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Assistant Financial Data Analyst Jobs in Wisconsin

LRS

Data Analyst

Milwaukee, WI · On-site

$25 - $30/hr

Work with internal systems and enterprise tools to extract, validate, and interpret data. Assist ... Communicate analytical findings clearly and effectively to technical and non-technical audiences.

Lands' End

Financial Analyst (Hybrid)

Dodgeville, WI · Hybrid

... assist with business analysis, month-end close processes, and financial audit. * Creates dashboards and visualizations to present financial data clearly and effectively. * Budget and Forecast ...

Lands' End

Financial Analyst (Hybrid)

Dodgeville, WI · On-site

... assist with business analysis, month-end close processes, and financial audit. * Creates dashboards and visualizations to present financial data clearly and effectively. * Budget and Forecast ...

Lands' End

Financial Analyst (Hybrid)

Dodgeville, WI · On-site

$65 - $90/hr

... assist with business analysis, month-end close processes, and financial audit. * Creates dashboards and visualizations to present financial data clearly and effectively. * Budget and Forecast ...

Socket.dev

WI · On-site

$65 - $95/hr

Bachelor's degree in Business, Supply Chain, Information Systems, Finance, Data Analytics, or related field. * 2-4 years of experience in master data management, data governance, data analysis ...

New

Sanford Health

Quality Data Analyst

Marshfield, WI · On-site

$24/hr

... Assist foundation leadership in creating and executing the data management strategy, making ... Previous experience of two or more years in business, finance, data science, statistics ...

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Assistant Financial Data Analyst information

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 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 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 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 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

Financial Analyst

UNITED COMMUNITY CENTER

Milwaukee, WI • On-site

Full-time

Posted 10 days ago

Job description

To provide support to the accounting department functions of this premier nonprofit agency. The right candidate will be primarily responsible for processing invoices, managing vendor payments, and ensuring compliance with organizational and grant requirements, while supporting efficient and effective financial operations.

Duties:

  • Ability to analyze and interpret financial data and make recommendations
  • Process accounts payable invoices, ensuring accuracy, proper coding, and compliance with organizational and funding guidelines.
  • Maintain vendor files, prepare payment runs, and monitor outstanding balances to ensure timely payments.
  • Assist with the preparation of financial reports related to program expenditures and grant-funded projects
  • Investigate and report to the manager any inconsistencies or improprieties of accounts
  • Prepare and analyze account reconciliations on a monthly basis
  • Analysis and approval of project expenditures as well as invoicing per contracted grants
  • Support the preparation of claim reports to funding agencies
  • Collaborate with other accounting staff on special projects and audits as needed.
  • Work with other department members on special projects or on as needed
  • Assist the Department Leader in preparing accounting reports, summaries, and graphical presentations for management or board-level review.
  • Assist the department as needed

Knowledge, Skills, & Abilities:

  • Knowledge of accounts payable processes, accounting principles, and financial reporting.
  • Ability to interact effectively with people from diverse backgrounds.
  • Strong attention to detail, accuracy, and organizational skills.
  • Strong interpersonal skills, including written and oral communication skills
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • The ability to apply general rules to specific problems to produce answers that make sense.
  • Demonstrated computer literacy skills, using MS Office, Google applications and other basic data systems including internet navigation.
  • Problem-solving skills with the ability to identify and resolve discrepancies.
  • Ability to prepare and present financial data in clear formats, including charts and graphs.
  • Perform additional duties assigned.

Ability to interact with all levels of management, staff, and government/foundation representatives. Ability to work in a multicultural environment. Excellent interpersonal, verbal, and written communication skills. Team building skills; attention to detail and a high level of accuracy. Very effective and strong organization and time management skills. Flexible, honest, and trustworthy and demonstrates sound work ethics. Maturity, professionalism, and a high level of discretion are required.

Requirement:

Bachelor's degree in accounting and a minimum of 1-2 years of hands-on accounting experience. Computer knowledge including the ability to operate computerized accounting. Spreadsheet and word processing programs such as Microsoft Office and email at high proficiency level. Bilingual in both English and Spanish is required.

Working Conditions:

The noise level is moderate. Working conditions are normal for an office environment. Work may require occasional evening work hours.

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