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Financial Analyst Jobs in Appleton, WI (NOW HIRING)

This role plays a key part in ensuring financial accuracy, maintaining compliance with contractual obligations and accounting requirements. The Rebates Analyst partners closely with Finance, Sales ...

Senior Financial Systems Analyst

Neenah, WI · On-site

$85K - $127K/yr

The Senior Financial Systems Analyst provides Customer Service Excellence by acting as the primary liaison between the Finance business team and IT. This role is responsible for the full lifecycle of ...

The Senior Financial Systems Analyst provides Customer Service Excellence by acting as the primary liaison between the Finance business team and IT. This role is responsible for the full lifecycle of ...

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Financial Analyst information

See Appleton, WI salary details

$37.6K

$86K

$115.1K

How much do financial analyst jobs pay per year?

As of Jun 12, 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 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 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 Is a Financial Analyst Job Description?

Financial analysts provide guidance to clients about their investments. They evaluate the market and stock performance, considering present and previous economic data. Then they create forecasts and reports to make suggestions to clients. To work in this profession, you must have strong interpersonal skills, an analytical mind, and demonstrated experience in financial planning and investments.

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.

Is 40 too late to start a career in finance?

Starting a career as a financial analyst at age 40 is possible, as many employers value skills, experience, and certifications like the CFA. Transitioning into finance may require additional training or education, but age is generally not a barrier if you demonstrate relevant knowledge and a strong work ethic.

What job does a financial analyst do?

A financial analyst evaluates financial data, prepares reports, and provides recommendations to help organizations make investment and business decisions. They analyze market trends, create financial models, and often use tools like Excel and financial software. Strong analytical skills and relevant certifications, such as CFA, are common requirements for the role.

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.

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 entirely replaced.

What does a financial analyst do exactly?

A financial analyst evaluates financial data, prepares reports, and provides insights to help organizations make investment and business decisions. They analyze market trends, create financial models, and often use tools like Excel and financial software to support their recommendations.
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 cities near Appleton, WI are hiring for Financial Analyst jobs? Cities near Appleton, WI with the most Financial Analyst job openings:
Finance Analyst - Rebate

Finance Analyst - Rebate

Amcor plc

Oshkosh, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 22 days ago


Job description

Accelerate the possible by joining a winning Amcor team that's transforming the packaging industry and improving lives around the world.
At Amcor, we unpack possibility through our innovative and responsible packaging to provide solutions that benefit our customers, our people and our planet. More than 10,000 consumers worldwide encounter our products every second and rely on us for safe access to food, medicine and other goods. We value their trust by making safety our guiding principle. It's our core value and integral to how we do business.
Beyond this core principle, our shared values and behaviors unite us as we work together to elevate customers, shape lives and protect the future. We champion our customers and help them succeed. We play to win - adapting quickly in an everchanging world - and make smart choices to safeguard our business, our communities and the people we serve for generations to come. And we invest in our world-class team, empowering our colleagues to unpack their potential, because we believe when our people grow, so does our business.
To learn more about playing for Team Amcor, visit www.amcor.com I LinkedIn I Glassdoor I Facebook I YouTube
Job Description
The Rebates Analyst is responsible for the accurate administration, analysis, and reporting of customer rebate programs. This role plays a key part in ensuring financial accuracy, maintaining compliance with contractual obligations and accounting requirements. The Rebates Analyst partners closely with Finance, Sales, Marketing, and Pricing teams.
WHAT YOU GET TO DO
  • Act as a safety leader and put safety first in all responsibilities, promoting an environment where each employee makes safety their first priority
  • Administer customer rebate programs in accordance with contractual terms
  • Calculate rebate accruals, settlements, and payments with a high degree of accuracy
  • Perform detailed analysis and reconciliation of rebate accounts; investigate and resolve discrepancies
  • Support month-end, quarter-end, and year-end close activities related to rebates
  • Prepare journal entries, account reconciliations, and supporting documentation
  • Interpret rebate agreements and collaborate with Sales and Marketing teams on program structures
  • Develop and maintain rebate tracking models, schedules, and reporting tools
  • Respond to internal and external audit inquiries related to rebate programs
  • Identify opportunities to improve rebate processes, controls, and reporting efficiency
  • Ensure compliance with internal controls and applicable accounting standards

WHAT WE VALUE
  • Results Orientation - Being focused on the improvement of processes and business results
  • Process discipline, organization, and time management
  • Cross-functional communication
  • Team leadership & Initiative - identifying what needs to be done and doing it before being asked to or required by the situation
  • Collaboration & Influencing - working well with others and working as a team to have a positive impact on business performance
  • Communication skills - strong written, verbal, and interpersonal communication skills

WHAT WE WANT FROM YOU
  • Education - Bachelor's degree in Accounting or Finance
  • Experience - 2-5 years of relevant experience in rebates, pricing, accounting, or financial analysis
  • Strong analytical, reconciliation, and problem-solving skills
  • SAP experience preferred
  • Advanced proficiency in Microsoft Excel (i.e. pivot tables, lookups, complex formulas)

Our Expectations
We expect our people to be guided by The Amcor Way and demonstrate our Values every day to enable the business to win. We are winning when:
  • Our people are engaged and developing as part of a high-performing Amcor team
  • Our customers grow and prosper from Amcor's quality, service, and innovation
  • Our investors benefit from Amcor's consistent growth and superior returns
  • The environment is better off because of Amcor's leadership and products

Equal Opportunity Employer/Minorities/Females/Disabled/Veterans/Sexual Orientation/Gender Identity
Amcor is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
If you would like more information about your EEO rights as an applicant under the law, please click on the "Know Your Rights: Workplace Discrimination is Illegal" Poster. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call 224-313-7000 and let us know the nature of your request and your contact information.
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Benefits
When you join Amcor, you will have access to a comprehensive benefits and compensation package that includes:
  • Medical, dental and vision plans
  • Flexible time off, starting at 80 hours paid time per year for full-time salaried employees
  • Company-paid holidays starting at 8 days per year and may vary by location
  • Wellbeing program & Employee Assistance Program
  • Health Savings Account/Flexible Spending Account
  • Life insurance, AD&D, short-term & long-term disability, and voluntary benefits
  • Paid Parental Leave
  • Retirement Savings Plan with company match
  • Tuition Reimbursement (dependent upon approval)
  • Discretionary annual bonus program (initial eligibility dependent upon hire date)