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Financial Associate Jobs in Appleton, WI (NOW HIRING)

Financial Analyst II

Neenah, WI ยท On-site

$63K - $95K/yr

A minimum of a(n) Associates Degree is required; a(n) Bachelor's Degree in Finance, Accounting, Economics or Business Administration is preferred * 1 year of related experience is required; 2 years ...

Financial Analyst

Appleton, WI ยท Remote

$40 - $50/hr

We are seeking an experienced Financial Analyst to join our team on a contract-to-permanent basis. While this position is fully remote, candidates should be based in the Fox Valley area. In this role ...

New

Summary The overall function of the Financial Analyst role is the collaboration with managers, directors, and senior leadership on monthly productivity and remediation of variances, along with ...

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 ...

Virtual Financial Advisor

Green Bay, WI ยท On-site

$21.64 - $37.09/hr

Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field. * 5+ years of brokerage, investments, or financial services experience.

Summary : The Grants Financial Analyst is responsible for the financial management, compliance, and reporting of federally funded grants and programs. This role ensures adherence to federal ...

Senior Financial Analyst

Oshkosh, WI ยท On-site

$83K - $104K/yr

You will be a key finance resource for our facilities, leading financial support for multiple value streams and processes. You will play a key role in making sure that the sites achieve their ...

Senior Financial Analyst

Oshkosh, WI ยท Hybrid

$83K - $104K/yr

You will be a key finance resource for our facilities, leading financial support for multiple value streams and processes. You will play a key role in making sure that the sites achieve their ...

Associate Accountant

Green Bay, WI ยท On-site

$46K - $62K/yr

In addition, the Associate Accountant will generate and analyze financial reports to be used by organization managers and serve as a resource for their questions. MINIMUM KNOWLEDGE, EXPERIENCE AND ...

Senior Financial Analyst, Pharmacy

Green Bay, WI ยท On-site

$83K - $103K/yr

Emplify Health is seeking a Senior Financial Analyst to support our pharmacy operations , playing a critical role in driving financial performance, strategic planning, and data-driven decision-making.

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Financial Associate information

See Appleton, WI salary details

$29K

$67K

$131.3K

How much do financial associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for financial associate in Appleton, WI is $66,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,600.00 and $73,300.00 per year, depending on experience, location, and employer.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

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 to help clients or organizations meet their financial goals.

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

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 is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
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 are popular job titles related to Financial Associate jobs in Appleton, WI? For Financial Associate jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Appleton, WI look for? The top searched job categories for Financial Associate jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Financial Associate jobs? Cities near Appleton, WI with the most Financial Associate job openings:

Financial Aid Officer

Universities of Wisconsin

Green Bay, WI โ€ข On-site, Remote

$46K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago


Job description

Current Employees and Students: If you are currently employed or enrolled as a student at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:
Financial Aid Officer
Job Category:
Academic Staff
Employment Type:
Regular
Job Profile:
Financial Aid Officer
Job Duties:
The Financial Aid Officer plays a critical, student-centered role in advancing the University of Wisconsin-Green Bay's mission to provide access to high-quality education and empower student success. This position evaluates and verifies financial aid applications, supports accurate reporting, and awards federal, state, university, and external financial aid and scholarships with precision and care. By ensuring compliance, accuracy, and equitable distribution of funds, the Financial Aid Officer directly supports UW-Green Bay's strategic priorities of access, student success, and inclusive excellence-helping learners from all backgrounds move confidently toward their educational goals.
Serving in multiple capacities within the Financial Aid Office, the Financial Aid Officer collaborates with students and families, presents financial aid information at on- and off-campus events, and helps triage financial aid processes to ensure timely, responsive service. Guided by UW-Green Bay's core values, this role advances fearlessly through complex regulations, empowers student confidence through clear guidance, provisions access by removing financial barriers, builds community through collaboration and outreach, and expresses gratitude by supporting students with respect and care. Together, We Rise-creating opportunity, fostering belonging, and shaping a stronger future for our region and beyond.
Key Job Responsibilities:
  • Triages processes or applications if issues arise
  • Assists in collecting, preparing, and analyzing financial aid data for stakeholders
  • Serves as a point of contact to third party stakeholders about financial aid information and processes
  • May hire, train, and supervise student employees
  • Audits financial aid applications for awarding financial aid to qualifying students according to established policies and in compliance with federal and state regulations
  • Awards financial aid to qualifying students

