Financial Analyst Jobs in Wisconsin
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.
The Opportunity Are you a data-driven professional who can transform complex financial information into actionable insights? As a Financial and Data Analyst at M3, you'll play a crucial role in...
Remote WorkUniversity Services - Cluster 4 - Planning & Budget Analyst
- Wisconsin Rapids, WI
- 5 days ago
- Wisconsin Rapids, WI
- 5 days ago
University Services - Cluster 4 - Planning & Budget Analyst Georgetown University, United States about 5 hours ago Location: Wisconsin Rapids, WISCONSIN Job Type: FullTime Georgetown University...
projects, Net Present Value (NPV) of projects, Internal Rate of Return (IRR) of projects, and lease vs. buy analysis • Prepare accounting entries for cash and debt, and audit charges from banks or lenders...
As a Fixed Income Investment Analyst, you will: Credit Analysis: Gather relevant information on local municipal credits as well as demographic trends impacting specific communities....
Komatsu is an indispensable partner to the construction, mining, forestry, forklift, and industrial machinery markets, maximizing value for customers through innovative solutions. With a diverse...
Financial Analysts on project work as needed Cash Flow Management: Monitor, document and analyze daily cash positions to ensure sufficient funds are available for operational needs....
Senior Investment Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Take the lead in shaping Ulines investment strategy! As a Senior Investment Analyst, youll research...
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...
FIXED INCOME INVESTMENT ANALYST GREEN BAY, WI, US 19 days agoFULL-TIME
- Green Bay, WI
- 30+ days ago
- Green Bay, WI
- 30+ days ago
As a Fixed Income Investment Analyst, you will: Credit Analysis Gather relevant information on local municipal credits as well as demographic trends impacting specific communities....
Position Summary Performs analytical and operational support duties within the Finance Department. Assists the Senior Accountant and other Finance management positions as directed; analyzes and...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Wauwatosa, WI
- 45+ days ago
- Wauwatosa, WI
- 45+ 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...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI
- 45+ days ago
- Milwaukee, WI
- 45+ 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...
Portfolio Analyst, Fixed Income Job Category: Portfolio Analysts Requisition Number: PORTF001728 Posting Details Posted: March 3, 2025 Full-Time Locations Showing 1 location Milwaukee, WI 53202,...
The working title for this assignment is Senior Financial Analyst with an official title of Financial Analyst II. This is a renewable assignment....
SC JOHNSON IS A FIFTH-GENERATION FAMILY COMPANY BUILT ON THE SPIRIT OF OUR PEOPLE. We have been leading with purpose for over 130 years, building iconic brands that win the hearts and minds of...
Demographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Wisconsin
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Wisconsin 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
- Flexibility
- Implementation
- Acquisitions
- Budget Planning
- Trend Analysis
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Equity Research
- Asset Allocation
- Financial Forecasting
- Bloomberg Terminal
- Commercial Banking
- Cash Forecasting
- Private Banking
- Financial Services
- Corporate Finance
- Capital Markets
- Balance Sheets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Accounting
- Decision Making
- Prioritizing
- Written Communication
- Auditing
- Documentation
- Collaboration
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Regulations
- Microsoft PowerPoint
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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