Assurance Manager, Registered Funds
Audit manager job in Milwaukee, WI
What You'll Do
Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. We've been named the 4
th
largest registered funds auditor and recognized as an employer of choice. We are seeking an experienced manager with a background in the serving investment company industry clients to join our team. If you are ready to work in a people-first culture where your passion for service and expertise in accounting can make a meaningful impact, we want to hear from you!
Commitments :
Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-end funds, and collective investment trusts
Assume full responsibility for planning, supervising, and completing projects
Managing day-to-day client relationships
Understand engagement partner expectations of the engagement and monitor deadlines and deliverables
Balance and effectively deliver on multiple projects under restrictive time constraints
Develop an understanding of client's business and industry and routinely seek information from the client regarding their needs and concerns
Recognize opportunities to provide additional services and opportunities to be innovative in serving existing clients
Who You Are
Required:
Bachelor's degree required
Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
4-6 years of progressive audit experience in public accounting
CPA license required
Location:
Chicago, IL; Cleveland,OH; Milwaukee, WI; New York, NY; Philadelphia, PA; Denver, CO
Hybrid work environment
Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll
never
treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
Estimated Salary Range: $85,000 - 155,000*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#LI-PROMO
#LI-Hybrid
Auto-ApplyAudit Manager
Audit manager job in Mequon, WI
Hawkins Ash CPAs is looking to hire an Audit Manager for our Mequon or Brookfield office.
At Hawkins Ash CPAs, we place value on you and your career .
We celebrate and encourage both personal and professional growth and empower leaders.
We cultivate and preserve a strong culture of inclusivity - where everyone is invited to boldly share their ideas and perspectives.
Our culture is a connected team, dedicated to mutual respect and personal growth.
We strive to provide professional freedom and flexibility, and we collaborate to achieve measurable success for clients and team members.
Hawkins Ash CPAs truly cares about the people around us--our employees, clients, and community.
Whether you are a recent graduate or experienced professional, a rewarding and fulfilling career is waiting for you at Hawkins Ash CPAs. Come join a team where commitment to care, compassion, growth and leadership are top priorities!
As an Audit Manager you will:
Perform audits, reviews, compilations, and agreed-upon-procedures for not-for-profit entities, commercial entities, and employee benefit plans
Plan the engagement, perform fieldwork, prepare full disclosure financial statements and required reports for management and regulating agencies, perform other non-audit accounting services, and prepare tax returns (if applicable)
Travel to/from engagements, which includes some overnight travel when needed
Respond to RFP's
Evaluate and provide staff with leadership and career guidance
Actively participate in community activities to develop positive relationships with community leaders and members
Prepare workpapers and returns for tax clients
Attend continuing professional education seminars
Travel to/from engagements, which may include overnight travel as needed
Perform other duties as assigned
Our ideal candidate will have :
Bachelor's degree in Accounting or related field, with CPA or CPA eligibility
Six years of experience providing accounting and financial services is preferred, exceptions can occur based on work to be performed
Exceptional communication skills
Proficiency in Microsoft Office products and accounting software packages
Strong multi-tasking skills
Ability to work extended hours as necessary
Ability to travel to local client sites as needed (some overnight may be required)
Enjoy the great benefits at Hawkins Ash CPAs such as generous PTO; 401k match; health, dental, vision, and life insurance; wellness programs; flexible work-life balance; and so much more!
This is a great opportunity to join an amazing team!
Auto-ApplyAudit Manager - Capital Markets
Audit manager job in Milwaukee, WI
Application Deadline:
12/30/2025
Address:
790 N Water Street
Job Family Group:
Audit, Risk & Compliance
Join a purpose-driven team at BMO that values integrity, collaboration, and excellence within an inclusive, high-performing culture.
As part of the Third Line of Defense, Corporate Audit provides independent, enterprise-wide assurance over internal controls, risk management, and governance processes. Our professionals thrive in dynamic environments, partnering with management to identify control weaknesses and deliver actionable solutions that strengthen the Bank's resilience. Contribute to audit success by supporting alignment with the Bank's risk management frameworks, mandates and strategic priorities across BMO's Capital Markets businesses and Corporate Treasury functions, as well as related independent risk management functions (market, liquidity, counterparty credit and model risks.
The Audit Manager conducts audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Identifies emerging issues and trends to inform decision-making.
Provides critical input to Chief Auditor/Assistant Chief Auditor on the practical aspects of the audit and its execution.
Helps to develop annual audit plan.
Provides input into Corporate Audit processes identifying opportunities to simplify.
Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes.
Conducts advisory engagements and other engagements as required.
Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services.
Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment.
Utilizes data analytics in advisory engagements to improve quality and efficiencies.
Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes.
Maintains the independence of the audit practice and its personnel.
Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely.
Identifies control deficiencies and provides a fair and balanced assessment of their magnitude.
Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment.
Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by it's Quality Assurance program and/or regulatory examination results.
Applies sound judgement in the execution of the assigned work and ensures open lines of communication.
Develops and maintains good working relations with key stakeholders.
Actively monitors change management initiatives and identifies potential risks.
Actively participates and supports Corporate Audit change initiatives.
Maintains and enhances professional audit qualifications in line with industry standards.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Working knowledge of market, liquidity and model risk management frameworks.
Experience with regulatory requirements (e.g., OSFI, FRB, OCC, CFTC, SEC, FINRA) and industry best practices related to Capital Markets business and Corporate Treasury functions, preferred.
Ability to manage multiple priorities and deliver high-quality results under tight deadlines.
Typically between 5+ years of relevant experience and post-secondary degree
Professional designations or business designation such as CIA, CPA-Audit.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
*Current in office requirements- 3 days a week, subject to change
*Salary band represents the Milwaukee market, the Chicago market is different
Salary:
$66,600.00 - $124,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyInternal Audit Manager
Audit manager job in Milwaukee, WI
Badger Meter - Where Every Drop Counts and So Do You
At Badger Meter, we're more than a leading global water technology company - we're innovators with a mission: to preserve and protect the world's most precious resource. For over 120 years, our trusted solutions have enabled our customers to optimize the delivery and use of water, maximize revenue and reduce waste.
Every employee at Badger Meter is an important part of our success. Here, your work doesn't just move a business forward - it shapes a more sustainable future. We are committed to building a workplace where we celebrate differences, empower voices, and encourage fresh ideas that drive innovation.
When you join us, you'll find:
Purpose-driven work that makes a real difference in communities around the globe.
Career growth and development opportunities designed to help you achieve your potential.
A supportive, inclusive culture where collaboration and creativity thrive.
Be part of something bigger. At Badger Meter, your contributions will ripple far beyond the workplace - creating lasting change for people and the planet.
What You Will Contribute:
This position is responsible for planning, performing, coordinating and supervising all internal audit work at the Company, including work done at foreign and remote locations. The Internal Audit Manager is responsible for planning, performing direct testing of accounts, transactions and controls, as well as coordinating and supervising other personnel (1 direct report currently or external resources) assigned to assist in such functions and working closely with the Company's external auditors. This role participates in quarterly meetings with the Company's Audit & Compliance Committee and provides periodic updates on audit plan progress/results.
Major Job Duties/Accountability:
Primary Responsibilities:
The primary responsibilities of the Internal Audit Manager include, but are not necessarily limited to, planning, documentation and testing of Section 404 internal controls (conducting management's testing), providing assistance to external auditors, assisting in establishment of processes and controls for new accounting regulations and new business functions, performing secondary reviews of selected financial reports, performing operational audits of various company policies and business functions, assisting in acquisition and divestiture activities, and other projects as assigned. These areas are more fully defined below.
Section 404 Controls
Develop an annual internal audit plan for testing Section 404 internal controls, including design, scope, and frequency of tests to be performed, and review such plans with management and the Audit Committee on a periodic basis.
Perform or supervise the performance of internal audit work, including testing of key controls and selected account balances and transactions.
Maintain appropriate documentation of audit work
As necessary, provide process-owners with training on proper accounting procedures, required internal control procedures and risk awareness.
Identify any control gaps and assist management in correcting those gaps.
Perform follow-up reviews to ascertain whether control gaps have been adequately addressed.
Implement continuous improvement ideas to rationalize internal controls, testing procedures, and documentation to ensure management's testing is conducted efficiently and effectively.
Assist External Auditors
Work with the external auditors to assure coordination between internal and external audit activities as appropriate.
Where requested, assist external auditors in selected audit procedures to improve overall audit efficiency and reduce external audit cost.
New Regulations and Business Functions
When requested, assist the VP-Controller in reviewing new accounting regulations and developing appropriate company policies and procedures to assure compliance with such requirements.
When requested, assist appropriate officers in development of new company policies and procedures for new business functions, such as new services offered to customers, new business systems or emerging areas such as ESG/sustainability.
Assist in the establishment of proper internal controls over any new information technology systems implemented by the Company.
Financial Reviews
Assist the VP-Controller in performing periodic review of selected financial reports, including 10Q and 10K filings, to assure compliance with financial reporting standards.
Operational Audits
Develop an annual internal audit plan for operational non-SOX audits.
Plan and execute audits of various operational areas within the company as assigned by the CFO.
Identify non-compliance with company policies or standard business practices, and any potential improvements in the business processes.
As necessary, assist in the implementation of deficiency corrections or process improvements and perform follow-up reviews to ascertain that corrections or improvements have been properly implemented.
Develop and provide written audit reports to the appropriate members of the management team upon completion of the operational audits.
Acquisitions and Divestitures
As requested, assist in any due diligence processes in connection with potential acquisitions
As requested, assist in data compilation and process changes in connection with any potential divestitures of product lines
Participate in Audit Committee Meetings to ensure that results of ongoing internal audit activities and other examination activities are appropriately presented;
Qualifications:
8 or more years of experience
Bachelor's degree from a four-year college
Certified Public Accountant (CPA) and/or Certified Internal Auditor (CIA) preferred.
Multiple years of external and/or internal audit experience, including supervision or managerial responsibilities.
Excellent communication skills for working with Audit Committee, management, external auditors, peers and internal customers.
Able to adjust to changing priorities-- ability to prioritize work and meet deadlines.
Successful candidate will be a highly motivated team player with excellent interpersonal, analytical and problem-solving skills.
Self-motivated and proactive, both with respect to managing workload and own professional development-strong work ethic.
Competencies:
Excellent communication skills for working with Audit Committee, management, external auditors, peers and internal customers.
Able to adjust to changing priorities-- ability to prioritize work and meet deadlines.
Successful candidate will be a highly motivated team player with excellent interpersonal, analytical and problem-solving skills.
Self-motivated and proactive, both with respect to managing workload and own professional development-strong work ethic.
Capable of working with ambiguity - to scope, define, plan and conduct audits in areas not previously audited.
Competitive Total Rewards at Badger Meter:
Competitive Pay
Annual Bonus
Eligible for Annual Pay Increases
Comprehensive Health, Vision, and Dental Coverage
15 days Paid Time Off + 11 Paid Holidays
Two Ways to Save for Retirement: Badger Meter contributes 25 cents for every dollar you contribute to the plan, up to 7% of your eligible compensation. In addition to the match, the company will also contribute 5% of your eligible compensation to your Defined Contribution account on an annual basis. Additional access to a certified financial planner to help ensure your money is working for you, at no cost!
Employer Paid benefits including: Employee Assistance Program (EAP), Basic Group Life Insurance, Short Term Disability, and more
Educational Assistance - Tuition Reimbursement up to $5,250
Voluntary benefits including: Additional Life Insurance, Long Term Disability, Accident and Critical Illness coverage
Health Savings Account (HSA) & Flexible Spending Account (FSA) options
An Equal Opportunity/Affirmative Action Employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Applicants can learn more about their rights regarding equal opportunity in employment by viewing the federal "EEO is the Law" poster and the “EEO is the Law” poster supplement at *************************************************************
Badger Meter complies with all aspects of the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local disability laws. This means that we will reasonably accommodate qualified employees with a disability if accommodation would allow them to perform the essential functions of their job, unless doing so would create an undue hardship.
Privacy Statement
The Employee and Applicant Privacy Statement describes how we collect, use, share, retain, and safeguard applicant information. Please see the privacy statement on our website here.
Auto-ApplyAssurance Manager
Audit manager job in Brookfield, WI
Are you ready to take the next step in your public accounting career? SVA, a leading Certified Public Accounting firm, is seeking a dynamic and experienced Assurance Manager to join our team in Brookfield, WI. If you're passionate about fostering growth-for yourself, your clients, and your community-this is the opportunity for you.
As an Assurance Manager, you'll thrive in our flexible, hybrid work environment that blends professional excellence with a culture of encouragement and continuous learning. At SVA, we are dedicated to "Serving People Better," helping our employees, clients, and communities flourish.
Your role as an Assurance Manager will be pivotal in leading audit engagements, mentoring talented team members, and building lasting client relationships. Our work schedule typically runs Monday through Friday from 8 a.m. to 5 p.m., with flexibility as needed. During busy season, you'll showcase your expertise with a commitment of 55+ hours per week, but we balance the year with perks like summer Fridays off to recharge.
We're looking for a seasoned Assurance Manager with a bachelor's degree, CPA, and at least 5+ years of public accounting experience. You'll bring technical expertise, a commitment to client service, and the ability to guide teams to success in a fast-paced environment.
SVA offers a suite of unique benefits designed to support your personal and professional life. These include a Lifestyle Spending Account for your wellness goals, profit-sharing opportunities, and a variety of health plan options to suit your needs.
As an Assurance Manager, you'll find a workplace that values collaboration, innovation, and professional development. Whether it's leading complex engagements, mentoring up-and-coming professionals, or engaging with the community, your contributions will be recognized and celebrated.
Join a firm where your hard work matters and where you can make an impact every day. If you're ready to bring your expertise to a team that's as committed to excellence as you are, apply now for the Assurance Manager position in Brookfield, WI.
Role is based in Wisconsin.
Take the first step in your exciting next chapter-apply today!
