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Financial Analyst Project Manager Jobs in Milwaukee, WI

Velvac

Financial Analyst

New Berlin, WI · On-site

Help prepare management reports and presentations. * Assist with KPI tracking and operational ... Support basic data analytics projects and KPI reporting. Requirements: Education & Experience:

KOHLS

Financial Analyst

Menomonee Falls, WI · On-site

Execute capital project creation and forecasts * Update routine schedules and daily routine ... Strong critical thinking, attention to detail, time management and collaboration skills Preferred

S3 AeroDefense

Financial Analyst

Milwaukee, WI · On-site

Prepare monthly and quarterly management reports, including metrics such as profitability by region ... Perform ad-hoc financial modeling, analysis, and reporting in support of strategic initiatives.

S3 AeroDefense LLC

Financial Analyst

Milwaukee, WI · On-site

Prepare monthly and quarterly management reports, including metrics such as profitability by region ... Perform ad-hoc financial modeling, analysis, and reporting in support of strategic initiatives.

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Financial Analyst Project Manager information

See Milwaukee, WI salary details

$37.9K

$86.8K

$116.3K

How much do financial analyst project manager jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial analyst project manager in Milwaukee, WI is $86,810.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $108,900.00 per year, depending on experience, location, and employer.

What is a Financial Analyst Project Manager?

A Financial Analyst Project Manager is a professional who combines financial analysis with project management skills to oversee and guide financial projects within an organization. They are responsible for planning, executing, and managing projects that involve budgeting, forecasting, and analyzing financial data. Their role often includes coordinating teams, ensuring projects stay within budget, and providing insights to support strategic business decisions. This position requires strong analytical skills, attention to detail, and the ability to manage multiple tasks simultaneously.

What are the key skills and qualifications needed to thrive as a Financial Analyst Project Manager?

To excel as a Financial Analyst Project Manager, you need strong analytical abilities, financial modeling experience, project management expertise, and a relevant degree such as finance, accounting, or business. Familiarity with tools like Microsoft Excel, financial planning software, and project management platforms (such as MS Project or Asana), along with certifications like CFA or PMP, is highly beneficial. Exceptional communication, leadership, and organizational skills help coordinate teams and clearly convey complex financial information. These competencies ensure effective project delivery, data-driven decision-making, and alignment with organizational goals.

How does a Financial Analyst Project Manager typically collaborate with cross-functional teams during project execution?

A Financial Analyst Project Manager works closely with various departments, such as finance, operations, and IT, to ensure projects stay within budget and meet financial objectives. They facilitate regular meetings, communicate financial insights, and provide updates on project costs and timelines to stakeholders. This role often involves translating complex financial data into actionable recommendations for team members who may not have a financial background. Effective collaboration is key to identifying potential risks early and ensuring successful project delivery.

What is the difference between Financial Analyst Project Manager vs Financial Analyst?

AspectFinancial AnalystFinancial Analyst Project Manager
CertificationsCPA, CFA, CFPCPA, CFA, CFP
Work EnvironmentFinance departments, investment firmsFinance teams, project-based settings
Primary FocusFinancial data analysis, reportingManaging financial projects, coordinating teams

The main difference is that a Financial Analyst focuses on analyzing financial data and preparing reports, while a Financial Analyst Project Manager combines financial analysis skills with project management responsibilities, overseeing financial projects and teams to ensure successful completion.

What does a financial analyst project manager do?

A financial analyst project manager oversees financial planning, analysis, and reporting for projects, ensuring budgets are met and financial goals are achieved. They coordinate between finance and project teams, use tools like Excel and financial software, and often require certifications such as CFA or CPA. Their role involves managing timelines, analyzing financial data, and supporting strategic decision-making.

What are popular job titles related to Financial Analyst Project Manager jobs in Milwaukee, WI?

For Financial Analyst Project Manager jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Financial Analyst Project Manager jobs in Milwaukee, WI look for?

The top searched job categories for Financial Analyst Project Manager jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Financial Analyst Project Manager jobs?

Cities near Milwaukee, WI with the most Financial Analyst Project Manager job openings:

Financial Analyst Project Manager jobs near you

Financial Analyst

New Berlin, WI • On-site

Velvac
Trucking • 51 - 200 employees
Learn more about Velvacexternal

Full-time

Re-posted 11 days ago

Job description

Description:

Overview:

 As part of the essential transportation sector, Velvac designs and produces best-in-class vision, camera and mirror systems, telematics and accessories for medium- and heavy-duty commercial vehicles. Our world class customers include Peterbilt, Kenworth, Mack Truck, General Motors, Ford, Daimler, Volvo, Winnebago, and Fleetwood just to name a few. These businesses and products help keep the essential transportation industry up and running. Our headquarters in New Berlin, Wisconsin offers a collaborative culture, near-zero turnover and a schedule that supports work-life flexibility. 


Position Summary:

The General Accountant / Financial Analyst is responsible for maintaining accurate financial records, supporting month-end and year-end close activities, preparing financial reports, analyzing financial performance, and assisting with budgeting and forecasting. This role combines strong accounting knowledge with analytical skills to support business decision-making and ensure compliance with accounting standards and company policies.


Key Responsibilities

  • Accounting Support
  • Assist with preparing journal entries and maintaining general ledger records.
  • Support monthly account reconciliations and financial close activities.
  • Supports accounts payable/accounts receivable processes.
  • Help maintain accurate financial records and documentation.
  • Assist with bank reconciliations and data entry.
  • Supports audit preparation and documentation requests.
  • Follow company accounting policies and procedures.


Financial Analysis & Data Analytics Support

  • Assist with preparing financial reports and spreadsheets.
  • Support budget tracking and variance analysis.
  • Analyze financial data and identify trends.
  • Maintain financial models and reporting templates.
  • Help prepare management reports and presentations.
  • Assist with KPI tracking and operational reporting.
  • Perform ad hoc analysis as requested by management.
  • Assist with building and maintaining dashboards and reports.
  • Help organize and validate financial and operational datasets.
  • Use Excel and reporting tools to identify trends and summarize findings.
  • Support basic data analytics projects and KPI reporting.


Requirements:

Education & Experience:

  • Bachelor’s degree in Accounting, Finance, or related field
  • Internship or 0–2 years of accounting or finance experience preferred.
  • Basic understanding of accounting principles and financial statements.
  • Proficiency in Microsoft Excel and Microsoft Office.
  • Strong analytical and problem-solving abilities; has curiosity
  • High attention to detail and organizational skills.
  • Ability to learn quickly and work in a team environment.
  • Strong written and verbal communication skills.


Preferred Skills:

  • Basic Power BI or Tableau experience
  • Introductory SQL or database knowledge
  • Familiarity with data visualization and reporting concepts
  • Basic SQL knowledge for data extraction and reporting
  • Familiarity with Power BI, Tableau, or similar visualization tools
  • Experience working with large datasets and Excel-based analytics
  • Familiarity with accounting software or ERP systems.
  • Basic financial modeling and reporting experience.
  • Knowledge of budgeting and forecasting concepts.
  • Experience with data visualization tools is a plus.


Technical Skills:

  • Microsoft Excel (Pivot Tables, XLOOKUP/VLOOKUP, formulas, charts)
  • Basic financial modeling
  • Data visualization and dashboard creation
  • Basic SQL and reporting concepts
  • ERP and accounting systems familiarity