1

Senior Financial Modeling Freelance Jobs in Appleton, WI

Senior Cost Engineer

Oshkosh, WI · On-site

$73K - $117K/yr

The Senior Cost Engineer is responsible for developing, validating, and managing product and ... Proficiency in Excel and financial modeling * Experience working with ERP/MRP systems * Ability to ...

Senior Cost Engineer

Oshkosh, WI · On-site

$73K - $117K/yr

The Senior Cost Engineer is responsible for developing, validating, and managing product and ... Proficiency in Excel and financial modeling * Experience working with ERP/MRP systems * Ability to ...

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate ... Senior-Level Interview Process * Initial screening * Client interview * Final discussion with ...

Senior Auditor

Appleton, WI · Hybrid

$79K - $97K/yr

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a ... Model Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes by ...

next page

Showing results 1-20

Senior Financial Modeling Freelance information

What is the difference between Senior Financial Modeling Freelance vs Financial Analyst?

AspectSenior Financial Modeling FreelanceFinancial Analyst
CredentialsTypically requires advanced Excel, financial modeling certifications, and experienceBachelor's degree in finance, accounting, or related field; certifications like CFA are common
Work EnvironmentIndependent, project-based, remote or client-siteFull-time or part-time in corporate finance departments or investment firms
Employer & Industry UsageFreelance platforms, consulting firms, startups, financial servicesCorporations, banks, investment firms, government agencies

Senior Financial Modeling Freelance professionals focus on creating complex financial models for clients on a project basis, often working independently. Financial Analysts typically work within organizations analyzing data regularly to support decision-making. While both roles require strong financial skills, freelancers have more flexibility and focus on specific projects, whereas analysts are embedded in company teams with ongoing responsibilities.

What job categories do people searching Senior Financial Modeling Freelance jobs in Appleton, WI look for? The top searched job categories for Senior Financial Modeling Freelance jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Senior Financial Modeling Freelance jobs? Cities near Appleton, WI with the most Senior Financial Modeling Freelance job openings:
Infographic showing various Senior Financial Modeling Freelance job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Sr. Financial Planning Analyst

U.S. Venture, Inc.

Appleton, WI • On-site

$83K - $103K/yr

Full-time

Re-posted 16 days ago


U.S. Venture rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

87th of 415 rated retail wholesalers


Job description

POSITION SUMMARY
The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, advising analysts, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions.
In addition to core responsibilities, this role is expected to operate as a modern professional - leveraging data, technology, and AI to transform processes. The Senior Financial Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across workstreams, both individually and for the broader team.
JOB RESPONSIBILITIES
Essential Job Responsibilities:
  • Perform detailed financial analysis to support strategic decision-making.

  • Advise and mentor junior analysts, providing guidance and support.

  • Build and maintain complex financial models to forecast and analyze financial performance.

  • Participate in strategic planning activities, offering insights and recommendations.

  • Ensure compliance with company policies, accounting standards, and regulatory requirements.

  • Support budgeting and forecasting processes, providing detailed analysis and insights.

  • Maintain accurate and organized financial records.

  • Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders

  • Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows - driving greater accuracy and efficiency.

  • Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times.

  • Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities.

Additional Job Responsibilities:
  • Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit

  • Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization

  • Continuously learn and develop self professionally

  • Support corporate efforts for safety, government compliance, and all other company policies & procedures

  • Perform other related duties as required and assigned

QUALIFICATIONS
Required:
  • Bachelor's degree in Accounting, Finance, or a related field.
  • 4 - 7 years of experience in financial planning and analysis or a related field.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Excel and other financial software.
  • Good organizational and time management skills.
  • Ability to work independently and as part of a team.
  • Strong attention to detail and accuracy.
  • Effective communication and presentation skills.
  • Demonstrated leadership abilities and strategic thinking.

Preferred:
  • Additional certifications (e.g., CFA, CPA).

DIVISION:
Corporate
U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture's sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.
99-00-810-8141

What U.S. Venture employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom