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Senior Finance Associate Jobs in Appleton, WI (NOW HIRING)

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work ... Senior-Level Interview Process * Initial screening * Client interview * Final discussion with ...

Grant Thornton

Audit Senior Associate

Appleton, WI · On-site

$79K - $97K/yr

As an Audit Senior Associate, you'll listen to learn about your client's operations, processes ... Planning, executing and completing financial statement audits while managing the budget; performing ...

Grant Thornton

Audit Senior Associate

Appleton, WI · On-site

$79K - $97K/yr

As an Audit Senior Associate, you'll listen to learn about your client's operations, processes ... Planning, executing and completing financial statement audits while managing the budget; performing ...

Grant Thornton

Audit Senior Associate

Appleton, WI

$79K - $97K/yr

As an Audit Senior Associate, you'll listen to learn about your client's operations, processes ... Planning, executing and completing financial statement audits while managing the budget; performing ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

Senior Staff Accountant TMS Financial is dedicated to being the premier provider of comprehensive ... Bachelor's or Associate's degree in Accounting, Business, Finance, or related field ...

TMS Financial

Senior Staff Accountant

Green Bay, WI

$28 - $39/hr

Senior Staff Accountant TMS Financial is dedicated to being the premier provider of comprehensive ... Bachelor's or Associate's degree in Accounting, Business, Finance, or related field ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

Salary: $28-$39/hr Senior Staff Accountant TMS Financial is dedicated to being the premier provider ... Bachelors or Associates degree in Accounting, Business, Finance, or related field Responsibilities:

Schneider

Senior Software Engineer

Green Bay, WI · On-site

$119K - $157K/yr

Work with other IT associates throughout the full software development life cycle. * Coach and lead ... Strong functional and technical knowledge in Oracle Fusion modules (e.g., Financials, HCM)

Schneider

Senior Solutions Analyst

Green Bay, WI · On-site

$85K - $113K/yr

Collaborate with operations, sales, pricing, lead generation, finance and purchasing teams to ... This diversity and openness ensures all associates have equal access to opportunities and resources ...

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Senior Finance Associate information

What are the key skills and qualifications needed to thrive as a Senior Finance Associate, and why are they important?

To thrive as a Senior Finance Associate, you need strong analytical abilities, advanced knowledge of financial principles, and a relevant degree such as finance, accounting, or economics, often complemented by several years of experience. Proficiency in financial modeling, Microsoft Excel, ERP systems (like SAP or Oracle), and certifications such as CPA or CFA are commonly expected. Excellent attention to detail, problem-solving skills, and effective communication are vital soft skills for collaborating with teams and presenting financial insights. These skills and qualities are crucial for ensuring accurate financial reporting, strategic planning, and supporting informed business decisions.

What is the difference between Senior Finance Associate vs Financial Analyst?

AspectSenior Finance AssociateFinancial Analyst
Required CredentialsBachelor's degree in Finance, Accounting, or related field; relevant certificationsBachelor's degree in Finance, Economics, or related; often advanced certifications preferred
Work EnvironmentCorporate finance teams, accounting departments, financial services firmsInvestment firms, corporate finance, consulting
Employer & Industry UsageUsed in finance departments for supporting financial operationsUsed for analyzing financial data, forecasting, and investment decisions

While both roles require a finance background and similar credentials, Senior Finance Associates focus on supporting financial operations within organizations, whereas Financial Analysts primarily analyze data to guide investment and business decisions. The roles often overlap but differ in focus and responsibilities.

What are the most common challenges faced by a Senior Finance Associate, and how can they be addressed?

Senior Finance Associates often encounter challenges such as managing tight deadlines during reporting cycles, navigating complex financial regulations, and handling large data sets for analysis. To address these, it's important to prioritize tasks, stay updated on regulatory changes, and leverage financial software for efficiency. Collaborating closely with cross-functional teams, such as accounting and operations, also helps in ensuring accuracy and timely completion of deliverables. Proactive communication and continuous professional development are key to overcoming these challenges and excelling in the role.

