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Financial Operations Associate Jobs in Wisconsin

Bear Country Inc

Operations Specialist

Caledonia, WI · On-site

BCI Operations Associate SUMMARY: The BCI Operations Associate helps with all aspects of Bear ... Make Memories Worth Repeating?, including maximization of guest satisfaction, financial performance ...

U.S. District Court-Wisconsin Western

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Financial Specialist

Sun Prairie, WI · On-site

$49K - $88K/yr

In this role, you will support the court's financial operations by assisting with accounting ... Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related ...

U.S. District Court-Wisconsin Western

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Financial Specialist

Middleton, WI · On-site

$49K - $88K/yr

In this role, you will support the court's financial operations by assisting with accounting ... Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related ...

U.S. District Court-Wisconsin Western

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Financial Specialist

Madison, WI · On-site

$49K - $88K/yr

In this role, you will support the court's financial operations by assisting with accounting ... Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related ...

Wisconsin

Financial Specialist III

Eau Claire, WI · On-site

$50K - $55K/yr

... financial operations, and reporting of the University. Compensation: $50,000-$55,000, based on qualifications and experience. Required Qualifications: * Associate degree in business, finance ...

UMB Financial

Alt Investments Ops Spec I

Milwaukee, WI · On-site

$33K - $49K/yr

As the Alternative Investments Operations Specialist I, you will help start the operations process ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Gehc

Associate Finance Director

Waukesha, WI · On-site

$117K - $176K/yr

Summary The Associate Finance Director supports financial management, controllership, and planning ... financial operations * Strong expertise in financial planning, analysis, reporting, and ...

Wisconsin

Financial Manager

Madison, WI · On-site

$90K/yr

... operations of the Accounts Receivables (AR) Unit. This position works independently with a high ... Associate's or Bachelor's degree preferred, or equivalent experience. How to Apply: To begin the ...

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All JobsFinancial Operations Associate JobsFinancial Operations Associate Jobs in Wisconsin

Financial Operations Associate information

See Wisconsin salary details

$11

$26

$53

How much do financial operations associate jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for financial operations associate in Wisconsin is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 per hour, depending on experience, location, and employer.

What does a financial associate do?

A financial operations associate handles tasks such as processing transactions, maintaining financial records, and supporting budgeting and reporting activities. They often use financial software and require attention to detail to ensure accuracy in financial data management.

What are Financial Operations Associates?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What are the key skills and qualifications needed to thrive as a Financial Operations Associate, and why are they important?

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.

What is a financial operations job description?

A financial operations associate manages financial processes such as accounts payable and receivable, reconciliations, and financial reporting. They often use tools like Excel and accounting software, ensuring accuracy and compliance in financial transactions. Strong analytical skills and attention to detail are essential for this role.

How much does a finance associate earn?

A financial operations associate typically earns between $50,000 and $70,000 annually, depending on experience, location, and company size. Entry-level positions may start lower, while experienced professionals or those in high-cost areas can earn higher salaries. Skills in financial analysis and proficiency with tools like Excel or financial software can influence compensation.

What are some common challenges Financial Operations Associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

What does a financial operations associate do?

A financial operations associate manages financial transactions, processes payments, reconciles accounts, and ensures compliance with financial policies. They often use financial software and may assist with reporting, budgeting, and audit preparations to support the company's financial health.
What are the most commonly searched types of Financial Operations jobs in Wisconsin? The most popular types of Financial Operations jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Operations Associate jobs? Cities in Wisconsin with the most Financial Operations Associate job openings:
Financial Operations Associate jobs near you
Executive Administrative Assistant - Financial Services

Executive Administrative Assistant - Financial Services

WestPoint Financial Group

Madison, WI

$55K - $65K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

About Triumph Wealth Management

Triumph Wealth Management, a boutique firm founded in 2007, helps clients live lives of purpose and significance. We’re seeking a proactive, highly organized Executive Operations Associate to support a senior advisor. This role offers the chance to make a meaningful impact in a fast-paced, mission-driven environment as part of a small, collaborative team.

Please note: WestPoint Financial Group is assisting with the sourcing process on behalf of Triumph Wealth Management.

Why Join Triumph Wealth Management?

At Triumph, your work goes beyond numbers—you help steward people’s life’s work with care and integrity. We believe a meaningful career is built by doing good for good people, every single day.

At Triumph, your work goes beyond managing portfolios—you help steward people’s life’s work. We believe meaningful careers are built by doing good for good people, and that legacy is defined by experiences, relationships, and impact—not just numbers on a statement.

This role is more than traditional administrative work—you’ll serve as the central hub for operations, client service, and executive support. If you thrive in a fast-paced environment, enjoy problem-solving, and want to make a meaningful impact, this position is for you.

We’re seeking a proactive, highly organized Executive Administrative Assistant / Executive Operations Associate to support a senior advisor and ensure smooth day-to-day operations. You’ll manage calendars, coordinate meetings, prepare client materials, and play a key role in shaping the client experience.

What You’ll Do

Executive Support & Calendar Management

  • Act as gatekeeper for senior advisor’s communications and schedule
  • Manage a dynamic calendar, resolve conflicts, and prepare meeting materials
  • Coordinate Zoom and in-person meetings, take minutes, and track follow-ups
  • Handle incoming communications with discretion and timeliness

Operations & Client Service

  • Open and maintain client accounts
  • Track business submissions and planning progress
  • Maintain organized records and follow through on action items
  • Prepare client correspondence, reports, and presentations

Team Coordination & Office Management

  • Serve as the central hub for office operations
  • Collaborate with team members to complete shared tasks
  • Proactively resolve issues with clients and partners
  • Enhance internal systems, workflows, and databases

What You Bring

  • Minimum of 2+ years of professional administrative experience in financial services (required).
  • Proficiency in Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)
  • CRM experience (required)
  • Strong technology skills and understanding of digital workflows
  • Exceptional communication skills (phone, written, interpersonal)
  • Bachelor’s degree or equivalent experience (preferred)

Additional Traits

  • Collaborative and adaptable in dynamic environments
  • Strong time management and organizational skills
  • High attention to detail
  • Clear written and verbal communication
  • Ability to manage multiple tasks and meet deadlines

What Triumph Offers

  • Dental and Vision Insurance
  • Life, Short-Term, and Long-Term Disability Insurance
  • Paid Holidays and PTO
  • Retirement Savings Plan

Equal Employment Opportunity

Triumph Wealth Management is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable laws.

Location: Madison, WI (On-site)

Position Type: Full-Time (40 Hours per week), Monday–Friday