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Financial Assistant Jobs in Beloit, WI (NOW HIRING)

Assistant Finance Director

Janesville, WI · On-site

$51.52 - $56.11/hr

Financial Services Opening Date: 07/31/2026 Closing Date: 9/7/2026 5:00 PM Central Position Summary ... In conjunction with the Finance Director, assist departments with administration of the County ...

Assistant Finance Director

Janesville, WI · On-site

$51.52 - $56.11/hr

... Financial Services (ex. Accounting, Payroll, Public Works. etc.). Responsible for the ... Review work and provide feedback of Accounting Division employees. Assist the Payroll Supervisor in ...

Develop and review the Rolling Forecast and Strategic Plan * Assist in maintaining the integrity ... Review monthly financial statements for each assigned business unit, identifying key trends ...

Senior Financial Analyst

Delavan, WI

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

Senior Financial Analyst

Delavan, WI · On-site

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

JOB SUMMARY The Financial Analyst plays a key role in driving financial performance and operational effectiveness across the WCB business unit. This individual partners closely with plant leadership ...

Senior Financial Analyst

Delavan, WI · On-site

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

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Financial Assistant information

See Beloit, WI salary details

$10

$22

$39

How much do financial assistant jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for financial assistant in Beloit, WI is $22.84, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $25.62 per hour, depending on experience, location, and employer.

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 is the work of a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting systems and need strong organizational and communication skills to ensure accurate financial data management.

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 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.

What do you do as a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting programs and may handle tasks such as invoicing, data entry, and financial document organization to ensure accurate financial management.
What are the most commonly searched types of Financial jobs in Beloit, WI? The most popular types of Financial jobs in Beloit, WI are:
What cities near Beloit, WI are hiring for Financial Assistant jobs? Cities near Beloit, WI with the most Financial Assistant job openings:
Infographic showing various Financial Assistant job openings in Beloit, 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, 3% Hybrid, and 8% Remote job distribution, with an average salary of $47,508 per year, or $22.8 per hour.

Financial Aid Assistant Director - Enrollment & Retention | Financial Aid

Universities of Wisconsin

Whitewater, WI • On-site

$68K/yr

Full-time

Re-posted 23 days ago


Job description

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:
Financial Aid Assistant Director - Enrollment & Retention | Financial Aid
Job Category:
Academic Staff
Employment Type:
Regular
Job Profile:
Financial Aid Asst Dir
Job Duties:
The Office of Financial Aid at the University of Wisconsin-Whitewater seeks a Assistant Director of Financial Aid (AE086, Financial Aid Assistant Director).
Position Summary:
The Assistant Director of Financial Aid is a 12-month, full-time position that reports to the Director of Financial Aid. The Assistant Director assists the Director in providing direction and leadership for the day-to-day operations of the office, oversees aspects of financial aid administration and aid programs, and contributes to the development of office policies and procedures in accordance with applicable rules and regulations. They support the Director in administration of all federal, state, and institutional financial aid programs, including compliance and reporting, and make decisions and represent the office in the absence of the Director. Along with the Director, the Assistant Director is responsible for supervision, management, and the mentoring of staff.
The Assistant Director works as a team member in a fast-paced workplace focused on customer service, providing support to all students at the university. They serve as liaison with other institutional stakeholders, ensuring consistent and responsive delivery of information and support through administrative, committee, and outreach efforts.
Responsibilities:
The following examples of duties and responsibilities illustrate the general range of tasks assigned to the position, but are not intended to define the limits of required duties. Other essential duties may be assigned consistent with the general scope of the position.
  • In the absence of the Director of Financial Aid, serve as senior administrator in the office.
  • Support the Director with overall administration of the office.
  • Hire, train, and supervise staff within the financial aid office, including student employees.
  • Assist with the development, implementation, monitoring, and revision of policies and procedures relating to financial aid. Monitor internal controls and processes to ensure consistent application of policies and procedures for all activities related to financial aid programs, as well as, review, interpret, and implement new and updated federal and state regulations.
  • Provide detailed information and professional guidance to students and family members regarding financial aid. Information is provided via telephone, email, in person, and occasionally to groups at campus informational and summer orientation events.
  • Complete file review and verification of aid applications for an assigned subset of students in determining federal, state, and institutional aid eligibility.
  • Help develop and implement programs to support university recruitment, retention, graduation, and other student success goals.
  • Serve as a liaison to federal, state, and professional agencies on financial aid matters, including federal, state, and Universities of Wisconsin reviews and audits.
  • Participate in university committees, including medical withdrawal, enrollment extenuating circumstances, and campus calendar committees, and campus-wide programs as needed.
  • Participate in professional organizations, conferences, and workshops when appropriate.
  • Complete all training required for the position.
  • Additional duties as assigned.

