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Chartered Financial Analyst Jobs in Wisconsin (NOW HIRING)

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Chief Financial Officer

Fond Du Lac, WI · On-site

$150 - $230/hr

Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) preferred. * History of success in managing financial operations, strategic planning, and leading teams. * Strong command of ...

Deloitte

FP&A Advise Manager

Milwaukee, WI · On-site

Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA) * Experience with Anaplan, Oracle Enterprise Performance Management (EPM), SAP Analytics ...

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All JobsChartered Financial Analyst JobsChartered Financial Analyst Jobs in Wisconsin

Chartered Financial Analyst information

See Wisconsin salary details

$38.9K

$88.9K

$119.1K

How much do chartered financial analyst jobs pay per year?

As of Aug 7, 2026, the average yearly pay for chartered financial analyst in Wisconsin is $88,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,700.00 and $111,500.00 per year, depending on experience, location, and employer.

What is the difference between Chartered Financial Analyst vs Certified Financial Planner?

AspectChartered Financial Analyst (CFA)Certified Financial Planner (CFP)
CredentialsCFA charter, requiring passing three exams and relevant work experienceCFP certification, requiring coursework, exam, and financial planning experience
Work EnvironmentInvestment firms, asset management, researchFinancial planning firms, wealth management, personal finance
Industry UsagePrimarily in investment analysis, portfolio managementPersonal financial planning, retirement, estate planning

The CFA and CFP designations serve different roles in finance. The CFA focuses on investment analysis and portfolio management, requiring rigorous exams and experience. The CFP emphasizes personal financial planning, helping clients with comprehensive financial strategies. Both are respected but cater to different career paths within the finance industry.

What can you do as a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) can analyze financial data, manage investment portfolios, and provide financial advice to clients or organizations. They often work in asset management, research, or risk management, utilizing skills in financial analysis, valuation, and ethical standards required by the CFA designation.

What is a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute to individuals who have completed a rigorous program of study and passed three levels of exams covering topics such as investment analysis, portfolio management, and ethical standards. CFAs are recognized globally for their expertise in finance and investment management. They often work as portfolio managers, research analysts, or financial advisors. Earning the CFA charter demonstrates a high level of competence, integrity, and commitment to the financial profession.

Is Chartered Financial Analyst still in demand?

The Chartered Financial Analyst (CFA) designation remains highly in demand in the finance industry, especially in asset management, investment banking, and portfolio management. Employers value CFA charterholders for their expertise in financial analysis, ethics, and investment decision-making, making it a competitive credential for finance professionals.

What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?

Chartered Financial Analysts in client-facing roles often encounter the challenge of simplifying complex financial data and investment strategies for clients with varying levels of financial literacy. Balancing analytical rigor with effective communication is key, as is managing client expectations during periods of market volatility. Additionally, CFAs must stay updated with changing regulations and market trends to provide accurate, compliant advice, which requires ongoing professional development and adaptability.

What are the key skills and qualifications needed to thrive as a Chartered Financial Analyst?

To thrive as a Chartered Financial Analyst (CFA), you need advanced knowledge in financial analysis, investment management, and portfolio construction, typically demonstrated by earning the CFA charter and holding a relevant bachelor's degree. Familiarity with financial modeling software, Bloomberg terminals, and data analysis tools is critical for effective market research and decision-making. Outstanding analytical thinking, ethical judgment, and strong communication skills distinguish top performers in this role. These abilities are vital for providing accurate investment guidance, maintaining client trust, and achieving superior financial outcomes.
What are popular job titles related to Chartered Financial Analyst jobs in Wisconsin? For Chartered Financial Analyst jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Chartered Financial Analyst jobs in Wisconsin look for? The top searched job categories for Chartered Financial Analyst jobs in Wisconsin are:
What cities in Wisconsin are hiring for Chartered Financial Analyst jobs? Cities in Wisconsin with the most Chartered Financial Analyst job openings:
Chartered Financial Analyst jobs near you
Infographic showing various Chartered Financial Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $88,935 per year, or $42.8 per hour.

Senior Financial Analyst - Business Unit

Briggs & Stratton

Wauwatosa, WI • On-site

$84K - $104K/yr

Full-time

Re-posted 20 days ago

Job description

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As a Financial Analyst Senior your goal is to support the Energy Solutions business unit through leading and performing complex accounting and finance functions such as: month-end closing, reporting, analysis of operations, and other analysis process-related activities. #LI-MD1 #LI-Hybrid
You will do this by:
  • Developing financial models and action based analytics to streamline processes and to help make informed business decisions
  • Leading the new product development financial modeling for the business unit ensuring company resources are being used most effectively
  • Assisting with quarterly forecasting preparation
  • Leading cost center spend reviews ensuring departments adhere to target levels and understand their activity
  • Performing and leading month-end closing of varying complexity which includes: calculating accrual/reserve balances and discussing calculations with management for subjective nature accounts to arrive at decision; analyzing general ledger account data for accuracy and adjusting accounts if necessary; booking various other journal entries and statistical key figures
  • Preparing financial analyses and bridges on month-end results
  • Preparing complex reports daily, weekly and monthly which may include but not be limited to sales, inventory, production, raw material purchasing and cost of quality
  • Reviewing detail of accounts and following-up on month-end closing items when necessary
  • Identifying and recommending improvements for managerial and operational controls

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.
You are the kind of person who is/has:
  • Driven
  • Strong attention to detail
  • Superior organizational skills with ability to multi-task

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Qualifications:
  • Bachelor's Degree in Accounting, Finance or related field OR equivalent education and experience
  • Minimum of three years of accounting/finance experience
  • Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) or Certified Management Accountant (CMA) preferred
  • Comprehensive understanding of generally accepted accounting principles
  • Strong analytical skills necessary to review/analyze accounting and financial data, substantiate financial statement balances and prepare financial statement account reconciliation
  • High ability to identify, measure, evaluate & improve, if necessary, the effectiveness of accounting, financial, managerial and operational controls
  • Strong verbal & written communication & interpersonal skills to interact with a diverse group of people in a team environment
  • Excellent customer service skills with the ability to interface with all levels
  • Advanced computer skills including advanced knowledge of and experience working with spreadsheet software
  • Ability to organize, prioritize and manage multiple projects with a strong attention to accuracy and detail
  • Fluent in English and primary language used in area of responsibility and/or location

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Briggs & Stratton, headquartered in Milwaukee, Wisconsin, provides innovative products and diverse power solutions to help people get work done. Briggs & Stratton is the world's largest producer of engines for outdoor power equipment, and is a leading designer, manufacturer and marketer of lithium-ion battery, standby generator, energy storage system, lawn and turf care products through its Briggs & Stratton®, Vanguard®, Ferris®, Billy Goat®, and Branco® brands. Briggs & Stratton products are designed, manufactured, marketed and serviced in more than 100 countries on six continents.
Briggs & Stratton is committed to a policy of equal employment opportunity. The Company conducts all employment practices without regard to race, sex, color, religion, national origin, age, disability, protected veteran's status, pregnancy, genetic information, sexual orientation or any other basis prohibited by law. Briggs & Stratton also undertakes affirmative action to assure equal employment opportunity for minorities and women, for persons with disabilities, and for protected veterans.

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