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WP
Wisconsin Public Finance Professionals
Public Finance Analyst
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Analyst (General)
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What they do
A Financial Analyst evaluates investment opportunities and makes recommendations to individuals and businesses. Analyzes the performance of different types of investments, studies business and economic trends and analyzes data to project company earnings
$85,380 / year median in Wisconsin
-2% projected decline
Job Description
Position Overview We are seeking a detail-oriented Public Finance Analyst to join our Brookfield office. This is an excellent opportunity for someone who enjoys research, writing, working with financial information, and learning a highly specialized industry. Public finance experience is not required —we provide extensive hands-on training—but you must be comfortable working with numbers, preparing professional documents, communicating with clients, and learning complex processes. Success in this role comes from accuracy, organization, curiosity, and reliability. What You'll Do As a Public Finance Analyst, you will support municipal bond financings from beginning to end by: Researching financial and demographic information through phone calls, emails, public records, websites, and client communications Preparing and proofreading Official Statements (municipal bond disclosure documents) Entering, verifying, and formatting financial data using Microsoft Word and Excel Collecting and organizing audit and financial information from municipalities and school districts Communicating directly with clients to gather required documentation Monitoring electronic bond bidding platforms during bond sales Assisting with bond rating presentation materials Preparing closing instructions and coordinating financing documentation Supporting clients with annual reporting requirements Preparing invoices and tracking payments Providing administrative support and assisting teammates as needed As your experience grows, you'll also learn specialized municipal bond software and assist with amortization schedules and financing analyses. What Makes Someone Successful We're looking for someone who: Takes pride in producing highly accurate work Enjoys working with numbers and detailed documents Has strong Microsoft Word and Excel skills, including creating and managing spreadsheets Is comfortable learning new systems and processes Communicates professionally by phone, email, and in person Can organize multiple projects while meeting deadlines Is dependable, accountable, and enjoys working in a small collaborative office Wants to build a long-term career rather than simply another job Qualifications Preferred Bachelor's degree in Finance, Accounting, Economics, Business, Public Administration, or a related field Internship or professional experience in finance, banking, accounting, administration, or analytical roles Also Considered We welcome recent graduates and early-career professionals with strong academic performance and a willingness to learn. Candidates from banking, financial services, accounting, or other detail-oriented industries are encouraged to apply. Prior municipal finance experience is not required. Why Join WPFP? This role offers a unique opportunity to learn a specialized area of finance with direct mentorship from experienced municipal advisors.