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Financial Associate Jobs in Wisconsin (NOW HIRING)

WI ยท On-site

$72 - $88/hr

The Associate Chief Financial Officer is a key member of the finance leadership team, partnering closely with the CFO to strengthen financial stability, improve operational performance, and support ...

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

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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 27, 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 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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $71,029 per year, or $34.1 per hour.

Director of Finance (Associate CFO)

WI โ€ข On-site

$72 - $88/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


Job description

Director of Finance (Associate CFO)# Director of Finance (Associate CFO)Hot JobMORRISVILLE, VT 05661## OverviewSalary Range$80,000.00 - $80,000.00 Salary/yearPosition TypeFull Time## Description*Starting pay is negotiable based on education, relevant experience, and applicable licensure or certifications.***Join Lamoille County Mental Health Services**For nearly 60 years, Lamoille County Mental Health Services (LCMHS) has provided compassionate, community-based mental health, developmental, behavioral, and family support services across Vermont. As a designated community mental health agency established in 1966, we support more than 1,000 individuals annually with a mission centered on wellness, dignity, and access to high-quality care.We are seeking an experienced and collaborative Associate Chief Financial Officer (ACFO) to help lead the agencyโ€™s financial operations during a transformative period in healthcare funding and payment reform.**Position Overview**The Associate Chief Financial Officer is a key member of the finance leadership team, partnering closely with the CFO to strengthen financial stability, improve operational performance, and support the agencyโ€™s long-term sustainability.This is a hands-on leadership role ideal for a finance professional who combines strong technical accounting expertise with strategic thinking and a collaborative approach. The ACFO will oversee core accounting operations, financial reporting, billing and reimbursement processes, accounts receivable management, compliance, and audit readiness while helping drive continuous improvement across the organization.**Key Responsibilities*** Partner with the CFO on financial strategy, forecasting, and long-range sustainability planning amid evolving payment reform initiatives* Lead month-end and year-end close processes, ensuring accuracy, timeliness, and GAAP-compliant financial reporting* Oversee general ledger integrity, reconciliations, and core accounting functions* Direct agency contract invoicing and billing processes to ensure timely and accurate reimbursement from state and funding partners* Manage accounts receivable operations, including aging analysis, collections follow-up, and cash flow monitoring* Support development and monitoring of agency-wide and program-specific budgets; analyze financial trends and variances* Oversee grant and contract financial reporting, cost allocation methodologies, and compliance with state and federal requirements* Coordinate annual audits, state reviews, and implementation of corrective action plans as needed* Strengthen internal controls, financial policies, and operational procedures to enhance accountability and transparency* Serve as a trusted financial partner to program leaders and department managers, promoting shared ownership of fiscal performance* Identify opportunities for process improvement, operational efficiency, and stronger financial systems**What We Offer****LCMHS offers a comprehensive benefits package designed to support your health, financial wellbeing, and professional growth:*** Competitive compensation* 401(k) with 3% employer match* Health, dental, and vision insurance* Health Savings Account (HSA)* Flexible Spending Account (FSA)* Life insurance* Generous paid time off* Tuition reimbursement and professional development support**Why Join LCMHS?**At LCMHS, youโ€™ll have the opportunity to make a meaningful impact in your community while helping shape the financial future of an organization dedicated to improving lives. We value collaboration, integrity, innovation, and a commitment to compassionate care.##### Qualifications**Qualifications****Required*** Masterโ€™s degree in Accounting, Finance, or related field* 3โ€“5 years of progressive accounting or financial management experience* Strong knowledge of GAAP and financial reporting standards* Experience with budgeting, forecasting, and financial analysis* Demonstrated ability to manage multiple priorities in a mission-driven environmentPreferred* Experience in nonprofit healthcare, behavioral health, or community mental health settings* Familiarity with government funding, grants management, and reimbursement systems* Experience supporting audits and regulatory compliance initiatives* CPA or CPA-track candidate preferred #J-18808-Ljbffr