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Financial Associate Jobs in Racine, 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 ...

ULINE

Finance Operations Associate

Waukegan, IL · 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 ...

ULINE

Finance Operations Associate

Milwaukee, 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 ...

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 ...

ULINE

Finance Operations Associate

Milwaukee, 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 ...

ULINE

Finance Operations Associate

Waukegan, IL

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 ...

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Financial Associate information

See Racine, WI salary details

$28.6K

$66K

$129.4K

How much do financial associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial associate in Racine, WI is $65,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $72,200.00 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 Racine, WI?

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

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

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

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

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

Financial Associate jobs near you

Financial Analyst

Timothy Jon & Associates

Milwaukee, WI • On-site

Full-time

Medical, Life, Retirement

Re-posted 18 days ago

Job description

Company Overview:
As one of the region's leading commercial real estate firms, our client has been experiencing unprecedented growth, and they are looking to add to their team. This mid-sized company delivers to their clients in way that exceeds expectations.
This nationwide developer offers a vibrant work culture where they carefully select their team members based on skills, integrity and a passion for their business. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career. This client offers Industry-leading compensation and benefits packages including premiere company paid medical plan, 401(k) with company match and company provided life and disability insurance.
Position Summary:
The Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management decisions. This role involves evaluating financial performance, assessing risks, and providing insights to maximize profitability and efficiency in real estate transactions.
Key Responsibilities:
  • Financial Modeling & Analysis:
    • Develop and maintain financial models for real estate investments, acquisitions, developments, and dispositions.
    • Conduct discounted cash flow (DCF) analysis, IRR, NPV, and ROI calculations.
    • Analyze operating statements, rent rolls, and expense reports to assess property performance.
  • Market Research & Due Diligence:
    • Conduct market research to evaluate economic trends, property values, and competitive landscapes.
    • Analyze demographic data, rental rates, occupancy trends, and potential investment opportunities.
    • Assist in the due diligence process for acquisitions and dispositions, including lease reviews and risk assessments.
  • Investment & Asset Management Support:
    • Prepare investment memos, presentations, and reports for internal stakeholders and investors.
    • Support asset management teams by tracking financial performance and recommending strategies for optimization.
    • Monitor loan covenants and financial metrics to ensure compliance with financing agreements.
  • Budgeting & Forecasting:
    • Assist in preparing budgets, financial forecasts, and variance analyses for real estate assets.
    • Identify areas for cost savings and revenue maximization within real estate portfolios.
  • Stakeholder Collaboration:
    • Work closely with acquisitions, development, finance, and property management teams to support strategic decision-making.
    • Communicate financial insights and recommendations to senior management and investors.

Qualifications & Skills:
  • Education: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus.
  • Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management.
  • Technical Skills:
    • Proficiency in Excel, financial modeling, and real estate underwriting techniques.
    • Experience with real estate software such as ARGUS, CoStar, or Yardi is preferred.
    • Familiarity with financial reporting, GAAP, and real estate valuation methods.
  • Soft Skills:
    • Strong analytical, problem-solving, and critical-thinking abilities.
    • Excellent written and verbal communication skills.
    • Ability to manage multiple projects and meet deadlines in a fast-paced environment.

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