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Financial And Data Analyst Jobs in Wisconsin (NOW HIRING)

Velvac

Financial Analyst

New Berlin, WI · On-site

Financial Analysis & Data Analytics Support * Assist with preparing financial reports and spreadsheets. * Support budget tracking and variance analysis. * Analyze financial data and identify trends.

Velvac

Financial Analyst

New Berlin, WI · On-site

Financial Analysis & Data Analytics Support * Assist with preparing financial reports and spreadsheets. * Support budget tracking and variance analysis. * Analyze financial data and identify trends.

Ecco Ride

Financial Analyst

Appleton, WI · On-site

The Financial Analyst will review and interpret financial data, prepare and analyze financial statements, and support budgeting and forecasting activities. Day-to-day responsibilities include ...

Lands' End

Financial Analyst (Hybrid)

Dodgeville, WI · Hybrid

A successful individual in this role will provide analysis, assimilate data effectively, and partner with the business operational team to offer pragmatic financial solutions to various business ...

A. O. Smith

Financial Analyst

Milwaukee, WI · On-site

This role involves analyzing financial data for the Consumer business, collaborating closely with sales and marketing teams, and ensuring timely reporting processes. Qualifications include a Bachelor ...

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All JobsFinancial And Data Analyst JobsFinancial And Data Analyst Jobs in Wisconsin

Financial And Data Analyst information

What does a financial and data analyst do?

A Financial and Data Analyst is responsible for collecting, analyzing, and interpreting financial data to help organizations make informed business decisions. They use statistical techniques and data visualization tools to identify trends, forecast future performance, and provide actionable insights. Their work often involves preparing financial reports, building financial models, and supporting strategic planning efforts. Analysts collaborate with various departments to ensure data accuracy and support key business initiatives.

What are the key skills and qualifications needed to thrive as a financial and data analyst?

To thrive as a Financial and Data Analyst, you need strong analytical skills, proficiency in financial modeling, and a relevant degree such as finance, economics, or statistics. Expertise in tools like Microsoft Excel, SQL, and data visualization software (e.g., Tableau, Power BI) is typically required, and certifications like CFA or data analytics credentials can be advantageous. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for interpreting data and conveying insights to stakeholders. These skills are essential for making informed business decisions, identifying trends, and supporting strategic planning with accurate, actionable data.

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

Financial and Data Analysts frequently work cross-functionally, partnering with teams such as accounting, marketing, operations, and senior management. They gather and interpret data from various sources, ensuring that business decisions are backed by accurate financial insights. Collaboration often involves presenting findings, creating reports or dashboards, and advising on budgeting or forecasting. Effective communication skills are essential for translating complex data into actionable recommendations for non-technical stakeholders.

What is the difference between Financial And Data Analyst vs Business Analyst?

AspectFinancial And Data AnalystBusiness Analyst
Required CredentialsBachelor's in Finance, Economics, or Data Science; certifications like CFA or CBAPBachelor's in Business, Management, or related fields; certifications like CBAP or PMI-PBA
Work EnvironmentFinance departments, data teams, consulting firmsBusiness units, project teams, consulting firms
Employer & Industry UsageFinancial services, banking, investment firms, corporate financeIT, consulting, corporate strategy, operations

Financial And Data Analysts focus on analyzing financial data, creating reports, and supporting investment decisions, often working within finance or data teams. Business Analysts evaluate business processes, gather requirements, and recommend solutions to improve operations across various departments. While both roles require analytical skills and some overlapping certifications, their primary focus and industry applications differ.

Can a financial and data analyst work as a financial analyst?

A financial and data analyst can often work as a financial analyst because both roles involve analyzing financial data, creating reports, and supporting decision-making. However, some financial analyst positions may require specific certifications like CFA or specialized financial knowledge. Transitioning may also involve gaining experience in financial modeling and industry-specific regulations.

What are popular job titles related to Financial And Data Analyst jobs in Wisconsin?

For Financial And Data Analyst jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Financial And Data Analyst jobs in Wisconsin look for?

The top searched job categories for Financial And Data Analyst jobs in Wisconsin are:

Financial And Data Analyst jobs near you
Infographic showing various Financial And Data Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution.

Financial Analyst

Velvac

New Berlin, WI • On-site

Full-time

Re-posted 19 days ago

Key responsibilities

  • Assist with preparing journal entries, maintaining general ledger records, and supporting financial close activities.

  • Help prepare financial reports, analyze financial data, and support budgeting and forecasting processes.

  • Support audit preparation, maintain accurate financial documentation, and assist with data analysis and reporting tasks.

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