Audit & Reimbursement Senior
Audit manager job in Waukesha, WI
Virtual: This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. * Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
National Government Services is a proud member of Elevance Health's family of brands. We administer government contracts for Medicare and partner with the Centers for Medicare and Medicaid Services to transform federal health programs.
The Audit and Reimbursement Senior will support our Medicare Administrative Contract (MAC) with the federal government (The Centers for Medicare and Medicaid Services (CMS) division of the Department of Health and Human Services). The Audit and Reimbursement Senior will support contractual workload involving complex Medicare cost reports and Medicare Part A reimbursement. This position provides a valuable opportunity to gain advanced experience in auditing and financial analysis within a growing healthcare industry. This position allows for educational opportunities leading to certifications and promotes a well-balanced lifestyle that includes professional networking opportunities.
How you will make an impact:
* Evaluate the work performed by other associates to ensure accurate reimbursement to providers.
* Assist Audit and Reimbursement Leads and Managers in training, and development of other associates.
* Participates in special projects as assigned.
* Able to work independently on assignments and under minimal guidance from the manager.
* Prepare detailed work papers and present findings in accordance with Government Auditing Standards (GAS) and CMS requirements.
* Analyze and interpret data with recommendations based on judgment and experience.
* Must be able to perform all duties of lower-level positions as directed by management.
* Participate in development and maintenance of Audit & Reimbursement standard operating procedures.
* Participate in workgroup initiatives to enhance quality, efficiency, and training.
* Participate in all team meetings, staff meetings, and training sessions.
* Assist in mentoring less experienced associates as assigned.
* Prepare and perform supervisory review of cost report desk reviews and audits.
* Review of complex exception requests and CMS change requests.
* Perform supervisory review of workload involving complex areas of Medicare part A reimbursement such as Medicare DSH, Bad Debts, Medical Education, Nursing and Allied Health, Organ Acquisition, Wage Index and all cost based principles.
Minimum Qualifications:
* Requires a BA/BS and a minimum of 8 years of audit/reimbursement or related Medicare experience; or any combination of education and experience which would provide an equivalent background.
* This position is part of our NGS (National Government Services) division which, per CMS TDL 190275, requires foreign national applicants meet the residency requirement of living in the United States at least three of the past five years.
Preferred Qualifications:
* Accounting degree preferred.
* Knowledge of CMS program regulations and cost report format preferred.
* Knowledge of CMS computer systems and Microsoft Office Word and Excel strongly preferred.
* Must obtain Continuing Education Training requirements.
* MBA, CPA, CIA or CFE preferred.
* Demonstrated leadership experience preferred.
* A valid driver's license and the ability to travel may be required.
If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $ 73,720 to $122,220
Locations: Maryland, Minnesota, Nevada and New York
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Auto-ApplyAudit & Reimbursement Senior
Audit manager job in Waukesha, WI
**_Virtual:_** _This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development._ *** Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.**
**National Government Services** is a proud member of Elevance Health's family of brands. We administer government contracts for Medicare and partner with the Centers for Medicare and Medicaid Services to transform federal health programs.
The **Audit and Reimbursement Senior** will support our Medicare Administrative Contract (MAC) with the federal government (The Centers for Medicare and Medicaid Services (CMS) division of the Department of Health and Human Services). The Audit and Reimbursement Senior will support contractual workload involving complex Medicare cost reports and Medicare Part A reimbursement. This position provides a valuable opportunity to gain advanced experience in auditing and financial analysis within a growing healthcare industry. This position allows for educational opportunities leading to certifications and promotes a well-balanced lifestyle that includes professional networking opportunities.
**How you will make an impact** :
+ Evaluate the work performed by other associates to ensure accurate reimbursement to providers.
+ Assist Audit and Reimbursement Leads and Managers in training, and development of other associates.
+ Participates in special projects as assigned.
+ Able to work independently on assignments and under minimal guidance from the manager.
+ Prepare detailed work papers and present findings in accordance with Government Auditing Standards (GAS) and CMS requirements.
+ Analyze and interpret data with recommendations based on judgment and experience.
+ Must be able to perform all duties of lower-level positions as directed by management.
+ Participate in development and maintenance of Audit & Reimbursement standard operating procedures.
+ Participate in workgroup initiatives to enhance quality, efficiency, and training.
+ Participate in all team meetings, staff meetings, and training sessions.
+ Assist in mentoring less experienced associates as assigned.
+ Prepare and perform supervisory review of cost report desk reviews and audits.
+ Review of complex exception requests and CMS change requests.
+ Perform supervisory review of workload involving complex areas of Medicare part A reimbursement such as Medicare DSH, Bad Debts, Medical Education, Nursing and Allied Health, Organ Acquisition, Wage Index and all cost based principles.
**Minimum Qualifications** :
+ Requires a BA/BS and a minimum of 5 years of audit/reimbursement or related Medicare experience; or any combination of education and experience which would provide an equivalent background.
+ **_This position is part of our NGS (National Government Services) division which, per CMS TDL 190275, requires foreign national applicants meet the residency requirement of living in the United States at least three of the past five years._**
**Preferred Qualifications** :
+ Accounting degree preferred.
+ Knowledge of CMS program regulations and cost report format preferred.
+ Knowledge of CMS computer systems and Microsoft Office Word and Excel strongly preferred.
+ Must obtain Continuing Education Training requirements.
+ MBA, CPA, CIA or CFE preferred.
+ Demonstrated leadership experience preferred.
+ A valid driver's license and the ability to travel may be required.
If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $ 73,720 to $122,220
Locations: Maryland, Massachusetts, Minnesota, Nevada, Columbus, Ohio and New York.
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Assurance Manager - Not For Profit Focused
Audit manager job in Milwaukee, WI
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as an Assurance Manager! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations through:
Proactively engaging with your clients throughout the year to understand business goals and challenges
Implementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvement
Managing all fieldwork to ensure quality service and timely delivery of results
Playing an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gathered
Delivering business insight through thoughtful review, analysis, and discussion
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications:
Bachelor's degree in accounting required, master's or advanced degree desired
CPA required
Five (5) + years' experience providing financial statement auditing services in a professional services firm desired
Two (2) + years of supervisory experience, mentoring and counseling associates desired
NFP industry experience preferred
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
Auto-ApplySr. Auditor
Audit manager job in Milwaukee, WI
Earning the right to be good at it - comes from a very deep desire to make that perfect match. It comes from wanting to help individuals optimize their career possibilities - it comes from having experienced the issues involved with hiring - specially hiring the right candidate - and trying to make a process that traditionally has been a hit or miss type process into a science, minimizing the art, and stacking the odds in favor of matching the absolute right candidate with the right assignment.
We have taken our passion for matchmaking, our talents of leveraging & analyzing data, our predictive algorithms based on proprietary behavioral, psychological and personality testing, combined with an extensive investigation for each candidate considered and using state of the art neural modeling technology, have successfully taken what used to be more of an art and a hope process to a very scientific - quantifiable process - almost like matching DNA.
We get immense pride from delivering a product that others cannot and have not - we have a very unique approach to this business - we have chosen to specialize in some very narrow niches - but in those very narrow niches - we can do better than any other. We have:
Built the most extensive database of candidates domain specific.
We have the most reach into both the candidate and the employer side of the domain.
