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Financial Analyst Associate Jobs in Appleton, WI

H&R Block

Tax Associate

Ashwaubenon, WI · On-site

$56K - $75K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Compass Group

ACCOUNTING ASSOCIATE

Appleton, WI · On-site

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Strong analytical skills with the ability to identify and resolve issues independently ... As part of our Financial Division, you'll gain hands-on accounts receivable ownership, sharpen your ...

Canteen

ACCOUNTING ASSOCIATE

Appleton, WI · On-site

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Strong analytical skills with the ability to identify and resolve issues independently ... As part of our Financial Division, you'll gain hands-on accounts receivable ownership, sharpen your ...

Compass Group

ACCOUNTING ASSOCIATE

Appleton, WI

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Strong analytical skills with the ability to identify and resolve issues independently ... As part of our Financial Division, you'll gain hands-on accounts receivable ownership, sharpen your ...

Compass Group

ACCOUNTING ASSOCIATE

Appleton, WI · On-site

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Strong analytical skills with the ability to identify and resolve issues independently ... As part of our Financial Division, you'll gain hands-on accounts receivable ownership, sharpen your ...

Thrivent Financial

Market Developer

Appleton, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... other sales associates. This role will foster a culture of excellence, compliance, and client ... analyze gaps and opportunities to grow. * Help financial advisors to develop/execute marketing ...

Thrivent Financial

Market Developer

Green Bay, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... other sales associates. This role will foster a culture of excellence, compliance, and client ... analyze gaps and opportunities to grow. * Help financial advisors to develop/execute marketing ...

Information Providers, Inc

Field Insurance Auditor

Green Bay, WI · On-site

$42K - $55K/yr

  • Medical

  • Dental

  • Vision

Associate degree (or higher) in a subject like accounting, mathematics, education, marketing, or ... Accounting, bookkeeping, payroll, financial analysis, or premium audit experienceExperience as a ...

New

JX Truck Center

Assistant Operations Manager

Neenah, WI

$86K - $108K/yr

Perform financial analysis, establish annual budgets, and develop marketing plans. * Appropriately ... Resolve customer complaints and associate issues. Regulatory Compliance: * Stay abreast of federal ...

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Showing results 41-60

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 Aug 16, 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 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 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 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 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.

Tax Associate

H&R Block

Ashwaubenon, WI • On-site

$56K - $75K/yr

Full-time

Posted 6 days ago

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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