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Remote Financial Analyst Jobs in Appleton, WI (NOW HIRING)

Senior Auditor, CPA

Green Bay, WI ยท On-site +1

$85K - $115K/yr

Analyze accounting records and financial data * Ensure engagements are completed efficiently and in ... Remote and flexible work options * Comprehensive benefits package * Family-friendly scheduling

S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... While this position is mostly remote, team members must be within 50 miles of a Baker Tilly office ...

Perform engineering calculations, system evaluations, equipment sizing, and technical analyses to ... Support construction, commissioning, checkout, and startup activities through onsite and remote ...

Location: 2020 S Webster Ave, Green Bay, WI 54301 | Remote eligibility with occasional travel ... Strong analytical skills with experience using data visualization and reporting tools such as Epic ...

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Remote Financial Analyst information

See Appleton, WI salary details

$36.6K

$83.9K

$112.3K

How much do remote financial analyst jobs pay per year?

As of Sep 6, 2026, the average yearly pay for remote financial analyst in Appleton, WI is $83,854.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,600.00 and $105,200.00 per year, depending on experience, location, and employer.

What is a remote financial analyst?

A Remote Financial Analyst is a finance professional who performs analysis, forecasting, and reporting on financial data for organizations while working from a location outside of a traditional office environment. They use digital tools to analyze financial statements, create reports, and provide recommendations to management. Remote Financial Analysts often collaborate with teams virtually, making strong communication and self-motivation important skills for the role. This job allows for flexibility and can be performed from various locations, as long as there is reliable internet access.

What does a remote financial analyst do?

As a remote financial analyst, your duties are to review accounting, budget, and financial statements, research market positions and economic data, and recommend courses of action based on your analysis. Remote financial analysts can work in a number of fields, including commercial banking, investment banking, wealth management, financial planning, real estate, insurance, and accounting. Your specific responsibilities depend on the industry in which you work. Because you work from home, you need to have strong technical skills and reliable internet access.

What are the key skills and qualifications needed to thrive as a remote financial analyst?

To thrive as a Remote Financial Analyst, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Proficiency in tools like Microsoft Excel, financial analysis software, and sometimes certifications such as CFA or CPA are typically required. Excellent communication, self-motivation, and time management are critical soft skills for effectively working remotely and presenting findings to stakeholders. These skills are vital for producing accurate financial insights, supporting business decisions, and maintaining productivity in a remote environment.

How does a remote financial analyst typically collaborate with other teams while working offsite?

Remote Financial Analysts often leverage digital communication tools such as video conferencing, instant messaging, and shared cloud platforms to collaborate effectively with colleagues in finance, accounting, and other departments. Regular virtual meetings are common for discussing financial reports, forecasts, and strategic recommendations. Building strong relationships remotely requires proactive communication and clear documentation to ensure alignment on objectives and deadlines. Many organizations also use project management software to track progress and facilitate transparency across teams.

What is the difference between Remote Financial Analyst vs Remote Financial Advisor?

AspectRemote Financial AnalystRemote Financial Advisor
CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonRequires a degree in finance, economics, or related; certifications like CFP or Series 7 are often needed
Work EnvironmentUsually employed by corporations, banks, or investment firms; performs analysis remotely or in-officeOften employed by advisory firms or independently; interacts with clients remotely or in person
Industry UsageCommon in finance, banking, investment firmsCommon in wealth management, financial planning, investment advisory

Remote Financial Analysts focus on analyzing financial data to support investment decisions, while Remote Financial Advisors provide personalized financial planning and advice to clients. Both roles require finance-related credentials and often operate remotely, but their primary functions and client interactions differ.

How much do remote financial analysts make?

Remote financial analysts typically earn between $60,000 and $85,000 annually, with salaries varying based on experience, industry, and location. Senior analysts or those with specialized skills and certifications can earn over $100,000 per year. Many roles also offer bonuses and remote work benefits.

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 job categories do people searching Remote Financial Analyst jobs in Appleton, WI look for?

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

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

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

Infographic showing various Remote Financial Analyst job openings in Appleton, WI as of August 2026, with employment types broken down into 58% Full Time, and 42% Temporary. Highlights an 100% Remote job distribution, with an average salary of $83,854 per year, or $40.3 per hour.

Senior Auditor, CPA

Wertz & Associates

Green Bay, WI โ€ข On-site, Remote

$85K - $115K/yr

Full-time

Posted 5 days ago


Job description

Senior Auditor, CPA Audit & Assurance | Client Advisory | Career Advancement | Exceptional Work-Life Balance

Compensation: $85,000–$115,000 Base + Performance Bonus + Career Growth Opportunity

Location: Green Bay, Wisconsin
Schedule: Flexible Hybrid

Our client, a highly respected CPA and advisory firm with a history dating back to 1947, is seeking an experienced Senior Auditor to join its growing Assurance team in Green Bay.

This is more than a traditional audit role.

It's an opportunity to work directly with business owners, nonprofit organizations, municipalities, management teams, and organizational leaders while helping deliver high-quality audit, review, and assurance services. You'll play a visible role within the firm's Assurance practice while developing trusted client relationships, mentoring staff, and gaining exposure to a diverse portfolio of engagements.

As the firm continues to grow, leadership remains committed to providing professionals with meaningful career opportunities, strong mentorship, flexibility, and a culture that values both professional success and personal well-being.

