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Financial Analyst Associate Jobs in Wisconsin (NOW HIRING)

Gordon Flesch Company

Senior Financial Analyst

Madison, WI · On-site

$86K - $107K/yr

The Gordon Flesch Company strives to recognize and appreciate our associate's commitment ... Assume a lead role in providing financial information, analysis, and support all divisions of the ...

Gordon Flesch Company

Senior Financial Analyst

Madison, WI · On-site

$86K - $107K/yr

The Gordon Flesch Company strives to recognize and appreciate our associate's commitment ... Assume a lead role in providing financial information, analysis, and support all divisions of the ...

The Gordon Flesch Company

Senior Financial Analyst

Madison, WI · On-site

$86K - $107K/yr

The Gordon Flesch Company strives to recognize and appreciate our associates commitment, creativity ... Assume a lead role in providing financial information, analysis, and support all divisions of the ...

Fiserv, Inc.

Senior Financial Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

As a Financial Analyst, you'll be pivotal in driving financial planning and decision-making ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

Monitise

Senior Financial Analyst

Milwaukee, WI

$84K - $104K/yr

As a Financial Analyst, you'll be pivotal in driving financial planning and decision-making ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

Gordon Flesch

Senior Financial Analyst

Madison, WI

$86K - $107K/yr

The Gordon Flesch Company strives to recognize and appreciate our associate s commitment ... Assume a lead role in providing financial information, analysis, and support all divisions of the ...

Tekni-Plex

Sr Financial Analyst

Madison, WI

$80K - $110K/yr

The Sr. Financial Analyst is responsible for creating accurate and timely financial and management ... Stressing safe working practices as a condition of employment to associates. * Assisting in audits ...

Tekni-Plex

Sr Financial Analyst

Madison, WI · On-site

$80K - $110K/yr

The Sr. Financial Analyst is responsible for creating accurate and timely financial and management ... Stressing safe working practices as a condition of employment to associates. * Assisting in audits ...

Plexus Corp.

Financial Analyst II

Neenah, WI · On-site

$63K - $95K/yr

Prepare and analyze financial reports providing clear communication and actionable insight on ... A minimum of a(n) Associates Degree is required; a(n) Bachelor's Degree in Finance, Accounting ...

Rehlko, LLC

Financial Analyst - Cost Accounting

Kohler, WI · On-site

$62K - $93K/yr

A safe and inclusive workplace Why You Will Love this Job The Financial Analyst - Cost Accounting ... Rehlko will not discriminate against any qualified associate or applicant with respect to any terms ...

Rehlko, LLC

Financial Analyst - Cost Accounting

Kohler, WI · Hybrid

$62K - $93K/yr

A safe and inclusive workplace Why You Will Love this Job The Financial Analyst - Cost Accounting ... About Us Rehlkoproudly offers a rich history steeped in creativity and commitment to our associates ...

Regal Rexnord

Senior Analyst, FP&A

Milwaukee, WI · Hybrid

$84K - $104K/yr

... ANALYST (CORPORATE IT FP&A) The Senior Financial Analyst is a critical member of the FP&A ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

Regal Rexnord

FP&A Analyst

Milwaukee, WI · Hybrid

... Analyst is a critical member of the Corporate FP&A team. This high-visibility role will work with ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

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Financial Analyst Associate information

Is AI replacing financial analysts?

AI is transforming the role of financial analyst associates by automating data analysis, forecasting, and reporting tasks. While AI tools can handle routine work, human judgment, strategic thinking, and industry expertise remain essential for complex decision-making and client interactions in finance roles.

What are some common challenges Financial Analyst Associates face when managing multiple projects simultaneously?

Financial Analyst Associates often juggle several projects, such as preparing reports, building financial models, and supporting budgeting processes. One challenge is balancing tight deadlines from different internal stakeholders while ensuring accuracy and attention to detail in their analyses. Effective time management and prioritization skills are essential to meet expectations and deliver quality work. Collaborating with team members and proactively seeking clarification from managers can help navigate competing priorities and maintain a manageable workload.

What are Financial Analyst Associates?

Financial Analyst Associates are entry- to mid-level professionals who support senior analysts and management by collecting, analyzing, and interpreting financial data to help guide business decisions. They typically work in banks, investment firms, or corporate finance departments, preparing reports, forecasting trends, and evaluating financial performance. Their insights help organizations manage budgets, assess risks, and identify opportunities for growth. This role is often a stepping stone to more senior financial analyst or management positions.

