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Financial Associate Jobs in Mukwonago, WI (NOW HIRING)

ULINE

Finance Operations Associate

Kenosha, WI · On-site

Finance Operations Associate Corporate Headquarters 12575 Uline Drive,Pleasant Prairie, WI 53158 Do you have strong customer service skills and an interest in finance? As a Finance Operations ...

Velvac

Financial Analyst

New Berlin, WI · On-site

The General Accountant / Financial Analyst is responsible for maintaining accurate financial records, supporting month-end and year-end close activities, preparing financial reports, analyzing ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · Hybrid

The Financial Analyst reports to the Vice President - Director of Financial Planning and Analysis (FP&A) and will work with various departments across the Bank to provide meaning financial insights ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · On-site

The Financial Analyst reports to the Vice President - Director of Financial Planning and Analysis (FP&A) and will work with various departments across the Bank to provide meaning financial insights ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · Hybrid

The Financial Analyst reports to the Vice President - Director of Financial Planning and Analysis (FP&A) and will work with various departments across the Bank to provide meaning financial insights ...

SPX FLOW

Financial Analyst

Delavan, WI · On-site

JOB SUMMARY The Financial Analyst plays a key role in driving financial performance and operational effectiveness across the WCB business unit. This individual partners closely with plant leadership ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Mukwonago, WI

Financial Associate information

See Mukwonago, WI salary details

$30.1K

$69.4K

$136.1K

How much do financial associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial associate in Mukwonago, WI is $69,425.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $76,000.00 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 Mukwonago, WI?

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Mukwonago, WI as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,425 per year, or $33.4 per hour.

Finance Operations Associate

ULINE

Kenosha, WI • On-site

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Uline rating

8.2

Company rating: 8.2 out of 10

Uline

Based on 113 frontline employees who took The Breakroom Quiz

7.1

Company rating compared to similar companies: 7.1 out of 10

Retail wholesalers average

Based on 13,013 frontline employees who took The Breakroom Quiz

The best things about working at Uline

  • 100%

    100% say they get paid time off

    say they get paid time off

  • 98%

    98% say their health insurance is affordable

    say their health insurance is affordable

  • 81%

    81% say they get enough training

    say they get enough training

Featured by Uline, based on 113 Breakroom Quiz responses from their frontline employees

Job description

Finance Operations Associate

Corporate Headquarters

12575 Uline Drive,Pleasant Prairie, WI 53158

Do you have strong customer service skills and an interest in finance? As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train you - no tax experience required!

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Position Responsibilities

  • Collaborate with a diverse team of Finance professionals to provide exceptional service.

  • Review and apply sales tax exemption certificates in our state-of-the-art customized software.

  • Resolve missing or incomplete documentation by guiding customers through certificate requirements.

  • Calculate and process sales tax credits.

Minimum Requirements

  • High school diploma or equivalent. Bachelor's degree in Finance or Accounting preferred.

  • Prior customer service or tax experience is a plus.

  • Bilingual (English / Spanish) a plus.

  • Excellent communication, organization and analytical skills.

  • Highly organized and detail-oriented with the ability to multitask.

Benefits

  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

Employee Perks

  • On-site cafe and first-class fitness center with complimentary personal trainers.

  • Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.

Uline is adrug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

EEO/AA Employer/Vet/Disabled

#LI-CD1

#CORP

(#IN-PPFIN4)

#ZR-HQFIN

Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!

Working at Uline

Perks for frontline workers

From Uline, via Breakroom

  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

  • Fitness center and walking trails at select locations.

  • In-house speakers, workshops and seminars.

What to expect from working at Uline

From Uline

About Uline, in their own words

From Uline

Uline, a family-owned business headquartered in Kenosha County, Wisconsin, is the leading distributor of shipping, industrial and packaging materials to businesses throughout North America.

What Uline employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Uline logo

About Uline

Sourced by ZipRecruiter

Uline is North America's leading distributor of shipping, industrial and packaging materials. We're a family-owned company known for incredible service, quality products and same-day shipping of our huge in-stock inventory. With over 9,000 employees across 13 locations, it's time you joined Uline.

Industry

Paper product wholesalers, trucking and wholesale

Company size

5,001 - 10,000 Employees

Headquarters location

Pleasant Prairie, WI, US

Social media

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