Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Analyst

$72.21k - $108.31k

CoVantage Credit Union

Financial Analyst

Do you have strong analytical skills and have a passion for numbers? Join CoVantage Credit Union's growing accounting team as a Financial Analyst! Having ranked in the top 1% of credit unions nationwide, CoVantage offers a progressive work environment and the opportunity to be part of a growing mission-based organization that takes pride in giving back to their communities and providing exceptional service to members.

CoVantage invests in our team members! Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service. The pay for this role is $72,206 - $108,310.

Job Duties

  • Produces and remits various regulatory reports in a timely manner
  • Provides relevant reports to committee members for the credit union's asset/liability and allowance for credit loss committees
  • Prepares credit union financial and asset/liability reports
  • Develop implementation enhancements, performs back testing, and facilitates periodic third-party validations
  • Maintains the credit union's investment accounting ledgers and reports
  • Participates in administrative and operational support of credit union departments
  • Assists with the preparation of the credit union's annual budget and forecasting
  • Provide ongoing monitoring and advice in credit union accounting matters especially emerging issues relating to the Funds Management Policy, the Allowance for Loan Loss Policy, the Investment Policy, and other relevant credit union policies.

Qualifications

  • Bachelor's degree in Accounting or Finance. MBA and/or CPA designation desired.
  • Double entry, accrual accounting experience required.
  • Previous experience in financial institution accounting or operations is preferred.
  • Previous experience in data mining, analysis, and interpretation.
  • Able to work in direct, professional contact with a wide variety of people on a daily basis.
  • Able to work independently with accuracy under moderate to severe time constraints.
  • Must be bondable.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Financial Analyst in Neenah, WI vacancy
  •  ...Specified Above #LI-Onsite Work Hours: Standard Business Hours Position Summary J. J. Keller is seeking to hire a Financial Analyst who will play a key role in managing subscription revenue performance, billing accuracy, and revenue forecasting for our... 
    Suggested
    Full time
    Work at office
    Local area
    3 days per week

    J. J. Keller

    Neenah, WI
    1 day ago
  •  ...to hire someone interested in a career, not a job, who wants to do the work and be recognized for a job well done! The Role – Financial Analyst II The Financial Analyst monitors and analyzes financial performance against plans and forecasts, delivering insights that support... 
    Suggested

    Suburban Enterprises Inc

    Appleton, WI
    5 days ago
  • $90k - $108k

     ...Senior Financial Analyst Salary: $90,000–$108,000 Job Type: Full-Time Why You Should Consider This Opportunity High-visibility role with the opportunity to influence key financial and operational decisions Work closely with senior leadership and cross-functional business... 
    Suggested
    Full time

    CFS

    Appleton, WI
    5 days ago
  • $90k - $105k

     ...visibility with senior leadership, exposure to cutting-edge AI tools, and a clear path toward leadership opportunities. Senior Financial Analyst Salary: $90,000 - $105,000 Why This Opportunity Stands Out: • High visibility with senior leadership, including direct... 
    Suggested
    Flexible hours

    Creative Financial Staffing

    Appleton, WI
    2 days ago
  •  ...Community First, we believe the security of our technology and infrastructure is mission critical. As our Senior Information Security Analyst, you will be part of the Information Security team and work on-site at our home office located in Neenah, WI. You’ll be a key... 
    Suggested
    Full time
    Temporary work
    Live out
    Work at office
    Work from home
    Home office

    Community First Credit Union

    Neenah, WI
    a month ago
  •  ...within a growing, privately held organization. Senior FP&A Analyst Why This Opportunity Stands Out: High visibility with...  ...Key Responsibilities for the Senior FP&A Analyst: Deliver financial reporting and provide actionable insights to business leaders across... 
    Flexible hours

    CFS

    Appleton, WI
    5 days ago
  •  ...Heartland Technology Group Description The Financial Analyst will work on a range of projects with a diverse scope and great complexity related to Profitability, P&L analysis, Billing method reviews, Sales & Expense analysis, and other finance related activities. Standard... 

    Heartland Technology Group LLC

    Little Chute, WI
    1 day ago
  • $76k - $141.1k

     ...will be the finance business partner to the cross functional leaders. You will be a key finance resource for our facilities, leading financial support for multiple value streams and processes. You will play a key role in making sure that the sites achieve their... 
    Minimum wage
    Full time
    Temporary work
    Work at office
    Local area
    Worldwide
    Flexible hours

    nVent

    Oshkosh, WI
    2 days ago
  •  ...Business Analyst Hoffmaster is where tradition meets innovation. For decades, we've been a trusted name in foodservice products but...  ...your career! About the Role The Business Analyst analyzes financial and operational data to evaluate performance, identify trends,... 
    Contract work

    Hoffmaster

    Oshkosh, WI
    5 days ago
  •  ...Wisconsin. This role combines strategic influence with hands-on analytical work, making it ideal for someone who can build sophisticated financial models, assess deal economics, and shape sound business decisions. The position also offers the opportunity to establish structure... 
    Long term contract
    Contract work

    Robert Half

    Appleton, WI
    6 days ago
  • $75k

    Kforce's cleint in the Appleton, WI area is looking for a Senior Financial Analyst. This role will handle financial and strategic analysis. Responsibilities: * Perform detailed financial analysis to support strategic decision-making * Advise and mentor junior analysts,... 
    Appleton, WI
    13 days ago
  • $184k - $240k

