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Financial Associate Jobs in Appleton, WI (NOW HIRING)

Plexus Corp.

Senior Financial Systems Analyst

Neenah, WI · On-site

$85K - $127K/yr

The Senior Financial Systems Analyst provides Customer Service Excellence by acting as the primary liaison between the Finance business team and IT. This role is responsible for the full lifecycle of ...

U.S. Venture

Sr. Financial Planning Analyst

Appleton, WI · On-site

$81K - $101K/yr

POSITION SUMMARY The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

Bachelor's or Associate's degree in Accounting, Business, Finance, or related field Responsibilities: * Handle accounting tasks including data entry, payroll, financial review, and various other ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

Bachelors or Associates degree in Accounting, Business, Finance, or related field Responsibilities: * Handle accounting tasks including data entry, payroll, financial review, and various other ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

Bachelor's or Associate's degree in Accounting, Business, Finance, or related field Responsibilities: * Handle accounting tasks including data entry, payroll, financial review, and various other ...

Alpine Insulation

Warehouse Associate

Appleton, WI · On-site

$15.25 - $18/hr

Warehouse Associate As a Warehouse Associate, you will play a crucial role in the daily operations ... Employee Financial Assistance Program * Paid vacation and holidays * Opportunities for growth and ...

Tilly's

Sales Associate

Green Bay, WI · On-site

$13.50 - $18.50/hr

As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...

Express & Bonobos

Sales Associate

Appleton, WI

$13.75 - $18.50/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Appleton, WI · On-site

$13.75 - $18.50/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Tilly's

Sales Associate

Green Bay, WI · On-site

$13.50 - $18.50/hr

As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...

Express

Sales Associate

Appleton, WI

$13.75 - $18.50/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Appleton, WI

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.
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Financial Associate jobs near you
Senior Financial Systems Analyst

Senior Financial Systems Analyst

Plexus Corp.

Neenah, WI • On-site

$85K - $127K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

About us: At Plexus, our vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences and Industrial companies to design, manufacture and service some of the world's most transformative products, including advanced surgical systems, diagnostic instruments, healthcare imaging equipment, mission critical aerospace systems, and electric vehicle (EV) charging solutions. Visit Plexus.com to learn more about our unwavering commitment to our vision.
When we invest in our people, we invest in building a better world.
With a vision rooted in the wellbeing and inclusive engagement of our team members, our customers, their end users and our communities, people are the heart of what we do and who we are. It is our values that unite us and guide us in everything that we do, including how we operate, behave and interact to foster a workplace where every team member feels valued and empowered to contribute their best.
Our values include: Growing our People, Building Belonging, Innovating Responsibly, Delivering Excellence and Creating Customer Success.
As a team member, you will engage in impactful work through global collaboration and the use of emerging technologies, join an inclusive culture where every team member is valued and working toward a greater purpose, and be empowered to reach your full potential through various development programs designed to accelerate your growth.
Plexus offers a comprehensive benefits package designed to support team members' wellbeing, including medical, dental, and vision insurance, paid time off, retirement savings, and opportunities for professional development. We also prioritize work-life balance and offer a variety of perks to enhance the team member experience. For more information, visit our US benefits website at usbenefits.plexus.com. Our commitment to pay range transparency fosters an equitable workplace, where everyone can feel valued. The annual compensation range for this position is stated below. The salary offered within this range will be based upon the geographic location, work experience, education, licensure requirements and/or skill level. Salary Range:
$85,100.00 - $127,700.00
Purpose Statement: The Senior Financial Systems Analyst provides Customer Service Excellence by acting as the primary liaison between the Finance business team and IT. This role is responsible for the full lifecycle of financial system enhancements and projects, encompassing business analysis (requirements, project delivery), and application analysis (support, optimization, troubleshooting, and incident reduction) for core financial applications. They will help implement technology solutions in a cost-effective way, ensuring financial systems are stable, optimized, and meet the complex needs of the global Finance team.
Key Job Accountabilities:
  • Project Leadership & Business Analysis: Work with global Finance stakeholders to elicit, prioritize, and document high-level business requirements for changes. Manage the priority of changes and articulate them into documented functional specifications for solutions development.
  • Application Expertise & Support: Act as the Subject Matter Expert (SME) for core financial applications, including JDE Finance module, financial SaaS applications, Google tools, and integration platforms like Boomi. Provide Level 2 end-user support for escalations, manage the resolution of monthly incidents, and own the coordination and documentation of Month-End support activities.
  • System Optimization & Stability: Drive efforts to reduce the number of recurring incidents by performing root cause analysis, identifying systemic issues, and proposing strategic solutions. Understand the end-to-end Accounts Payable (AP) process to identify opportunities for efficiency and automation such as AI and RPA.
  • Development and Testing Coordination: Create comprehensive test specifications and coordinate the execution of User Acceptance Testing (UAT) for new features, enhancements, and projects. Utilize skills in SQL creation to support reporting, data analysis, and troubleshoot issues within the financial applications.
  • Team Collaboration & Mentorship: Represent the Finance customer area by collaborating with all IT Teams (Infrastructure, Development, Support) to ensure that business requirements are understood and met. At times, may provide and lead the direction of others and assist with the onboarding of new analysts.
  • Data Analysis: Based on experience with finance and data analysis help support from the finance perspective of the role out of Google's serverless enterprise data warehouse, BigQuery. This includes data stewardship, building reporting for customers within finance, and data management in terms of security and quality.
  • Security and Compliance: All team members are responsible for upholding the organization's cybersecurity posture by adhering to security policies and procedures, actively participating in training, protecting data and systems, actively identifying and mitigating vulnerabilities, and promptly reporting any suspicious activity or potential security incidents.

Education/Experience Qualifications:
  • A minimum of a Bachelor's degree is required, preferred in accounting, finance, information systems.
  • Five (5) to eight (8) years of related experience is required, demonstrating a progression in both Business Analysis and Application Support roles.
  • Experience working directly with core financial systems / ERP is required. JD Edwards experience is preferred.
  • An equivalent combination of education and experience sufficient to successfully perform the key job accountabilities may be considered.
  • Experience with financial automation tools is highly desirable.

Other Qualifications:
  • Creative problem solving and advanced communications skills required.
  • Experience working in an Agile software development environment. Agile certifications preferred.
  • Strong understanding of core financial concepts (e.g., GAAP, month-end close processes).
  • Ability to ask tough questions and push back professionally and creatively to ensure the success of the organization and projects.
  • Proficiency in SQL for troubleshooting, analysis, and data validation.
  • Strategic agility and strong understanding of why projects are being done.
  • Comfort with presenting and influencing stakeholders across Finance and IT.
  • Experience performing data analysis through an enterprise level tool.

This document does not represent a contract of employment and is not intended to capture every possible assignment the incumbent could be asked to perform.
We are pleased to provide reasonable accommodations to individuals with disabilities or special requirements. If you need an application accommodation, please contact us by email at GHQ.TA@plexus.com. Please include your contact information and clearly describe how we can help you. This email is for accommodation requests only and cannot be used to inquire about the status of applications.
We are an Equal Opportunity Employer (EOE) and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Some offers of employment are contingent upon successfully passing a drug screen and/or background check.

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