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

EDCi

Contracts Manager

Appleton, WI · Remote

$91K - $121K/yr

Remote EDCi provides infrastructure and call center technology services and solutions to clients ... Collaborate with internal stakeholders, sales, professional services, finance, information ...

EDCi

Contracts Manager

Appleton, WI · On-site +1

$86K - $116K/yr

Remote EDCi provides infrastructure and call center technology services and solutions to clients ... Collaborate with internal stakeholders, sales, professional services, finance, information ...

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All JobsFinancial Analyst JobsRemote Financial Analyst JobsRemote Financial Analyst Jobs in Appleton, WI

Remote Financial Analyst information

See Appleton, WI salary details

$37.6K

$86K

$115.1K

How much do remote financial analyst jobs pay per year?

As of Aug 16, 2026, the average yearly pay for remote 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 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.

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 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 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.

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.
More about Remote Financial Analyst jobs

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

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Remote Financial Analyst jobs near you
Infographic showing various Remote Financial Analyst job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $85,972 per year, or $41.3 per hour.

Senior Accountant / Client Advisory Services (CAS)

KerberRose S.C.

Green Bay, WI • Remote

$72K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Description

We are seeking a detail-oriented and client-focused Senior Accountant to join our Client Advisory Services (CAS) team. In this role, you will provide high-quality accounting, financial reporting, and advisory support to a diverse portfolio of clients. Working closely with Controllers and client leadership, you will prepare financial statements, perform complex accounting functions, analyze financial results, and help clients improve their financial operations. The ideal candidate is technically proficient, highly organized, and enjoys building strong client relationships while contributing to a collaborative team environment.


Key Responsibilities

  • Prepare and review monthly journal entries, account reconciliations, and general ledger activity to ensure accuracy and completeness.
  • Assist with monthly, quarterly, and annual financial close processes while meeting established deadlines.
  • Prepare accurate and timely financial statements, management reports, and supporting schedules in accordance with GAAP, income tax and/or modified cash basis.
  • Analyze financial results, identify trends and variances, and provide recommendations to improve financial performance.
  • Support budgeting, forecasting, cash flow analysis, and other financial planning activities.
  • Assist Controllers with maintaining effective internal controls and implementing process improvements to enhance efficiency and accuracy.
  • Prepare audit schedules and supporting documentation while coordinating requests from external auditors.
  • Build and maintain positive working relationships with clients by responding promptly to accounting questions and providing exceptional client service.
  • Maintain a thorough understanding of each client's business operations, accounting policies, and applicable accounting standards.
  • Assist with onboarding new clients, documenting accounting processes, and implementing best practices.
  • Utilize cloud-based accounting platforms, including QuickBooks Online, Bill.com, NetSuite, and other financial management systems.
  • Manage multiple client engagements simultaneously while maintaining exceptional attention to detail and meeting deadlines.


Requirements

  • Bachelor's degree in Accounting or a related field (or an equivalent combination of education and relevant experience).
  • CPA license or CPA candidate preferred.
  • 3-6+ years of progressive accounting experience in public accounting, Client Advisory Services (CAS), or corporate accounting.
  • Experience preparing financial statements, account reconciliations, journal entries, and management reporting.
  • Working knowledge of GAAP and financial reporting requirements.
  • Experience supporting audits and preparing audit workpapers.
  • Proficiency with Microsoft Excel and cloud-based accounting systems such as QuickBooks Online, Bill.com, NetSuite, or similar ERP platforms.
  • Strong analytical, organizational, problem-solving, and communication skills.
  • Ability to manage multiple priorities while delivering high-quality client service in a fast-paced environment.
  • Public accounting experience within a CAS or outsourced accounting practice.
  • Experience with budgeting, forecasting, KPI reporting, and financial analysis.
  • Experience training or mentoring junior accounting staff.
  • Continuous improvement mindset with a passion for leveraging technology to improve accounting processes.


Culture and Core Values:

KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:


Honesty

Integrity

Respect

Balanced Life

Community Oriented


Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.



Benefits:

Mentorship and Talent Development Program Opportunities

Continuing Professional Education

Paid Time Off and Holidays

Employer Matching 401(K) & Profit Sharing Plan

Financial incentive for CPA and Enrolled Agent designations

Health, Dental, Vision, and Life Insurance

Flex Spending Account/Section 125 Plan

Health Care Reimbursement Account

Short-Term and Long-Term Disability

Wellness Reimbursement and Programs

Student Loan Repayment Program

Business Development Incentives


KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.

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