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Full Time Microsoft Financial Analyst Jobs in Appleton, WI

KerberRose S.C.

Financial Planner

Appleton, WI

$74K - $99K/yr

Analyze outside portfolios and develop recommendations with limited Advisor oversight. * Contribute ... Proficient in Microsoft Office and financial planning software tools Culture and Core Values:

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

Analyze outside portfolios and develop recommendations with limited Advisor oversight. * Contribute ... Proficient in Microsoft Office and financial planning software tools Culture and Core Values:

US Venture, Inc.

Senior BI Analyst - IGEN

Appleton, WI · On-site

... finance analytics - enabling functional teams to operate from governed data rather than ad hoc ... Uses AI development assistants - GitHub Copilot, Microsoft Copilot, Claude, and emerging agent ...

Schneider

Senior Payroll Tax Analyst

Green Bay, WI · On-site

$28.75 - $37.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Full time; Monday-Friday, 8 a.m.-5 p.m. Apply now Get job alerts Job overview: Schneider is seeking ... Financial analysis experience preferred. * Strong problem-solving and decision-making skills. Pay ...

Jewelers Mutual Group

Product Analyst II

Neenah, WI · On-site

  • Retirement

  • PTO

With over a century of trusted expertise, we're financially strong, forward-thinking, and driven by ... Proficient in Microsoft applications (Word, Excel, Outlook, PowerPoint and SharePoint ...

Jewelers Mutual Group

Product Analyst II

Neenah, WI · On-site

... Proficient in Microsoft applications (Word, Excel, Outlook, PowerPoint and SharePoint ... financial reports • Good interpersonal skills; ability to work autonomously and build ...

Grainger Businesses

Market Pricing Analyst

Green Bay, WI · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Prior experience in pricing, business analytics, finance, sales support, or a related field ... Proficiency with Microsoft Office, particularly Excel. Why Join Us? * Hybrid / Remote schedule with ...

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All JobsMicrosoft Financial Analyst JobsFull Time Microsoft Financial Analyst JobsFull Time Microsoft Financial Analyst Jobs in Appleton, WI

Full Time Microsoft Financial Analyst information

See Appleton, WI salary details

$37.6K

$86K

$115.1K

How much do full time microsoft financial analyst jobs pay per year?

As of Aug 18, 2026, the average yearly pay for full time microsoft financial analyst in Appleton, WI is $85,972.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $107,800.00 per year, depending on experience, location, and employer.

What does a full time Microsoft financial analyst do?

A Full Time Microsoft Financial Analyst is responsible for analyzing financial data, preparing reports, and supporting budgeting and forecasting processes within Microsoft. They work closely with business units to provide insights that drive strategic decisions and improve financial performance. Their role often includes tracking key performance metrics, conducting variance analysis, and collaborating with cross-functional teams to optimize resource allocation.

What are the key skills and qualifications needed to thrive as a full time Microsoft financial analyst, and why are they important?

To thrive as a Full Time Microsoft Financial Analyst, you need strong analytical abilities, advanced Excel skills, and a solid understanding of finance or accounting principles, typically supported by a relevant degree. Familiarity with Microsoft Power BI, SAP, and financial modeling tools, as well as certifications like CFA or CPA, are often required. Exceptional communication, problem-solving, and teamwork skills help analysts present insights and collaborate across departments. These competencies ensure accurate financial analysis, effective decision-making, and strategic business support within a dynamic corporate environment.

What are some typical challenges a full time Microsoft financial analyst may face during quarterly forecasting cycles?

Full Time Microsoft Financial Analysts often encounter challenges such as managing tight deadlines, adapting to rapidly changing business priorities, and ensuring data accuracy during quarterly forecasting cycles. This role requires effective collaboration with cross-functional teams, such as sales, marketing, and product managers, to gather relevant data and insights. Analysts must also be comfortable with multiple reporting tools and be able to present complex financial information in a clear, actionable manner to both finance and non-finance stakeholders.

What is the difference between Full Time Microsoft Financial Analyst vs Full Time Financial Analyst?

AspectFull Time Microsoft Financial AnalystFull Time Financial Analyst
Required CredentialsBachelor's in Finance, Accounting, or related field; often Microsoft-specific certificationsBachelor's in Finance, Accounting, or related field; certifications like CFA are common
Work EnvironmentCorporate office, technology-focused environment, often within Microsoft or tech industryCorporate or financial firms, diverse industries, office-based or hybrid
Employer & Industry UsagePrimarily within Microsoft or tech companiesFinancial services, consulting, corporate finance across various industries
Common Search & Comparison IntentUnderstanding roles within Microsoft or tech companiesGeneral financial analysis roles across industries

Both roles require strong financial skills and relevant certifications. The Microsoft Financial Analyst typically works within the tech giant's environment, focusing on technology-related financial analysis, while the general Financial Analyst works across various industries, often in diverse corporate settings.

What are the most commonly searched types of Microsoft Financial Analyst jobs in Appleton, WI?

The most popular types of Microsoft Financial Analyst jobs in Appleton, WI are:

What are popular job titles related to Full Time Microsoft Financial Analyst jobs in Appleton, WI?

For Full Time Microsoft Financial Analyst jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Full Time Microsoft Financial Analyst jobs in Appleton, WI look for?

The top searched job categories for Full Time Microsoft Financial Analyst jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Full Time Microsoft Financial Analyst jobs?

Cities near Appleton, WI with the most Full Time Microsoft Financial Analyst job openings:

Full Time Microsoft Financial Analyst jobs near you

Financial Planner

KerberRose S.C.

Appleton, WI

$74K - $99K/yr

Full-time

Re-posted 23 days ago

Job description

Description

Location: Appleton, WI (Onsite)

Candidates must reside within a reasonable commuting distance.


Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development.


This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.


Key Responsibilities:

  • Lead financial planning for assigned clients.
  • Model and address complex questions independently.
  • Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions.
  • Apply KRW modeling techniques at an expert level.
  • Independently solve problems and integrate considerations in new planning scenarios.
  • Maintain a strong understanding of financial markets and current economic conditions.
  • Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Analyze outside portfolios and develop recommendations with limited Advisor oversight.
  • Contribute to improving financial planning processes.
  • Manage new client onboarding.
  • Mentor Paraplanners and team members.
  • Manage and improve ParaPlanner training plan and best practices. 

Requirements

  • 8-10+ years of financial planning experience, including ParaPlanner experience
  • CFP or CPA designation
  • Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently
  • Skilled in portfolio analysis and developing thoughtful recommendations
  • Clear, professional communicator with strong organizational skills and ability to manage competing priorities
  • Self-motivated team player, effective both independently and collaboratively
  • Proficient in Microsoft Office and financial planning software tools

Culture and Core Values:

KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members.

Our core values guide everything we do:

Honesty

Integrity

Respect

Balanced Life

Community Oriented


Our team members are our most valuable asset, and we are dedicated to creating an environment where they can succeed and grow.

Apply