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Financial Analyst Jobs in Waterloo, IA (NOW HIRING)

Chief Financial Officer

Waterloo, IA · On-site

$350 - $700/hr

This role requires strong judgment, analytical depth, executive communication, curiosity, and the ability to translate complex financial information into clear business insight for the CEO, COO, ...

Strong interpersonal, analytical, and communication skills are essential, along with proficiency in financial planning software, CRM platforms, and Microsoft Office applications. Candidates should ...

Strong interpersonal, analytical, and communication skills are essential, along with proficiency in financial planning software, CRM platforms, and Microsoft Office applications. Candidates should ...

Manage project controls and financial activities from project setup through closeout, including budgeting, forecasting, cost tracking, reporting, and financial analysis. * Establish and maintain ...

New

Manage project controls and financial activities from project setup through closeout, including budgeting, forecasting, cost tracking, reporting, and financial analysis. * Establish and maintain ...

New

Manage project controls and financial activities from project setup through closeout, including budgeting, forecasting, cost tracking, reporting, and financial analysis. * Establish and maintain ...

New

You will work across multiple project management, financial, scheduling, and reporting platforms to collect and analyze data, perform quality assurance and quality control (QA/QC), identify trends ...

New

You will work across multiple project management, financial, scheduling, and reporting platforms to collect and analyze data, perform quality assurance and quality control (QA/QC), identify trends ...

New

You will work across multiple project management, financial, scheduling, and reporting platforms to collect and analyze data, perform quality assurance and quality control (QA/QC), identify trends ...

New

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Financial Advisor

Waterloo, IA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Financial Advisor

Waterloo, IA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

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Financial Analyst information

See Waterloo, IA salary details

$35.7K

$81.7K

$109.4K

How much do financial analyst jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial analyst in Waterloo, IA is $81,722.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,900.00 and $102,500.00 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 Waterloo, IA?

The most popular types of Financial Analyst jobs in Waterloo, IA are:

What are popular job titles related to Financial Analyst jobs in Waterloo, IA?

For Financial Analyst jobs in Waterloo, IA, the most frequently searched job titles are:

What job categories do people searching Financial Analyst jobs in Waterloo, IA look for?

The top searched job categories for Financial Analyst jobs in Waterloo, IA are:

What cities near Waterloo, IA are hiring for Financial Analyst jobs?

Cities near Waterloo, IA with the most Financial Analyst job openings:

Infographic showing various Financial Analyst job openings in Waterloo, IA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $81,722 per year, or $39.3 per hour.

Chief Financial Officer

Socket.dev

Waterloo, IA • On-site

$350 - $700/hr

Other

Posted 10 days ago


Job description

LeadtheFinancialFutureofanEmployee-OwnedEnterprise

VGM Group is seeking a transformational Chief Financial Officer (CFO) to serve as a key strategic partner to the CEO, executive leadership team, and Board of Directors. As a 100% employee-ownedorganization,VGM'sCFOplaysacriticalroleindrivinglong-termenterprisevalue,financialsustainability,operationalexcellence,andstrategicgrowthwhilepreservingandstrengtheningourcultureofownership.

*Relocation to Waterloo, IA required.

Position Summary

The Chief Financial Officer must bring the financial acumen, strategic thinking, enterprise leadership, and business partnership skills needed to strengthen VGM Group’s long-term financial health, enterprise value, ESOP sustainability, and continued growth. This role requires strong judgment, analytical depth, executive communication, curiosity, and the ability to translate complex financial information into clear business insight for the CEO, COO, Board of Directors, business unit leaders, employee owners, external partners, and future acquisition targets.

Success in this role depends on the ability to apply forward-looking financial strategy, scenario planning, business analysis, risk judgment, and constructive challenge to help leaders make disciplined decisions. The CFO must be skilled at identifying what drives performance across different businesses and converting those insights into practical recommendations that improve accountability, growth, and long-term sustainability.

The ideal CFO pairs technical finance expertise with relationship-building, executive influence, external representation, talent development, and change leadership skills. This leader must be able to build trust, communicate with candor, simplify complexity, and engage credibly with business leaders, members, vendors, financial partners, ESOP advisors, and industry stakeholders.

Reports to:CEO of VGM Group, Inc.

