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.
Financial Services Analyst (Group Benefits Admin)
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 7 days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 7 days ago
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
Senior Investment Advisor - PNC Private Bank Senior Investment Advisor - PNC Private Bank
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 7 days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 7 days ago
Senior Investment Advisor - PNC Private Bank PNC Financial Services Group 3.6 ( ) Milwaukee, WI Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in...
Financial Services Analyst, Financial Services (Group Benefits)
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 8 days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 8 days ago
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
Associate Management and Budget Analyst
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 9 days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 9 days ago
The Milwaukee Metropolitan Sewerage District (MMSD) is a regional governmental agency that serves 1.1 million people in the greater Milwaukee area. MMSD provides water reclamation, flood...
- Menomonee Falls, WI (21 miles from Oak Creek, WI)
- 45+ days ago
- Menomonee Falls, WI (21 miles from Oak Creek, WI)
- 45+ days ago
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses....
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 45+ days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 45+ days ago
The Company WE ARE ASQ: EXCELLENCE THROUGH QUALITY ASQ is the leading membership association to help quality professionals achieve their career goals and drive excellence through quality in their...
Financial Analyst - Global Treasury
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 45+ days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 45+ days ago
We are seeking a highly motivated Senior Financial Analyst to join our Corporate Treasury team....
- Waukesha, WI (19 miles from Oak Creek, WI)
- 60+ days ago
- Waukesha, WI (19 miles from Oak Creek, WI)
- 60+ days ago
We are Generac, a leading energy technology company committed to powering a smarter world. Over the 60 plus years of Generacs history, weve been dedicated to energy innovation. From creating the...
- Pleasant Prairie, WI (24 miles from Oak Creek, WI)
- 60+ days ago
- Pleasant Prairie, WI (24 miles from Oak Creek, WI)
- 60+ days ago
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 Analyst, you'll research...
Investment Analyst - Private Debt & Equity
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 90+ days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 90+ 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)
- 90+ days ago
- Milwaukee, WI (10 miles from Oak Creek, WI)
- 90+ 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
The role offers a diversified exposure to private equity and fixed income investing, and analysts are heavily involved in the development of cash flow models, investment theses, and various risk analyses...
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
- Presentation
- Visual Basic for Applications
- Investment Analysis
- Acquisitions
- Commercial Real Estate
- Budget Planning
- Trend Analysis
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Equity Research
- Asset Allocation
- Education Experience
- Financial Forecasting
- Equities
- FactSet
- Financial Services
- Balance Sheets
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Asset Management
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Risk Management
- Finance
- Strategy Development
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Financial Analyst Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »