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Financial Analyst Associate Jobs in Milwaukee, WI

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 ...

Husch Blackwell LLP

Financial Reporting Manager

Milwaukee, WI · On-site +1

$100K - $136K/yr

The Financial Reporting Manager is responsible for supporting the Associate Director of Financial Reporting & Analytics in managing the Firm's financial reporting and analysis functions. Leads the ...

New

Husch Blackwell Llp

Financial Reporting Manager

Milwaukee, WI · On-site +1

$100K - $136K/yr

The Financial Reporting Manager is responsible for supporting the Associate Director of Financial Reporting & Analytics in managing the Firm's financial reporting and analysis functions. Leads the ...

New

Baird

Equity Research Analyst

Milwaukee, WI · On-site

... associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds) What You'll Bring to Baird: • Bachelor's degree required with Finance/Accounting ...

Regal Rexnord

Manager II, FP&A

Milwaukee, WI · Hybrid

$110K - $171K/yr

Coach and develop a Senior Financial Analyst * Build successful partnerships with Corporate Finance ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

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

Financial Analyst Associate information

See Milwaukee, WI salary details

$28.6K

$72.6K

$123.6K

How much do financial analyst associate jobs pay per year?

As of Aug 1, 2026, the average yearly pay for financial analyst associate in Milwaukee, WI is $72,567.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,200.00 and $80,300.00 per year, depending on experience, location, and employer.

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 Milwaukee, WI? The most popular types of Financial Analyst jobs in Milwaukee, WI are:
What are popular job titles related to Financial Analyst Associate jobs in Milwaukee, WI? For Financial Analyst Associate jobs in Milwaukee, WI, the most frequently searched job titles are:
What job categories do people searching Financial Analyst Associate jobs in Milwaukee, WI look for? The top searched job categories for Financial Analyst Associate jobs in Milwaukee, WI are:
What cities near Milwaukee, WI are hiring for Financial Analyst Associate jobs? Cities near Milwaukee, WI with the most Financial Analyst Associate job openings:
Financial Analyst Associate jobs near you
Infographic showing various Financial Analyst Associate job openings in Milwaukee, WI as of July 2026, with employment types broken down into 1% Locum Tenens, 85% Full Time, 8% Part Time, 1% Temporary, and 5% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $72,567 per year, or $34.9 per hour.

Financial Analyst

Timothy Jon & Associates

Milwaukee, WI

Full-time

Medical, Life, Retirement

Re-posted 2 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.