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Finance Operations Associate Jobs in Wisconsin (NOW HIRING)

Gehc

Associate Finance Director

Waukesha, WI

$117K - $176K/yr

Summary The Associate Finance Director supports financial management, controllership, and planning ... Experience supporting cross-functional teams, business units, or operational finance environments

Rehlko, LLC

Finance Associate Aftermarket Parts

Kohler, WI · Hybrid

$62K - $77K/yr

The Finance Associate Aftermarket Parts will play a critical role in translating financial results ... Develop and maintain real-time reporting tools and dashboards to support operational decision ...

Rehlko, LLC

Finance Associate Aftermarket Parts

Kohler, WI · On-site

$62K - $77K/yr

The Finance Associate Aftermarket Parts will play a critical role in translating financial results ... Develop and maintain real-time reporting tools and dashboards to support operational decision ...

UMB Financial

Alt Investments Ops Spec I

Milwaukee, WI · On-site

$33K - $49K/yr

As the Alternative Investments Operations Specialist I, you will help start the operations process ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Portage County, WI

Finance Manager

Stevens Point, WI · On-site

$73K/yr

Ensures the County's financial operations conform to pertinent regulations, standards, and ... Associate degree in accounting, or related field required. * Grant administration experience ...

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All JobsFinance Operations Associate JobsFinance Operations Associate Jobs in Wisconsin

Finance Operations Associate information

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$53

How much do finance operations associate jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for finance operations associate in Wisconsin is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 per hour, depending on experience, location, and employer.

What does a Finance Operations Associate do?

A Finance Operations Associate is responsible for supporting the financial processes of a company, such as processing invoices, managing accounts payable and receivable, reconciling bank statements, and assisting with financial reporting. They work closely with finance and accounting teams to ensure accurate and timely financial transactions. This role often involves using accounting software, maintaining records, and helping ensure compliance with financial policies and regulations.

What does a finance and operations associate do?

A finance and operations associate is responsible for managing financial transactions, processing invoices, maintaining records, and supporting operational processes within an organization. They often use tools like spreadsheets and financial software, and may assist with budgeting, reporting, and compliance tasks to ensure smooth business operations.

What are some common challenges faced by Finance Operations Associates in managing daily financial transactions?

Finance Operations Associates often encounter challenges such as reconciling discrepancies between multiple financial systems, ensuring timely processing of payments, and maintaining accuracy under tight deadlines. They may also need to adapt quickly to changes in financial regulations or company policies, requiring strong attention to detail and effective communication with other teams. Collaborating with departments like Accounts Payable, Receivables, and Treasury is common, which means balancing competing priorities and resolving issues efficiently is key to success in this role.

What is the difference between Finance Operations Associate vs Accounts Payable Specialist?

AspectFinance Operations AssociateAccounts Payable Specialist
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldUsually requires similar degrees or certifications in accounting or finance
Work EnvironmentWorks within finance teams, handling multiple financial processesFocuses specifically on managing vendor invoices and payments
Employer & Industry UsageCommon in finance departments across various industriesPrimarily found in accounting or finance departments, especially in large organizations
Search & Comparison IntentOften compared for broader financial operations rolesCompared when focusing on accounts payable functions

The main difference is that a Finance Operations Associate handles a broader range of financial processes, including reporting, reconciliation, and compliance, while an Accounts Payable Specialist focuses specifically on managing vendor invoices and payments. Both roles require similar educational backgrounds and are integral to finance teams, but their scope and daily tasks differ.

What is the role of an operations associate?

A Finance Operations Associate is responsible for managing financial processes such as accounts payable and receivable, reconciling transactions, and ensuring compliance with company policies. They often use financial software and require strong attention to detail and organizational skills to support the company's financial health.

How much does a finance associate earn?

A finance operations associate typically earns between $50,000 and $70,000 annually, depending on experience, location, and company size. Entry-level roles may start lower, while experienced professionals or those in high-cost areas can earn higher salaries. Skills in financial software and certifications like CPA or CFA can also influence compensation.

What does a finance associate do?

A finance operations associate handles financial transactions, manages data entry, reconciles accounts, and supports reporting processes. They often use tools like Excel and financial software, and require attention to detail and understanding of financial procedures.

