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Finance Coordinator Jobs in Wisconsin (NOW HIRING)

NFP

Financial Education Coordinator - Remote

Madison, WI · On-site +1

$59K - $65K/yr

The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the Wealthspire at Work program. This position ...

NFP

Financial Education Coordinator - Remote

Madison, WI · On-site +1

$59K - $65K/yr

The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the Wealthspire at Work program. This position ...

Naviant

Engagement Coordinator

Verona, WI

Drive accountability across task tracking, reporting, documentation, scheduling, financial coordination, and engagement support activities. * Support engagement health by proactively identifying ...

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How much do finance coordinator jobs pay per hour?

As of May 28, 2026, the average hourly pay for finance coordinator in Wisconsin is $27.10, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $31.06 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Finance Coordinator, and why are they important?

To thrive as a Finance Coordinator, you need a solid understanding of accounting principles, financial reporting, and budget management, often backed by a degree in finance, accounting, or a related field. Familiarity with financial software such as QuickBooks, SAP, or Microsoft Excel, as well as knowledge of compliance standards, is typically required. Attention to detail, organizational skills, and strong communication abilities help you manage multiple tasks and collaborate effectively with team members. These skills ensure accurate financial operations, effective resource allocation, and compliance with regulations, which are crucial for organizational stability and growth.

What are the typical collaboration points between a Finance Coordinator and other departments within an organization?

A Finance Coordinator frequently collaborates with departments such as HR, Operations, and Procurement to ensure financial processes like budgeting, expense tracking, and invoice processing run smoothly. For example, they might work with HR to coordinate payroll, or with Operations to reconcile departmental expenses. Effective communication and a willingness to clarify financial procedures are essential, as Finance Coordinators often serve as a bridge between the finance team and other units. This cross-departmental interaction not only supports organizational efficiency but also helps Finance Coordinators build a broader understanding of the business, which can be beneficial for career advancement.

What does a Finance Coordinator do?

A Finance Coordinator is responsible for supporting an organization’s financial operations, including budgeting, invoicing, expense tracking, and financial reporting. They often work closely with other departments to ensure accurate financial records and compliance with company policies. Their duties may also include processing payments, managing accounts payable/receivable, and assisting with audits. Finance Coordinators play a key role in ensuring the financial health and efficiency of an organization.

What is the difference between Finance Coordinator vs Finance Analyst?

AspectFinance CoordinatorFinance Analyst
CredentialsBachelor's degree in finance, accounting, or related fieldBachelor's or master's degree in finance, economics, or related field
Work EnvironmentAdministrative, supporting finance teams, handling documentationAnalytical, data-driven tasks, financial modeling, reporting
Employer & Industry UsageNonprofits, corporations, government agenciesFinancial services, investment firms, corporate finance

Finance Coordinators primarily handle administrative and support tasks within finance departments, focusing on documentation and coordination. Finance Analysts perform more in-depth financial analysis, modeling, and reporting. While both roles require similar educational backgrounds, their responsibilities and work environments differ, with Coordinators supporting daily operations and Analysts providing strategic insights.

What are the most commonly searched types of Finance jobs in Wisconsin? The most popular types of Finance jobs in Wisconsin are:
What are popular job titles related to Finance Coordinator jobs in Wisconsin? For Finance Coordinator jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Finance Coordinator jobs in Wisconsin look for? The top searched job categories for Finance Coordinator jobs in Wisconsin are:
What cities in Wisconsin are hiring for Finance Coordinator jobs? Cities in Wisconsin with the most Finance Coordinator job openings:
Finance Coordinator jobs near you
Financial Education Coordinator - (Remote)

Financial Education Coordinator - (Remote)

National Financial Partners

Madison, WI • On-site, Remote

$45K - $50K/yr

Full-time

Retirement, PTO

Posted 14 days ago

Job description

Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com .
****Candidate selected will follow EST time hours***
Summary of the Role: The Financial Education Coordinator is responsible for supporting the delivery and coordination of retirement plan education programs for plan participants. This role partners closely with advisors, internal teams, and plan sponsors to organize educational meetings, prepare participant materials, and ensure clear, accurate communication of plan benefits and retirement concepts. The coordinator plays a key role in promoting participant engagement, improving understanding of 401(k) plans, and supporting overall financial wellness initiatives through effective education and operational support.
Essential Duties and Responsibilities:
  • Handles all support functions for the client's financial wellness program. This includes ordering employee incentive items as needed, accurately recording costs, and tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related to incoming calls and emails
  • Manages meeting input and availability in the RPAG system
  • Schedules ad hoc meetings for employee with their assigned Financial Professional as needed. This includes tracking receipt of meeting summaries and accurately inputting data into client records
  • Supports the team of Financial Professionals to provide an ongoing calendar of events and all necessary information for scheduled appointments
  • Produces promotional materials for scheduled events. This will include email campaigns, flyers, and other materials as needed by clients
  • Handles relationship management activities with new and/or existing clients. This includes coordinating and conducting implementation calls, bi-weekly status calls, and ongoing oversight of each client's financial wellness program
Knowledge, Skills, and/or Abilities:
  • Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations
  • Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements
  • Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
  • Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions
  • Effective Communications - Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, directions, and tasks resulting from written communication from colleagues
  • Bilingual - Spanish is a big plus
  • Financial background preffered
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $45,000 to $50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.

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