We have on staff, personnel with deep experience within the domain, so we know the business and feel your pain and know what to look for and what to avoid.
We understand the nuances, speak the language and know the key attributes required.
We have significant offshore operations that allow us to expend significant time and resources to thoroughly evaluate, test and investigate potential candidates, something that a company not having such resources cannot afford to do - resulting in dramatically more suitable candidate recommendations.
Matchmaking has been fun business for us - we have the ultimate jobs - we get excited aboutpairing the very best person for the very best job for that person - we have helped candidates discover their true strengths and passions and explore opportunities they possibly never would have and have assisted in them finding the right opportunities - we deliver our shareholder's value, that they are proud of - and in our own little way, we feel we truly do our bit to make this world a better place for all of mankind.
Job Description
Position Description:
Under very limited supervision, work independently to perform assignments of an advanced nature which regularly include responsibility for the most difficult kinds of jobs in connection with the preparation and/or maintenance of a variety of financial statements, internal reports, regulatory reports, statistical statements and analyses.
Assignments usually require extensive progressive experience, are given in terms of broad general objectives and involve coordination with other areas of the company.
Assistance is furnished on unusual problems and work is reviewed for application of sound professional judgment.
Supports the supervisor in ensuring day-to-day tasks are performed as needed.
May direct the work of other less experienced employees involved in a given assignment.
Will need to work beyond regularly scheduled work hours for timely completion of projects and compliance with numerous deadlines.
Qualifications
Required Skills and Experience:
Education: Accounting and/or Finance Degree
Looking for someone with an internal audit background
Experience in participating in monthly meetings/presentations required
Public accounting and/or Regulated Utility experience preferred
Additional Information
To know more on this position or to schedule an interview, please contact;
Sanjay Nair
************
Accounting Director
Audit manager job in Milwaukee, WI
Accounting Director
Who We Are
Join our award-winning team at Current Electric and be part of a culture that values innovation, teamwork, and delivering exceptional service to our clients. Our employees are at the heart of our success, working collaboratively to achieve shared goals and create a positive impact in the community.
Why Choose Current Electric
Competitive salary starting at $90,000$135,000 annually, commensurate with experience, with a leadership bonus plan based on profitability
Comprehensive health benefits package (medical, dental, and vision) including company-paid life insurance
Health Savings Account (HSA)
401(k) with company match up to 4%
Paid vacation and holidays / Flexible schedule
Employee referral bonus program
Professional development and advancement opportunities
Supportive, collaborative work environment
The Role
The Accounting Director will serve as both a hands-on leader and strategic partner, responsible for directing and holding the accounting team accountable while simplifying processes to drive accuracy and efficiency. This role is not just oversight; the Accounting Director will be in the work, ensuring adoption of financial systems, including our CRM, providing training and support, and eliminating excuses by delivering results.
You will oversee accounting, budgeting, forecasting, financial reporting, compliance, and payroll while ensuring that KPIs are clear, consistent, and easily understood across the company. The right candidate thrives on accountability, has a pulse on operations across departments, and provides proactive financial insights that drive sustainable growth and profitability.
Key Responsibilities
Strategic Leadership & Accountability
Hold the accounting team accountable for timely, accurate, and complete financial work.
Simplify complex processes so that financial data and KPIs are easy to understand company-wide.
Drive adoption and usage of our CRM, ensuring full integration into daily financial operations.
Forecast trends, spot issues before they happen, and provide proactive recommendations.
Partner with leadership to align financial objectives with company mission, values, and growth goals.
Financial Management & Reporting
Oversee AR, AP, payroll, and cash management.
Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements.
Lead cost control and efficiency initiatives to strengthen profitability.
Manage relationships with banks, auditors, and tax advisors while maintaining compliance with all regulations.
Review financial results to identify trends, anomalies, and opportunities to strengthen financial performance and support banking relationships.
Operational Excellence & Systems
Build, streamline, and enforce financial systems and controls for accuracy and scalability.
Provide clear reporting packages that highlight actionable insights, not just numbers.
Lead scenario-based financial reviews with leadership to test what if situations and guide strategy.
Team Leadership & Development
Train, coach, and hold accounting staff accountable for results and deadlines.
Be a visible, hands-on leader willing to step in where needed, model urgency, and ensure team accountability.
Equip team members to meet objectives and provide no-excuses support for their success.
Foster a culture of ownership, integrity, and continuous improvement.
Competencies for Success
Controller-level mindset: able to dive into the details, but also forecast and guide strategy.
Strong accountability and leadership presence; able to drive performance and enforce standards.
Ability to translate complex financial data into simple, actionable insights.
Proactive, organized, and unafraid to dig in to resolve problems.
Advanced financial systems experience.
High integrity, ethics, and consistency.
Desired Skills & Experience
810 years of progressive experience in accounting/finance, with at least 3 years in a leadership role.
Experience in construction, contracting, or project-based industries required.
Masters degree in accounting, finance, or related field strongly preferred.
Experience managing financial operations for companies with $10M+ revenue.
Proven track record of driving accountability, simplifying processes, and forecasting trends.
Strategic and tactical, with the ability to lead at a high level while also rolling up sleeves daily.
A strong leader/manager who can drive accountability and deliver results.
Work Schedule
Flexible MondayFriday day shifts.
On-site presence in Wauwatosa; must reliably commute or plan to relocate before starting work.
Equal Opportunity Statement
Current Electric is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business needs.
If you are energized by the opportunity to be hands-on, hold teams accountable, and drive accuracy and efficiency through simplified processes, we want to hear from you. Apply today to join our exceptional team.
Financial Auditor
Audit manager job in Waukegan, IL
Our award-winning client is seeking a Financial Auditor to join their team. Our client's Global Internal Audit Group is a vital component in preserving and elevating the organization's value. By providing risk-based assurance and advisory services to internal stakeholders, senior management, and the Audit Committee, the group plays a crucial role. As a Senior Financial Auditor, you will wield significant influence on the company's success, contributing through the meticulous planning and execution of audits across various processes and locations, both domestically and internationally.
Responsibilities:
Audit Execution: Plan and conduct audits encompassing diverse processes and locations, ensuring adherence to established policies, regulations, and accounting standards.
Data Analysis: Leverage expertise to compile and analyze extensive datasets from multiple sources, including SAP, payroll, and various financial databases.
Risk Assessment: Collaborate with peers to perform comprehensive risk assessment analyses for potential audits of entities, processes, or critical systems.
Audit Findings: Prepare and present audit findings to audit leadership and business stakeholders, effectively communicating key insights and recommendations.
Risk & Control Themes: Identify and communicate risk and control themes to various stakeholders, actively contributing to the overall risk management process.
Investigative Assistance: Provide support for investigations, utilizing skills and expertise to uncover critical information.
Presentation Skills: Demonstrate high-level soft skills and presentation abilities, conveying complex audit information clearly and concisely.
Career Advancement: This role presents excellent career growth opportunities, allowing for approximately 24 months in the Internal Audit Group before transitioning to other exciting roles within the company.
Travel: Expect approximately 50% of travel to both domestic and international locations.
