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Financial Associate Jobs in Beloit, WI (NOW HIRING)

Senior Financial Analyst

Delavan, WI ยท On-site

$85 - $120/hr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

New

Senior Financial Analyst

Delavan, WI ยท On-site

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

Senior Financial Analyst

Delavan, WI

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

Senior Financial Analyst

Delavan, WI ยท On-site

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

Sr. Financial Analyst

Rockford, IL ยท On-site

$85K - $106K/yr

This position reports to the Sr. Finance Manager at the Rockford Site and will be responsible for accounting/analytical functions with strong focus on maintaining the site ERP System to provide ...

Tax Associate

Rockford, IL ยท On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Rockford, IL ยท On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Roscoe, IL ยท On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Harvard, IL ยท On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Rockford, IL ยท On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Machesney Park, IL ยท On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Showing results 21-40

Financial Associate information

See Beloit, WI salary details

$29.8K

$68.8K

$135K

How much do financial associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial associate in Beloit, WI is $68,823.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,900.00 and $75,300.00 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 Beloit, WI?

The most popular types of Financial jobs in Beloit, WI are:

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

The top searched job categories for Financial Associate jobs in Beloit, WI are:

What cities near Beloit, WI are hiring for Financial Associate jobs?

Cities near Beloit, WI with the most Financial Associate job openings:

Infographic showing various Financial Associate 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 $68,823 per year, or $33.1 per hour.

Senior Financial Analyst - FP&A

SHINE Technologies, LLC

Janesville, WI โ€ข On-site

$100K - $120K/yr

Full-time

Posted 27 days ago


Job description

Description:

SHINE Technologies is seeking a Senior Financial Analyst-FP&A to own the financial tracking layer that connects every dollar of the operating side of SHINE Chrysalis and serves as the data foundation so that leadership always has an accurate operating financial picture. The Senior Financial Analyst ensures reporting SHINE owes to internal and external parties has been verified and is compliant.


The base salary range for this position is $100,000 - $120,000 per year plus a comprehensive compensation package. Our salary ranges are determined by role, level, and location.


Duties and Responsibilities of the Senior Financial Analyst:

  • Serve as the primary finance interface to department heads and business unit leaders for budget accountability, translating financial results into operational language and holding departments accountable to their approved plans
  • Own the monthly, quarterly, and annual budget vs. actual reporting cycle, from GL actuals receipt through written variance commentary, and deliver it to the Director, FP&A and business partners within an established timeline following monthly, quarterly, and annual close
  • Maintain a live 12-month rolling OpEx forecast, updated monthly, integrating inputs from various departments and teams
  • Own the headcount model actuals vs. budget by department, open requisition tracking, and forward-looking staffing assumptions coordinated with department heads and business partners
  • Produce the OpEx and headcount sections of the annual operating budget submitted internally and externally in accordance with established contractual and internal reporting schedules
  • Prepare recurring operating expenditure inputs for contractual reporting obligations including but not limited to the Base Case Financial Model, Monthly Progress Report, Quarterly Operating Certificate, and Omnibus Annual Report
Requirements:
  • 4+ years of experience in FP&A, financial planning, or management reporting. You have owned a BvA process before, not just contributed to one
  • Strong Excel skills. You can build and maintain a rolling forecast model without a template handed to you
  • Clear, concise variance commentary. You can explain a budget miss to a CFO in two sentences and to a department head in plain language
  • High attention to detail and deadline discipline
  • Comfortable working across functions. You know how to get accurate data out of accounting, HR, and department heads on a fixed monthly deadline

Preferred Requirements:

  • Experience in a capital intensive, regulated, or project-financed environment in energy, advanced manufacturing, construction, or government-contracted businesses
  • Familiarity with manufacturing operating budgets, federal cost reporting, and compliance requirements including eligible project costs determinations
  • Experience with ERP systems and financial consolidation tools: Power Query or similar data management experience a plus

Working Conditions and Physical Effort:

  • Ability to remain in a stationary position (e.g., standing or sitting) for extended periods.
  • Ability to use a computer, telephone, and standard office equipment.
  • Exposure to standard office noise and lighting conditions
  • Ability to move within facility environments.
  • Ability to comply with safety and security requirements, including access-controlled areas
  • Work may occasionally take place in controlled radiation areas under supervision and within regulatory exposure limits.
  • Work environment involves some exposure to hazards or physical risks, which require following basic safety precautions.

Eligibility for employment is conditioned on the applicant’s ability to qualify for access to information subject to U.S. Export Controls. Additionally, applicant’s eligibility may be conditioned based upon meeting the Nuclear Regulatory Commission requirements for access to Safeguards Information, which typically requires a pre-employment drug screen, fingerprinting and criminal background check.

SHINE values diversity in all its forms as a critical component of innovation, which is fundamental to our success. Every member of the SHINE community benefits from the talents and experiences of our peers, from the mutual respect we exercise, and from the responsibility we take for our actions.

SHINE Technologies, LLC maintains affirmative action plans for individuals with disabilities and protected veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


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