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Junior Financial Operations Analyst Jobs in Appleton, WI

Thrivent Financial

Senior Auditor

Appleton, WI · On-site

$79K - $97K/yr

... analyses and appraisals developed in conjunction with BRM's reviews of financial, operational and ... junior auditors. * Model Thrivent's leadership competencies - Model the Way, Rally the Team, and ...

Prncares

Finance Director

Appleton, WI · On-site

$100 - $125/hr

... financial operations. * Manages and controls cash disbursements through an effective accounts payable system. * Review of financial statements prepared by outside 3rd party includes doing an analysis ...

PRN Home Health & Therapy

Finance Director

Appleton, WI · On-site

... financial operations. * Manages and controls cash disbursements through an effective accounts payable system. * Review of financial statements prepared by outside 3rd party includes doing an analysis ...

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Junior Financial Operations Analyst information

See Appleton, WI salary details

$15

$27

$43

How much do junior financial operations analyst jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for junior financial operations analyst in Appleton, WI is $27.22, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $29.57 per hour, depending on experience, location, and employer.

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 Appleton, WI?

For Junior Financial Operations Analyst jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Junior Financial Operations Analyst jobs in Appleton, WI look for?

The top searched job categories for Junior Financial Operations Analyst jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Junior Financial Operations Analyst jobs?

Cities near Appleton, WI with the most Junior Financial Operations Analyst job openings:

Junior Financial Operations Analyst jobs near you

Credit Analyst Internship - Green Bay, WI (Summer 2027)

Green Bay, WI • On-site

Bank of Montreal
Banking and Credit Intermediation • 5 - 10K employees
Learn more about Bank of Montrealexternal

$50K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 8 days ago

Job description

Application Deadline:
10/09/2026
Address:
310 W Walnut Street
Job Family Group:
Commercial Sales & Service
Internship Start Date: The internship program begins on June 7, 2027, and concludes on August 13, 2027. Due to the structured nature of the program, onboarding activities, and cohort experience, candidates are expected to be available for the full internship term. Availability for the entire program duration is required to successfully participate in the internship.
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
  • Performs financial analysis and calculations and makes recommendations to Manager.
  • Supports portfolio monitoring and compliance, analyses metrics, and assesses industry trends to spot risks and opportunities.
  • Prepares detailed credit summaries to assess creditworthiness and support decision making.
  • Provides content and support for proposals and presentations to capture new business and expand client partnerships.
  • Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
  • Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
  • Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions
  • Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
  • Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
  • Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
  • Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
  • Identifies revenue and cross-selling opportunities to enhance portfolio growth.
  • Identifies share of wallet opportunities.
  • Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
  • Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:
  • Relevant experience in credit or lending instruments or financial operations in a corporate or banking environment is preferred.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • Specialized knowledge.

Foundational level of proficiency:
  • Financial Analysis
  • Loan Structuring
  • Data Analysis Tools
  • Regulatory Compliance
  • Portfolio Management
  • Credit Risk Assessment
  • Banking Operations
  • Microsoft Office
  • Problem Solving
  • Collaboration
  • Detail-Oriented
  • Analytical Thinking

Salary:
$50,000.00 - $100,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

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