Required Qualifications:
Bachelor's degree and a minimum of three years of work experience acquired with a public accounting firm or equivalent internal audit experience with a global company.
Previous experience in planning and executing financial audits, showcasing a strong understanding of auditing principles and methodologies.
Excellent interpersonal and communication skills.
Willingness to travel extensively (approximately 50%) to domestic and international locations.
Three to six years of public accounting experience, including at least one "busy season" as a Senior Auditor.
Manager - Corporate Accounting
Audit manager job in Milwaukee, WI
Why Work at Rehlko
Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life.
Our teams have the opportunity to provide a critical resource - energy - that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today's world demands.
Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions - large and small - that help people and communities thrive in the moments that matter.
At Rehlko, our team members are the essential energy that powers our organization's success. We are committed to fostering a safe and sustainable work environment where safety is everyone's responsibility. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements. Join us in creating an energy resilient world for a better future!
What We Offer
At Rehlko, our Total Rewards programs are designed to accelerate growth, energize performance, and support a culture of inclusion at every stage of life and work. We offer total rewards that are easily understood, recognize results, enable career mobility, and reflect our commitment to valuing diverse needs in a fast-moving world. We provide:
Competitive compensation and benefits
Work-life flexibility
Recognition and rewards
Development and career opportunities
A safe and inclusive workplace
Why You Will Love this Job
Location: Hybrid (2-3 days a week in office): Glendale, WI
The Corporate Accounting Manager is responsible for overseeing and managing the day-to-day financial operations, ensuring accuracy and compliance with accounting standards. This role supervises accounting staff, reviews daily transaction reports, and contributes to strategic financial planning. Responsibilities encompass cash posting, corporate accounting, accounts payable and receivable reporting, and financial analysis.
Specific Responsibilities
Develop, manage, and streamline processes for cash transactions and reporting.
Coordinate record keeping of treasury-related transactions related to intercompany, debt, interest, and cash. Serve as the owner of cash reporting, intercompany loans, intercompany dividends, and debt reporting.
Analyze monthly and quarterly financial statements, including balance sheets, income statements, and cash flow statements.
Oversee the general ledger within the corporate group, ensuring accurate and timely recording of all financial transactions.
Assist in the development and monitoring of budgets, as well as preparing financial forecasts.
Ensure compliance with accounting regulations, internal controls, and company policies.
Analyze financial data to identify trends, variances, and areas for improvement.
Prepare for and participate in both internal and external audits.
Identify and implement process improvements to enhance efficiency and accuracy within the accounting department.
Grow the position to include conducting balance sheet reviews and developing reporting policies.
Assist in integration and sales of entities within SAP environment
Requirements
Bachelor's degree in Accounting or Finance or an equivalent degree is required.
5+ years of experience in accounting, with ability to have supervisory or managerial role.
Strong technical accounting skills and knowledge of US GAAP.
Proficiency in accounting software and financial management systems.
Knowledge of transfer pricing, capital funding, and intercompany compliance Strong analytical and problem-solving abilities.
Excellent verbal and written communication skills for interacting with various stakeholders.
Strong analytical and problem-solving skills.
Ability to lead and motivate a team of accounting professionals.
The salary range for this role is: 94,400.00 (min) - 119,950.00 (mid) - 145,500.00 (max.) USD annual, dependent upon experience
The Salary range for this position is $94,400.00-$119,950.00.The specific Salary rate offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location.
About Us
Rehlko proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Rehlko at *********************************
In addition to the investment in your development, Rehlko offers a benefits package including a competitive salary, health, vision, dental, 401(k) with Rehlko matching, and more!?
Rehlko is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination, without regard to race, creed, color, ethnicity, religion, sex, pregnancy, childbirth, or related medical conditions, genetic information, age, national origin, citizenship, ancestry, caste, mental or physical disability, marital or familial status, sexual orientation, gender identity or expression, genetic information, political belief or affiliation, union membership status, military status, veteran status, or any other characteristic protected by national, state, local, or other applicable laws.
Americans with Disabilities Act (ADA)
It is the policy of Rehlko to comply with all applicable provisions of the Americans with Disabilities Act (ADA) and corresponding national, state, local, or other applicable laws. Rehlko will not discriminate against any qualified associate or applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Rehlko will provide a reasonable accommodation to associates or applicants with disabilities, in accordance with applicable laws. If you have a disability and require an accommodation in the application process or during the course of employment, please contact *********************. Rehlko is an equal opportunity/affirmative action employer.
Our Values
Curiosity - Seek, learn, share
Trust - Go farther together
Pace - Focus to go faster
Excellence - Find the win every day
Auto-ApplyTax Manager
Audit manager job in Menomonee Falls, WI
Continental Properties is looking for a Tax Manager to join our Tax team.
As a Tax Manager you will plan, supervise, review and complete tax compliance work for a multiple entity Private Equity firm. You will work with the Tax team to facilitate several activities associated with tax and compliance. This role offers the opportunity to expand your technical expertise in federal and state taxation while working for a dynamic real estate company that values work/life balance. The Director of Tax will be your supervisor and provide you with support as you acclimate to our company.
We support a hybrid work model if located in the Milwaukee area, and we're also open to remote candidates. #LI-Hybrid
Essential Responsibilities:
Review taxable income analysis, investor allocations, and tax forms prepared by third-party tax firm to ensure that accurate partnership tax documents are delivered and that we remain in compliance with federal, state, and local filing requirements.
Must be proficient with Form 1065 and Schedule K-1 filings. Experience with Form 1120S and Form 1040 would be appreciated, but not required.
Experience with multi-state real estate funds is a plus.
Complete investor projections and compliance work, including direct contact with outside investors.
Assist with tax planning, estimating and monitoring annual cash tax obligations.
Support federal and state audits and tax notices.
Oversee multiple state compliance work and prepare fixed asset accounts.
Research tax issues and correspond with governmental agencies.
Skills for Success:
4+ years of experience in partnership tax preparation with experience in real estate.
Bachelor's Degree in Accounting.
Demonstrated ability to identify and implement process improvements for greater efficiency.
Adaptable and quick to learn when facing new challenges.
Why You'll Love Life at Continental:
Our award-winning culture fosters innovation and empowers our team members to lead. Here are some of the reasons that our team members continue to vote for us as a Top Workplace:
Career Growth: You'll have the tools, training, and opportunities for a meaningful career with long-term growth potential. We invest in your learning & development with paid professional memberships, certifications, and tuition reimbursement.
Mental Health & Wellness: Your well-being matters. We provide comprehensive mental health support including but not limited to 8-free counseling sessions per year and access to additional wellness resources.
Balance: We recognize that balance varies for everyone, and we support our team members with that in mind. Recharge with generous vacation time, 9-paid holidays, and half-days on Fridays during designated months.
Community & Connection: Build relationships through informal gatherings, lunches, community and company events, volunteer opportunities, and a vibrant social culture. Learn more about recent Continental events here!
Culture of Belonging: The Continental IDEA (Inclusion, Diversity, Equity, & Allies) is our commitment to evolving our culture where team members feel a sense of belongingness each day. Our You Belong Here Initiative and Business Resource Groups focus on fostering an inclusive and equitable work environment for all.