If you're looking for a role that provides technical growth, client interaction, leadership development, and long-term advancement opportunities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $85,000–$115,000 base salary
  • Annual performance bonus opportunity
  • Flexible and family-friendly work environment
  • Remote work options available
  • Strong emphasis on work-life balance
  • Exposure to diverse industries and engagement types
  • Leadership and mentoring opportunities
  • Ongoing education and professional development
  • Clear path toward Audit Manager and firm leadership
  • Collaborative, team-oriented culture
  • Long-standing client relationships and strong community reputation

Exceptional candidates with municipality, nonprofit, employee benefit plan, or specialized assurance experience may be considered above the posted compensation range.

About the Firm

Founded in 1947, our client has built a reputation as one of Wisconsin's most respected accounting and advisory firms.

The firm provides a comprehensive suite of services including:

  • Audit & Assurance
  • Reviews & Compilations
  • Tax Planning & Compliance
  • Outsourced Accounting
  • Business Advisory Services
  • Financial Consulting

With multiple offices throughout Wisconsin and a loyal client base developed over decades, the firm continues to experience steady growth while maintaining a culture centered on relationships, flexibility, and professional development.

Their philosophy is simple: invest in people, serve clients exceptionally well, and create long-term career opportunities.

The Opportunity

As a Senior Auditor, you'll take an active role in planning, executing, and completing audit engagements while working directly with managers, principals, and client leadership teams.

You'll gain significant exposure to:

  • Financial Statement Audits
  • Reviews & Compilations
  • Risk Assessment & Internal Controls
  • GAAP Financial Reporting
  • Nonprofit Organizations
  • Municipal Audits
  • Employee Benefit Plan Audits
  • Client Advisory Services
  • Team Collaboration & Leadership

This role is ideal for a professional seeking greater client responsibility and leadership opportunities while continuing to expand technical expertise.

Key Responsibilities Audit & Assurance Engagements
  • Execute audit, review, and assurance engagements from planning through completion
  • Manage engagement budgets, timelines, and fieldwork activities
  • Prepare and review financial statements and supporting documentation
  • Analyze accounting records and financial data
  • Ensure engagements are completed efficiently and in accordance with professional standards
Technical Accounting & Financial Reporting
  • Apply GAAP, cash basis, tax basis, and other specialized accounting frameworks
  • Evaluate accounting policies and financial reporting practices
  • Research technical accounting and audit matters
  • Assist in identifying and resolving complex financial reporting issues
  • Maintain current knowledge of accounting and auditing standards
Client Relationship Management
  • Build and strengthen relationships with clients
  • Communicate engagement progress, findings, and recommendations effectively
  • Assist clients with accounting and reporting challenges
  • Deliver exceptional client service throughout the engagement lifecycle
  • Become a trusted resource for client management teams
Risk Assessment & Problem Solving
  • Identify risks and areas for operational improvement
  • Recommend practical solutions and best practices
  • Assist clients in strengthening internal controls
  • Evaluate financial reporting processes and procedures
Team Collaboration
  • Work closely with audit managers, principals, and engagement teams
  • Assist in mentoring and supporting staff accountants
  • Contribute to a collaborative and high-performing team culture
  • Support firm growth initiatives and special projects as needed
Qualifications Required
  • Bachelor's Degree in Accounting, Finance, or related field
  • Active CPA license
  • 5+ years of public accounting audit experience
  • Strong knowledge of GAAP and financial reporting standards
  • Excellent verbal and written communication skills
  • Strong analytical and organizational abilities
  • Ability to manage multiple priorities and deadlines
    Who Thrives Here?

    The ideal candidate:

    • Enjoys working directly with clients
    • Takes pride in delivering high-quality assurance services
    • Wants meaningful leadership responsibilities
    • Enjoys solving accounting and financial reporting challenges
    • Values professional development and lifelong learning
    • Appreciates flexibility and work-life balance
    • Seeks a long-term career path within public accounting
    Benefits
    • Competitive compensation package
    • Annual performance bonus opportunities
    • Remote and flexible work options
    • Comprehensive benefits package
    • Family-friendly scheduling
    • Continuing education support
    • CPA and professional development assistance
    • Leadership development opportunities
    • Career advancement pathways
    • Collaborative and supportive team environment
    • Strong work-life balance culture
    What Makes This Opportunity Different?

    Many audit roles focus solely on execution.

    This opportunity offers something more.

    You'll have the chance to work closely with clients, contribute directly to engagement success, mentor developing professionals, and build a long-term career within a firm that genuinely invests in its people. Leadership encourages continuous learning, relationship building, and professional growth while maintaining a culture that respects personal commitments and life outside of work.

    About Our Client

    Our client is a well-established CPA and advisory firm that has served Wisconsin businesses, nonprofit organizations, municipalities, and individuals since 1947. Through a commitment to exceptional client service, technical excellence, and employee development, the firm continues to grow while maintaining the collaborative and family-oriented culture that has defined its success for generations.

    Professionals benefit from meaningful client relationships, leadership accessibility, challenging engagements, and opportunities for long-term growth within a firm that values both career success and personal fulfillment.

    If you're a Senior Auditor seeking challenging work, leadership opportunities, work-life balance, and a clear path for advancement, we'd love to speak with you confidentially.