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Financial Assistant Jobs in Appleton, WI (NOW HIRING)

Thrivent Financial

Senior FP&A Analyst

Appleton, WI · Hybrid

$70.43K - $95.29K/yr

Support FP&A Business Partners & division leaders in managing over $1 billion in organization expenses and deliver reporting to assist in the identification of appropriate levels of spending and ...

DataAnnotation

Financial Planner

Green Bay, WI · Remote

$40 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...

Workspace Plus

Financial Analyst

De Pere, WI · On-site

$65K - $80K/yr

Develop and maintain financial models to support business needs. * Assist with budgeting and forecasting processes and track actual results against plan. * Support variance analysis and provide ...

New

Workspace Plus

Financial Analyst

De Pere, WI · On-site

$65K - $80K/yr

Develop and maintain financial models to support business needs. * Assist with budgeting and forecasting processes and track actual results against plan. * Support variance analysis and provide ...

New

DataAnnotation

Senior Financial Analyst

Green Bay, WI · Remote

$40 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...

WOW Logistrics

Senior Financial Analyst

Neenah, WI · On-site

$88.10K - $109.70K/yr

Coordinate and manage the annual budget process. * Assist in the monthly and quarterly forecast process. * Create and evaluate financial and pricing models, including corporate, greenfield and ...

Paper Transport

Senior Financial Analyst

De Pere, WI · On-site

$82.40K - $102.70K/yr

Support financial due diligence for mergers and acquisitions and assist with post-acquisition system and process integration * Assist in developing consistent and scalable month-end close processes ...

Park Lawn Corporation

General Manager

Appleton, WI

$70K - $90K/yr

Financial assistant programs encouraging employees through education and development in industry related subjects. * Robust Health and Welfare Plans, and savings account options, designed to support ...

Collabera

Financial Analyst

Neenah, WI · On-site

Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: This position would support a priority Global Sector project initiative working under the direction of the ...

Menasha Corporation

Financial Analyst

Neenah, WI · On-site

Performs financial forecasting and reconciliation of internal accounts. Essential Job Functions * Prepares, reviews, and analyzes reports and data, monitoring for accuracy and completeness and making ...

Menasha Corporation

Financial Analyst

Neenah, WI · On-site

Performs financial forecasting and reconciliation of internal accounts. Essential Job Functions * Prepares, reviews, and analyzes reports and data, monitoring for accuracy and completeness and making ...

Park Lawn Corporation

General Manager

Kimberly, WI

$70K - $90K/yr

Financial assistant programs encouraging employees through education and development in industry related subjects. * Robust Health and Welfare Plans, and savings account options, designed to support ...

Park Lawn Corporation

General Manager

Menasha, WI

$70K - $90K/yr

Financial assistant programs encouraging employees through education and development in industry related subjects. * Robust Health and Welfare Plans, and savings account options, designed to support ...

Park Lawn Corporation

General Manager

Appleton, WI · On-site

$70K - $90K/yr

Financial assistant programs encouraging employees through education and development in industry related subjects. * Robust Health and Welfare Plans, and savings account options, designed to support ...

Park Lawn Corporation

General Manager

Appleton, WI

$70K - $90K/yr

Financial assistant programs encouraging employees through education and development in industry related subjects. * Robust Health and Welfare Plans, and savings account options, designed to support ...

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Financial Assistant information

See Appleton, WI salary details

$10

$22

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How much do financial assistant jobs pay per hour?

As of May 30, 2026, the average hourly pay for financial assistant in Appleton, WI is $22.79, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $25.58 per hour, depending on experience, location, and employer.

What Is a Financial Assistant?

A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

What are the key skills and qualifications needed to thrive as a Financial Assistant, and why are they important?

To thrive as a Financial Assistant, you need strong numerical aptitude, attention to detail, and a background in finance or accounting, often supported by a relevant degree or certification. Familiarity with accounting software (such as QuickBooks or SAP), spreadsheets, and financial reporting systems is typically required. Effective communication, organizational skills, and discretion are standout soft skills in this position. These qualities are essential for maintaining accurate financial records, supporting business decisions, and ensuring the integrity of financial processes.

How does a Financial Assistant typically collaborate with other departments within an organization?

Financial Assistants often work closely with various departments such as accounting, human resources, and operations to ensure accurate budgeting, timely expense reporting, and compliance with company policies. They may be responsible for gathering financial data from different teams, processing invoices, and assisting in preparing financial statements. Effective communication and attention to detail are essential, as these collaborations help maintain smooth financial operations and support organizational decision-making.

What are Financial Assistants?

