Financial Analyst Jobs in Waukesha, WI
A Financial Analyst plays a crucial role in the finance industry by assessing financial data and making investment recommendations based on this information. They analyze economic conditions, business trends, and financial statements, helping businesses and individuals decide where to invest their money. They also evaluate current and historical data, study economic and business trends, and construct financial models to predict future economic conditions. Furthermore, they provide guidance on cost analysis, fiscal allocation, and budget preparation.
Essential skills for a Financial Analyst include strong mathematical abilities, proficiency in database management and financial software, analytical thinking, and excellent communication skills. A Chartered Financial Analyst (CFA) certification is a notable credential in this field. Prior to becoming a Financial Analyst, one may have roles such as a Financial Associate, Investment Banking Analyst, or an Accountant. These positions provide the necessary experience and foundational knowledge needed in financial evaluation, data analysis, and investment strategies.
Lead Analyst, Financial Reporting & Consolidations
- Milwaukee, WI (15 miles from Waukesha, WI)
- 90+ days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 90+ days ago
Are you interested in making an impact? Our team is full of collaborators, multi-taskers and agile accounting professionals. We believe in partnership, in driving accountability and in working to...
Supply Chain Financial Analyst
- Caledonia, WI (20 miles from Waukesha, WI)
- 10 days ago
- Caledonia, WI (20 miles from Waukesha, WI)
- 10 days ago
Supply Chain Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are you an expert at interpreting data to identify trends that make an impact?...
- Caledonia, WI (20 miles from Waukesha, WI)
- 14 days ago
- Caledonia, WI (20 miles from Waukesha, WI)
- 14 days ago
Were looking for a Financial Analyst to help support our success as a top distributor of shipping, industrial and packaging materials!...
Public Investments Quantitative Analyst Internship (undergraduate-level)
- Milwaukee, WI (15 miles from Waukesha, WI)
- moments ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- moments ago
Northwestern Mutual's Public Investment Department seeks a Quantitative Analyst Intern to join us for the summer of 2025 and play a pivotal role in building out tools and conducting analyses that...
Product Category Financial Analyst
- Milwaukee, WI (15 miles from Waukesha, WI)
- 5 hours ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 5 hours ago
Logitech is the Sweet Spot for people who want their actions to have a positive global impact while having the flexibility to do it in their own way.About the Team and Role:The Product Category Financial...
Remote WorkFinancial Specialist: Milwaukee Area Branches
- Milwaukee, WI (15 miles from Waukesha, WI)
- 6 hours ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 6 hours ago
Overview UW Credit Union is hiring a group of Financial Specialists to provide remarkable service and support our members as our team expands and develops! Join our team as a Financial Specialist...
Senior Investment Advisor - PNC Private Bank
- Milwaukee, WI (15 miles from Waukesha, WI)
- 10 hours ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 10 hours 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...
Financial Specialist Senior - Purchasing
- Union Grove, WI (23 miles from Waukesha, WI)
- 11 hours ago
- Union Grove, WI (23 miles from Waukesha, WI)
- 11 hours ago
Position Summary As the Financial Specialist Senior in the Purchasing Department, you will be responsible for: Entering purchase requisitions in the State Accounting System (STAR/Peoplesoft) and...
Sr Analyst Finance Data Governance - US Based Remote
- Milwaukee, WI (15 miles from Waukesha, WI)
- 1 day ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 1 day ago
What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction....
Remote WorkFinancial Analyst - Technical Accounting
- Milwaukee, WI (15 miles from Waukesha, WI)
- 2 days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 2 days ago
Job Description The Financial Analyst Technical Accounting is an important part of the team that serves as our experts in U.S....
Senior Investment Advisor - PNC Private Bank
- Milwaukee, WI (16 miles from Waukesha, WI)
- 2 days ago
- Milwaukee, WI (16 miles from Waukesha, WI)
- 2 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...
Senior Healthcare Business Analyst (Employee Benefits) - CMH Health
- Brookfield, WI (6 miles from Waukesha, WI)
- 3 days ago
- Brookfield, WI (6 miles from Waukesha, WI)
- 3 days ago
Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future. Milliman’s CMH Health Practice is...
Remote Work- Milwaukee, WI (15 miles from Waukesha, WI)
- 3 days ago
- Milwaukee, WI (15 miles from Waukesha, WI)
- 3 days ago
Calling all innovators find your future at Fiserv. Were Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial...
- Brown Deer, WI (15 miles from Waukesha, WI)
- 4 days ago
- Brown Deer, WI (15 miles from Waukesha, WI)
- 4 days ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer Science Travel Percentage : 0% Job Description Every day, our...
Financial Representative Trainee - Starting at $16/hr
- Waukesha, WI
- 5 days ago
- Waukesha, WI
- 5 days ago
Financial Representative Trainee (Sales) - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Demographic Data for Waukesha, WI
Moving to Waukesha, WI? Find some basic demographic data about Waukesha, WI below.
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Salary for Financial Analyst Jobs in Waukesha, WI
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Waukesha, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Corporate Finance
- Journal Entries
- Lending
- Financial Analysis
- Month-End Close
- Credit Analysis
- Financial Services
- Underwriting
- Financial Reporting
- Pivot Tables
- Portfolio Management
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Business Intelligence
- Reimbursement
- Microsoft Power BI
- Collections
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Budgeting
- Written Communication
- Documentation
- Reporting
- Data Analysis
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Filing
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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