ZipRecruiter

Log In

1

Financial Operations Jobs in Wisconsin (NOW HIRING)

Wisconsin

Financial Manager

Madison, WI · On-site +1

$90K/yr

This position provides strategic oversight of the department's research administration and financial operations. It supervises all pre- and post-award activities, ensuring proposals, awards ...

Milegon LLC

Chief Financial Officer

Milwaukee, WI

The CFO partners closely with operations, supply chain, and commercial leaders to align financial goals with manufacturing objectives while ensuring compliance, efficiency, and sustainable growth. We ...

The Charles River Group

CFO

Wausau, WI · On-site

This position will have an impact on the day-to-day and ongoing company operations, helping to analyze, strategize, and improve the company's financial position. This seasoned strategist fully ...

The Charles River Group

CFO

Wausau, WI · On-site

This position will have an impact on the day-to-day and ongoing company operations, helping to analyze, strategize, and improve the company's financial position. This seasoned strategist fully ...

next page

Showing results 1-20

All JobsFinancial Operations JobsFinancial Operations Jobs in Wisconsin

Financial Operations information

See Wisconsin salary details

$35.8K

$116.9K

$140.3K

How much do financial operations jobs pay per year?

As of Jul 13, 2026, the average yearly pay for financial operations in Wisconsin is $116,943.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,300.00 and $139,300.00 per year, depending on experience, location, and employer.

What is the difference between Financial Operations vs Financial Analyst?

AspectFinancial OperationsFinancial Analyst
Primary FocusManaging financial processes, transactions, and reporting systemsAnalyzing financial data, trends, and investment opportunities
Required SkillsAccounting, financial systems, complianceFinancial modeling, data analysis, forecasting
Work EnvironmentFinance departments, accounting teamsInvestment firms, corporate finance, consulting
CertificationsCPA, CFA (optional), CPA preferredCFA, CPA, or related certifications often preferred

Financial Operations primarily handles the day-to-day financial processes and reporting within an organization, ensuring accuracy and compliance. In contrast, a Financial Analyst focuses on analyzing financial data to support decision-making and strategic planning. Both roles require strong financial knowledge and certifications like CPA or CFA, but their core responsibilities and work environments differ significantly.

What are some common challenges faced in a Financial Operations role, and how can they be addressed?

One common challenge in Financial Operations is managing tight deadlines while ensuring accuracy in financial reporting and transaction processing. Team members often handle large volumes of data and must reconcile discrepancies quickly to support organizational decision-making. Effective communication with cross-functional teams, such as accounting and compliance, is crucial to resolving issues promptly. Utilizing automation tools and maintaining strong attention to detail help mitigate errors and streamline workflow, making it easier to meet demanding timelines.

What are financial operations?

Financial operations refer to the processes and activities involved in managing a company's financial resources, including tasks such as budgeting, accounting, financial reporting, cash flow management, and compliance. Professionals in financial operations ensure that all financial transactions are accurately recorded and that the organization adheres to financial regulations and policies. Their work helps businesses maintain financial health, make informed decisions, and achieve their strategic goals. Financial operations roles can exist in various industries and often collaborate closely with other departments such as finance, accounting, and management.

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

To thrive in Financial Operations, you need strong analytical skills, attention to detail, and a solid understanding of accounting principles, usually supported by a degree in finance, accounting, or a related field. Familiarity with enterprise resource planning (ERP) systems, financial reporting tools, and certifications like CPA or CFA are often required. Effective communication, problem-solving abilities, and organizational skills help professionals excel in cross-functional teams and manage complex transactions. These skills and qualifications are vital for ensuring accurate financial management, compliance, and efficient business operations.
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 jobs in Wisconsin? For Financial Operations jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Operations jobs in Wisconsin look for? The top searched job categories for Financial Operations jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Operations jobs? Cities in Wisconsin with the most Financial Operations job openings:
Financial Operations jobs near you
Infographic showing various Financial Operations job openings in Wisconsin as of July 2026, with employment types broken down into 8% Internship, and 92% Full Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $116,943 per year, or $56.2 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
 

We Make it Easy

Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.

As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.

We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.

Powered by JazzHR

pWZekOMu52