Financial Assistants are professionals who support finance departments or teams by handling administrative and clerical tasks related to financial management. Their responsibilities often include data entry, processing invoices and payments, maintaining financial records, and assisting with budgeting and reporting. They play a key role in ensuring the accuracy and efficiency of financial operations within an organization. Financial Assistants typically work under the supervision of accountants or financial managers, and their work helps organizations manage their finances smoothly.

What is the difference between Financial Assistant vs Bookkeeper?

AspectFinancial AssistantBookkeeper
CredentialsMay require basic finance or accounting certificationsOften requires basic bookkeeping certifications or experience
Work EnvironmentSupports finance teams, works in offices or remotelyHandles daily transaction recording, often in small business settings
Employer & Industry UsageUsed across various industries, supporting finance departmentsCommon in small to medium businesses, accounting firms
Primary ResponsibilitiesAssists with financial reports, data entry, and administrative tasksMaintains financial records, processes invoices, reconciles accounts

While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

More about Financial Assistant jobs
What are the most commonly searched types of Financial jobs in Appleton, WI? The most popular types of Financial jobs in Appleton, WI are:
What job categories do people searching Financial Assistant jobs in Appleton, WI look for? The top searched job categories for Financial Assistant jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Financial Assistant jobs? Cities near Appleton, WI with the most Financial Assistant job openings:
Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Appleton, WI as of May 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $47,397 per year, or $22.8 per hour.

Senior FP&A Analyst

Thrivent Financial

Appleton, WI • Hybrid

$70.43K - $95.29K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
Job Summary
The Senior FP&A Analyst role is an important role which provides the foundational financial support to business leaders to enable proactive and meaningful business reviews & strategic discussions. It requires analytical skills and the ability to partner and influence across the organization. This role supports forecasting, decision-making, and overall financial performance by partnering with FP&A Business Partners and business leaders. Collaboration and partnership are foundational to success in this role. Thriving in an evolving environment, working to drive innovation, and adopt industry best practice to drive sustainable growth is key.
This role will support the Distribution Solutions group including Advice strategy, Advisor Practice Solutions, and Advisor Revenue & Practice productivity, as well as other Distribution leaders. Responsibilities will include input into the creation of the long range/annual Plan, forecasting and actuals management reporting, and financial modeling. This role will also be responsible for consolidated management reporting for the Distribution Division.

Job Responsibilities and Duties

  • Collaborate with business leaders across the organization to engage in financial planning activities and support decision-making utilizing strategic financial analyses.
  • Provide financial analysis, planning/forecasting and decision-making support to multiple business areas and support key business routines such as quarterly forecast, annual and long-range planning.
  • Lead the preparation of detailed budgets and forecasts for FP&A Business Partners and leaders to drive decisions and forecast results
  • Perform frequent and complex ad hoc analytical assignments and modeling to identify opportunities in the business and presenting recommendations to FP&A Business Partners and leaders
  • Support FP&A Business Partners & division leaders in managing over $1 billion in organization expenses and deliver reporting to assist in the identification of appropriate levels of spending and potential areas of cost reduction.
  • Serve as a partner to assigned (1st and 2nd level) business leaders in the monthly review, updating, and variance analysis of financial forecasts on a rolling basis; Work with corporate finance to review affordability of expenses and adjust as needed. Identify, analyze, and provide insights on emerging trends.
  • Collaborate with initiative owners and business leaders to identify essential data analysis and measurements needed to ensure initiative's success.
  • Support resource investment analysis processes across a portfolio of projects.
  • Prepare communications, coordinate, and lead meetings to present findings to business leaders on topics such as business performance, KPIs, and investment analysis.

Job Qualifications

  • Bachelor's degree in accounting, business, or finance required; advanced degree in finance or professional designation (e.g., CPA, CMA, MBA) preferred.
  • FP&A, financial analysis or public accounting experience required.
  • Successful experience in financial forecasting, budgeting, business partnership, and financial modeling preferred.
  • 2+ years financial planning & analysis experience or other similar experience.
  • Advanced spreadsheet skills preferred.

Other Critical Factors

  • Critical thinker.
  • Must be able to handle multiple priorities and deadlines independently.
  • Ability to interact with multiple levels of management and employees, demonstrating strong interpersonal skills and the ability to constructively handle conflict.
  • Ability to work independently and demonstrate initiative.
  • Ability to proactively identify issues and take on additional challenges as needed.

Additional Information

  • Thrivent offers a flexible work schedule with hybrid FP&A employees typically needing to be in the office 1-2 days/week.
Pay Transparency


Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $70,434.00 - $95,294.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.


Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.


The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.


Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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