What are Senior Finance Associates?

Senior Finance Associates are experienced financial professionals who support an organization's financial planning, analysis, and reporting activities. They often assist with budgeting, forecasting, financial modeling, and preparing management reports. In addition, they may help ensure compliance with financial regulations, analyze financial data to inform business decisions, and work closely with other departments or senior management. Their role typically requires strong analytical skills, attention to detail, and a thorough understanding of accounting principles.
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Senior Finance Associate jobs near you

Senior ESOP Administration Consultant

Transition Finance Strategies LLC

Appleton, WI • On-site, Remote

$80K - $145K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Job Type
Full-time
Description
Where Technical Expertise Meets Purpose-Driven Impact
Use your ESOP expertise to help employees across the country build financial independence.
At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees to take ownership of their financial futures.
We're proud to be one of the top ESOP administration firms in the nation, serving a wide range of businesses that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team works together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.
About Blue Ridge Associates
We are a professional services firm providing third-party retirement plan administration services to companies that sponsor ESOPs, 401(k), and other qualified retirement plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA, and Maple Grove, MN - but our clients span the country. We are one of the top two firms nationwide for ESOP recordkeeping and administration, and we continue to expand our services in 401(k), defined benefit, and cash balance plans.
That's Where You Come in as a Senior ESOP Administration Consultant
Blue Ridge Associates is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert and trusted resource for both clients and teammates.
As a Senior Consultant, you will be primarily responsible for:
  • Administering a caseload of complex ESOP clients
  • Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping
  • Preparing and reviewing government filings (e.g., Form 5500)
  • Serving as the main point of contact for client communication
  • Reviewing plan documents and resolving technical questions
  • Supporting and mentoring junior team members
  • Participating in special projects or initiatives as needed

What We're Looking for in a Senior ESOP Administration Consultant
The ideal candidate will be:
  • Experienced in ESOP administration and compliance
  • Technically proficient and detail-oriented
  • Self-motivated with the ability to manage a full caseload independently
  • Skilled at building strong client relationships
  • Comfortable working in a fast-paced, collaborative environment

Requirements
  • Bachelor's degree required (Accounting, Finance, Math, or Economics preferred)
  • 10+ years of experience working specifically with ESOPs
  • Strong knowledge of ESOP-related compliance testing, including 409(p)
  • Experience in plan review and technical interpretation
  • QPA or QKA certification preferred or in progress
  • Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word
  • Excellent communication, time management, and problem-solving skills
  • Ability to work more than 40 hours per week during peak times
  • Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.

Why You'll Love Working Here as a Senior ESOP Administration Consultant
You'll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA/FSA with company contribution
  • Generous PTO for vacation, holidays, and parental leave
  • Support for professional development, certifications, and association dues
  • A collaborative and inclusive company culture: virtual happy hours, birthday celebrations, and annual gatherings
  • Employee-led committees and opportunities to participate in charitable initiatives and internal projects

Join Us as We Build Wealth for Generations
Everything we do is driven by our vision:
We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
We live by our values every day:
  • Precision - Accurate records, timely and error-free service
  • Efficacy - Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy - Supporting regulatory changes that benefit employers and employees
  • Collaboration - Trusted partners to clients, advisors, and teammates
  • Excellence - Proactive, personalized, high-touch service in all we do

This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.
Apply now and make a career out of making a difference!
Blue Ridge is committed to equal pay and pay transparency.
We are currently open to hiring at both the Senior ESOP Administration Consultant I and Senior ESOP Administration Consultant II levels. As this job posting spans multiple levels, the listed pay range reflects the full scope of potential qualifications.
The annual base salary range for this position is $80,000 - $145,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline.
Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.
Equal Opportunity Employer
Must be authorized to work in the US.
Salary Description
$80,000 - $145,000

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