Financial Specialist Jobs in Wisconsin

Financial Specialist jobs in Wisconsin are concentrated in banking, insurance, credit union services, and government finance, with demand at every level from entry-level analysts to senior compliance officers. The busiest hiring markets are Milwaukee, Madison, and Green Bay, where employers like Northwestern Mutual, Fiserv, and the State of Wisconsin are among the most consistent sources of openings. The most in-demand specialties include financial planning, compliance analysis, and government fund accounting. Find a role that fits below and apply directly.

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Overview

Open roles14
Top employerUniversity of Wisconsin–Madison
Top cityMadison, WI
Cities hiring9
Work type50% On-site
Top credentialHigh school diploma or GED

Showing 5 of 14+ Financial Specialist jobs

Financial Counseling Specialist
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Added 4d ago
Financial Counseling Specialist
Ensemble Health Partners
Green Bay, Wisconsin
Account Management
Business Development
Customer Success
Sales
$18.65 - $19.9/hr
On-Site
High school diploma or GED
1,001-5,000

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Financial Specialist Program Supervisor
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Added 4d ago
Financial Specialist Program Supervisor
State of Wisconsin
Prairie du Chien, Wisconsin
Compensation & Benefits
Executive Leadership & C-Suite
Human Resources (HR) — Generalist
$45k - $77k/yr
10,000+

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Bilingual Housing & Financial Program Specialist (English/Spanish)
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Added 6d ago
Bilingual Housing & Financial Program Specialist (English/Spanish)
NeighborWorks Blackhawk Region
Beloit, Wisconsin
Accounting
Business Operations
$48k - $55k/yr
On-Site
High school diploma or GED

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Financial Specialist Advanced
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Added 1w ago
Financial Specialist Advanced
State of Wisconsin
Madison, Wisconsin
Business Operations
Procurement & Purchasing
Supply Chain
10,000+

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Financial Services Ops Specialist - Deal Closer/Conversion
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Added 1w ago
Financial Services Ops Specialist - Deal Closer/Conversion
GE HealthCare
Wisconsin
Retail Banking & Branch Management
Retail Banking Associate
$55k - $83k/yr
10,000+

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See All 14 Financial Specialist Jobs in Wisconsin

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Financial Specialist Jobs by City in Wisconsin

Where Wisconsin roles are concentrated, by current openings.

Madison
5 jobs
Beloit
1 job
Green Bay
1 job
La Crosse
1 job
Wauwatosa
1 job
Eau Claire
1 job
Janesville
1 job
Lake Geneva
1 job
Prairie du Chien
1 job

Financial Specialist Job Market in Wisconsin

A snapshot from current Wisconsin openings, updated as new roles post.

Who's Hiring

University of Wisconsin–Madison3 open roles
Mercyhealth2 open roles
State of Wisconsin2 open roles

What Wisconsin Employers Look For

The qualifications that appear most often in financial specialist jobs across Wisconsin.

  • Bachelor's degree in finance, accounting, economics, or a closely related field
  • Proficiency in financial analysis, budgeting, and forecasting tools such as Excel or ERP systems
  • Knowledge of federal and Wisconsin state financial regulations and compliance standards
  • Two or more years of experience in financial reporting, auditing, or fund management
  • Strong written and verbal communication skills for presenting findings to stakeholders
  • Relevant certification such as CPA, CFA, or CFP preferred by most Wisconsin employers

Financial Specialist Jobs in Wisconsin: Frequently Asked Questions

How do you become a financial specialist in Wisconsin?

Most financial specialist roles in Wisconsin require a bachelor's degree in finance, accounting, or economics. From there, the path depends on your specialty: those moving into public accounting pursue CPA licensure through the Wisconsin Department of Safety and Professional Services, while financial planners often earn CFP certification. Government finance roles may require familiarity with Wisconsin's uniform financial accounting requirements for municipalities and state agencies.

Which companies hire financial specialists in Wisconsin?

Companies currently hiring financial specialists in Wisconsin include University of Wisconsin–Madison, Mercyhealth, and State of Wisconsin, per current listings on Migrate Mate as of November 2026. Wisconsin's deep concentration of insurance headquarters, credit unions, and state government agencies means demand for financial specialists remains steady across both the private and public sectors.

Which Wisconsin cities have the most financial specialist jobs?

Madison, Wisconsin, and Beloit have the most financial specialist openings in Wisconsin. Milwaukee leads because it is home to major financial services and insurance headquarters, Madison follows as the seat of state government with substantial public-sector finance roles, and Green Bay draws openings from its regional banking institutions and manufacturing firms that maintain in-house finance departments.

Are there remote financial specialist jobs in Wisconsin?

Yes, and more than many fields, since financial specialist work is largely analytical and document-driven. About 50% of financial specialist openings tied to Wisconsin are remote or hybrid as of November 2026. The roles most likely to be fully remote are financial analysis, budgeting, and reporting positions, while compliance auditing and client-facing planning roles more commonly require in-office or hybrid arrangements.

How can I get hired as a financial specialist in Wisconsin with little or no experience?

The most realistic entry path is applying to finance associate or financial analyst trainee programs at Wisconsin's large employers. Northwestern Mutual and Fiserv both run structured new-graduate development programs in Milwaukee, and the State of Wisconsin regularly posts entry-level financial examiner and budget analyst roles in Madison open to recent graduates. Earning your CPA exam eligibility or pursuing a CFP coursework program while applying gives candidates a clear edge over others at the same experience level.

Where can I find and apply to financial specialist jobs in Wisconsin?

You can find and apply to financial specialist jobs in Wisconsin on Migrate Mate, which lists current openings across the state. Search the listings, find roles that match your background and target location, and apply directly to the employers posting them.

See All 14 Financial Specialist Jobs in Wisconsin

Find roles in Wisconsin that match your experience and apply in just a few clicks.

Find Financial Specialist Jobs