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.
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Northwestern Mutual Capital (NMC) is a committed...
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusiveculture where different perspectives are valued and recognized asstrengths critical to our success. If you thrive in an...
Intermountain Health Financial Analyst OR Financial Analyst II in Madison , Wisconsin Job Description: This position is involved in budgeting, strategic planning, variance, patient account and operations...
Remote WorkInvestment Analyst Intern - Private Debt & Equity, Summer 2026
- Wauwatosa, WI
- 6 days ago
- Wauwatosa, WI
- 6 days ago
Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity internship and...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI
- 8 days ago
- Milwaukee, WI
- 8 days ago
Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity internship and...
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,...
As a Fixed Income Investment Analyst, youwill: Credit Analysis Gather relevant information on local municipalcredits as well as demographic trends impacting specific communities.Understand the underlying...
The working title for this assignment is Senior Financial Analyst with an official title of Financial Analyst II. This is a renewable assignment....
US - GPS EA - FP&A Lead Financial Analyst- Enabling - HP
- Milwaukee, WI
- 13 days ago
- Milwaukee, WI
- 13 days ago
Deloitte is seeking a Lead Financial Analyst in FP&A for our growing Government and Public Services (GPS) practice....
Overview Summary The Operational Finance Analyst will be instrumental in shaping Forefront’s financial planning, performance analysis, and strategic growth initiatives across its multi-location...
Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property...
Sr. Portfolio Analyst - BA07EE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues...
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Travel Percentage : 0% Job Description As the world works and...
Investment Analyst Our growing financial services firm is seeking an experienced Investment Analyst to join our team. The investment analysts collects information, perform research and analyze...
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
- Financial Management
- Visual Basic for Applications
- Investment Analysis
- Collaboration
- Implementation
- Budget Planning
- Management Reporting
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- FactSet
- Cash Forecasting
- Private Banking
- Financial Services
- Corporate Finance
- Financial Operations
- Capital Markets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Generally Accepted Accounting Principles
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Business Administration
- Forecasting
- Strategy Development
- Finance
- Analytical Skills
- Process Improvement
- Accounting
- Decision Making
- Prioritizing
- Auditing
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- 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 »