Performance Incentives: Participate in our Building Above and Beyond (BAAB) incentive program that rewards team members annually based on company goals and achievements.
Industry-Leading Benefits: Enjoy a comprehensive benefits package, including Medical, Dental, and Vision Plans, flexible spending accounts, 401(k) with company match, and company-paid life and disability insurance.
Family Support: Support your growing family with 6-weeks paid parental leave and with family-forming & fertility resources (up to 12-weeks leave for birth mothers).
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
We comply with the Americans with Disabilities Act (ADA), and all applicable state and local fair employment practices laws, and are committed to providing equal employment opportunities to qualified individuals with disabilities.
For the benefit of our residents, the communities we serve, and our co-workers, all applicants are required to pass a post-offer criminal background check prior to joining the Continental team.
We are committed to fair and equitable compensation practices. The posted salary range represents our good faith estimate of the base salary for this role at the time of posting. Final compensation is based on a variety of factors, including a candidate's experience, skills, qualifications, and internal equity. This range does not include bonus potential or other forms of compensation and benefits.
Salary Range: $115,000 - $140,000
Tax Manager
Audit manager job in Brookfield, WI
Are you an experienced Tax Manager who enjoys doing tax prep, but want something different? Maybe you're after a more reasonable workload, a truly collaborative team environment, or to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on...
Annex Wealth Management - Know the Difference
Join Our Growing Team at Headquarters in Brookfield, WI!
Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!
Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.
At Annex Wealth Management, our values aren't just words - they guide how we work every day:
Knowledge
Accountability
Integrity
Courage
Respect
Ownership
Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you.
Tax Manager
What You'll Do:
Tax Preparation: Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).
No Time Tracking - You will NOT be required to track your time.
Tax Planning: Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.
Team Collaboration: Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.
Client Education: Assist wealth managers and clients with complex individual tax matters related to both tax compliance and personal tax planning. Conduct occasional client meetings to address tax questions and provide guidance.
Continuing Education: Stay current on updates within areas of tax and wealth management.
Technology Adoption: Embrace new technologies to improve tax preparation and planning efficiency.
Focused Role - No sales, marketing, or business development responsibilities of any kind.
Requirements
What You'll Need to Succeed
CPA, EA, or tax attorney required.
Minimum of 5 years of individual income tax preparation experience.
Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.
Certified Financial Planner™ (CFP ) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Proficient in tax and financial planning software.
Ability to work effectively in a team-oriented environment.
Familiarity with CCH Axcess and Holistiplan is a plus.
Series 65 license or equivalent is required to be obtained within 180 days.
Experience with HNW & UHNW
Comprehensive Benefits
We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
Life & Disability Insurance
Paid Time Off (PTO)
401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
Opportunities for professional growth and development
Summer hours
We are committed to providing an environment where you can thrive and achieve your full potential.
Equal Employment Opportunity:
Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.
Income Tax Manager, State and Local Tax
Audit manager job in Milwaukee, WI
A STS Tax Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.
Job Duties:
Research:
Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
Tax Compliance:
Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues
Composes responses to notices from state taxing authorities
Provides assistance with exam support
Tax Consulting:
Drafts tax memorandums, tax opinions and other documentation on various tax issues
Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
Determines tax planning process
Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
Assists in the development of consultative selling strategies
Manages the expectations of assigned clients
Tax Controversy:
Represents clients before any tax authority on contested issues
Tax Related Software:
Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
Tax Specialization:
Provides technical client service to multi-state companies with state and local tax issues
Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
Drafts technical memoranda regarding state and local tax issues
Accounting for Income Taxes - SFAS109:
Prepares tax accrual workpapers
ASC740-10:
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
Strategy Development:
Reviews studies of tax implications to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
Assist with researching potential tax strategies
Suggests marketing approaches for new client acquisition
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product
Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns
Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting/Taxation or J.D. preferred
Experience:
More than five (5) years of prior experience in state and local/multistate experience required
Prior experience supervising tax professionals on a project or engagement basis required
Prior experience preparing and/or reviewing tax provisions preferred
Prior experience with corporate taxation, consolidations and partnerships preferred
License/Certifications:
CPA certification or other relevant certification preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word
Exposure to and familiarity with standard tax applications and research tools preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
Advanced knowledge of sources of relevant information utilized in tax filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000
Auto-ApplyTreasury Management Alst
Audit manager job in Milwaukee, WI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Treasury Management Analyst (TMA) role that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team).
Key Accountabilities
Partner with assigned TM Consultants in all aspects of the sales process
Proficiency in knowledge of all TM solutions and their benefits to our clients
Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process.
Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas.
Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends.
Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities.
Will serve as quality control of current client charges to identify and resolve revenue leakage.
Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc.
Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy
Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external)
Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually.
Work jointly with cross-functional team and assist in overall solution development and value proposition.
Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations.
Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
Ensure complete client satisfaction through proactive partnership and providing timely responses to requests.
Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests.
Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions)
Periodic travel required for training, internal and external sales meetings.
Other duties as requested.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others:
Effectively and transparently shares information and ideas with others
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain
Unites others towards common goal
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction
Develops Talent - Strengthen your abilities for today and beyond:
You Own You - you own your development and career
Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior
Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs
Continuously develops self for current and future roles
Makes Decisions & Solves Problems - Seeks deeper understanding and acts:
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency
Collaborates and seeks to understand the root causes of problems
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time
Takes action that is consistent with available facts, constraints and probable consequence
Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience:
Passionately serves internal/external clients with excellence
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value
Qualifications and Education Requirements
BS/BA degree in Business/Finance or equivalent education & experience
Comprehensive knowledge of Treasury Management products and services
An understanding of the TM sales process; sales, implementation & service functions
Ability to work under minimal supervision, and work well under pressure.
Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks.
Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally.
Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles.
Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems
Demonstrated willingness to learn, implement feedback, and take action.
Ability to develop strong working relationships with clients and associates.
Demonstrated client service experience required (phone and face-to-face)
Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment.
Preferred Qualifications:
Certified Treasury Professional Designation (CTP)
Accredited ACH Professional Designation (AAP)
2-5 year's banking experience
1 year TM Operations, Training, and/or Implementation Experience
2 years sales experience; interest in consultant career path
Ability to interpret and analyze Financial Statements
Salary Range
The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Traveling to and presenting/actively engaging at client sites
Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyAudit Manager
Audit manager job in Mequon, WI
Job Description
Hawkins Ash CPAs is looking to hire an Audit Manager for our Mequon or Brookfield office.
At Hawkins Ash CPAs, we place value on you and your career.
We celebrate and encourage both personal and professional growth and empower leaders.
We cultivate and preserve a strong culture of inclusivity - where everyone is invited to boldly share their ideas and perspectives.
Our culture is a connected team, dedicated to mutual respect and personal growth.
We strive to provide professional freedom and flexibility, and we collaborate to achieve measurable success for clients and team members.
Hawkins Ash CPAs truly cares about the people around us--our employees, clients, and community.
Whether you are a recent graduate or experienced professional, a rewarding and fulfilling career is waiting for you at Hawkins Ash CPAs. Come join a team where commitment to care, compassion, growth and leadership are top priorities!
As an Audit Manager you will:
Perform audits, reviews, compilations, and agreed-upon-procedures for not-for-profit entities, commercial entities, and employee benefit plans
Plan the engagement, perform fieldwork, prepare full disclosure financial statements and required reports for management and regulating agencies, perform other non-audit accounting services, and prepare tax returns (if applicable)
Travel to/from engagements, which includes some overnight travel when needed
Respond to RFP's
Evaluate and provide staff with leadership and career guidance
Actively participate in community activities to develop positive relationships with community leaders and members
Prepare workpapers and returns for tax clients
Attend continuing professional education seminars
Travel to/from engagements, which may include overnight travel as needed
Perform other duties as assigned
Our ideal candidate will have:
Bachelor's degree in Accounting or related field, with CPA or CPA eligibility
Six years of experience providing accounting and financial services is preferred, exceptions can occur based on work to be performed
Exceptional communication skills
Proficiency in Microsoft Office products and accounting software packages
Strong multi-tasking skills
Ability to work extended hours as necessary
Ability to travel to local client sites as needed (some overnight may be required)
Enjoy the great benefits at Hawkins Ash CPAs such as generous PTO; 401k match; health, dental, vision, and life insurance; wellness programs; flexible work-life balance; and so much more!
This is a great opportunity to join an amazing team!
Internal Audit Manager
Audit manager job in Milwaukee, WI
Badger Meter - Where Every Drop Counts and So Do You At Badger Meter, we're more than a leading global water technology company - we're innovators with a mission: to preserve and protect the world's most precious resource. For over 120 years, our trusted solutions have enabled our customers to optimize the delivery and use of water, maximize revenue and reduce waste.
Every employee at Badger Meter is an important part of our success. Here, your work doesn't just move a business forward - it shapes a more sustainable future. We are committed to building a workplace where we celebrate differences, empower voices, and encourage fresh ideas that drive innovation.
When you join us, you'll find:
* Purpose-driven work that makes a real difference in communities around the globe.
* Career growth and development opportunities designed to help you achieve your potential.
* A supportive, inclusive culture where collaboration and creativity thrive.
Be part of something bigger. At Badger Meter, your contributions will ripple far beyond the workplace - creating lasting change for people and the planet.
What You Will Contribute:
This position is responsible for planning, performing, coordinating and supervising all internal audit work at the Company, including work done at foreign and remote locations. The Internal Audit Manager is responsible for planning, performing direct testing of accounts, transactions and controls, as well as coordinating and supervising other personnel (1 direct report currently or external resources) assigned to assist in such functions and working closely with the Company's external auditors. This role participates in quarterly meetings with the Company's Audit & Compliance Committee and provides periodic updates on audit plan progress/results.
Major Job Duties/Accountability:
Primary Responsibilities:
The primary responsibilities of the Internal Audit Manager include, but are not necessarily limited to, planning, documentation and testing of Section 404 internal controls (conducting management's testing), providing assistance to external auditors, assisting in establishment of processes and controls for new accounting regulations and new business functions, performing secondary reviews of selected financial reports, performing operational audits of various company policies and business functions, assisting in acquisition and divestiture activities, and other projects as assigned. These areas are more fully defined below.
Section 404 Controls
* Develop an annual internal audit plan for testing Section 404 internal controls, including design, scope, and frequency of tests to be performed, and review such plans with management and the Audit Committee on a periodic basis.
* Perform or supervise the performance of internal audit work, including testing of key controls and selected account balances and transactions.
* Maintain appropriate documentation of audit work
* As necessary, provide process-owners with training on proper accounting procedures, required internal control procedures and risk awareness.
* Identify any control gaps and assist management in correcting those gaps.
* Perform follow-up reviews to ascertain whether control gaps have been adequately addressed.
* Implement continuous improvement ideas to rationalize internal controls, testing procedures, and documentation to ensure management's testing is conducted efficiently and effectively.
Assist External Auditors
* Work with the external auditors to assure coordination between internal and external audit activities as appropriate.
* Where requested, assist external auditors in selected audit procedures to improve overall audit efficiency and reduce external audit cost.
New Regulations and Business Functions
* When requested, assist the VP-Controller in reviewing new accounting regulations and developing appropriate company policies and procedures to assure compliance with such requirements.
* When requested, assist appropriate officers in development of new company policies and procedures for new business functions, such as new services offered to customers, new business systems or emerging areas such as ESG/sustainability.
* Assist in the establishment of proper internal controls over any new information technology systems implemented by the Company.
Financial Reviews
* Assist the VP-Controller in performing periodic review of selected financial reports, including 10Q and 10K filings, to assure compliance with financial reporting standards.
Operational Audits
* Develop an annual internal audit plan for operational non-SOX audits.
* Plan and execute audits of various operational areas within the company as assigned by the CFO.
* Identify non-compliance with company policies or standard business practices, and any potential improvements in the business processes.
* As necessary, assist in the implementation of deficiency corrections or process improvements and perform follow-up reviews to ascertain that corrections or improvements have been properly implemented.
* Develop and provide written audit reports to the appropriate members of the management team upon completion of the operational audits.
Acquisitions and Divestitures
* As requested, assist in any due diligence processes in connection with potential acquisitions
* As requested, assist in data compilation and process changes in connection with any potential divestitures of product lines
Participate in Audit Committee Meetings to ensure that results of ongoing internal audit activities and other examination activities are appropriately presented;
Qualifications:
* 8 or more years of experience
* Bachelor's degree from a four-year college
* Certified Public Accountant (CPA) and/or Certified Internal Auditor (CIA) preferred.
* Multiple years of external and/or internal audit experience, including supervision or managerial responsibilities.
* Excellent communication skills for working with Audit Committee, management, external auditors, peers and internal customers.
* Able to adjust to changing priorities-- ability to prioritize work and meet deadlines.
* Successful candidate will be a highly motivated team player with excellent interpersonal, analytical and problem-solving skills.
* Self-motivated and proactive, both with respect to managing workload and own professional development-strong work ethic.
Competencies:
* Excellent communication skills for working with Audit Committee, management, external auditors, peers and internal customers.
* Able to adjust to changing priorities-- ability to prioritize work and meet deadlines.
* Successful candidate will be a highly motivated team player with excellent interpersonal, analytical and problem-solving skills.
* Self-motivated and proactive, both with respect to managing workload and own professional development-strong work ethic.
* Capable of working with ambiguity - to scope, define, plan and conduct audits in areas not previously audited.
Competitive Total Rewards at Badger Meter:
* Competitive Pay
* Annual Bonus
* Eligible for Annual Pay Increases
* Comprehensive Health, Vision, and Dental Coverage
* 15 days Paid Time Off + 11 Paid Holidays
* Two Ways to Save for Retirement: Badger Meter contributes 25 cents for every dollar you contribute to the plan, up to 7% of your eligible compensation. In addition to the match, the company will also contribute 5% of your eligible compensation to your Defined Contribution account on an annual basis. Additional access to a certified financial planner to help ensure your money is working for you, at no cost!
