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Financial Associate Jobs in Wisconsin (NOW HIRING)

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Financial Associate information

See Wisconsin salary details

$30.8K

$71K

$139.3K

How much do financial associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial associate in Wisconsin is $71,029.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $77,700.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Wisconsin? The most popular types of Financial jobs in Wisconsin are:
What are popular job titles related to Financial Associate jobs in Wisconsin? For Financial Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Wisconsin look for? The top searched job categories for Financial Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Associate jobs? Cities in Wisconsin with the most Financial Associate job openings:
Infographic showing various Financial Associate job openings in Wisconsin 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 $71,029 per year, or $34.1 per hour.

Finance Associate - SG&A & CapEx

Rehlko, LLC

Kohler, WI • On-site

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.


Rehlko rating

6.0

Company rating: 6.0 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

437th of 487 rated machine equipment manufacturers


Job description

Why Work at Rehlko
Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life.
Our teams have the opportunity to provide a critical resource - energy - that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today's world demands.
Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions - large and small - that help people and communities thrive in the moments that matter.
At Rehlko, our team members are the essential energy that powers our organization's success. We are committed to fostering a safe and sustainable work environment where safety is everyone's responsibility. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements. Join us in creating an energy resilient world for a better future!
What We Offer
At Rehlko, our Total Rewards programs are designed to accelerate growth, energize performance, and support a culture of inclusion at every stage of life and work. We offer total rewards that are easily understood, recognize results, enable career mobility, and reflect our commitment to valuing diverse needs in a fast-moving world. We provide:
  • Competitive compensation and benefits
  • Work-life flexibility
  • Recognition and rewards
  • Development and career opportunities
  • A safe and inclusive workplace

Why You Will Love this Job
Under the general guidance of the Controller - Americas FP&A, Marine & Switchgear, this Finance Associate - SG&A & CapEx position provides financial and analytical support with direct business partnership across Power Systems North America.
The Finance Associate - SG&A & CapEx is responsible for indirect expense management including engineering and development projects, selling and marketing, advertising adherence, systems and BES investments, and unit administrative costs. In addition, this position leads the capital planning process for Power Systems North America, including annual target setting, project-level investment planning, and monthly forecasting and adherence.
This Finance Associate - SG&A & CapEx role will also provide dedicated financial ownership of the Switchgear business, including budgeting, forecasting, and variance analysis, while partnering closely with business leaders to drive financial discipline and informed decision-making.
Location: 200 Twin Oaks Road Kohler WI 53044
Work mode: Hybrid 2-3 days on site
Travel: none
Applicants must be authorized to work in the US without requiring new or transfer visa sponsorship now or in the future.
Responsibilities:
  • Business partner with functional leaders across engineering, development, marketing, selling, systems, BES, and administrative teams. Provide objective, data-driven financial analysis to support decision-making and ensure alignment to financial commitments.
  • Lead the planning, development, and consolidation of indirect expense budgets and forecasts.
  • Partner with Engineering, Finance, HR, Marketing and Selling teams on budget development, headcount planning, and ongoing spend management.
  • Drive governance and adherence to advertising budgets and policies.
  • Lead capital planning for Power Systems North America including annual targets, project consolidation, evaluation, and ongoing monitoring.
  • Establish and enforce monthly capital forecasting rigor.
  • Partner with project owners to ensure accountability and disciplined capital execution.
  • Support systems and BES initiatives through financial tracking and forecasting.
  • Provide monthly variance analysis across indirect expenses and capital.
  • Develop reporting tools and dashboards for expense and capital performance.
  • Own the financials for the Switchgear business including budgeting, forecasting, and variance analysis.
  • Support monthly close activities including accruals and journal entry adherence.
  • Drive continuous improvement in financial processes and cost management.
  • Execute special projects as directed.

Requirements:
  • Bachelor's degree in finance or accounting required
  • 0 to 5 years of relevant experience in FP&A, cost management, or capital planning
  • Strong analytical and financial modeling capabilities
  • Advanced Excel and SAP experience preferred
  • Strong communication and cross-functional partnership skills

Preferred Qualifications
  • Manufacturing, industrial, or engineered products industry experience.
  • Experience supporting engineering organizations, product development, or capital-intensive operations.
  • Experience with headcount planning, labor forecasting, and indirect cost management.
  • Knowledge of capital investment evaluation methods, including ROI, NPV, IRR, and payback analysis.
  • Experience supporting month-end close activities, journal entries, and accruals.

Location: 200 Twin Oaks Road Kohler WI 53044
Work mode: Hybrid 2-3 days on site
Travel: none
Applicants must be authorized to work in the US without requiring new or transfer visa sponsorship now or in the future.
The Salary range for this position is $69,800.00-$87,950.00.The specific Salary rate offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location.
About Us
Rehlko proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Rehlko at http://www.rehlko.com/who-we-are.
In addition to the investment in your development, Rehlko offers a benefits package including a competitive salary, health, vision, dental, 401(k) with Rehlko matching, and more!?
Rehlko is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination, without regard to race, creed, color, ethnicity, religion, sex, pregnancy, childbirth, or related medical conditions, genetic information, age, national origin, citizenship, ancestry, caste, mental or physical disability, marital or familial status, sexual orientation, gender identity or expression, genetic information, political belief or affiliation, union membership status, military status, veteran status, or any other characteristic protected by national, state, local, or other applicable laws.
Americans with Disabilities Act (ADA)
It is the policy of Rehlko to comply with all applicable provisions of the Americans with Disabilities Act (ADA) and corresponding national, state, local, or other applicable laws. Rehlko will not discriminate against any qualified associate or applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Rehlko will provide a reasonable accommodation to associates or applicants with disabilities, in accordance with applicable laws. If you have a disability and require an accommodation in the application process or during the course of employment, please contact EnergyJobs@rehlko.com. Rehlko is an equal opportunity/affirmative action employer.
Our Values
Curiosity - Seek, learn, share
Trust - Go farther together
Pace - Focus to go faster
Excellence - Find the win every day

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