Hours:Full time; 40+ hours/week but will require off-hour appointments, outings, and engagements. Position will require overnight travel.

Working Location:VGM Main Campus, Waterloo, IA; relocation required.

Key Responsibilities

The CFO role requires a broad set of enterprise financial leadership skills, including strategic planning, FP&A, capital allocation, M&A, risk assessment, business intelligence, operational partnership, and team leadership. The following responsibilities describe how those skills are applied across VGM.

Enterprise Leadership Skills
  • Strategic influence: advise the CEO, COO, Board of Directors, business unit leaders, and employee owners with clear financial insight and enterprise perspective
  • Enterprise thinking: connect financial strategy to growth, ESOP sustainability, operating discipline, and long-term company health
  • Cross-functional partnership: build productive relationships between finance, operations, and senior leadership to improve execution and accountability
  • External relationship management: engage members, vendors, financial partners, industry stakeholders, and acquisition targets in ways that create enterprise value
  • Talent leadership: coach, develop, and align finance leaders and teams across VGM
Financial and Analytical Skills
  • Financial analysis: prepare, interpret, and communicate complex reports, forecasts, models, and analyses that explain performance drivers, variances, trends, risks, and opportunities
  • Planning and forecasting: lead budgeting, forecasting, long-range planning, and enterprise financial performance management
  • FP&A and business intelligence: build proactive capabilities in risk assessment, market analysis, pricing strategy, procurement support, and M&A analysis
  • Process and systems thinking: strengthen accounting and finance functions through shared standards, scalable processes, integrated capabilities, and stronger dotted-line leadership
  • Capital allocation judgment: balance growth, risk, liquidity, investment portfolio performance, and ESOP obligations
Strategic Growth and Market Skills
  • Growth strategy: evaluate opportunities that strengthen financial performance, operating discipline, and enterprise value creation
  • M&A execution: lead or support sourcing, diligence, valuation, structuring, integration, and post-close performance management
  • Operating model design: advance VGM’s holding company model through integrated shared services and scalable enterprise capabilities
  • Technology and risk fluency: partner with the CIO and other leaders to assess financial implications related to cybersecurity, AI, robotic process automation, and broader technology deployment
  • Business development judgment: identify bolt-on opportunities, adjacent markets, new buying groups, partnerships, and other growth avenues that support core businesses
  • External thought leadership: represent VGM through member education, vendor engagement, industry events, regulatory awareness, advocacy-related financial insight, and market leadership
Skills and Qualifications Required Professional Credentials
  • 10+ years of enterprise leadership and financial decision-making experience with progressive responsibilities required
  • CFO experience in a company with approximately $500M+ in revenue and ESOP experience preferred but not required
  • Experience operating in a high-growth environment with demonstrated understanding of enterprise value creation
  • Extensive M&A, investment portfolio management, and capital allocation experience
  • CPA, CA, CMA, or equivalent experience required; MBA strongly preferred
  • Experience advising CEOs and boards on risk, opportunity, capital strategy, growth, and long-term sustainability
Core Skills and Capabilities
  • Strategic foresight: anticipates opportunities, risks, market shifts, and business implications before they become urgent
  • Learning agility and the ability to quickly understand new businesses, markets, technologies, financial structures, and ESOP mechanisms
  • Constructive challenge: questions assumptions productively and uses data, judgment, and credibility to improve decisions
  • Enterprise accountability: makes decisions that balance performance, value creation, culture, risk, and long-term sustainability
  • Executive communication: translates complex financial information for the Board, employee owners, customers, M&A prospects, banks, ESOP partners, members, vendors, and industry stakeholders
  • Risk judgment: evaluates tradeoffs and supports disciplined decisions in complex or ambiguous situations
  • Execution discipline: applies strong project management, organizational, analytical, and presentation skills to move priorities forward
  • Technical fluency: uses MS Office programs, including advanced Excel capability, to analyze, synthesize, and communicate financial information
  • Confidentiality and discretion: handles sensitive business, financial, employee, and transaction information appropriately
  • Adaptability: works effectively in a flexible schedule with occasional overnight travel

This job description reflects the general duties of the job but is not a detailed description of all duties which may be inherent to the position. Reasonably related additional duties may be assigned to the individual Associate.

VGM Group, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, pregnancy, national origin, disability, genetic information, military or veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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