • Advanced Excel skills (modeling, data analysis)
  • Experience with Power BI, Tableau or similar tools
  • Strong analytical and problem-solving skills
  • Ability to communicate clearly with both technical and non-technical teams
  • Fluency in English (additionally Spanish is a strong plus)
  • Exposure to:
    • ERP systems (SAP, Oracle, Epicor, etc.)
    • SQL or database querying
    • Python or similar tools
  • Experience with AI / machine learning applications

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