Anticipated Start Date:
July 27, 2026
Department:
Financial Aid
Compensation:
Minimum compensation of $46,000.
This position is exempt from the overtime provisions of the Fair Labor Standards Act (FLSA).
Required Qualifications:
  • Bachelor's degree or Associates Degree with 2 years of experience working in a higher education environment by start date

Preferred Qualifications:
  • 1 year of direct Student Services experience in a University setting
  • Experience with an integrated student information system {PeopleSoft preferred)
  • Experience working with desktop hardware and standard business software programs (e.g., Word, Excel, Teams)
  • Knowledge of various financial aid programs managed by the Financial Aid Office (e.g. federal and state aid programs, Veterans benefits, scholarships etc.)
  • Bilingual in Spanish, Hmong, Oneida, or Somali

Conditions of Appointment:
Some travel may be required for necessary meetings, workshops, conferences, etc. Occasional evening/weekend work may be required and will be assigned by the supervisor as needed.
This position may have the option to work on-campus or a hybrid schedule, subject to approved telecommuting request.
The home campus of this position is Green Bay and the successful candidate may occasionally be required to travel to or work at the Marinette, Sheboygan or Manitowoc Campus, based on operational needs.
Position is a full-time Academic Staff appointment. A pre-employment education check which includes, but is not limited to, the verification of academic credentials will be conducted on the finalist(s). A criminal conviction investigation will be conducted on the finalist(s) and if there is prior work history within the last 7 years with Universities of Wisconsin, a personnel file review check for employee misconduct. In compliance with the Wisconsin Fair Employment Act, the University does not discriminate on the basis of arrest or conviction record.
The University of Wisconsin-Green Bay 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.
How to Apply:
Click the Apply button and follow the prompts on the screen.
Please be sure to complete all required fields, and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. Please include the following documents:
  • Cover letter specifically addressing qualifications for the essential job functions
  • Resume

Application Deadline:
To ensure consideration, please submit application materials by Sunday, June 28, 2026.
Contact Information:
If you have any questions, need accommodations, or submitted your application with missing materials, call or email:
Human Resources
Phone: (920) 465-2390
Email: jobs@uwgb.edu
The Successful Candidate
The successful candidate will be expected to work inclusively and respectfully within a diverse campus community and practice civility in the workplace. The University welcomes applicants who are dedicated to the appreciation and promotion of inclusivity and equity as crucial components in the pursuit of organizational excellence.
In addition, the successful candidate will have strong oral, written, interpersonal, and organizational skills, demonstrated integrity and strong leadership, and the willingness to work independently and as part of a collaborative team. The University invites applicants who are dedicated to enriching the quality of life for students and the community by embracing the educational value of diversity, promoting environmental sustainability, encouraging engaged citizenship, and serving as an intellectual, cultural, and economic resource.
Benefit Details
The Universities of Wisconsin provides an excellent benefits package to meet the diverse needs of its employees. For benefits eligible positions, this includes several health insurance options, with annual deductibles as low as $250/individual and $500/family. Our benefits package also includes dental, vision, several life insurance options, AD&D and Accident insurance and Flexible Spending and Health Savings Accounts. We participate in the Wisconsin Retirement System (WRS), where employer contributions begin immediately, and employees are fully vested after 5 years of service. The Universities of Wisconsin also provides supplemental retirement savings programs including a 403(b) and Deferred Compensation.
In addition, eligible employees receive several types of paid leave benefits, which are prorated for employees working less than 100%. This includes 9 legal holidays, 36 hours of personal holiday and between 96-130 hours of sick leave annually and paid parental leave. Eligible employees earn 13-27 days of vacation each year, depending on years of service and employment type.
For more details, please review the benefit quick guide linked below.
  • UW System Employee Benefits Brochure
  • Total Compensation Estimator

Employee Misconduct
All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process. 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 employee misconduct, sexual violence or sexual harassment. When obtaining employment reference checks, these same misconduct, sexual violence or sexual harassment questions must also be asked.
Confidentiality Statement
The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis.Stat. sec. 19.36(7).
Annual Security Report
For more information regarding the University of Wisconsin-Green Bay and the surrounding area, see our Campus and Community section. For Campus Safety information see our University Police website and our Annual Security Report (for a paper copy please contact the Office of Human Resources at (920) 465-2390). This report includes statistics about reported crimes, as well as information about crime prevention and campus security policies and procedures.
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.