ZipRecruiter

Log In

1

Intermediate Financial Analyst Jobs in Appleton, WI

Thrivent Financial

Treasury Analyst

Appleton, WI

$73.96K - $100.06K/yr

Thrivent's Treasury team operates in a complex, regulated financial environment that demands ... Intermediate technical skills in Excel. * Strong interpersonal skills and oral and written ...

JX Truck Center

Assistant Operations Manager

Neenah, WI

$90K - $112K/yr

Perform financial analysis, establish annual budgets, and develop marketing plans. * Appropriately ... Intermediate computer experience, including collaborative software applications Employee Benefits:

Goodwill NCW Jobs

Accounting Manager

Menasha, WI

... flow analyses, and monthly financial statementsin accordance withGAAP and internal policies ... At least an intermediate level of competency with Word, Excel, PowerPoint,SharePointand Outlook.

BTG Group

Sales Support Administrator

De Pere, WI

$19.75 - $24.25/hr

... finance) to support business objectives, resolve issues, and improve operational efficiency ... SAP, reporting and data analysis experience strongly preferred. Required Education/Experience:

New

Oshkosh Corporation

Category Specialist

Oshkosh, WI · On-site +1

$73.20K - $117.80K/yr

The Category Specialist role is an intermediate level position within the supply chain category ... Knowledge of data analytics tools; data analytics in a specific commodity/category Partner cross ...

next page

Showing results 1-20

People also search for

All JobsIntermediate Financial Analyst JobsIntermediate Financial Analyst Jobs in Appleton, WI

Intermediate Financial Analyst information

See Appleton, WI salary details

$37.6K

$86K

$115.1K

How much do intermediate financial analyst jobs pay per year?

As of May 29, 2026, the average yearly pay for intermediate 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 are the key skills and qualifications needed to thrive as an Intermediate Financial Analyst, and why are they important?

To thrive as an Intermediate Financial Analyst, you need strong analytical skills, a solid understanding of accounting principles, and typically a bachelor’s degree in finance, accounting, or a related field. Proficiency in financial modeling, Microsoft Excel, and familiarity with ERP systems like SAP or Oracle, as well as certifications such as CFA or CPA, are often required. Attention to detail, effective communication, and problem-solving abilities distinguish top performers in this role. These skills ensure accurate financial analysis, informed decision-making, and the ability to communicate complex information clearly to stakeholders.

What are some common challenges faced by Intermediate Financial Analysts when transitioning from entry-level positions?

Intermediate Financial Analysts often encounter challenges such as taking on more complex financial modeling tasks, interpreting large data sets, and presenting findings to leadership. They are expected to move beyond basic reporting and contribute more strategically to budgeting, forecasting, and variance analysis. Additionally, intermediates may begin mentoring junior analysts and collaborating closely with cross-functional teams, which requires strong communication and project management skills.

What does an Intermediate Financial Analyst do?

An Intermediate Financial Analyst typically analyzes financial data, prepares reports, and helps support business decisions by providing insights on financial performance. They often work with budgets, forecasts, and financial models, collaborating with other departments to interpret data and identify trends. These analysts may also assist in evaluating investment opportunities, monitoring expenses, and ensuring compliance with financial regulations. Their role bridges the gap between entry-level analysts and senior financial professionals, requiring a solid understanding of financial principles and strong analytical skills.

What is the difference between Intermediate Financial Analyst vs Financial Analyst?

AspectIntermediate Financial AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications like CFA or CPA are commonBachelor's degree; entry-level certifications may be preferred
Work EnvironmentCorporate finance departments, investment firms, or consulting firmsFinancial services, corporate finance, or investment banking
Employer & Industry UsageMid-level role in finance teams, often with some project management responsibilitiesEntry to mid-level role, often the starting point for finance careers

The Intermediate Financial Analyst typically has more experience and responsibilities than a standard Financial Analyst, often handling more complex analysis and contributing to strategic decisions. Both roles require similar educational backgrounds and certifications, but the Intermediate Financial Analyst is positioned as a step above entry-level positions, with greater involvement in financial planning and analysis.