* Employer Paid benefits including: Employee Assistance Program (EAP), Basic Group Life Insurance, Short Term Disability, and more
* Educational Assistance - Tuition Reimbursement up to $5,250
* Voluntary benefits including: Additional Life Insurance, Long Term Disability, Accident and Critical Illness coverage
* Health Savings Account (HSA) & Flexible Spending Account (FSA) options
An Equal Opportunity/Affirmative Action Employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Applicants can learn more about their rights regarding equal opportunity in employment by viewing the federal "EEO is the Law" poster and the "EEO is the Law" poster supplement at *************************************************************
Badger Meter complies with all aspects of the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local disability laws. This means that we will reasonably accommodate qualified employees with a disability if accommodation would allow them to perform the essential functions of their job, unless doing so would create an undue hardship.
Privacy Statement
The Employee and Applicant Privacy Statement describes how we collect, use, share, retain, and safeguard applicant information. Please see the privacy statement on our website here.
Auto-ApplyExperienced Assurance Opportunities
Audit manager job in Milwaukee, WI
What You'll Do
Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. Our core belief in putting “Great People First” means we focus on creating an inclusive environment where each of our employees feels supported in growing as people and in their careers.
We are hiring experienced professionals at all levels, from Senior Accountants to Senior Managers, for our Assurance team.
Private Company - Focused on private companies for more than 40 years, our assurance professionals maintain a command of the latest technical knowledge. We put that knowledge and insight to work for private companies in all industries and of all sizes ranging from pre-revenue start-ups to mature, multi-billion-dollar enterprises. We understand the issues businesses face and we have the passion, commitment, and experience to contribute to their success.
Private Funds: With decades of experience in the industry, our Alternative Investment Funds Group is a leader in this space. We offer a range of services to hedge funds, private equity funds, CTAs and other alternative investments. We also regularly work with more than 30 fund administrators nationwide, as well as private investment funds who internally manage fund accounting and administrative services.
Registered Funds: Have a passion for working in the investment industry? Our seasoned professionals provide high-level touch services to mutual funds, ETFs, closed-end funds and CITs. Our command of industry trends and direct experience are valuable tools to help clients navigate complex issues. We provide audit and tax services to over 1,500 registered funds and are the 2nd largest auditor of ETFs and work with more unique ETF advisors than any audit firm in the country.
Check out more information on the above areas here!
Who You Are
Required:
CPA eligible or pursuing requirements is preferred
CPA license is required at the Manager level and above
2+ years of progressive audit experience in public accounting
Experience or interest in one or more of the following areas:
Investment Companies
Private Companies
Hedge Funds, Private Equity Funds, CTAS and other Alternative Investments
SOC Readiness & Compliance
Employee Benefit Plans
Location:
Denver, CO; Chicago, IL; Hunt Valley, MD; Detroit, St. Clair Shores, MI; Cleveland, Akron, Youngstown, OH; Buffalo, New York, NY; Philadelphia, Pittsburgh, PA; Milwaukee, WI
Hybrid work environment (2-3 days in office per week)
This potential opportunity is not available for residents of California.
We will be reviewing applications opportunistically and will contact you if we see a potential fit.
Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll
never
treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture
Experienced Hire Opportunities
Estimated salary range to be shared at time of continuing in recruiting process for specific role.*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#LI-PROMO
#LI-Hybrid
#LI-PROMO
#LI-Hybrid
Auto-ApplyAccounting Director
Audit manager job in Wauwatosa, WI
Who We Are
Join our award-winning team at Current Electric and be part of a culture that values innovation, teamwork, and delivering exceptional service to our clients. Our employees are at the heart of our success, working collaboratively to achieve shared goals and create a positive impact in the community.
Why Choose Current Electric
Competitive salary starting at $90,000-$135,000 annually, commensurate with experience, with a leadership bonus plan based on profitability
Comprehensive health benefits package (medical, dental, and vision) including company-paid life insurance
Health Savings Account (HSA)
401(k) with company match up to 4%
Paid vacation and holidays / Flexible schedule
Employee referral bonus program
Professional development and advancement opportunities
Supportive, collaborative work environment
The Role
The Accounting Director will serve as both a hands-on leader and strategic partner, responsible for directing and holding the accounting team accountable while simplifying processes to drive accuracy and efficiency. This role is not just oversight; the Accounting Director will be in the work, ensuring adoption of financial systems, including our CRM, providing training and support, and eliminating excuses by delivering results.
You will oversee accounting, budgeting, forecasting, financial reporting, compliance, and payroll while ensuring that KPIs are clear, consistent, and easily understood across the company. The right candidate thrives on accountability, has a pulse on operations across departments, and provides proactive financial insights that drive sustainable growth and profitability.
Key Responsibilities
Strategic Leadership & Accountability
Hold the accounting team accountable for timely, accurate, and complete financial work.
Simplify complex processes so that financial data and KPIs are easy to understand company-wide.
Drive adoption and usage of our CRM, ensuring full integration into daily financial operations.
Forecast trends, spot issues before they happen, and provide proactive recommendations.
Partner with leadership to align financial objectives with company mission, values, and growth goals.
Financial Management & Reporting
Oversee AR, AP, payroll, and cash management.
Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements.
Lead cost control and efficiency initiatives to strengthen profitability.
Manage relationships with banks, auditors, and tax advisors while maintaining compliance with all regulations.
Review financial results to identify trends, anomalies, and opportunities to strengthen financial performance and support banking relationships.
Operational Excellence & Systems
Build, streamline, and enforce financial systems and controls for accuracy and scalability.
Provide clear reporting packages that highlight actionable insights, not just numbers.
Lead scenario-based financial reviews with leadership to test “what if” situations and guide strategy.
Team Leadership & Development
Train, coach, and hold accounting staff accountable for results and deadlines.
Be a visible, hands-on leader willing to step in where needed, model urgency, and ensure team accountability.
Equip team members to meet objectives and provide no-excuses support for their success.
Foster a culture of ownership, integrity, and continuous improvement.
Competencies for Success
Controller-level mindset: able to dive into the details, but also forecast and guide strategy.
Strong accountability and leadership presence; able to drive performance and enforce standards.
Ability to translate complex financial data into simple, actionable insights.
Proactive, organized, and unafraid to dig in to resolve problems.
Advanced financial systems experience.
High integrity, ethics, and consistency.
Desired Skills & Experience
8-10 years of progressive experience in accounting/finance, with at least 3 years in a leadership role.
Experience in construction, contracting, or project-based industries required.
Master's degree in accounting, finance, or related field strongly preferred.
Experience managing financial operations for companies with $10M+ revenue.
Proven track record of driving accountability, simplifying processes, and forecasting trends.
Strategic and tactical, with the ability to lead at a high level while also rolling up sleeves daily.
A strong leader/manager who can drive accountability and deliver results.
Work Schedule
Flexible Monday-Friday day shifts.
On-site presence in Wauwatosa; must reliably commute or plan to relocate before starting work.
Equal Opportunity Statement
Current Electric is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business needs.
If you are energized by the opportunity to be hands-on, hold teams accountable, and drive accuracy and efficiency through simplified processes, we want to hear from you. Apply today to join our exceptional team.