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Finance Professional Associate Jobs in Wisconsin

WestPoint Financial Group

Financial Advisor

Madison, WI · On-site

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... ongoing professional development and joint work with associates Qualifications • Strong ...

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Finance Professional Associate information

What is the difference between Finance Professional Associate vs Financial Analyst?

AspectFinance Professional AssociateFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusSame as Associate, often with additional certifications like CFA or CPA beneficial
Work EnvironmentCorporate finance departments, accounting firms, or financial services companiesInvestment firms, banks, corporate finance teams, or consulting firms
Employer & Industry UsageUsed across various industries for entry to mid-level finance rolesPrimarily in investment, banking, and financial analysis sectors

The Finance Professional Associate and Financial Analyst roles share similar educational backgrounds and work environments. However, Financial Analysts often focus more on investment evaluation, market analysis, and financial modeling, whereas Finance Professional Associates may handle broader finance functions. Both roles are essential in finance teams, with the Analyst typically having a more specialized focus on financial data analysis.

What are some common challenges faced by finance professional associates in their first year, and how can they overcome them?

Finance Professional Associates often encounter challenges such as adapting to fast-paced work environments, managing multiple deadlines, and learning complex financial systems. To overcome these, it’s helpful to develop strong time management skills, proactively seek feedback from mentors or senior team members, and take advantage of training resources provided by the employer. Building relationships with colleagues across departments also fosters collaboration and helps Associates gain a broader understanding of the organization's financial landscape.

What are the key skills and qualifications needed to thrive as a finance professional associate?

To thrive as a Finance Professional Associate, you need a solid understanding of financial analysis, accounting principles, and a bachelor's degree in finance or a related field. Familiarity with financial modeling software, Excel, and enterprise resource planning (ERP) systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and collaborate with teams. These skills and qualities are crucial for ensuring accurate financial reporting, supporting decision-making, and maintaining organizational financial health.

What is a finance professional associate?

Finance Professional Associates are entry-level professionals who support financial operations within organizations. They typically assist with tasks such as budgeting, financial analysis, preparing reports, and ensuring compliance with financial regulations. This role often serves as a stepping stone for more advanced finance positions and helps individuals gain practical experience in financial management and analysis. Finance Professional Associates work closely with senior financial staff and may interact with other departments to gather and analyze data. Strong analytical skills, attention to detail, and proficiency in financial software are essential for success in this position.
What cities in Wisconsin are hiring for Finance Professional Associate jobs? Cities in Wisconsin with the most Finance Professional Associate job openings:
Finance Professional Associate jobs near you

Oracle Cloud Finance PPM/AHCS - Senior Associate

Pwc

Milwaukee, WI

$77K - $202K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants

Job description

Industry/Sector

Not Applicable

Specialism

Oracle

Management Level

Senior Associate

Job Description & Summary

The Opportunity
As an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize operational efficiency. You will analyze client needs, implement software solutions, and provide training and support for seamless integration and utilization of business applications, enabling clients to achieve their strategic objectives. As a Senior Associate, you will focus on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work even when the path forward isn't clear.
In this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be responsible for configuring, implementing, and maintaining the Oracle Finance system within our Technology Consulting practice. This position offers the chance to develop a deeper understanding of the business context and how it is changing, while using a broad range of tools and methodologies to generate new ideas and solve problems. You will uphold and reinforce professional and technical standards, contributing to the firm's overall business strategies.
Responsibilities
- Configuring and implementing Oracle Financials software to optimize financial processes such as general ledger, accounts payable, and cash management
- Analyzing client needs to develop tailored solutions that enhance operational efficiency and support strategic objectives
- Providing training and support to clients for seamless integration and utilization of Oracle Finance systems
- Navigating complex situations to build meaningful client relationships and inspire team members
- Anticipating the needs of teams and clients to deliver quality solutions in ambiguous environments
- Utilizing analytical thinking and financial modeling to inform insights and recommendations
- Monitoring and analyzing financial trends to identify opportunities for business process improvement
- Upholding professional and technical standards while maintaining compliance with regulatory requirements
- Collaborating with teams to drive finance transformation and process improvements through Oracle Core ERP solutions
What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Accounting & Finance, Finance, Economics, Business Administration/Management, Management Information Systems
- Demonstrating proficiency in at least one of the following within implementing Oracle Financials: GL, AP, Expenses, CM, AR, Project Costing, Project Billing, Grants (PPM), FA, or AHCS /FAH
- Utilizing analytical thinking for financial forecasting and budgeting
- Embracing change and adapting to evolving financial regulations
- Developing financial models to support business process improvements
- Monitoring and analyzing financial trends for strategic insights
- Presenting financial reports with clarity and precision

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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