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Data Analyst Financial Analyst Jobs in Wisconsin

Franklin Electric

Financial Analyst

Madison, WI · On-site

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

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.

MTE Corporation

FP&A Data Analyst

Menomonee Falls, WI · On-site

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

Tri City National Bank

Financial Analyst

Oak Creek, WI · Hybrid

Analyze financial data and identify trends, variances, and opportunities for improvement. Including by department, branch, product and employee profitability. * Ad-hoc Analysis: Prepare recurring and ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · Hybrid

Analyze financial data and identify trends, variances, and opportunities for improvement. Including by department, branch, product and employee profitability. * Ad-hoc Analysis: Prepare recurring and ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · On-site

Analyze financial data and identify trends, variances, and opportunities for improvement. Including by department, branch, product and employee profitability. * Ad-hoc Analysis: Prepare recurring and ...

Robert Half

Financial Analyst

Green Bay, WI · On-site

$80K - $100K/yr

This role focuses on turning financial data into meaningful insights that help leaders evaluate ... Analyze financial and operational data to provide meaningful insights into business performance.

Versiti, Inc.

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 ...

Versiti, Inc.

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 ...

Versiti, Inc.

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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All JobsData Analyst Financial Analyst JobsData Analyst Financial Analyst Jobs in Wisconsin

Data Analyst Financial Analyst information

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 pays more, a data analyst or a financial analyst?

Financial analysts generally tend to earn higher salaries than data analysts due to the specialized financial knowledge and certifications often required. However, salaries can vary based on industry, experience, location, and skills such as proficiency in tools like Excel or financial modeling. Both roles offer strong career growth opportunities, but financial analysts typically have higher earning potential initially.

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.

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.
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Data Analyst Financial Analyst jobs near you

Investment Data Analyst

Continuus Technologies LLC

Germantown, WI • On-site

Full-time

Re-posted 25 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