ZipRecruiter

Log In

1

Financial Operations Associate Jobs in Brookfield, WI

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

$117K - $176K/yr

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

micro1 AI

Accounting Associate - Remote

Milwaukee, WI · Remote

$60K - $100K/yr

Join our team as a Finance Associate and play a pivotal role in driving accurate and seamless financial operations. This is a fantastic opportunity to leverage your expertise in QuickBooks, accounts ...

TERRACON

Regional Finance Coordinator

Cudahy, WI · On-site

$27.78 - $33.28/hr

... financial operations, including project setup, billing, collections, and related financial ... Associate's degree in a related field with a minimum of 2 years of relevant experience, or 4+ years ...

next page

Showing results 1-20

All JobsFinancial Operations Associate JobsFinancial Operations Associate Jobs in Brookfield, WI

Financial Operations Associate information

See Brookfield, WI salary details

$10

$24

$50

How much do financial operations associate jobs pay per hour?

As of Jun 25, 2026, the average hourly pay for financial operations associate in Brookfield, WI is $24.85, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $28.65 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 cities near Brookfield, WI are hiring for Financial Operations Associate jobs? Cities near Brookfield, WI with the most Financial Operations Associate job openings:
Financial Operations Associate jobs near you
Alt Investments Ops Spec I

Alt Investments Ops Spec I

UMB Financial

Milwaukee, WI • On-site

$33K - $49K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

The Funds Services division of UMB works with clients to provide accounting, tax, audit, and administrative services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well as, mutual funds and collective trusts. As the Alternative Investments Operations Specialist I, you will help start the operations process when the Funds Services division acquires new clients. You will be assigned a group of alternative investment clients, and be responsible for processing all documents for Alternative Investment products that UMB services. As documents come to your queue to process, you will review the document to ensure everything is in good order. You will research and resolve items that are not in good order. How you will spend your time: Ensure that all transactions are processed accurately, timely, and completed in their entirety Participate in projects/project teams and client conversions Test new systems and programs to improve efficiency and effectiveness Perform comprehensive review of all investor documents to ensure accuracy Input investor information into database ensuring 100% accuracy Review the work of others specialists and provide constructive feedback Assist with writing and updating procedures We're excited to talk with you if: You possess a Bachelor's degree You possess one year of transaction processing experience

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$41,060 - $59,760

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$37,490 - $54,700

US Employees in all other states not listed above:

$33,920 - $49,650

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.


UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


#LI-BW1

Apply