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Junior Financial Operations Analyst Jobs in Wisconsin

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Junior Financial Operations Analyst information

What does a junior financial operations analyst do?

A Junior Financial Operations Analyst supports the finance team by analyzing financial data, preparing reports, and monitoring transactions to ensure accuracy and compliance. They assist with budgeting, forecasting, and identifying discrepancies or trends in financial records. Additionally, they often collaborate with other departments to streamline financial processes and help implement improvements. This entry-level role is ideal for individuals looking to gain experience in financial analysis and operations within a business setting.

What are the key skills and qualifications needed to thrive as a junior financial operations analyst, and why are they important?

To thrive as a Junior Financial Operations Analyst, you need strong analytical skills, attention to detail, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial software like Excel, ERP systems, and possibly certifications such as CFA Level I or FMVA are often required. Excellent communication, time management, and problem-solving abilities help you collaborate effectively and adapt in a dynamic environment. These abilities are crucial for ensuring accurate financial reporting, effective process management, and supporting the organization's overall financial health.

What are some common challenges a junior financial operations analyst may face during their first year, and how can they be overcome?

Junior Financial Operations Analysts often encounter challenges such as managing large volumes of financial data, adapting to new financial systems, and meeting tight reporting deadlines. To overcome these, it's important to develop strong attention to detail, leverage available training resources on company software, and communicate proactively with team members to clarify expectations. Building relationships with senior analysts and seeking feedback can help accelerate learning and ease the transition into the role.

What is the difference between Junior Financial Operations Analyst vs Financial Analyst?

AspectJunior Financial Operations AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications like CFA or CPA are a plusBachelor's degree; often more advanced certifications or experience preferred
Work EnvironmentEntry-level, operational focus, supporting finance teams in daily tasksAnalytical, strategic focus, preparing reports and financial modeling
Employer & Industry UsageCommon in finance departments of corporations, banks, and financial servicesUsed across industries for financial planning, investment analysis, and reporting

The Junior Financial Operations Analyst primarily handles operational tasks and supports daily financial processes, while the Financial Analyst focuses on analyzing financial data, creating reports, and strategic planning. Both roles require similar educational backgrounds, but the Financial Analyst role typically demands more experience and analytical skills.

What are popular job titles related to Junior Financial Operations Analyst jobs in Wisconsin?

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What job categories do people searching Junior Financial Operations Analyst jobs in Wisconsin look for?

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What cities in Wisconsin are hiring for Junior Financial Operations Analyst jobs?

Cities in Wisconsin with the most Junior Financial Operations Analyst job openings:

Junior Financial Operations Analyst jobs near you

Financial Analyst

Timothy Jon & Associates

Milwaukee, WI

Full-time

Re-posted 6 days ago

Job description

We are seeking a motivated and detail-oriented Junior Finance Analyst to support the financial management with construction and capital projects across our national real estate portfolio.

This is a great opportunity for someone early in their career who is interested in gaining hands-on experience in construction finance, project accounting, and real estate operations. You will work closely with both the Accounting and Construction teams to help manage the construction draw process and keep projects running smoothly from a financial perspective. This position will report directly to the CFO

Key Responsibilities:

  • Assist with the construction draw process across multiple active projects
  • Review draw packages to ensure required documentation is complete
  • Help track and collect lien waivers from contractors, subcontractors, and suppliers
  • Follow up with vendors and internal teams to gather missing information
  • Support coordination between Accounting and Construction teams
  • Maintain organized records of draw packages, waivers, and project documentation
  • Assist with tracking project budgets and costs
  • Support reporting and general administrative tasks related to project finances
  • Learn and assist in improving internal processes over time
  • Manage the reserve tracker to ensure that draws are submitted and received timely

What Success Looks Like:

  • Timely and accurate support of the construction draw process
  • Organized and complete project documentation
  • Strong communication and follow-up with internal teams and vendors
  • Continued learning and development within the role

Qualifications:

  • 0–3 years of experience in finance, accounting, construction, or a related field
  • Strong attention to detail and organizational skills
  • Willingness to learn and take on new responsibilities
  • Comfortable working with multiple teams and priorities
  • Basic proficiency in Microsoft Excel

Preferred (but not required):

  • Bachelor's degree in Finance, Accounting, Business, Construction Management, or related field preferred (or equivalent experience)
  • Exposure to construction, real estate, or property management environments
  • Familiarity with construction billing, pay applications, or lien waivers
  • Yardi Expereince

Compensation & Benefits:

  • Competitive salary based on experience
  • Performance-based bonus opportunity
  • Comprehensive benefits package including company paid health care
  • Free breakfast and lunches
  • On-site fitness center

Why:
This role offers a strong entry point into construction finance and real estate, with the opportunity to learn directly from experienced Accounting and Construction professionals. You will gain exposure to real projects, build valuable skills, and grow within a fast-paced and collaborative environment.