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Intermediate Financial Analyst Jobs in Appleton, WI

Berkley

Sales Underwriter

Appleton, WI · On-site

... intermediate-level underwriting analysis, coverage, and pricing skills to evaluate inland marine ... financial stability to guide risk assessments and pricing strategies. • Demonstrate strong ...

Berkley

Sales Underwriter

Appleton, WI

... intermediate-level underwriting analysis, coverage, and pricing skills to evaluate inland marine ... financial stability to guide risk assessments and pricing strategies. • Demonstrate strong ...

Berkley

Sales Underwriter

Appleton, WI

Apply intermediate-level underwriting analysis, coverage, and pricing skills to evaluate inland ... Interpret complex financial data and evaluate financial stability to guide risk assessments and ...

JX Truck Center

Assistant Operations Manager

Neenah, WI

$86K - $108K/yr

Perform financial analysis, establish annual budgets, and develop marketing plans. * Appropriately ... Intermediate computer experience, including collaborative software applications What's In It For ...

Goodwill NCW Jobs

Accounting Manager

Menasha, WI · On-site

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

AdientOne LLC

Principal Systems Engineer

Oshkosh, WI · On-site

DUTIES AND RESPONSIBILITES: • Responsible for elicitation, analysis, and documentation of ... Sales operations, order entry, accounting, finance, procurement, warehouse operations, order ...

The Boldt Company

Payroll Supervisor

Appleton, WI · On-site

$79K - $103K/yr

Intermediate proficiency in Microsoft 365, with strong analytical, organizational, and problem ... with HR, Benefits, Finance, and field teams. Nice to Have * Experience supporting payroll ...

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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 Aug 7, 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 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 key skills and qualifications needed to thrive as an intermediate financial analyst?

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.

Can I get an intermediate financial analyst job with no experience?

While some entry-level financial analyst positions may accept candidates with little or no experience, an intermediate financial analyst role typically requires prior experience in financial analysis, data interpretation, or related tasks. Developing skills in Excel, financial modeling, and obtaining relevant certifications like CFA can improve chances, but most employers expect candidates to have some professional background in finance or related fields.

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 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:
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Intermediate Financial Analyst jobs near you
Infographic showing various Intermediate Financial Analyst job openings in Appleton, WI as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $83,854 per year, or $40.3 per hour.

Sales Underwriter

Berkley

Appleton, WI • On-site

Other

Posted 22 days ago

Job description

Company Details
Berkley Fire & Marine Underwriters
Berkley Fire & Marine Underwriters was launched in 2013 and is a W. R. Berkley operating unit offering preferred inland marine and related property risks and services. Headquartered in Chicago, Berkley Fire & Marine Underwriters serves customers throughout the United States, both regionally and nationwide. With the ability to craft customized terms, we provide the most effective protection for those in the construction, logistics, manufacturing and transportation industries.
The Company is an equal employment opportunity employer.
Responsibilities
The Sales Underwriter builds and maintains relationships within an assigned territory, drives written premium growth, and maintains renewal retention goals while delivering a high degree of customer satisfaction. This role applies underwriting, sales, and distribution management skills to manage an overall book of business and achieve profitability goals.
• Apply intermediate-level underwriting analysis, coverage, and pricing skills to evaluate inland marine and related property risks.
• Assess intricate risks across various industries using historical data and industry trends to make informed underwriting decisions.
• Develop comprehensive risk management plans for accounts and territories.
• Interpret complex financial data and evaluate financial stability to guide risk assessments and pricing strategies.
• Demonstrate strong knowledge of loss prevention tactics and collaborate with risk engineering professionals to develop loss prevention programs and risk mitigation solutions.
• Develop complex policies that balance comprehensive coverage with accurate pricing through effective utilization of endorsements and specialized coverage options.
• Align coverages offered with appropriately developed coverage terms, limits, and pricing based on a strong understanding of all coverage components.
• Apply intermediate-level underwriting process and compliance skills to ensure adherence to company standards and regulatory requirements.
• Coordinate tasks by engaging appropriate internal and external stakeholders at the right time to deliver optimal outcomes.
• Operate with a continuous improvement mindset and offer suggestions for process efficiencies.
• Maintain knowledge of insurance laws and regulations to ensure policies meet legal requirements and provide guidance on complex compliance issues.
• Create detailed and organized documentation that clearly outlines underwriting decisions.
• Apply intermediate-level sales acumen in account service, account management, cross-selling, business development, and marketing strategy and positioning.
• Conduct negotiations, prospecting and qualifying, solution development, and competitive analysis to drive profitable growth.
• Apply intermediate-level distribution management skills to manage agency relationships and submission flow.
• Build strong relationships with agency partners to drive profitable submissions and foster long-term partnerships.
• Prepare for and conduct effective agency review meetings that support the goals of Berkley Fire & Marine Underwriters and its agency partners.
Qualifications
Qualifications:
• 2-5 years of inland marine insurance underwriting experience.
• Ability to work independently in an entrepreneurial environment.
• Intermediate-level underwriting analysis, coverage, and pricing skills.
• Intermediate-level underwriting process and compliance skills.
• Intermediate-level distribution management skills.
• Intermediate-level sales acumen.
• Intermediate-level skills in collaboration, customer focus, personal growth, innovation, critical thinking, and accountability.
• Proficiency in underwriting analysis, coverage analysis, and pricing analysis.
• Skills in underwriting process management and regulatory compliance.
• Experience in distribution management, sales, account management, business development, and relationship management.
• Strong negotiation, prospecting and qualifying, risk assessment, and financial analysis capabilities.
• Demonstrated critical thinking, customer focus, collaboration, innovation, and accountability.
Education Requirement
• College degree or equivalent job-related experience.
Additional Company Details
We do not accept unsolicited resumes from third party recruiting agencies or firms.
Additional Requirements
Location and Travel:
• Primary location Appleton, WI.
Sponsorship Details
Sponsorship not Offered for this Role

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