Conditions of Appointment:
University of Wisconsin-Whitewater does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources. UW-Whitewater is not an e-verify employer, therefore STEM extensions are not options for work authorization.
Key Job Responsibilities:
  • Manages and implements policies and activities for a unit
  • Exercises supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 full-time equivalent (FTE) employees
  • Ensures appropriate staffing, identifies and addresses training needs, and provides back up for area functions as necessary
  • Provides strategic leadership to campus partners and serves as a liaison to internal and external stakeholders
  • Helps develop and make recommendations for the unit budget
  • Establishes operational procedures and protocols to support the unit to both prospective and continuing students

Department:
The Office of Financial Aid
Compensation:
Well-qualified candidates can expect a starting salary within the range of $68,000 - $74,000, commensurate with the candidate's education, related experience, and qualifications.
UW System employees receive an excellent benefit package. To learn more about the UW System's comprehensive benefit package, review the UW System Employee Benefits Brochure.
Required Qualifications:
  • Bachelor's degree
  • Three or more years of progressively responsible experience with financial aid programs in a college or university setting.
  • Extensive knowledge of Title IV regulations governing federal student aid. Areas of concern include verification, needs analysis, conflicting information, packaging, special circumstances, professional judgment, dependency overrides, federal reporting requirements, and Return of Title IV Aid.
  • Experience with various financial aid systems, including COD, NSLDS, FSA Partner Connect/FAFSA Partner Portal, etc.
  • Demonstrate the ability to effectively lead and guide personnel.
  • Possess strong customer service and written and verbal communication skills.
  • Must be detail-oriented with excellent time management, analytical/problem-solving, and organizational skills.
  • Familiar with integrated student information systems and document imaging systems.
  • Proficiency with Microsoft Office and the ability to learn new software programs.
  • Knowledge of and adherence to FERPA and other privacy laws and regulations.

Preferred Qualifications:
  • Additional education (Master's degree in higher education, college student personnel, business administration, counseling, or a related field preferred).
  • Previous leadership or management experience in the administration of student financial aid.
  • Knowledge of and experience with other university functional areas that work closely with and/or directly impact financial aid administration, including Registrar's, Admissions, and Student Accounts/Cashiering Offices.
  • Previous experience with financial aid programs designed specifically to support university recruitment, retention, and graduation goals.
  • Experience with PeopleSoft/Oracle Campus Solutions and ImageNow.

Knowledge, Skills and Abilities:
  • Ability to interact respectfully with people with diverse socioeconomic, cultural and ethnic backgrounds
  • Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills

How to Apply:
Only complete application packages will be considered. This includes online submission of the following documents:
  • Cover Letter
  • Resume
  • Name and contact information for three professional references

Contact Information:
If you have questions regarding this recruitment or if you are unable to complete the application online due to a disability or system problem, please contact us at (262) 472-1024 or hr@uww.edu.
For questions regarding this position, please contact:
Melissa Walton
waltonm@uww.edu
(262) 471-1385
To Ensure Consideration:
Applications received by February 4th, 2026, are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. The most qualified applicants will be invited to participate in the next step of the selection process.
CAMPUS INFORMATION:
UW-Whitewater is a thriving public university located in southeastern Wisconsin. It leads the way in providing world-class, affordable higher education programs to more students than neighboring regional comprehensives in the University of Wisconsin System. A collaborative team of 1,300 faculty and staff are devoted to the success of the university's 11,500 students at its main and Rock County campuses. The team provides high-impact practices and academic programs - online and in person - from associate to doctoral levels. Recognized nationally for affordability, inclusion, and career development, UWW serves approximately one-third first-generation students and boasts strength in many areas, especially business and education. The campus and community embrace the Warhawk Family spirit, supporting the university's arts and nationally recognized NCAA Division-III level championship athletics. As a proud institution of access, more than 10 percent of undergraduate students use the acclaimed Center for Students with Disabilities - a priority mission since the 1970s.
UW-Whitewater's campuses are located centrally near Milwaukee, Madison, and Chicago, offering easy access to the cultural and commercial opportunities of major metropolitan areas. Near both Lake Geneva and the Wisconsin Dells, the area attracts numerous visitors from across the country. Whitewater is a vibrant college community near the Kettle Moraine State Forest offering area residents seasonal outdoor enjoyment. The nearby Rock County campus is located in Janesville, a town of 60,000 located on the Rock River and known as Wisconsin's Park Place.
ORGANIZATION INFORMATION:
The University of Wisconsin-Whitewater is part of the 13-campus Universities of Wisconsin (https://www.wisconsin.edu).
Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept confidential. In response to a public records request, the University will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a).
Per Regent Policy Document 20-19, University of Wisconsin System Criminal Background Check Policy and Universities of Wisconsin Administrative Policy 1275 Recruitment Policies, UW-Whitewater requires criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment. All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked.
The University of Wisconsin-Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.
For UW-Whitewater Campus safety information and crime statistics/annual Security Report, see Annual Security and Fire Safety Report if you would like a paper copy of the report please contact the UW-Whitewater Police at 262-472-4660.
UW IS AN EQUAL OPPORTUNITY EMPLOYER:
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.