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Financial Associate Jobs in Menasha, WI (NOW HIRING)

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Draft and update financial plans with oversight from Financial Planner. * Collaborate with wealth ...

Plexus Corp.

Financial Analyst II

Neenah, WI · 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 ...

Collabera

Financial Analyst

Neenah, WI · On-site

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 ...

Ahlstrom

Financial Analyst

Kaukauna, WI · On-site

The Financial Analyst - ACO is responsible for providing analytical support for the ACO controlling, preparing internal financial statements and bridges, assisting with the forecasting and budgeting ...

Brunswick

Financial Analyst

Fond Du Lac, WI · Hybrid

As part of the talented Finance team, you will be responsible for partnering with the Mercury Parts & Accessories business unit to help gather, analyze, and report data that provides valuable ...

Lund Boats

Financial Analyst

Fond Du Lac, WI · Hybrid

As part of the talented Finance team, you will be responsible for partnering with the Mercury Parts & Accessories business unit to help gather, analyze, and report data that provides valuable ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Menasha, WI

Financial Associate information

See Menasha, WI salary details

$31.2K

$72K

$141.2K

How much do financial associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial associate in Menasha, WI is $71,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,200.00 and $78,800.00 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 cities near Menasha, WI are hiring for Financial Associate jobs?

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

Financial Associate jobs near you

Financial Services Associate - Accounts Receivable

Werner Electric Supply

Appleton, WI • On-site

$18 - $23.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

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

Werner Electric Supply rating

8.2

Company rating: 8.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

90th of 418 rated retail wholesalers

Job description

Be Yourself. Build Your Career. Be Exceptional Together.
At Werner, we're more than an electrical distributor - we're a community that empowers people to grow, innovate, and truly make a difference. Our culture celebrates individuality, encourages creativity, and values each person's voice; creating a space where you can be yourself, connect with others, and build a meaningful career. We believe in balance and flexibility, so you can thrive both professionally and personally. Together, we can make an impact and build something exceptional for our customers, families, communities, and each other.
Job Summary
The Financial Services Associate ensures accurate processing of customer and miscellaneous payments, batches daily invoices, and assist in month-end reconciliation processes.
Essential Functions
  • Process payments received from customers through Lockbox and EFTs (electronic fund transactions) through the cash application software. This includes follow up on automated and manual processing.
  • Research and resolve payments with errors in review queue. Implement resolutions to increase auto match rate at both the invoice level and the remit detail level.
  • Batch invoices daily.
  • Research unapplied cash and contact customer to obtain reconciliation information and obtain tax-exempt certificates to ensure accurate A/R (accounts receivable) records.
  • Perform quarterly internal sales tax audit.
  • Perform applies, offsets, write-offs, and dispute coding.
  • Process and audit daily cash sales reporting for all branches.
  • Assist in month-end reconciliation activities for cash logs.
  • Assist in credit card reconciliation.
  • Act as a back-up for customer account set up or edits, job accounts, sales tax forms, credit/rebills, pricing adjustments and portal invoicing.

Required Qualifications
  • High school degree required.
  • 1-3 years of customer service or accounts receivable experience.

Preferred Qualifications
  • Associate's Degree in the areas of business, finance, or accounting.
  • Previous working experience using Eclipse.
  • Basic to intermediate proficiency in Microsoft Excel is preferred.
  • Knowledgeable in sales tax regulation.

Company Overview
Founded in 1948, Werner has grown from a small appliance store in downtown Neenah, WI into an award-winning employer and leading electrical distributor with 12 branch locations in Wisconsin and Upper-Michigan. Headquartered in Appleton, WI, we provide electrical, lighting, network, process, and inventory management solutions for a diverse group of industrial and construction customers. We are a growing, privately-held company with over 450 employees who uphold a family culture built around exceptional customer service. As a recent New North Workplace Excellence Award winner, we're dedicated to the continuous improvement of our people, products, and services to ensure the long-term success of our employees and customers. Apply today and find out why we're a "Great Place to Work."
Employee Benefits
  • Medical, Dental, and Vision Insurance
  • Short & Long-Term Disability Insurance
  • Life and AD&D Insurance
  • 401(k) Retirement Plan with company match
  • Paid holidays, vacation, personal, and sick days
  • Pet Insurance
  • Identity Theft Protection
  • Accident Insurance & Critical Illness Coverage
  • Tuition Reimbursement
  • Annual bonuses and merit increases based on performance
  • Employee Assistance Program (EAP)
  • Wellness Programs
  • Employee Resource Groups (ERG)
  • Career Development & Leadership Training
  • Paid Parental Leave

Werner Electric Supply is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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