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Financial Jobs in Appleton, WI (NOW HIRING)

Thrivent Financial

Senior FP&A Analyst

Appleton, WI · Hybrid

$70K - $95K/yr

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice ...

Workspace Plus

Financial Analyst

De Pere, WI · On-site

$65K - $80K/yr

The Financial Analyst supports all locations by assisting with financial reporting, cost analysis, budgeting, and forecasting activities. This role works across Production, Operations, and Sales to ...

Workspace Plus

Financial Analyst

De Pere, WI · On-site

$65K - $80K/yr

The Financial Analyst supports all locations by assisting with financial reporting, cost analysis, budgeting, and forecasting activities. This role works across Production, Operations, and Sales to ...

DataAnnotation

Financial Planner

Green Bay, WI · Remote

$40 - $60/hr

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...

Menasha Corporation

Financial Analyst

Neenah, WI · On-site

Performs financial forecasting and reconciliation of internal accounts. Essential Job Functions * Prepares, reviews, and analyzes reports and data, monitoring for accuracy and completeness and making ...

Collabera

Financial Analyst

Neenah, WI

Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: This position would support a priority Global Sector project initiative working under the direction of the ...

Menasha Corporation

Financial Analyst

Neenah, WI · On-site

Performs financial forecasting and reconciliation of internal accounts. Essential Job Functions * Prepares, reviews, and analyzes reports and data, monitoring for accuracy and completeness and making ...

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See Appleton, WI salary details

$30K

$68.2K

$109.4K

How much do financial jobs pay per year?

As of Jun 11, 2026, the average yearly pay for financial in Appleton, WI is $68,167.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $87,600.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What types of careers are in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. Finance professionals work in banks, investment firms, corporations, and government agencies, often following standard business hours with opportunities for specialization and advancement.

What are financial professionals?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What professions make $500,000 a year?

In the financial sector, roles such as investment bankers, hedge fund managers, private equity executives, and senior traders often earn $500,000 or more annually, especially with bonuses and commissions. These positions typically require advanced degrees, extensive experience, and strong analytical skills, often working in high-pressure environments. Executive-level roles in finance firms can also reach or exceed this income level.

What different jobs are there in finance?

In finance, common jobs include financial analyst, accountant, financial advisor, investment banker, risk manager, and portfolio manager. These roles often require skills in financial modeling, data analysis, and knowledge of financial regulations, with certifications like CFA or CPA being advantageous.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What job makes $10,000 a month without a degree?

In the financial sector, roles such as financial advisor, sales trader, or real estate investor can potentially earn $10,000 or more per month without a formal degree, often relying on experience, sales skills, or investment success. These jobs typically require strong interpersonal skills, industry knowledge, and sometimes licensing or certifications. Income varies widely based on performance, location, and market conditions.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What are the most commonly searched types of Financial jobs in Appleton, WI? The most popular types of Financial jobs in Appleton, WI are:
What are popular job titles related to Financial jobs in Appleton, WI? For Financial jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Financial jobs in Appleton, WI look for? The top searched job categories for Financial jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Financial jobs? Cities near Appleton, WI with the most Financial job openings:
Financial jobs near you

Senior FP&A Analyst

Thrivent Financial

Appleton, WI • Hybrid

$70K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
Job Summary
The Senior FP&A Analyst role is an important role which provides the foundational financial support to business leaders to enable proactive and meaningful business reviews & strategic discussions. It requires analytical skills and the ability to partner and influence across the organization. This role supports forecasting, decision-making, and overall financial performance by partnering with FP&A Business Partners and business leaders. Collaboration and partnership are foundational to success in this role. Thriving in an evolving environment, working to drive innovation, and adopt industry best practice to drive sustainable growth is key.
This role will support the Distribution Solutions group including Advice strategy, Advisor Practice Solutions, and Advisor Revenue & Practice productivity, as well as other Distribution leaders. Responsibilities will include input into the creation of the long range/annual Plan, forecasting and actuals management reporting, and financial modeling. This role will also be responsible for consolidated management reporting for the Distribution Division.

Job Responsibilities and Duties

  • Collaborate with business leaders across the organization to engage in financial planning activities and support decision-making utilizing strategic financial analyses.
  • Provide financial analysis, planning/forecasting and decision-making support to multiple business areas and support key business routines such as quarterly forecast, annual and long-range planning.
  • Lead the preparation of detailed budgets and forecasts for FP&A Business Partners and leaders to drive decisions and forecast results
  • Perform frequent and complex ad hoc analytical assignments and modeling to identify opportunities in the business and presenting recommendations to FP&A Business Partners and leaders
  • Support FP&A Business Partners & division leaders in managing over $1 billion in organization expenses and deliver reporting to assist in the identification of appropriate levels of spending and potential areas of cost reduction.
  • Serve as a partner to assigned (1st and 2nd level) business leaders in the monthly review, updating, and variance analysis of financial forecasts on a rolling basis; Work with corporate finance to review affordability of expenses and adjust as needed. Identify, analyze, and provide insights on emerging trends.
  • Collaborate with initiative owners and business leaders to identify essential data analysis and measurements needed to ensure initiative's success.
  • Support resource investment analysis processes across a portfolio of projects.
  • Prepare communications, coordinate, and lead meetings to present findings to business leaders on topics such as business performance, KPIs, and investment analysis.

Job Qualifications

  • Bachelor's degree in accounting, business, or finance required; advanced degree in finance or professional designation (e.g., CPA, CMA, MBA) preferred.
  • FP&A, financial analysis or public accounting experience required.
  • Successful experience in financial forecasting, budgeting, business partnership, and financial modeling preferred.
  • 2+ years financial planning & analysis experience or other similar experience.
  • Advanced spreadsheet skills preferred.

Other Critical Factors

  • Critical thinker.
  • Must be able to handle multiple priorities and deadlines independently.
  • Ability to interact with multiple levels of management and employees, demonstrating strong interpersonal skills and the ability to constructively handle conflict.
  • Ability to work independently and demonstrate initiative.
  • Ability to proactively identify issues and take on additional challenges as needed.

Additional Information

  • Thrivent offers a flexible work schedule with hybrid FP&A employees typically needing to be in the office 1-2 days/week.
Pay Transparency


Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $70,434.00 - $95,294.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.


Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.


The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.


Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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