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Financial Analyst Jobs in Stevens Point, WI (NOW HIRING)

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 ...

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 ...

Financial skills to record and analyze financial transactions and balances * Analytical and problem-solving skills * Strong verbal and written communication skills * Maturity and discretion in ...

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Financial Analyst information

See Stevens Point, WI salary details

$37.4K

$85.6K

$114.6K

How much do financial analyst jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial analyst in Stevens Point, WI is $85,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $107,300.00 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.

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

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

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

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

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

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

Infographic showing various Financial Analyst job openings in Stevens Point, WI as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $85,562 per year, or $41.1 per hour.

Financial Analyst-Premium Tax

3M HEALTHCARE

Stevens Point, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired 3 days ago. Applications are no longer accepted.


Job description

Job Overview In the Finance‐Premium Tax unit, you'll handle diverse financial and accounting tasks to control and report organizational finances while ensuring compliance with regulations and laws. This team works with business stakeholders to plan, analyze, and prepare tax filings and manage related financial activities. The Financial Analyst will analyze and project financial, economic, and other data to provide accurate and timely information for financial reporting and operational decisions. This opening can be filled at the Associate Financial Analyst or Financial Analyst level, depending on background and experience. The position will be located at our office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity.

What You'll Do

Analyze and interpret standard financial activity, identifying trends that contribute to the company's overall goals. Analyze budget, forecast, and actual financial performance, operating ratios and trends, and industry, competitor, and economic data. Perform financial activities, including maintaining general ledger account balances, reconciliations, and journal entries in accordance with accounting principles and reporting schedules. Assist in the preparation and filing of state premium tax returns for the Sentry group of companies.

Collect, interpret, verify, and document data for standard reporting, including financial statements, regulatory filings, and system interfaces. Correspond and communicate with taxing authorities to resolve notices and other filing discrepancies. Collaborate with other business units to consider tax implications of activities and answer tax‐related questions. Leverage current platforms and technology to improve processes, documentation, efficiencies, and transparency of financial information.

Support other areas within finance, especially regulatory reporting, budgeting, and financial reporting. What It Takes Bachelor's degree in a financial service field required (Accounting, Finance, Actuarial Science, or Management Information Systems). 0‐2+ years of related work experience; internship or co‐op experience preferred. Prior financial analysis and/or accountant experience, particularly in the insurance industry, is preferred. Demonstrated research and analytical skills, including the application of accounting theory and practices.

Ability to work within business systems. Intermediate to advanced Excel experience and financial software experience is a plus. Strong organizational and interpersonal skills, with the ability to request, coordinate, and control data from various sources. Certified Public Accountant (CPA) or other relevant designation strongly encouraged (e.g., CIA). What You'll Receive Flexible hybrid work model: work from home Monday and Friday, in‐office Tuesday through Thursday. Home office equipment provided prior to start.

Meal subsidy for associates who report to an office. 401(k) plan with dollar‐for‐dollar match on your first eight percent, plus immediate vesting. Tuition reimbursement program and Sentry University education opportunities. Generous paid‐time‐off plan, including volunteer time off. Comprehensive health benefits: medical, dental, vision, life insurance, parental leave, and wellness programs. Employee Assistance Program and well‐being resources. Self‐funded benefits such as gift‐matching for charitable contributions.

About Sentry Founded in 1904, Sentry has been helping businesses succeed and protect their futures for nearly a century. We are one of the largest and financially strongest mutual insurance companies in the United States, rated A+ by A.M. Best. Our headquarters is in Stevens Point, Wisconsin, with offices throughout the United States.

Equal Employment Opportunity: Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.