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

To thrive as a Finance Operations Associate, you need a solid grasp of accounting principles, financial analysis, and data management, often supported by a degree in finance, accounting, or a related field. Familiarity with ERP systems like SAP or Oracle, advanced Excel skills, and sometimes knowledge of regulatory compliance or financial reporting standards are typically required. Strong attention to detail, problem-solving abilities, and effective communication are key soft skills that help you excel in this role. These skills and qualities are vital for ensuring accurate financial transactions, seamless process execution, and compliance within a fast-paced finance environment.
What are popular job titles related to Finance Operations Associate jobs in Wisconsin? For Finance Operations Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Finance Operations Associate jobs in Wisconsin look for? The top searched job categories for Finance Operations Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Finance Operations Associate jobs? Cities in Wisconsin with the most Finance Operations Associate job openings:
Finance Operations Associate jobs near you
Infographic showing various Finance Operations Associate job openings in Wisconsin as of June 2026, with employment types broken down into 1% As Needed, 56% Full Time, 37% Part Time, 2% Temporary, and 4% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $55,099 per year, or $26.5 per hour.
Executive Administrative Assistant - Financial Services

Executive Administrative Assistant - Financial Services

WestPoint Financial Group

Madison, WI • On-site

$55K - $65K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

About Triumph Wealth Management
Triumph Wealth Management, a boutique firm founded in 2007, helps clients live lives of purpose and significance. We're seeking a proactive, highly organized Executive Operations Associate to support a senior advisor. This role offers the chance to make a meaningful impact in a fast-paced, mission-driven environment as part of a small, collaborative team.
Please note: WestPoint Financial Group is assisting with the sourcing process on behalf of Triumph Wealth Management.
Why Join Triumph Wealth Management?
At Triumph, your work goes beyond numbers-you help steward people's life's work with care and integrity. We believe a meaningful career is built by doing good for good people, every single day.
At Triumph, your work goes beyond managing portfolios-you help steward people's life's work. We believe meaningful careers are built by doing good for good people, and that legacy is defined by experiences, relationships, and impact-not just numbers on a statement.
This role is more than traditional administrative work-you'll serve as the central hub for operations, client service, and executive support. If you thrive in a fast-paced environment, enjoy problem-solving, and want to make a meaningful impact, this position is for you.
We're seeking a proactive, highly organized Executive Administrative Assistant / Executive Operations Associate to support a senior advisor and ensure smooth day-to-day operations. You'll manage calendars, coordinate meetings, prepare client materials, and play a key role in shaping the client experience.
What You'll Do
Executive Support & Calendar Management
  • Act as gatekeeper for senior advisor's communications and schedule
  • Manage a dynamic calendar, resolve conflicts, and prepare meeting materials
  • Coordinate Zoom and in-person meetings, take minutes, and track follow-ups
  • Handle incoming communications with discretion and timeliness

Operations & Client Service
  • Open and maintain client accounts
  • Track business submissions and planning progress
  • Maintain organized records and follow through on action items
  • Prepare client correspondence, reports, and presentations

Team Coordination & Office Management
  • Serve as the central hub for office operations
  • Collaborate with team members to complete shared tasks
  • Proactively resolve issues with clients and partners
  • Enhance internal systems, workflows, and databases

What You Bring
  • Minimum of 2+ years of professional administrative experience in financial services (required).
  • Proficiency in Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)
  • CRM experience (required)
  • Strong technology skills and understanding of digital workflows
  • Exceptional communication skills (phone, written, interpersonal)
  • Bachelor's degree or equivalent experience (preferred)

Additional Traits
  • Collaborative and adaptable in dynamic environments
  • Strong time management and organizational skills
  • High attention to detail
  • Clear written and verbal communication
  • Ability to manage multiple tasks and meet deadlines

What Triumph Offers
  • Dental and Vision Insurance
  • Life, Short-Term, and Long-Term Disability Insurance
  • Paid Holidays and PTO
  • Retirement Savings Plan

Equal Employment Opportunity
Triumph Wealth Management is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable laws.
Location: Madison, WI (On-site)
Position Type: Full-Time (40 Hours per week), Monday-Friday

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