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Financial Analyst Financial Reporting Jobs in Appleton, WI

Bank Global Fund Services is seeking a future team member for the role of Financial Reporting Analyst to support our Fund Administration team. We are seeking a detail-oriented andexperienced ...

Summary : The Grants Financial Analyst is responsible for the financial management, compliance, and reporting of federally funded grants and programs. This role ensures adherence to federal ...

The Financial Analyst - ACO is responsible for providing analytical support for the ACO controlling ... Prepare and provide PMV reports to Plant Controllers monthly * Consolidate commission payment ...

Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: This position would support a priority Global Sector project initiative working under the direction of the ...

Financial Analyst II

Neenah, WI · On-site

$63K - $95K/yr

Prepare and analyze financial reports providing clear communication and actionable insight on results and performance to leaders within the Global Technology and Corporate Finance teams. * Use ...

Senior Financial Analyst

Oshkosh, WI · On-site

$83K - $104K/yr

... financial processes for the plants. You will proactively participate in key operations analysis and ... Prepare reports on daily, weekly & monthly basis to assist in the tracking and improvement of ...

Senior Financial Analyst

Oshkosh, WI · Hybrid

$83K - $104K/yr

... financial processes for the plants.You will proactively participate in key operations analysis and ... Prepare reports ondaily,weekly& monthlybasis toassistinthe trackingand improvement of safety ...

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Financial Controller

Appleton, WI · On-site

$70K - $85K/yr

Manage month-end and year-end close processes, ensuring timely and accurate financial reporting ... Analyze financial data to identify opportunities for cost savings and operational improvements

Utilize skills in SQL creation to support reporting, data analysis, and troubleshoot issues within the financial applications. * Team Collaboration & Mentorship: Represent the Finance customer area ...

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Financial Analyst Financial Reporting information

See Appleton, WI salary details

$37.6K

$86K

$115.1K

How much do financial analyst financial reporting jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial analyst financial reporting in Appleton, WI is $85,972.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $107,800.00 per year, depending on experience, location, and employer.

What is the difference between Financial Analyst Financial Reporting vs Financial Analyst Budgeting?

AspectFinancial Analyst Financial ReportingFinancial Analyst Budgeting
Primary FocusPreparing financial statements, ensuring compliance, and reporting financial resultsDeveloping budgets, forecasts, and financial plans
Skills & CertificationsAccounting knowledge, GAAP, Excel, CPA (optional)Forecasting, Excel, financial modeling
Work EnvironmentAccounting departments, corporate finance teamsFinance departments, planning teams
Industry UsageCommon across industries for external and internal reportingUsed internally for financial planning and control

While both roles require strong analytical skills and Excel proficiency, Financial Analyst Financial Reporting focuses on preparing and analyzing financial statements, ensuring compliance with accounting standards. In contrast, Financial Analyst Budgeting emphasizes creating budgets and forecasts to guide financial decision-making. Both roles are essential in corporate finance but serve different functions within an organization.

What are some common challenges Financial Analysts face in financial reporting roles?

Financial Analysts in financial reporting often encounter challenges such as meeting tight deadlines during quarter-end and year-end closes, ensuring data accuracy across multiple systems, and adapting to frequent changes in accounting standards or regulatory requirements. Additionally, they must collaborate closely with cross-functional teams like accounting, audit, and operations to gather and validate financial data. Developing strong communication skills and attention to detail is essential to overcome these challenges and deliver high-quality reports.

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

To thrive as a Financial Analyst in Financial Reporting, you need strong analytical skills, a solid understanding of accounting principles, and typically a bachelor’s degree in finance, accounting, or a related field. Proficiency in Excel, ERP systems like SAP or Oracle, and familiarity with financial reporting standards such as GAAP or IFRS are commonly required, with CPA or CFA certifications being advantageous. Attention to detail, effective communication, and problem-solving abilities are crucial soft skills for interpreting data and collaborating with stakeholders. These skills ensure accurate financial reporting, compliance, and informed decision-making within an organization.

What does a Financial Analyst in Financial Reporting do?

A Financial Analyst in Financial Reporting is responsible for preparing, analyzing, and presenting financial statements and reports for an organization. They ensure the accuracy and compliance of financial data with regulatory standards and internal policies. Their work supports decision-making by providing insights into the company's financial health and performance. They also collaborate with other departments and may assist in auditing processes and forecasting.
What are popular job titles related to Financial Analyst Financial Reporting jobs in Appleton, WI? For Financial Analyst Financial Reporting jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Financial Analyst Financial Reporting jobs in Appleton, WI look for? The top searched job categories for Financial Analyst Financial Reporting jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Financial Analyst Financial Reporting jobs? Cities near Appleton, WI with the most Financial Analyst Financial Reporting job openings:
Financial Reporting Analyst

Financial Reporting Analyst

US Bank

Oshkosh, WI • On-site

$60K - $71K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 359 frontline employees who took The Breakroom Quiz

53rd of 170 rated banks


Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

Your journey starts now.

U.S. Bank Global Fund Services is seeking a future team member for the role ofFinancial Reporting Analyst to support our Fund Administration team.

We are seeking a detail-oriented andexperiencedFinancial ReportingAnalysttojoin a team responsible for preparing and reviewingfinancial statement filings and other financial information.This role is critical in ensuring compliance with regulatoryand accountingstandardsandmaintaining accurate reporting.The ideal candidate will have a strong background in investment accountingandGAAP reporting.

In this role, you will:

  • Prepare and review financial statements (e.g., statement of assets and liabilities, schedule of investments, statement of operations, statement of changes in net assets, statement of cash flows,accompanying financial footnotesand tailored shareholder reports)and the accompanying support packagesfor client shareholders and the SEC in order to comply with GAAP and regulatory reporting requirements.

  • Ensure compliance with SEC, GAAP, andregulatoryreporting requirements.

  • Coordinate with external auditors and manage audit processes.

  • Maintain internal controls over financial reporting.

  • Monitor changes in accounting standards and assess their impact on reporting processes.

  • Prepare ad hoc financial reports and analysis for senior management and stakeholders.

  • Provide training and technical guidance to new staff regarding changes in regulations and procedures.

Basic Qualifications
- Bachelor's degree in accounting or finance, or equivalent work experience
- One to two years of related work experience

Preferred Skills/Experience

  • Minimum of college level degree in accounting or finance and CPA certified or candidate preferred.

  • Experiencein Fund Administration, investment company financial reportingor related field, i.e., public accounting, preferred

  • Knowledge ofU.S. GAAP, Regulation S-X and investment company financial reporting best practices.

  • Good organizational skillsability to manage multiple priorities and meet tight deadlines.

  • Good oral and written communication skills.

  • Knowledge ofMicrosoft Office and financial reporting systems (e.g., Unity Financials, Bloomberg, Eagle STAR).

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $60,435.00 - $71,100.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.


What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

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