What are top 3 skills for a financial analyst?

A financial analyst should have strong analytical skills to interpret financial data, proficiency in Excel and financial modeling tools, and good communication skills to present findings clearly. Knowledge of accounting principles and industry-specific regulations also enhances effectiveness in the role.

What does an associate financial analyst do?

An associate financial analyst supports senior analysts by collecting and analyzing financial data, preparing reports, and assisting with budgeting and forecasting. They often use tools like Excel and financial modeling software and may need relevant certifications such as CFA or CPA. Their work helps inform investment decisions and financial planning within organizations.

Is FP&A a stressful job?

Financial Analyst Associates working in Financial Planning and Analysis (FP&A) often face stress due to tight deadlines, high accuracy requirements, and the need to interpret complex financial data. The role can involve long hours during reporting periods and requires strong analytical skills and attention to detail, which can contribute to job pressure.

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

AspectFinancial Analyst AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often with CFA Level I or II
Work EnvironmentEntry-level, supporting senior analysts, in finance or investment firmsMore independent, involved in analysis, reporting, and decision-making
Employer & Industry UsageCommon in banks, investment firms, corporate financeUsed across similar industries, often with more responsibility

The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.

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

To thrive as a Financial Analyst Associate, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling, Microsoft Excel, and tools like Bloomberg Terminal or SAP is highly valued, as is familiarity with data visualization software. Exceptional attention to detail, communication abilities, and problem-solving skills set top performers apart. These competencies enable accurate analysis, effective decision-making support, and clear communication of financial insights to stakeholders.
What are the most commonly searched types of Financial Analyst jobs in Wisconsin? The most popular types of Financial Analyst jobs in Wisconsin are:
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Financial Analyst Associate jobs near you
Financial Analyst

Financial Analyst

Timothy Jon & Associates

Milwaukee, WI

Full-time

Medical, Life, Retirement

Re-posted 14 days ago

Job description

Company Overview:

As one of the region's leading commercial real estate firms, our client has been experiencing unprecedented growth, and they are looking to add to their team. This mid-sized company delivers to their clients in way that exceeds expectations.

This nationwide developer offers a vibrant work culture where they carefully select their team members based on skills, integrity and a passion for their business. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career. This client offers Industry-leading compensation and benefits packages including premiere company paid medical plan, 401(k) with company match and company provided life and disability insurance.

Position Summary:
The Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management decisions. This role involves evaluating financial performance, assessing risks, and providing insights to maximize profitability and efficiency in real estate transactions.

Key Responsibilities:

  • Financial Modeling & Analysis:

    • Develop and maintain financial models for real estate investments, acquisitions, developments, and dispositions.
    • Conduct discounted cash flow (DCF) analysis, IRR, NPV, and ROI calculations.
    • Analyze operating statements, rent rolls, and expense reports to assess property performance.

  • Market Research & Due Diligence:

    • Conduct market research to evaluate economic trends, property values, and competitive landscapes.
    • Analyze demographic data, rental rates, occupancy trends, and potential investment opportunities.
    • Assist in the due diligence process for acquisitions and dispositions, including lease reviews and risk assessments.

  • Investment & Asset Management Support:

    • Prepare investment memos, presentations, and reports for internal stakeholders and investors.
    • Support asset management teams by tracking financial performance and recommending strategies for optimization.
    • Monitor loan covenants and financial metrics to ensure compliance with financing agreements.

  • Budgeting & Forecasting:

    • Assist in preparing budgets, financial forecasts, and variance analyses for real estate assets.
    • Identify areas for cost savings and revenue maximization within real estate portfolios.

  • Stakeholder Collaboration:

    • Work closely with acquisitions, development, finance, and property management teams to support strategic decision-making.
    • Communicate financial insights and recommendations to senior management and investors.

Qualifications & Skills:

  • Education: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus.
  • Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management.
  • Technical Skills:
    • Proficiency in Excel, financial modeling, and real estate underwriting techniques.
    • Experience with real estate software such as ARGUS, CoStar, or Yardi is preferred.
    • Familiarity with financial reporting, GAAP, and real estate valuation methods.
  • Soft Skills:
    • Strong analytical, problem-solving, and critical-thinking abilities.
    • Excellent written and verbal communication skills.
    • Ability to manage multiple projects and meet deadlines in a fast-paced environment.