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Financial Analyst Jobs in Appleton, WI (NOW HIRING)

US Bank

Financial Reporting Analyst

Oshkosh, WI · On-site

$60K - $71K/yr

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 ...

Associatedbank

Financial Advisor

Oshkosh, WI · On-site

Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and ...

Menasha Corporation

Pricing Analyst

Neenah, WI · On-site

Leverages market intelligence, customer insights, and financial analysis to influence pricing decisions and drive business performance. * Leads development of pricing strategies and financial models ...

Menasha Corporation

Pricing Analyst

Neenah, WI · On-site

Leverages market intelligence, customer insights, and financial analysis to influence pricing decisions and drive business performance. * Leads development of pricing strategies and financial models ...

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Showing results 21-40

All JobsFinancial Analyst JobsFinancial Analyst Jobs in Appleton, WI

Financial Analyst information

See Appleton, WI salary details

$37.6K

$86K

$115.1K

How much do financial analyst jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial analyst 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 does a financial analyst do?

A Financial Analyst is responsible for analyzing financial data, preparing reports, and making recommendations to help businesses and individuals make informed investment decisions. They evaluate economic trends, study financial statements, and assess the performance of stocks, bonds, and other types of investments. Financial Analysts often work for banks, investment firms, insurance companies, or corporate finance departments, providing insights that support key financial strategies and planning.

How does a financial analyst typically collaborate with other departments within a company?

Financial Analysts frequently work cross-functionally with teams such as accounting, operations, and marketing to gather data, analyze business performance, and support strategic planning. Regular collaboration ensures that financial models and forecasts are based on accurate, up-to-date information from across the organization. This teamwork is essential for preparing budgets, evaluating investment opportunities, and providing actionable insights to management. Strong communication and relationship-building skills are important for success in these collaborative efforts.

What are the key skills and qualifications needed to thrive as a financial analyst, and why are they important?

To thrive as a Financial Analyst, you need strong analytical abilities, proficiency in financial modeling, and typically a degree in finance, accounting, or a related field. Familiarity with tools such as Microsoft Excel, financial databases (like Bloomberg), and certifications such as CFA or CPA are often required. Attention to detail, effective communication, and problem-solving skills help analysts interpret data and present actionable insights. These abilities are crucial for making informed recommendations that drive sound financial decisions and business growth.

What is the difference between Financial Analyst vs Accountant?

AspectFinancial AnalystAccountant
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are commonBachelor's degree in accounting or finance; CPA certification often preferred
Work EnvironmentFinancial firms, investment banks, corporate finance departmentsAccounting firms, corporate accounting departments, government agencies
Primary ResponsibilitiesAnalyzing financial data, creating reports, forecasting, investment analysisPreparing financial statements, maintaining records, ensuring compliance with regulations
Industry UsageHigh in finance, investment, and corporate sectorsWidespread across all industries requiring financial record-keeping

Financial Analysts and Accountants share similar educational backgrounds and certifications, often working in related environments. However, Financial Analysts focus on analyzing financial data and making investment recommendations, while Accountants handle financial record-keeping and compliance. Both roles are essential in finance, but they serve different functions within organizations.

How much is the salary of a financial analyst?

The average salary of a financial analyst in the United States typically ranges from $60,000 to $85,000 per year, depending on experience, location, and industry. Entry-level analysts may earn less, while those with advanced certifications or in senior roles can earn over $100,000 annually.

Is it hard to find a job as a financial analyst?

Finding a job as a financial analyst can be competitive, but strong analytical skills, proficiency in Excel and financial modeling, and relevant certifications like CFA or CPA can improve prospects. Entry-level positions are available, but experience and networking often influence hiring success.

Will AI replace financial analysts?

AI can automate routine tasks such as data analysis and reporting for financial analysts, increasing efficiency. However, financial analysts' roles also require critical thinking, interpretation, and strategic decision-making that AI cannot fully replicate, so the profession is expected to evolve rather than be replaced entirely.
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Financial Analyst jobs near you
Infographic showing various Financial Analyst job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Hybrid job distribution, with an average salary of $85,972 per year, or $41.3 per hour.

Financial Reporting Analyst

US Bank

Oshkosh, WI • On-site

$60K - $71K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 360 frontline employees who took The Breakroom Quiz

51st of 171 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

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

U.S. Bank logo

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

Social media

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