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Data Analyst Financial Analyst Jobs in Wisconsin

Help identify risks, opportunities, and business trends through data analysis. * Support finance leadership in preparing presentations and reporting materials for management reviews. * Partner with ...

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

Develop data models and dashboards * Support forecasting and financial planning * Assist in ... Key Responsibilities 1) Data & Analytics * Develop and maintain dashboards and reports across ...

Senior Financial Analyst

Wausau, WI · On-site

$91K - $114K/yr

Gather data from various sources and aggregate into reports/analytics. Identify opportunities to automate reporting, streamline processes, and improve financial integrity. Assist with other projects ...

Senior Financial Analyst

Wausau, WI · On-site

$91K - $114K/yr

Gather data from various sources and aggregate into reports/analytics. Identify opportunities to automate reporting, streamline processes, and improve financial integrity. Assist with other projects ...

Collaborates closely with Data Services and Accounting departments particularly in cases where financial analysis needs to be blended with member data analytics and accounting activities. * Assists ...

Collaborates closely with Data Services and Accounting departments particularly in cases where financial analysis needs to be blended with member data analytics and accounting activities. * Assists ...

Senior Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

... to: financial planning and modeling, pro forma and business case development, data analytics and specialized projects. In the course of performing their duties, the Senior Financial analyst is ...

Senior Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

... to: financial planning and modeling, pro forma and business case development, data analytics and specialized projects. In the course of performing their duties, the Senior Financial analyst is ...

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Data Analyst Financial Analyst information

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

AspectData AnalystData Scientist
Required CredentialsBachelor's in Statistics, Data Analysis, or related field; often certifications like Microsoft Excel or TableauBachelor's or Master's in Computer Science, Statistics, or related; certifications like Python, R, or machine learning courses
Work EnvironmentBusiness settings, focusing on reporting and data visualizationTech and research environments, focusing on predictive modeling and advanced analytics
Employer & Industry UsageFinance, marketing, healthcare, retailTech companies, research institutions, finance, healthcare

Data Analysts primarily focus on interpreting existing data to generate reports and insights, while Data Scientists develop complex models and algorithms to predict future trends. Both roles require strong analytical skills, but Data Scientists typically have more advanced technical expertise and work on more complex projects.

Can a data analyst work as a financial analyst?

A data analyst can transition to a financial analyst role since both positions require strong analytical skills, proficiency in data tools like Excel and SQL, and an understanding of financial concepts. However, financial analysts often need knowledge of accounting, finance, and sometimes certifications like CFA, which may require additional training or experience. The skills overlap can facilitate a career shift, but specific financial knowledge is typically necessary for success in a financial analyst role.

What does a data analyst financial analyst do?

A data analyst financial analyst collects, analyzes, and interprets financial data to support business decision-making. They use tools like Excel, SQL, and data visualization software to identify trends, prepare reports, and provide insights on financial performance and risks. Strong analytical skills and understanding of finance are essential for this role.

What pays more, a data analyst or a financial analyst?

Financial analysts generally have higher median salaries than data analysts due to the specialized financial knowledge and certifications often required. However, data analysts with advanced skills in programming, data visualization, and tools like SQL or Python can also command competitive salaries, especially in finance-related industries. Salary differences can vary based on experience, location, and industry demand.

What job categories do people searching Data Analyst Financial Analyst jobs in Wisconsin look for?

The top searched job categories for Data Analyst Financial Analyst jobs in Wisconsin are:

What cities in Wisconsin are hiring for Data Analyst Financial Analyst jobs?

Cities in Wisconsin with the most Data Analyst Financial Analyst job openings:

Investment Data Analyst

Continuus Technologies LLC

Germantown, WI • On-site

Full-time

Re-posted 17 days ago


Job description

Investment Data Analyst - Financial ServicesOverviewWe are seeking a highly analytical Investment Data Analyst with strong financial services and capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public markets portfolios.This role sits at the intersection of investment management, finance, and data analytics, working closely with portfolio managers, operations teams, and technology partners to ensure the accuracy, integrity, and usability of investment data.Key ResponsibilitiesAnalyze and validate investment data across equities, fixed income, derivatives, and institutional portfoliosSupport portfolio analytics, performance reporting, and attribution analysisDevelop dashboards and reports to provide insights into portfolio exposures, risk, and returnsPartner with investment operations to reconcile positions, transactions, and valuationsEnsure data accuracy across investment systems and reporting platformsCollaborate with finance teams on NAV, cash flows, and accounting data alignmentIdentify process improvement opportunities to enhance data governance and reporting automationSupport system enhancements, data mapping, and integration initiativesRequired Qualifications3-7+ years of experience in financial services, asset management, or investment operationsStrong understanding of public markets (equities, fixed income, derivatives)Experience working with investment data, portfolio systems, or financial reportingAdvanced Excel skills; proficiency in SQL preferredExperience with BI tools (Tableau, Power BI, etc.)Strong understanding of financial instruments, pricing, and valuation conceptsAbility to work cross-functionally with investment, operations, and finance teamsPreferred QualificationsExperience with investment systems (SimCorp, Aladdin, Charles River, Geneva, etc.)Experience with performance & attribution reportingKnowledge of risk metrics and portfolio analyticsCFA Level I+ or progress toward CFA designationBackground in capital markets, institutional asset management, or pension funds