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Financial Operations Manager Jobs in Wisconsin (NOW HIRING)

Federal Heath Sign Company

$100K - $120K/yr

The Operations Manager is responsible for directing and coordinating the daily operations of the ... Financial & Operational Performance Analyze production data and operational metrics in partnership ...

CVS Health

Operations Manager

Green Bay, WI · On-site

$19 - $29/hr

Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program.

phillips

Operations Manager

Milwaukee, WI · On-site

Operations Shift Manager Run the floor. Lead the team. Deliver for pets and the people who love ... Financial & KPI Management * Partner with Finance to develop budgets and cost-control strategies.

Wisconsin

Financial Manager

Madison, WI · On-site +1

$90K/yr

Plans, directs, and engages in financial and/or accounting operations for multiple areas; coordinates data management, budget preparation and management, and financial reporting efforts

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All JobsFinancial Operations JobsFinancial Operations Manager JobsFinancial Operations Manager Jobs in Wisconsin

Financial Operations Manager information

See Wisconsin salary details

$31.3K

$64K

$119.6K

How much do financial operations manager jobs pay per year?

As of Jul 13, 2026, the average yearly pay for financial operations manager in Wisconsin is $64,050.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $78,200.00 per year, depending on experience, location, and employer.

How does a Financial Operations Manager typically collaborate with other departments to ensure accurate financial reporting?

Financial Operations Managers work closely with teams such as accounting, procurement, and business operations to ensure all financial transactions are recorded correctly and on time. This often involves regular meetings to review budgets, clarify expense allocations, and resolve discrepancies. By fostering strong interdepartmental communication, Financial Operations Managers help maintain data integrity and support the company’s financial goals. Collaboration is essential for timely month-end and year-end closes, compliance audits, and implementing process improvements.

What is the difference between Financial Operations Manager vs Financial Analyst?

AspectFinancial Operations ManagerFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; certifications like CPA or CFA beneficialBachelor's degree in finance, economics, or related field; CFA often preferred
Work EnvironmentOversees financial processes, manages teams, and collaborates with departmentsAnalyzes financial data, prepares reports, and supports decision-making
Employer & Industry UsageCommon in corporate finance, banking, and large organizationsUsed across finance departments, investment firms, and consulting

The Financial Operations Manager focuses on managing financial processes and teams, ensuring operational efficiency. In contrast, the Financial Analyst primarily analyzes data to support strategic decisions. Both roles require finance-related credentials and are integral to financial departments, but they differ in scope and responsibilities.

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

To thrive as a Financial Operations Manager, you need strong analytical skills, financial acumen, and a background in accounting or finance—often demonstrated by a bachelor’s degree and several years of relevant experience. Familiarity with ERP systems like SAP or Oracle, advanced Excel skills, and professional certifications such as CPA or CMA are highly valued. Leadership, problem-solving abilities, and clear communication help drive team performance and effective cross-departmental collaboration. These competencies are crucial for maintaining financial accuracy, ensuring regulatory compliance, and optimizing organizational financial processes.

What does a Financial Operations Manager do?

A Financial Operations Manager oversees the daily financial activities of a company, including budgeting, forecasting, and managing accounts. Their responsibilities often include ensuring compliance with financial regulations, optimizing financial processes, and providing guidance to the finance team. They work closely with other departments to align financial strategies with business objectives and may also be involved in financial reporting and analysis. This role is key in maintaining the financial health and efficiency of an organization.
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 are popular job titles related to Financial Operations Manager jobs in Wisconsin? For Financial Operations Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Operations Manager jobs in Wisconsin look for? The top searched job categories for Financial Operations Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Operations Manager jobs? Cities in Wisconsin with the most Financial Operations Manager job openings:
Financial Operations Manager jobs near you
Infographic showing various Financial Operations Manager job openings in Wisconsin as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $64,050 per year, or $30.8 per hour.
Financial Operations Associate

Financial Operations Associate

MRA Recruiting Services

Waukesha, WI • On-site

Full-time

Posted 21 days ago

Job description

Financial Operations Associate 
IAG Wealth Partners
Waukesha, WI
The Financial Operations Associate Position at IAG Wealth Partners is an individual who presents as organized, professional, self-motivated, energetic, with clear and concise communication skills. The Financial Operations Associate will provide exceptional administrative, operational, and customer service support through a reliable, organized and proactive workflow. The Financial Operations Associate is accountable for the achievement of individual and team goals within a demanding environment. This individual owns the ability to work independently and self-motivate while completing all responsibilities with great attention to detail.Core Competencies:
  • Client Facing Communication & Service: Enthusiastic, Patient, Respectful, Empathetic.
  • Client Information Management: Accuracy, Documentation & Follow up.
  • Compliance & Procedural Discipline: Attention to Detail - Error Free Work.
  • Team Collaboration & Communication: Willingness, Clear and Concise, Active Listener.
  • Professionalism: Conduct, Presentation, Interactions.
  • Workflow Ownership: Proactive, Reliable, and Organized.
  • Values Alignment: Integrity, Service Minded, Stewardship, Humility/Teachability, Empathy, and Respect.
Responsibilities:
  • Develop a cohesive and efficient working relationship with assigned financial advisor(s).
  • Develop and support professional relationships with clients via phone, email, and in-person.
  • Prepare forms and other materials for client meetings as needed or directed.
  • Process required paperwork for client account set-up and investment implementation.
  • Complete tasks within the SLA (service level agreements).
  • Complete tasks using internal processes, timelines and standard operation procedures.
  • Communicate effectively to assigned advisors, team members, and other departments.
  • Provide ongoing customer service for specific client requests and for online account access.
  • Schedule client meetings and appointments.
  • Maintain client database including updates, changes in status, and client requests.
  • Maintain compliance with broker/dealer and regulatory requirements.
  • Work as a team member including backup for other members when assigned.
  • Perform front-desk backup including answering phones and greeting guests.
  • Attend mandatory team and company meetings.
  • Participate in and aid with company events (sometimes outside of normal work hours).
  • Other duties as assigned.
Job Requirements:
  • 1-3 years of financial industry experience preferred.
  • High school diploma required.
  • Bachelor’s or Associate’s degree in business administration, finance, or accounting preferred.
  • Consistent and exceptional attention to detail.
  • Exceptional transactional accuracy and procedural discipline.
  • Professional and positive attitude geared to serving clients.
  • Strong desire to deliver superior client service.
  • Excellent phone etiquette and interpersonal communication skills.
  • Highly ethical team player: desire to work in small team environment with collaboration.
  • Proficiency with Microsoft Office including Excel, Word, and Outlook.
  • Ability to work at a standard workstation.
Work EnvironmentThis is a meticulous, client-facing position with changing variables daily. Client requests, market changes, or advisor needs vary drastically. Efficient time management is essential to success in this role. The Financial Operations Associate will acclimate quickly to these sudden changes while keeping a calm and positive demeanor.
For 40 years, our team members have provided the highest level of service. We are dedicated to continuing our mission to help our clients make sound wealth management decisions so they can pursue their goals.
Position
Full-time
On-site/In the office
Exempt
Monday – Friday: 8:30 am – 5:00 pm
Benefits Eligible
 

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