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Financial Assistant Jobs in Beloit, WI (NOW HIRING)

Mercyhealth

Financial Resource Specialist

Rockford, IL · On-site

$18.65 - $27.97/hr

In depth understanding of what information is available to assist in the process, such as the ... Financial Education * Annual recognition/awards events * Partner appreciation days * Family ...

Stillman Bank

Financial Advisor

Roscoe, IL · On-site

$80K - $140K/yr

The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to ...

Stillman Bank Corp NA

Financial Advisor

Rockford, IL

$80K - $140K/yr

The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to ...

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All JobsFinancial JobsFinancial Assistant JobsFinancial Assistant Jobs in Beloit, WI

Financial Assistant information

See Beloit, WI salary details

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How much do financial assistant jobs pay per hour?

As of Sep 4, 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 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 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 documentation to ensure accuracy and efficiency in financial processes.
More about Financial Assistant jobs

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 job categories do people searching Financial Assistant jobs in Beloit, WI look for?

The top searched job categories for Financial Assistant 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:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Beloit, WI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $47,508 per year, or $22.8 per hour.

Accountant Associate with the opportunity to transition into the Chief Financial Officer (CFO) role

Lifescape Community Services

Rockford, IL • On-site

$58K - $70K/yr

Full-time

Re-posted 7 days ago

Job description

Job SummaryThis role is designed for an individual who is interested in long-term career growth, with the opportunity to be trained for a future transition into the Chief Financial Officer (CFO) role. The Accountant Associate supports the agency's financial operations by performing a wide range of accounting, payroll, and financial reporting functions. Reporting directly to the Chief Financial Officer (CFO), this position helps maintain accurate financial records, prepares financial reports, supports grant and contract accounting, and assists with payroll and month-end and year-end financial processes.The Accountant Associate works closely with the CFO to ensure the integrity of the general ledger, support cost accounting and inventory management, prepare financial analyses, and identify opportunities to improve accounting processes and internal controls. This position requires strong analytical skills, attention to detail, sound judgment, and the ability to maintain strict confidentiality.The responsibilities listed below are intended to describe the general nature of the work performed and are not intended to be an exhaustive list of all duties. Additional responsibilities may be assigned as needed.Essential Duties and ResponsibilitiesThe Accountant Associate is responsible for performing the following essential functions, with or without reasonable accommodation:Accounting OperationsMaintain accurate financial records in accordance with agency policies and applicable accounting standards. Process and post general ledger transactions and journal entries. Perform accounts payable and accounts receivable functions. Record and post cash receipts. Assist with inventory accounting and reconciliation. Support monthly, quarterly, and annual financial close processes. Payroll AdministrationProcess payroll accurately and on schedule. Maintain payroll records and ensure compliance with applicable payroll regulations and agency policies. Develop and maintain proficiency in the agency's payroll system. Financial Reporting and AnalysisPrepare financial reports that accurately reflect the agency's financial position and operating results. Track and report revenues and expenditures using the agency's modified accrual accounting methodology. Monitor costs associated with grants, contracts, and agency programs. Prepare reports analyzing: Costs of services provided through grants and contracts. Program and service costs by county. Labor costs by contract, grant, or service area. Notify the Chief Financial Officer of significant financial trends, variances, or issues requiring attention. Systems and ComplianceDevelop and maintain proficiency in the agency's accounting software, including the Abila accounting system and other internal financial applications. Assist with the annual independent audit by preparing schedules and supporting documentation. Maintain the confidentiality of financial, payroll, employee, and agency information. Recommend process improvements that enhance efficiency, accuracy, and internal controls. Perform other duties as assigned by the Chief Financial Officer. Required QualificationsBachelor's degree in accounting, Finance, or related field (or equivalent experience). 3–5 years of accounting experience. Payroll processing experience preferred. Experience with Microsoft Excel. Experience with nonprofit accounting and grant funding preferred. Experience with Abila/MIP Fund Accounting preferred. Knowledge, Skills, and AbilitiesStrong attention to detail and organizational skills. Knowledge of generally accepted accounting principles (GAAP). Ability to manage multiple priorities and meet deadlines. Strong analytical and problem-solving skills. Excellent written and verbal communication skills. Ability to maintain confidentiality.