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Mid Level Financial Analyst Jobs in Appleton, WI

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Strong organizational and follow-through skills Industry Financial Services / Wealth Management / Financial Planning Experience Level Mid-Level to Senior-Level Interview Process * Initial screening

Fluency in English (native or bilingual level) * Detail-oriented * Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management * A ...

Prepare ad hoc financial reports and analysis for senior management and stakeholders. * Provide ... Minimum of college level degree in accounting or finance and CPA certified or candidate preferred.

... level. In your role as an Associated Investment Services Financial Advisor, you will provide ... Using a holistic financial planning approach, assist clients and prospects by analyzing their ...

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Mid Level Financial Analyst information

See Appleton, WI salary details

$36.9K

$84.5K

$113.2K

How much do mid level financial analyst jobs pay per year?

As of Jun 26, 2026, the average yearly pay for mid level financial analyst in Appleton, WI is $84,514.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,100.00 and $106,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Mid Level Financial Analyst, and why are they important?

To thrive as a Mid Level Financial Analyst, strong analytical abilities, a solid understanding of financial principles, and a bachelor’s degree in finance, economics, or a related field are essential. Familiarity with financial modeling, advanced Excel functions, and experience using financial software such as SAP or Oracle are typically required. Exceptional attention to detail, effective communication, and problem-solving skills enable analysts to interpret complex data and present actionable insights. These skills are critical for producing accurate financial reports, supporting sound business decisions, and driving organizational growth.

What are common challenges faced by mid-level financial analysts, and how can they be addressed?

Mid-level financial analysts often encounter challenges such as managing tight deadlines, handling large and complex data sets, and ensuring the accuracy of financial reports. Balancing multiple projects while communicating effectively across departments can also be demanding. To address these challenges, it's helpful to develop strong time management skills, utilize advanced financial software, and seek regular feedback from senior analysts or managers. Building collaborative relationships with colleagues in accounting, operations, and management can also streamline workflows and improve the quality of analysis.

What is the difference between Mid Level Financial Analyst vs Financial Analyst?

AspectMid Level Financial AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications preferredBachelor's degree in finance, economics, or related field; certifications like CFA are common but not always required
Work EnvironmentCorporate finance departments, investment firms, or consulting firmsCorporate, banking, investment, or consulting settings
Employer & Industry UsageUsed across industries for budgeting, forecasting, and financial analysisSimilar usage, often as entry to mid-level roles in finance

The Mid Level Financial Analyst typically has more experience and responsibilities than a Financial Analyst, often involving more complex analysis and decision-making. Both roles require similar educational backgrounds and certifications, and they are commonly found in corporate and financial sectors. The main difference lies in the level of experience and scope of responsibilities.

What are Mid Level Financial Analysts?

Mid Level Financial Analysts are finance professionals who analyze financial data, create reports, and provide insights to help organizations make informed business decisions. They typically have several years of experience and are responsible for budgeting, forecasting, variance analysis, and supporting senior management in strategic planning. Unlike entry-level analysts, they often take on more complex projects, mentor junior staff, and may interact directly with other departments or clients.
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 Mid Level Financial Analyst jobs in Appleton, WI? For Mid Level Financial Analyst jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Mid Level Financial Analyst jobs in Appleton, WI look for? The top searched job categories for Mid Level Financial Analyst jobs in Appleton, WI are:
Debt Capital Markets Analyst - AI Trainer

Debt Capital Markets Analyst - AI Trainer

DataAnnotation

Green Bay, WI • Remote

$50 - $60/hr

Contractor

Posted 11 days ago


Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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