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Financial Analyst Jobs in Delafield, WI (NOW HIRING)

Velvac

Financial Analyst

New Berlin, WI · On-site

The General Accountant / Financial Analyst is responsible for maintaining accurate financial records, supporting month-end and year-end close activities, preparing financial reports, analyzing ...

ULINE

Financial Analyst

Milwaukee, WI

Financial Analyst Corporate Headquarters 12575 Uline Drive,Pleasant Prairie, WI 53158 Use your passion for numbers to shape business strategy! As a Uline Financial Analyst, you'll evaluate financial ...

KOHLS

Financial Analyst

Menomonee Falls, WI · On-site

You'll work onsite from Monday through Thursday, with the option to work remotely on Fridays. About the Role As Financial Analyst, you will improve company profitability through leading value-add ...

Molson Coors

Financial Analyst

Milwaukee, WI · Hybrid

In the Financial Analyst - Non-Alc role based in Milwaukee, you will be a key member of the GBS Non-Alc team. In this role, you will mainly support the OTC function which includes maintaining ...

Hydrite

Commercial Financial Analyst

Milwaukee, WI · Hybrid

JOIN A TOP WORKPLACE - FINANCIAL ANALYST, COMMERCIAL The primary purpose of this position is to provide financial analysis, reporting, forecasting, and decision support that drives profitable growth.

Hydrite

Commercial Financial Analyst

Brookfield, WI · On-site

JOIN A TOP WORKPLACE - FINANCIAL ANALYST, COMMERCIAL The primary purpose of this position is to provide financial analysis, reporting, forecasting, and decision support that drives profitable growth.

Hydrite

Commercial Financial Analyst

Brookfield, WI · Hybrid

JOIN A TOP WORKPLACE - FINANCIAL ANALYST, COMMERCIAL The primary purpose of this position is to provide financial analysis, reporting, forecasting, and decision support that drives profitable growth.

Hydrite

Commercial Financial Analyst

Brookfield, WI · Hybrid

JOIN A TOP WORKPLACE - FINANCIAL ANALYST, COMMERCIAL The primary purpose of this position is to provide financial analysis, reporting, forecasting, and decision support that drives profitable growth.

Milwaukee Tool

Financial Analyst I

Menomonee Falls, WI · On-site

Partner with business leaders to analyze monthly activity, build monthly forecasts, and communicate results to the financial leadership team. * Work with cross functional departments to investigate ...

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All JobsFinancial Analyst JobsFinancial Analyst Jobs in Delafield, WI

Financial Analyst information

See Delafield, WI salary details

$36.9K

$84.5K

$113.2K

How much do financial analyst jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial analyst in Delafield, WI is $84,511.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,100.00 and $106,000.00 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.

More about Financial Analyst jobs

What are the most commonly searched types of Financial Analyst jobs in Delafield, WI?

The most popular types of Financial Analyst jobs in Delafield, WI are:

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For Financial Analyst jobs in Delafield, WI, the most frequently searched job titles are:

What job categories do people searching Financial Analyst jobs in Delafield, WI look for?

The top searched job categories for Financial Analyst jobs in Delafield, WI are:

What cities near Delafield, WI are hiring for Financial Analyst jobs?

Cities near Delafield, WI with the most Financial Analyst job openings:

Financial Analyst jobs near you
Infographic showing various Financial Analyst job openings in Delafield, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $84,511 per year, or $40.6 per hour.

Financial Analyst

Velvac

New Berlin, WI • On-site

Full-time

Re-posted yesterday

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