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Financial Analyst Associate Jobs in Wisconsin (NOW HIRING)

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

The Associate Financial Advisor role partners closely with advisors to help grow and service a ... Review, research and analyze data to create customized, annual financial plans for clients

Retirement Client Advisor

Milwaukee, WI ยท On-site

$99K - $157K/yr

Chartered Financial Analyst - CFA - CFA Institute * Certified Investment Management Analyst (CIMA ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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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:
What cities in Wisconsin are hiring for Financial Analyst Associate jobs? Cities in Wisconsin with the most Financial Analyst Associate job openings:
Strategy Analyst

Strategy Analyst

Lantern

Madison, WI โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago


Job description

About Lantern

Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. 

About You:

  • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins. 
  • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with.
  • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas. 
  • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers arenโ€™t just the individuals using your product. They are the driving factor in your motivation to make a change.
  • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. 
  • You thrive in a Team Environment. Collaboration is key in innovation and creating change.

These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through this LIGHT, individuals can find their way to the best care, resources, and support they need to get back to life. 

If this sounds like you, we would love to connect to speak further about career opportunities at Lantern.

Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process.

Job Overview

The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role within Lanternโ€™s Emerging Products Team. The role will support daily operations, drive operational improvements, identify growth opportunities, and contribute to strategic planning to enable high-impact business decisions during an exciting chapter of Lanternโ€™s growth. The ideal candidate is intellectually curious and entrepreneurial with a strong bias to action โ€“ with 1-3 years of experience at a top-tier consulting firm (McKinsey, BCG, Bain, or similar) or a high-growth startup. This is a remote-first role with occasional (~1x month) travel. 

Responsibilities and Duties:

  • Build out processes and own the development of deliverables end-to-end to support emerging product lines  
  • Analyze claims and cost savings data to drive insights for reporting and product improvement
  • Conduct market research and competitive analysis to identify industry trends and business opportunities
  • Develop financial models and data-driven insights to support strategic initiatives and business performance
  • Evaluate potential partnerships and new business opportunities
  • Assist in the preparation of presentations and reports for senior leadership and stakeholders
  • Work cross-functionally with commercial, analytics, operations, and product teams to execute strategic projects
  • Support strategic planning, reporting, and forecasting processes

Qualifications:

  • Bachelorโ€™s degree in Business, Economics, or a related field
  • 2-3 years of experience in top management consulting, strategy, tech, and/or startup Operation or Product roles 
  • High-performing self-starter and independent contributor with strong analytical and problem-solving capabilities
  • Exceptionally detail-oriented and organized, with a strong sense of ownership over deliverables
  • Comfortable operating in ambiguity and flexing between high-level strategic thinking and execution
  • Demonstrated ability to work in a fast-paced, dynamic environment with a high level of end-to-end accountability and autonomy
  • Excellent interpersonal, relationship development, and verbal communication skills
  • Required: High proficiency in Excel and PowerPoint; bonus if you have other technical / data visualization skills (e.g., Python, Power BI, Tableau, SQL)
  • Bonus: Experience or interest in healthcare 

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Short & Long Term Disability
  • Life Insurance
  • 401k with company match
  • Paid Time Off
  • Paid Parental Leave