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Entry Level Financial Analyst Jobs in Racine, WI

HYBRID AR ASSOCIATE

Brookfield, WI ยท Hybrid

$18 - $23.25/hr

This entry-level position is ideal for individuals with an accounting or finance familiarity who ... Perform root-cause analysis to identify errors in billing or shipping and initiate appropriate ...

New

This entry-level position is ideal for individuals with an accounting or finance familiarity who ... Perform root-cause analysis to identify errors in billing or shipping and initiate appropriate ...

This entry-level position is ideal for individuals with an accounting or finance background who ... Perform root-cause analysis to identify errors in billing or shipping and initiate appropriate ...

This entry-level position is ideal for individuals with an accounting or finance familiarity who ... Perform root-cause analysis to identify errors in billing or shipping and initiate appropriate ...

HYBRID AR ASSOCIATE

Brookfield, WI ยท On-site

$20 - $23/hr

This entry-level position is ideal for individuals with an accounting or finance familiarity who ... Perform root-cause analysis to identify errors in billing or shipping and initiate appropriate ...

New

Monitor financial performance and optimize resource allocation * Collaborate with marketing to ... Analyze operational data to identify areas for improvement * Foster a positive and productive work ...

Accounting Intern (Spring 2027)

Brookfield, WI ยท On-site

$15 - $19/hr

... analyzing data, preparing financial reports, and a variety of accounting activities and responsibilities. Work performed is similar to the activities of an entry-level staff accountant, and interns ...

... to analyze costs, provide guidance to internal teams, and support cost convergence activities. You will collaborate with global engineering, purchasing, finance, and supplier teams to ensure ...

... to analyze costs, provide guidance to internal teams, and support cost convergence activities. You will collaborate with global engineering, purchasing, finance, and supplier teams to ensure ...

... to analyze costs, provide guidance to internal teams, and support cost convergence activities. You will collaborate with global engineering, purchasing, finance, and supplier teams to ensure ...

... to analyze costs, provide guidance to internal teams, and support cost convergence activities. You will collaborate with global engineering, purchasing, finance, and supplier teams to ensure ...

... to analyze costs, provide guidance to internal teams, and support cost convergence activities. You will collaborate with global engineering, purchasing, finance, and supplier teams to ensure ...

... to analyze costs, provide guidance to internal teams, and support cost convergence activities. You will collaborate with global engineering, purchasing, finance, and supplier teams to ensure ...

Showing results 41-60

Entry Level Financial Analyst information

See Racine, WI salary details

$12

$26

$50

How much do entry level financial analyst jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for entry level financial analyst in Racine, WI is $26.04, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.17 per hour, depending on experience, location, and employer.

What is the job of an entry level financial analyst?

Entry-level financial analysts compile budget and income statement forecasts into reports. In this role, you analyze the information for a business and provide advice on how to improve the financial health of the company. As part of your duties, you may look at investments and stocks and provide information on their performance and how the company could better use their assets. You might also provide information on how to reduce operating costs. The entry-level financial analyst presents these findings to company decision-makers, who may not understand the nuances of accounting. Because of this, you may be required to explain your findings at a basic level.

What are the key skills and qualifications needed to thrive as an entry level financial analyst?

To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong analytical and quantitative skills. Familiarity with Excel, financial modeling software, and sometimes experience with databases or ERP systems are typically required, and pursuing certifications like CFA Level I can be advantageous. Attention to detail, effective communication, and organizational abilities are standout soft skills in this role. These competencies are crucial for delivering accurate financial insights, supporting business decision-making, and ensuring reliable reporting within a fast-paced environment.

What are some common challenges faced by entry level financial analysts during their first year, and how can they overcome them?

Entry-level financial analysts often encounter challenges such as managing large volumes of data, meeting tight deadlines for reports, and quickly learning company-specific financial systems. To overcome these hurdles, it's helpful to actively seek mentorship from senior analysts, participate in training sessions to sharpen technical skills, and stay organized with task lists and calendar reminders. Building strong relationships with colleagues in finance and related departments can also provide valuable support and insight, making the transition smoother and more productive.

What is the difference between Entry Level Financial Analyst vs Financial Associate?

AspectEntry Level Financial AnalystFinancial Associate
Required CredentialsBachelor's in Finance, Economics, or related field; often some internship experienceBachelor's degree in Finance, Accounting, or related field; may require some certification
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and reporting tasksFinancial services firms, banks, or accounting firms; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

The main difference between an Entry Level Financial Analyst and a Financial Associate lies in their focus and responsibilities. Financial Analysts primarily analyze data, prepare reports, and support investment decisions, while Financial Associates often handle client interactions, support financial transactions, and assist with account management. Both roles require similar educational backgrounds, but their day-to-day tasks and career paths differ slightly, with Analysts more focused on analysis and Associates on client support.

Can I be an entry level financial analyst with no experience?