     ...successful candidate will play a key leadership role in acquisitions, finance transformation initiatives, and continuous improvement in financial reporting across the Grant Thornton global platform. What You'll Do Establish and maintain revenue accounting policies in... 
    Local area

    Grant Thornton

    Appleton, WI
    5 days ago
  •  ...strengthen vendor and purchasing processes. Monitor vendor and payment activity and resolve significant or escalated issues. Financial Reporting & Accounting Support Partner with the Corporate Controller to ensure AP supports accurate and timely financial... 
    Full time
    Monday to Friday
    Flexible hours

    Faith Technologies Incorporated

    Menasha, WI
    2 days ago
  •  ...About The Opportunity Responsible for managing the general accounting function. Oversees the completion of ledger accounts and financial statements. Evaluates and makes appropriate improvements to internal accounting processes ensuring that practices are in line with... 
    Work at office
    Local area

    Menasha Corporation

    Neenah, WI
    1 day ago
  • Job Description As the Corporate Tax Manager, you'll be a member of our Corporate Tax Solutions Family and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate...

    Grant Thornton

    Appleton, WI
    3 days ago
  • $17 - $29.75 per hour

     ...values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range... 
    Full time

    Old National Bank

    Neenah, WI
    3 days ago
  • $41.71k - $65k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Part time
    Local area
    Immediate start
    Day shift

    BMO Harris Bank

    Appleton, WI
    3 days ago
  • Job Description As the Corporate Tax Manager, you'll be a member of our Corporate Tax Solutions Family and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The...
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Appleton, WI
    3 days ago
  •  ...and reconcile assigned general ledger accounts and prepare monthly journal entries as required. Provide assistance with year-end financial audit with external auditor. Required Prior Accomplishments, Experience, Skills: ~ Bachelor's degree in Accounting is... 
    Local area

    M2S Group

    Appleton, WI
    5 days ago
  • As the Corporate Tax Manager, you’ll be a member of our Corporate Tax Solutions Family and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate Tax Solutions...
    Work at office
    Local area

    Grant Thornton International

    Appleton, WI
    4 days ago
  •  ...Commercial Credit AnalystThe Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new...  ...commercial loan clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, prepare credit approval... 
    Temporary work
    Interim role

    gpac

    Appleton, WI
    3 days ago
  • $197.8k - $255.9k

    Job Description Job Title: Corporate Tax Senior Manager for Multiple Openings Approved Locations: 2501 E Enterprise, Suite 300, Appleton, WI 54913 Job Description: Your day-to-day will include: Direct the assignment of tax engagement responsibilities...
    Work at office
    Local area
    3 days per week

    Grant Thornton

    Appleton, WI
    4 days ago
  • $197.8k - $215k

    Corporate Tax Director At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more ...
    Full time
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Appleton, WI
    5 days ago
  • $105k - $169.45k

    Tax Senior Manager Are you interested in joining one of the fastest growing public accounting firms? If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering tax advisory and compliance...
    Local area

    Baker Tilly

    Appleton, WI
    1 day ago
  •  ...Healthiest 100 Workplaces in America” ─ is focused on the mind/body/soul of team members through our Culture of Care. Our Financial Systems Analyst is responsible for the administration, maintenance, and optimization of our financial planning and analysis system, ensuring... 
    Full time
    Monday to Friday
    Flexible hours

    FTI Services

    Menasha, WI
    5 days ago
  • $20.45 - $22.5 per hour

     ...onsite role, and candidates must be able to work on-site at Thedacare Medical Center, Appleton, WI **** The Opportunity: The Financial Navigating Senior Specialist is a key resource for patients throughout their financial journey, from admission through post-... 

    Ensemble Health Partners

    Appleton, WI
    2 days ago
  • $28 per hour

     ...Accounting Analyst Pay: $28.00/hour Location: Appleton, WI Schedule: Hybrid schedule, primarily onsite, with one day from...  ..., Cash Applications Specialist, Accounting Assistant, Financial Analyst, Microsoft Dynamics 365, Excel VLOOKUP, Account Reconciliations... 
    Work at office
    Immediate start

    Creative Financial Staffing

    Appleton, WI
    3 days ago
  •  ...Position Summary The Accounting Analyst II is responsible for performing assignments of moderate complexity and working with greater...  ...Responsibilities: Perform assignments of moderate complexity, including financial analysis, reporting, and data management. Assist in the... 
    Permanent employment
    Full time
    H1b

    U.S. AutoForce

    Appleton, WI
    1 day ago
  • Body Shop Estimator Turn Your Automotive Experience Into a Career You Can Be Proud Of Kolosso is looking for an experienced Body Shop Estimator to join our team! If you have a strong understanding of collision repair, enjoy working with customers, and have an eye for detail...
    Local area

    Kolosso Toyota

    Appleton, WI
    2 days ago
  • $65k - $140k

     ...Application Deadline: 10/29/2026 Address: 402 E. Wisconsin Avenue Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the... 
    Contract work
    Part time
    Local area

    Bank of Montreal

    Appleton, WI
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Analyst. Be the first to apply!