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Financial Analyst Associate Jobs in Appleton, WI

J. J. Keller & Associates

Financial Analyst

Neenah, WI · On-site

Business Analysis; Finance Employment Type: Full-Time Work Options: In Office at Location Specified ... J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family ...

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 ...

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 ...

Fox World Travel

Pricing & Commercial Analyst

Oshkosh, WI · On-site +1

We've been able to create a culture where our associates can grow, learn, and succeed, and, in turn ... Building financial models and assisting in creating business cases to evaluate commercial viability ...

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All JobsFinancial Analyst Associate JobsFinancial Analyst Associate Jobs in Appleton, WI

Financial Analyst Associate information

See Appleton, WI salary details

$28.3K

$71.9K

$122.5K

How much do financial analyst associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial analyst associate in Appleton, WI is $71,866.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,600.00 and $79,500.00 per year, depending on experience, location, and employer.

What is a financial analyst associate?

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 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 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 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 most commonly searched types of Financial Analyst jobs in Appleton, WI?

The most popular types of Financial Analyst jobs in Appleton, WI are:

What are popular job titles related to Financial Analyst Associate jobs in Appleton, WI?

For Financial Analyst Associate jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Financial Analyst Associate jobs in Appleton, WI look for?

The top searched job categories for Financial Analyst Associate jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Financial Analyst Associate jobs?

Cities near Appleton, WI with the most Financial Analyst Associate job openings:

Financial Analyst Associate jobs near you
Infographic showing various Financial Analyst Associate job openings in Appleton, WI as of July 2026, with employment types broken down into 1% Locum Tenens, 86% Full Time, 8% Part Time, 1% Temporary, and 4% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $71,866 per year, or $34.6 per hour.

Financial Analyst

J. J. Keller & Associates

Neenah, WI • On-site

Full-time

Posted 19 days ago

Job description

Requisition #: 20867
Functional Area: Business Analysis; Finance
Employment Type: Full-Time
Work Options: In Office at Location Specified Above #LI-Onsite
Work Hours: Standard Business Hours
Position Summary
J. J. Keller is seeking to hire a Financial Analyst who will play a key role in managing subscription revenue performance, billing accuracy, and revenue forecasting for our Technology Solutions business unit. This position partners closely with cross-functional teams to identify and resolve revenue-related issues, improve processes, and ensure the integrity of financial data.
In addition, this role develops forecasts, analyzes business performance, and provides actionable insights to support decision-making. The Financial Analyst serves as a subject matter expert on subscription and transactional revenue models, leads process improvement initiatives, and helps advance subscription management capabilities to support business growth. This position also provides guidance and support to analysts and project team members while collaborating with leaders across the organization.
This role requires you to be onsite at our Neenah corporate campus 3 days per week and reside in the local market.
Job Responsibilities
  • Monitor and analyze billing, revenue, and subscription performance to identify discrepancies, risks, and opportunities.
  • Investigate root causes of billing and revenue issues and partner with cross-functional teams to drive resolution.
  • Own and continuously improve reconciliation and revenue governance processes.
  • Develop revenue forecasts, projections, and business analyses to support planning and decision-making.
  • Present findings, forecasts, and recommendations to business leaders and stakeholders.
  • Serve as a subject matter expert on subscription, transactional, and other revenue business models.
  • Lead cross-functional initiatives focused on process improvement, operational efficiency, and revenue optimization.
  • Provide guidance, prioritization, and technical direction to supporting analysts and project team members.
  • Support implementation and ongoing management of subscription management processes, systems, and capabilities.

Qualifications
Education & Experience
  • Bachelor's degree in Business, Finance, Accounting, Economics, Analytics, Marketing, or a related field.
  • Minimum of 5 years of experience in financial analysis, revenue management, business analytics, marketing analytics, or a related discipline.
  • Experience developing financial models, forecasts, projections, and business insights to support strategic decision-making.
  • Knowledge of subscription, recurring revenue, transactional, or product-based business models.
  • Experience working with enterprise business systems, reporting tools, and data platforms.
  • Proven ability to lead cross-functional initiatives and influence stakeholders across multiple functions.
  • Strong communication and presentation skills, including experience presenting recommendations to leadership.
  • Advanced proficiency in Excel and financial modeling; experience with business intelligence and analytics tools preferred.

Physical Requirements
Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time.
We Protect People & The Businesses They Run™
Every associate at J. J. Keller makes a difference by creating safer, more respectful workplaces. Whether serving our customers directly with expertise in safety and regulatory compliance or supporting the business with specialized skills, together we contribute to better workplaces for people across North America.
J. J. Keller History: November 1, 2023, marked 70 years of business for J. J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family-owned business - from our founding as a one-man consulting firm through decades of delivering on our purpose of protecting people and the businesses they run.
J. J. Keller Career Stories: Click HERE to hear from our associates about what they have to say about life as an associate at J. J. Keller.
J. J. Keller Earns 8th Great Place to Work Certification™: Click HERE to find out what makes J. J. Keller great.
J. J. Keller Certified as a Top 100 Most Loved Workplace® in America: Click HERE to find out why our associates LOVE working at J. J. Keller.
2024 Top Company for Women to Work for in Transportation: Click HERE to learn more about this prestigious recognition.
If you experience system-related issues or need assistance with the online application, please call (920) 720-7700.
Professional Referral Program: Not the right role for you, but know someone who could be a great fit? Click HERE to refer them to us through our Professional Referral Programand you will earn a cash payment if your referral is hired.
J. J. Keller & Associates, Inc. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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