Entry level financial analyst positions typically require some knowledge of finance, accounting, or related fields, but many employers are willing to consider candidates with little to no professional experience if they demonstrate strong analytical skills, proficiency in Excel, and a willingness to learn. Internships, relevant coursework, or certifications like the CFA Level I can also improve chances of securing such roles. Employers often provide on-the-job training for entry-level candidates.

Is it hard to get hired as an entry level financial analyst?

Getting hired as an entry level financial analyst can be competitive, as employers often seek candidates with a bachelor's degree in finance, accounting, or related fields, along with strong analytical skills and proficiency in tools like Excel or financial modeling. Relevant internships or certifications such as CFA Level I can improve chances, but the hiring process typically involves multiple interviews and assessments. Overall, persistence and a solid understanding of financial principles are important for success in securing an entry level position.

What is an entry-level financial analyst?

An entry-level financial analyst is a professional who supports financial planning, analysis, and reporting within an organization. They typically perform data collection, financial modeling, and assist with budgeting and forecasting using tools like Excel, often requiring a bachelor's degree in finance, accounting, or a related field.

What are the most commonly searched types of Financial Analyst jobs in Racine, WI?

The most popular types of Financial Analyst jobs in Racine, WI are:

What are popular job titles related to Entry Level Financial Analyst jobs in Racine, WI?

For Entry Level Financial Analyst jobs in Racine, WI, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Analyst jobs in Racine, WI look for?

The top searched job categories for Entry Level Financial Analyst jobs in Racine, WI are:

What cities near Racine, WI are hiring for Entry Level Financial Analyst jobs?

Cities near Racine, WI with the most Entry Level Financial Analyst job openings:

Infographic showing various Entry Level Financial Analyst job openings in Racine, WI as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $54,161 per year, or $26 per hour.

Senior Manager Fund Accounting

UMB Financial Corporation

Milwaukee, WI โ€ข On-site

$141K - $207K/yr

Full-time

Posted 10 days ago


Job description

Duties & Responsibilities
Oversee the daily, weekly, and monthly activities of a fund accounting team consisting of individuals varying in skill levels from Manger to entry level Fund Accountants. Interacts with clients and ensures team delivers daily NAV accounting, pricing, review, and reconciliation functions for funds for several client mutual funds.
  • Manage a teams of fund accounting managers
  • Ensures team receives technical, industry and client specific training and acts as a resource for the team
  • Manages manager time, salary, and performance records; initiates change of assignments, salary increases, conducts performance appraisals and management activities, and recommends staffing changes
  • Develop and communicate performance objectives and individual development plans for managers. Works with Managers to do same for their teams.
  • Collaborate with Human Resources on any disciplinary action needed
  • Act as escalation point for any issues the team is experiencing
  • Assess current policies and procedures
  • Escalation and strategic contact for clients being serviced by the team
  • Manage client launches for Fund Accounting, including working with the advisor to establish the appropriate fund set-up, pricing policies, reporting needs, trade delivery methods, etc. to ensure a smooth transition.
  • Support Managers to ensure audit requests for various auditors, both internal and external requests are complete and timely.
  • Work with Head of fund Accounting to improve system functionality and prioritize enhancements needed for efficiency
  • Oversee testing for new releases to the accounting system and assist presenting the upgrade features to the Fund Accountants
  • Develop/maintain strong working relationship(s) with advisors, traders, trading assistants, portfolio managers, custodians and auditors
  • Identify and propose solutions for daily accounting and pricing issues
  • Partner with various internal/external parties to ensure compliance with SEC, IRS, and GAAP reporting regulations.
  • Review management exception reports - escalate and facilitate any necessary changes to the system
  • Other duties as assigned.

Knowledge & Skills
MINIMUM:
  • Excellent analytical and organizational skills with strong attention to detail
  • Advanced Microsoft Office skills and advanced Excel skills. Demonstrated aptitude and experience with in-house software
  • Demonstrated managerial and teamwork skills
  • Strong understanding of the industry and the changing environment while anticipating client needs
  • Strong relationship development skills and an aptitude for client service
  • Exhibit initiative in a high performing culture and have a track record of meeting or beating deadlines
  • Demonstrates excellent work habits, attendance, and attitude
  • Required to communicate effectively with clients and/or coworkers using common telecommunication and computer equipment
  • Demonstrated ability to multi-task
  • Demonstrate initiative both independently and within a diverse team or with a diverse range of people
  • Experience managing in office, hybrid and fully remote associate team
  • Proven ability to mentor and develop team members

Requirements
MINIMUM:
  • Bachelor's degree in Accounting, Finance, Investment Banking, Economics, International Business. or any combination of education experience that would provide an equivalent background
  • Ten (10) years Funding accounting or related experience
  • Three (3) years Supervisor or Management experience, preferably in Fund Accounting

PREFERRED
  • Certified Public Accountant

Work Environment:
Typical office environment. Occasional overnight travel may be required.
Supervision:
Manages a team of Fund Accountants including oversight, hiring, selection and performance management.
This position was posted on 08/28/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:
$141,354 - $207,900
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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