Financial Analyst Jobs in Oak Creek, WI
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
- Pleasant Prairie, WI (24 miles from Oak Creek, WI)
- 3 days ago
- Pleasant Prairie, WI (24 miles from Oak Creek, WI)
- 3 days ago
JOB REQUIREMENTS: Senior Investment Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Take the lead in shaping Uline\'s investment strategy! As a Senior Investment...
Experienced Investment Banking Analyst - Industrial (Milwaukee, WI)
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 4 days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 4 days ago
Experienced Investment Banking Analyst Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations, entrepreneurs, private equity and...
- Pewaukee, WI (23 miles from Oak Creek, WI)
- 5 days ago
- Pewaukee, WI (23 miles from Oak Creek, WI)
- 5 days ago
Be Yourself. Build Your Career. Be Exceptional Together. At Werner Electric Supply, we're more than an electrical distributor - we're a community that empowers people to grow, innovate, and truly...
Senior Research & Portfolio Analyst
- Wauwatosa, WI (13 miles from Oak Creek, WI)
- 24 days ago
- Wauwatosa, WI (13 miles from Oak Creek, WI)
- 24 days ago
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the...
Investment Analyst - Private Debt & Equity
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 30+ days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 30+ days ago
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment...
Senior Investment Advisor - PNC Private Bank
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 60+ days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 90+ days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 90+ days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship...
Demographic Data for Oak Creek, WI
Moving to Oak Creek, WI? Find some basic demographic data about Oak Creek, WI below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Oak Creek, WI
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Oak Creek, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Implementation
- Acquisitions
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Quantitative Analysis
- Fixed Income
- Venture Capital
- Bloomberg Terminal
- Lease Accounting
- Cash Forecasting
- Private Banking
- Treasury
- Financial Services
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Variance Analysis
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Business Administration
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Decision Making
- Accounting
- Auditing
- Written Communication
- Data Analysis
- Budgeting
- Collaboration
- Documentation
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Reporting
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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