What are the most commonly searched types of Financial Analyst jobs in Appleton, WI? The most popular types of Financial Analyst jobs in Appleton, WI are:
What are popular job titles related to Intermediate Financial Analyst jobs in Appleton, WI? For Intermediate Financial Analyst jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Intermediate Financial Analyst jobs in Appleton, WI look for? The top searched job categories for Intermediate Financial Analyst jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Intermediate Financial Analyst jobs? Cities near Appleton, WI with the most Intermediate Financial Analyst job openings:
Intermediate Financial Analyst jobs near you

Treasury Analyst

Thrivent Financial

Appleton, WI

$73.96K - $100.06K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 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

Thrivent's Treasury team operates in a complex, regulated financial environment that demands seasoned judgment and strategic insight. The Treasury Analyst manages the company's daily liquidity and cash operations by executing and monitoring complex transactions with precision. This is a deadline-driven, team-oriented role which requires the ability to prioritize and ensure accuracy, timeliness, and compliance. This position requires keen skills in analysis and forecasting, problem-solving with banking partners and auditors, and diligent maintenance of internal controls to safeguard the organization's finances.
The role is primarily remote with monthly onsite meetings therefore candidates must reside in or around the Minneapolis, MN or Appleton, WI area.

DUTIES & RESPONSIBILITIES:

  • Manage daily cash operations using the Treasury Management System (TMS). Monitor bank accounts, execute wire/ACH transactions, andmaintainoptimalliquidity positions to meet funding needs requiring judgement and discretion.

  • Execute high-value funds transfers between internal and external bank accounts totaling $1B+ per month requiring accuracy and confidence in decision-making.

  • Optimizeshort-term investments and borrowing bydeterminingdaily financing positions based on cash forecasts, ensuring adequate funds for operations while maximizing returns on any excess cash within policy guidelines.

  • Prepare and analyze cash flow forecasts, perform varianceanalysesand adjust projections as needed to respond to changing conditions using judgement to interpret trends. Present insights from forecasts to Treasury leadership, enabling informed decision-making.

  • Reconcile cash transactions daily. Promptly resolve any discrepancies or exceptions, ensuringaccuratecash accounting and strong internal controls.

  • Drive process improvements:Identifyopportunities to streamline treasury processes and leverage technology to increase efficiency and reduce operational risk.

  • Ensure compliance and controls: Adhere to all internal controls and external regulations.Support audit requests by providing documentation and implementing audit recommendations. Maintain up-to-date process documentation and contribute to business continuity plans to mitigate operational risk.

  • Liaise with external and internal business partners: Work closely with external banks, vendors, and internal partners on complex issues and bank services oftenrequiringdiscretion when addressing confidential information. Act as a point of contact to resolve issues and provide guidance on treasury best practices to internal teams.

  • Coordinate unclaimed property compliance: Ensure unclaimed funds are managedin accordance withstate regulations by coordinating due diligence outreach and filings, in partnership with Legal and Compliance teams.

  • Collaborate on treasury initiatives: Partner with the Assistant Treasurer, Treasury Manager, and other finance colleagues on initiatives tooptimizecash flow processes, improve liquidity management strategies, and strengthen banking relationships.

  • Model Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes.

  • Support an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients.Support a culture thatrepresentsthe Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients.

Regularly communicates with:

  • Individual Contributors withinThrivent;partnerswith andprovidesinput on Treasury-related matters.

  • Managers and Directors withinThrivent;raisesissues andassistsin making recommendations or escalating whereappropriate.

  • External Banks and Auditors

QUALIFICATIONS & SKILLS:

Required:

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Administration or other relatedcourseof study or equivalent workexperience .

  • Minimum3+years experiencein Treasury, Investments or Finance/Accounting.

  • Strong problem-solving skills and attention to detail due to the complexity of the function.

  • Intermediate technical skills in Excel.

  • Strong interpersonal skills and oral and written communication skills to deal effectively with internal and external business partners whether remotely or in person.

  • Individualmust be deadline oriented with excellent organizational skills.

  • Resourcefulness, ability to think logically, work independently to resolve issues, and confidently present findings and recommendations.

Preferred:

  • Preferredcandidatewill have cash management or investments/investment accounting experience in a complex financial services organization or large corporate environment.

  • Experience with accounting practices, processing of financial transactions, banking-related activities, cash flow theory,investmentsand related terminology is strongly preferred.

  • Working knowledge of one ofmoretreasury management systems is highly preferred.

  • Quantitativeskillsincluding financial modelingexperienceisbeneficial.

Additional Information

  • This position requires occasional on-site work in Minneapolis, MN or Appleton, WI corporate offices and offers hybrid/remote flexibility. Candidates must reside in or around the Minneapolis, MN or Appleton, WI area.

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 $73,955.00 - $100,059.00 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.

#Remote

What Thrivent employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply