Finance advisor jobs in Eau Claire, WI - 770 jobs

This position is primarily responsible for maintaining and supporting commercial banking customers with their online and electronic banking needs. This role involves high level customized support to commercial business, which may include technical and operational tasks. Core Values Customer Experience - Be a trusted advisor while providing exceptional customer service in a welcoming environment. Continued Growth - Continually evolve with technology and our customers' needs. Collaboration - Success built through teamwork, where each person contributes their strengths and works diligently to achieve a collective goal. Community - Make an impact, strive for improvement, and be involved. Hard Working - Be enthusiastic, energetic, and tenacious while maintaining a harmonious balance between work and personal lives. Essential Functions: Essential Duties and Responsibilities include the following. Other duties may be assigned to meet business needs. Handles operational and technical support for a range of digital banking services like online and mobile banking, ACH processing, and remote deposit capture. Assists businesses with navigating online banking platforms, resolving technical issues, and answering a variety of business banking inquiries. Assists with opening and managing business accounts, including offering products and services to the business. Account Management: performs the necessary and required due diligence on business banking customers, including analysis of exposure limits and review of services provided to the business. Fraud Prevention and Security: reviews account activity, identifies potential fraud, handles disputes, and ensures compliance with banking regulations and security standards. Education + Qualifications + Training Must possess a High School Diploma Effective written and verbal presentation skills - ability to communicate effectively with board of directors and regulatory authorities. For a complete job description, please visit *****************************************

We are looking for a skilled Financial Reporting Analyst to join our team in Plymouth, Minnesota. In this role, you will play a key part in preparing and analyzing financial reports, ensuring accuracy and compliance with accounting standards. You will collaborate with cross-functional teams and contribute to improving financial processes to support organizational goals. Responsibilities: • Prepare and consolidate financial reports on a monthly, quarterly, and annual basis using systems such as Hyperion and Oracle. • Conduct detailed variance analyses and summarize findings in concise reports for executive review. • Ensure financial statements adhere to established accounting standards and organizational policies. • Collaborate with accounting teams and sales/service locations nationwide to address reporting and data requirements. • Partner with external auditors and international corporate teams to resolve reporting inquiries and provide necessary documentation. • Identify and implement improvements in manual reporting processes to enhance accuracy and efficiency. • Support the monthly financial close process, including data validation and system uploads into Hyperion. • Maintain accurate chart of accounts, reporting hierarchies, and consolidation structures. • Contribute to financial policy compliance and strengthen internal controls related to reporting. Qualifications: • Bachelor's degree in Accounting, Finance, or related. • A minimum of 2 years of experience in financial reporting. • Comprehensive knowledge of US GAAP standards, with IFRS experience considered a plus. • Hands-on experience with Hyperion. • Advanced proficiency in Microsoft Excel for data manipulation and analysis. • Strong attention to detail and the ability to work independently in a dynamic and fast-paced environment. • Excellent interpersonal skills and the ability to collaborate effectively with diverse teams, including international stakeholders.

Job Title: Financial Analyst Duration: 3+ Months (Extension) Qualifications: Specific duties will encompass providing cost analysis, standard cost establishment, budgeting, forecasting, and financial analysis. This position is responsible for all aspects of cost accounting including variance analysis and month-end closing. Provide staff and divisional management, accurate and timely information that will assist them in monitoring performance in order to reach company established goals and objectives. Complete specially assigned projects by the Site Controller/Staff as required. In addition to broad accounting knowledge, the incumbent should possess some familiarity with or have the skills and the ability to learn to become familiar with the accounting and ERP manufacturing processes systems. A comprehensive understanding of Microsoft Excel and PowerPoint are required. The Financial Analyst communicates with several levels of personnel both verbally and in writing, so these skills must be effective. People must have strong interpersonal skills. 2+ years of manufacturing experience related to cost accounting and financial reporting preferred. Responsibilities: Know and understand the quality and safety policies. Complete all quality and safety training required for the specific position. Follow all quality and safety rules and procedures and remind others. Commit to addressing and reporting any unsafe condition or quality issue immediately. Be empowered and speak up when unsafe behaviors are observed, or quality issues arise and to not place blame while investigating these issues. Adhere to the principles of data integrity. Adhere to the product Safety and Compliance approach and support the product Safety and Compliance program Qualifications: Practical/Technical/Digital Knowledge Description Required/Preferred Accounting manufacturing experience Required Demonstrated knowledge or experience with product structures and routings Preferred Strong ability to analyze financial data and trends Required Proficiency in financial concepts and math Required Experience with analytics tools and software, such as SQL and Excel. Required High level of accuracy and attention to detail in financial analysis Required Description Required/Preferred Excellent written and verbal communication skills for reporting and presenting findings Required Travel Requirements: 15-20% domestic travel required

About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis. The Impact You'll Make: Review, research and analyze data to create customized, annual financial plans for clients. Deliver the financial plan to clients in partnership with the Financial Advisor/Team. Connect with next generation clients through planning. Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects. Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point. Document, follow up, and support the closing of opportunities identified from the financial planning process. Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized Operate within the team's client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities. Performs other duties and special projects as necessary. What You'll Bring to Baird: Must have an undergraduate degree in Finance, Accounting, Economics or equivalent. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of three years of investment experience in a client facing role. Excellent presentation skills, very strong interpersonal and written communication skills. Proven self-starter, highly motivated, with the ability to work independently. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Ameriprise Personal Wealth Group Advisor Pathway Program Are you passionate about helping people achieve their financial goals and dreams? In the Ameriprise Personal Wealth Group, we're redefining financial advising by building deep, meaningful relationships with clients-virtually-through our Confident Retirement approach. This isn't just a job-it's a career path designed for individuals who want to make a real impact and grow into a successful financial advisor role with structured training, mentorship, and support every step of the way. Financial Advisor Trainee Role As a Financial Advisor Trainee you'll start your journey with a clear roadmap to success. We'll provide everything you need to thrive: Comprehensive Training & Licensing Support We'll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses-setting you up for long-term success. Hands-On Experience Once licensed, you'll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on-the-job coaching. Career Growth & Professional Development You'll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP certification. What You'll Do Prepare for and obtain key financial licenses Engage with clients in meaningful conversations (no licenses required for initial activities) Document interactions in our CRM system Complete ongoing training to master products, tools, and client service What We're Looking For High school diploma or equivalent Bachelor's degree preferred Strong communication and relationship-building skills Ability to thrive in a fast-paced, goal-driven environment Commitment to earning required licenses within set timelines Your Rewards Starting salary: $55,000 while unlicensed Licensed earning potential: $57,000-$95,000 within three years (salary + bonus opportunities) The Career Path Once you've successfully obtained all of your licenses, you'll move into the Client Support Associate role which allows you to dive deeper into what it means to work with clients and be a financial advisor. In addition to addressing immediate client needs, you'll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you'll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence. As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future. Ready to build a career that makes a difference? Join the Ameriprise Personal Wealth Group and help clients feel confident about their financial future-while creating your own. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $55,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AFG Ameriprise Franchise Group

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Junior Financial Advisor Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients. This role will help the ideal candidate develop foundational advisory skills while progressing toward lead advisor responsibilities. Typical Duties and Responsibilities Assist in preparing financial plans, investment proposals, and client review materials Conduct data gathering, analysis, and client onboarding activities Support portfolio monitoring, rebalancing, and implementation of investment strategies Participate in client meetings, take notes, and follow up on action items Maintain accurate client records and documentation in CRM and planning software Conduct research on investments, financial planning strategies, and market trends Ensure compliance with RIA policies and regulatory requirements Position Requirements Bachelor's degree in finance, economics, business, or related field 2-5 years of experience in financial services or client-facing roles Series 65 (or ability to obtain within a specified timeframe) Progress toward CFP designation preferred Preference Given to Candidates with the Following Qualifications: Strong analytical, organizational, and communication skills High attention to detail and client service orientation Ability to learn quickly in a fast-paced advisory environment Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail) Perks & Benefits 401(k) with Employer Match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Flexible Paid Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance Maternity/Paternity Leave Policy About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets 1 across 65 offices and 310 team members. Stimulating Environment At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen) Professional growth opportunities Friendly and collaborative work environment World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1 As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. #LI-MS1

Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors. Job Summary The Senior Investment Consultant (SIC) position for the Upper Midwest region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. Duties and Responsibilities Increase sales and enhance relationships with financial advisors within this region. Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal. This position will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM. Regional Responsibility This position will require the appropriate individual to be based in the Upper Midwest Region. Minneapolis/Twin Cities, MN- preferred. Requirements Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region. Experience selling ETF's, separately managed accounts, private investments, and mutual funds. Strong relationships with the advisors and targeted firms in this region would be highly desirable. Highest ethical standards and integrity. Tremendous work ethic and strong desire to succeed. Extensive travel will be required given the size of the regions. Professional and academic requirements include: NASD licenses Series 7, 63 and 65 A Bachelor's degree is required CIMA and or CFP designation preferred Job Benefits Medical, dental, and vision coverage. Employer 401(k) safe harbor and profit-sharing contributions. Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. Community involvement opportunities. Onsite cafeteria. Onsite fitness center. Referral program. Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Description & Requirements The OCM Intern will assist the CDIO organization in implementing change management strategies that help employees adapt to organizational changes. This internship is designed for individuals eager to learn about structured change methodologies and gain hands-on experience in supporting enterprise transformation initiatives. You will work closely with experienced practitioners and project teams to contribute to communication, training, and stakeholder engagement activities. Additionally, the selected intern will gain knowledge of general business principles, corporate organizational structure and government process improvement. Throughout the summer, you will have the opportunity to meet, interact, and collaborate among various project teams, consultants, senior management, executives and peers. Guidance and training on operations standards and protocols will be provided by the Manager. BENEFITS / COMPENSATION: Hourly pay range is competitive and commensurate with education and experience. Interns are eligible for benefits. All computer equipment and access to digital systems will be provided to the hired candidate. Students may also complete the internship for academic credit, subject to the qualifications of their academic program. PROGRAM DETAILS: This position requires a commitment of 40 full-time hours per week, with availability during usual business hours (8AM-6PM ET), for the duration of a 10-week summer program: starting Tuesday, May 26th and ending Friday, August 7th, 2026 Essential Duties and Responsibilities: - Provide data analysis support to project and operations management. - Perform routine administrative functions. - Assist in special projects across various operational departments. - Work on assignments that are moderately difficult and escalate issues to management. - Assist with ad-hoc reporting. Key Responsibilities • Support Change Initiatives: Assist in applying change management frameworks and tools under the guidance of senior team members. • Impact & Readiness Analysis: Help gather data for impact assessments and readiness evaluations. • Communications & Training: Contribute to drafting communication materials and preparing training content; assist in scheduling and coordinating sessions. • Documentation & Reporting: Maintain organized records of change activities and help prepare progress reports. • Collaboration: Participate in team meetings and support project managers with administrative tasks related to change management. • Research & Best Practices: Explore industry trends and share insights to improve processes. Minimum Requirements - Currently enrolled in an accredited college or university and pursuing a college degree in a related field. - Must have completed a minimum of 2 years of coursework. - Skilled in standard computer applications and platforms such as Outlook and MS Office Suite, PowerPoint, and Excel. - Demonstrated ability to juggle multiple priorities with superior attention to detail. - Ability to perform comfortably in a fast-paced, deadline-oriented work environment. - Strong interpersonal communication, teamwork, and customer service skills. Currently pursuing a bachelor's or master's degree in business, Organizational Development, Communications, Psychology, or related field. Strong written and verbal communication skills. Detail-oriented with good organizational abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Also preferred: Interest in change management principles (e.g., Prosci, ADKAR). Familiarity with HR technologies or enterprise systems is a plus. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 21.32 Maximum Salary $ 31.27

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Current Employees and Contractors Apply HereOsaic Careers Client Service Opportunity in Financial Services Investment Advisory Specialist La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full time Salary: $40,000-48,000.00 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Summary: As a member of our Investment Advisory Support team, you will assist our advisors, their clients, and other team members in all aspects of operational and service activities for qualifying advisory accounts (WMP), through phone support. You will collaborate with other functions across all aspects and stages of our processes to ensure our advisors and their clients receive exceptional service and support in every interaction with Osaic Institutions. Your primary focus will be supporting our products, platforms and processes to respond to our customer's stated and unstated needs. Responsibilities: Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions Support both brokerage and investment advisory needs dynamically across channels - phone; with product, platform and process knowledge Assist with navigation in advisory platforms including: Envestnet (WMP), as well as core business platforms including Pershing(NetX), Envestnet, etc. Create strong working relationships with advisors, their office staff and peers across the firm Demonstrate critical thinking and problem-solving skills to identify our customers stated and unstated needs to deliver required outcomes with exceptional experience. Educate advisors where to find online information and other self-serve solutions Meet stated satisfaction, quality and production goals Log interactions within CRM system for most interactions to capture notes and other relevant information for future support needs Keep up to date on changes to industry and business processes Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required. Basic Requirements: 2+ years of experience in financial services operations or broker-dealer setting 2+ years working in a customer service operation or contact center Proficiency with Microsoft Windows, Word, Excel, Outlook and Internet Explorer Proficiency working in a CRM system Experience with Pershing Netx360 and Envestnet platforms A friendly and professional demeanor Excellent communication and organization/multi-tasking skills Strong customer focus orientation Ability to work quickly and accurately while under pressure Preferred Requirements: 4+ years of related brokerage experience 1+ years of investment advisory experience Experience with Envestnet / Wealth Management Platform Completion of the FINRA SIE exam Current Employees and Contractors Apply Here

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title:Financial Specialist IIJob Category:University StaffEmployment Type:RegularJob Profile:Financial Specialist IIJob Duties: Position Summary Statement This position reports to the Associate Bursar and is focused on processing and auditing transactions. This position keeps current on state and federal regulations pertaining to each area of duty; computes Federal Return of Title IV aid withdrawals, bill and collect financial aid repayments; maintains proper MN Reciprocity records and prepares and submits semester-end reports; supports and manages records and coordinates procedures to support the PeopleSoft Student Financials Module; assists in hiring and training of student workers for the Student Business Services Office. Work is performed under general supervision. Essential Job Functions and Responsibilities 30% Assist in the Management of the State and Federal GI Bill Programs Keeps current on state and federal regulations pertaining to all state and federal military tuition benefits programs. Performs calculations necessary for billing of state and federal aid programs. Assists in processing and reporting for all veteran tuition assistance programs. Works closely with Veterans Certifying Official and Assistant Registrar to maintain student records. Receives incoming wire transfers and applies to student accounts. Reconciles student accounts to ensure proper calculations are made to request benefit payments from military services. Back-up for processing Wisconsin GI tuition and segregated fee waivers and supplemental payments to student accounts and updating the Web Application. Maintains Chapter 33 benefits spreadsheet for reconciliation to third payment contracts. Provides the Veteran Certifying Official with reports. Reconcile Chapter 33 benefit related school and student debts and coordinate with the Veteran Certifying Official for regulatory handling. Process accounts payable refunds for school Chapter 33 debts. 25% Manage Withdrawal Process Keeps current on all state and federal regulations regarding return of financial aid when a student withdraws. Explains withdrawal procedures and ramifications to withdrawn students. Computes Return of Title IV financial aid withdrawals to determine amount of earned financial aid and any amounts that need to be returned to aid programs per federal guidelines. Notifies the Financial Aid Office of unearned aid to be backed off student accounts. Notify students of amounts due to the University from reduction of financial aid. Assists internal and external auditors in the auditing of student withdrawal calculations and record keeping. Calculate the 60% date for the return of financial aid funds for the campus. 15% Support Student Accounts Receivable Records Answers questions from staff members, students, parents and other University employees concerning student accounts by phone, email and in person in accordance with FERPA regulations. Serves as back-up to daily student billing process, including Wisconsin GI waivers. Maintains and stores files and reports for specified retention time. Adjusts student accounts based on information provided by other departments; making sure appropriate fee schedules are followed. Reconciles adjustments made to documentation provided, insuring the accuracy of the student accounts receivable system, which includes schedules that include tuition, segregated fees, textbook fees, and eStout fees. Analyzes, reviews, approves, and processes refunds from student accounts. Back-up for batch posting of charges and financial aid transactions. Archives tuition schedules, waivers, special course fees, and calendars. Process and monitor stale dated refund checks. Reconcile AR accounts daily. Post finance charges monthly. Post late fee charges. Send text messages to student (due date reminders, special situations required to notify/contact students) Pre-audit, process, balance and file miscellaneous campus fees through manual SIS file upload Apply adjustments to student accounts and image documentation 10% Process Specialty Payments Analyzes, calculates, and processes military payments to student accounts. Processes all collection agency and sponsorship tuition payments. Reconciles all payments with student accounts involved to ensure accuracy. 7% Assist with Student Employee Management Responsible for hiring and training student employees. Prepares request forms and work authorizations. Completes a student schedule for the office to maximize workflow of the office. Monitors payroll budget allocations. Conducts evaluations of student employees and recommend salary increases. Responsible for approving student employee timesheets. Supervise student employees; verify payment information while making sure policies and procedures are followed. 3% Management of ImageNow Processing Responsible for managing the ImageNow processing for the department. Responsible for training of all staff and students in the department. Coordinates, upgrades, and problem solves with ImageNow administrator. 3% Assist Student Payment Cashier Receive student payments, answer student payment questions during the absence of student payment cashier, or during peak times. Balance student's cashiering session. 5% Coordinate Reciprocity Assist and collaborate with Admissions Office regarding MN reciprocity. Analyze and monitor student accounts for reporting accuracy. Prepare end of term FTP reports and submit to MN and WI Department of Higher Education. 2% Other Tasks as Necessary Residency Appeal Committee Member Order office supplies and monitor Print Program monthly charges for office multi-function device. Update academic year tuition schedules and refund schedule. Update and distribute the campus academic billing calendar. Update and distribute the Financial Aid disbursement date schedule. Send email communications to students: billing notices, eRefunds, 1098-T notifications and missing or invalid national identification numbers Communicate and administer UW System Administrative policy 805. Maintain written instructions on policies and procedures. Assist Bursar in developing office procedures. Perform other duties as assigned by the Bursar. Physical Demands While performing the duties of this position, the employee must have the mobility to work in a standard office setting and to use standard office equipment, hearing, and speech to converse in person and over the telephone and vision to read printed materials and a computer screen. Accommodation may be made for some of these physical demands for otherwise qualified individuals who require and request such accommodation. Physical ability to sit at a computer terminal for extended periods of time, Moderate amounts of walking, standing, and stair climbing; occasional lifting of supplies up to 10 lbs. Working Conditions and Environment Some travel may be required for necessary meetings, workshops, conferences, etc. Key Job Responsibilities: Answers advanced fiscal questions and provides information based on set materials and standards to various audiences Creates general reporting for transactions Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies Audits or reconciles original purchase documents with payments Reallocates expenses to appropriate funding strings Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials Reviews transaction processing internal controls and recommends policies and procedures Department: The Student Business Services (SBS) Department, within the Business & Financial Services unit, provides comprehensive financial services to support students, faculty, and staff. Our mission is to ensure accurate and timely management of student accounts and institutional receivables while delivering exceptional customer service. Core Responsibilities: Student Account Management: Billing tuition and fees, processing payments, managing payment plans, and issuing refunds. Cashiering Services: Handling in-person and online payments, campus deposits, and related transactions. Accounts Receivable: Managing receivables for student accounts and other university departments, monitoring outstanding balances, sending statements, and coordinating collection efforts in compliance with university policies and state regulations. Refunds and Disbursements: Processing student refunds and financial aid disbursements promptly and accurately. Compliance and Reporting: Maintaining adherence to institutional, state, and federal financial regulations. Our goal is to provide transparent, efficient, and student-focused financial services that promote fiscal responsibility and support academic success. Compensation:Minimum starting salary of $20.65/hour, commensurate with qualifications and experience. A six-month probationary period is required Required Qualifications: At least 2 years providing customer service to a diverse population in an office setting. At least 2 years of general business/office experience working with cash and reconciling accounts. Working knowledge of Microsoft Office to include Word, Excel and Outlook. Excellent oral and written communication skills. Excellent organizational skills. Preferred Qualifications: Experience in a higher education environment. Experience with Federal Family Educational Rights and Privacy Act of 1974. At least 2 years of accounts receivable experience. Working knowledge of Student Financials/PeopleSoft Campus Solutions. How to Apply: Complete applications received by end of day, 1/19/2026 are ensured full consideration. Applications submitted after 1/19/2026 may be reviewed at the discretion of the search committee or until position is filled. To apply, click on the APPLY button or go to: ********************************************* Required application materials: Cover letter (* See below) Current resume All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process. * Please use your cover letter to speak to each of the Minimum/Required Qualifications for this position as listed above. For each required qualification, describe your relevant experience, using specific examples from your work history to illustrate how your experience satisfies the requirement. It is the policy of UW-Stout to provide reasonable accommodation to qualified applicants with disabilities. If you need assistance, or accommodation in applying because of a disability, please contact us using the information below. Employment opportunities will not be denied because of the need to make reasonable accommodation for a qualified individual's disability. Contact Information: For questions regarding this position or recruitment, please contact: Search Chair: Angie Stevens Email: ********************** If you need assistance with the online application process or if you submitted your application prior to uploading all the required application materials, please contact: Search Coordinator: Abbie Hartung Email: ********************* Guidelines to ensure consideration: Applicants must complete all required fields and attach all required application materials. Within your cover letter address each of the Minimum/Required Qualifications specified for this position. For each required qualification, describe your relevant experience, using specific examples from your work history to illustrate how your experience satisfies the requirement. It is the policy of UW-Stout to provide reasonable accommodation to qualified applicants with disabilities. If you need assistance, or accommodation in applying because of a disability, please contact us using the information below. Employment opportunities will not be denied because of the need to make reasonable accommodation for a qualified individual's disability. The Universities of Wisconsin provides an excellent benefits package including participation in the Wisconsin State retirement plan, demonstrating our commitment to the diverse needs of our employees. Employee Benefits: ***************************************** To calculate the estimated value of your total compensation, use the Health & Retirement Contributions Estimator | Employee Benefits (wisconsin.edu) Employment is contingent upon the final candidate's completing a criminal background check and being cleared to work by the Human Resources Office. Employment is also contingent upon the final candidate passing reference checks and an essential job function test, as applicable. The reference check process includes asking the final candidates' professional references questions regarding employee misconduct, sexual violence, and sexual harassment. Reference checks must be conducted at a minimum with three professional references, at least one of which must be a prior supervisor. Final candidates with previous employment within the Universities of Wisconsin and State of WI agencies will be subject to additional reference checks. In response to a public records request, the Universities of Wisconsin will not reveal the identities of applicants who request confidentiality in their online application, except that the identity of the successful final candidate will be released. See Wis. Stat. sec. 19.36(7). UW-Stout is committed to providing safety and security of all members of our community in accordance with the Clery Act. For campus safety information and crime statistics visit: *********************************************************************** UW is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.

We are looking for an intern to join our Bank Consulting team! Internship Duration: May - August Majors: Accounting, Finance, Prelaw, Open Who We Are Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive. Why You'll Love Working Here * You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one. * You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed. * You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career. * You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work. * You'll have fun. Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have a good time. Office events, volunteer opportunities, and casual team activities are all part of the experience. About the Team At Eide Bailly FI Compliance our business is about making our clients' businesses better. Our motivation is to understand our client's needs and to discover the solutions to yield valuable results for their business. What makes us different -- and why our clients choose to work with us -- is our proactive, consultative approach to people, process, & technology and our incredible team. Our people make our business. Our culture attracts the industry's leading talent. We promote a happy workplace by making work-life balance a daily practice and actively engaging in the communities we serve. Our dedication to service is showcased in our firm's charitable donation match and focus on encouraging staff to volunteer their time to causes close to them. We also support living healthier lifestyles by offering additional perks like a Wellness Benefit to be spent on fitness-related purchases every year. These are just some of the reasons why we remain an employer of choice for today's top talent. Typical Day in the Life A typical day as a Banking Compliance Intern may include the following; * Effectively work and communicate with clients in the financial industry to ensure compliance processes and operations meet required regulations. * Consult with key leaders at our client sites and respond to regulatory examination issues, correct compliance deficiencies and review internal compliance processes and controls. * Understand and keep current with banking compliance regulations, trends or issues in order to recommend and/or develop processes and procedures to implement changes to better serve the client. * Prepare and assist clients with compliance testing and training on regulatory issues. * Attend professional development, networking events and training seminars on a regular basis. * Hold yourself to the highest degree of professional standards and strict client confidentiality. Who You Are * You are working towards a Bachelor's degree in a business-related field. * You are an expert in keeping up with banking regulatory changes. * You have an ability to problem solve and note issues while providing resolution to the client. * You have strong verbal and written communication skills. * You have the flexibility to work additional hours as needed and enjoy traveling some of the time. Must be authorized to work in the United States now and in the future without the requirement of sponsorship. What to Expect Next We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Interns: We are excited to share that intern positions across our firm are paid between $25.00-$32.00/hour and are eligible for overtime. If you are offered an intern position with Eide Bailly, your pay rate will be determined based on factors such as geographic location, skills, education and/or experience. Interns are eligible for health insurance and 401(k) Profit Sharing. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-RS1

TWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status.

Job DescriptionBenefits: Employee discounts Opportunity for advancement Job Title: Financial Analyst Intern Reports to: Financial Analyst Status: Part Time/Non-Supervisor/Non-Exempt As a Finance Intern, you will be an integral part of the Financial Planning & Analysis (FP&A) team, providing support for budgeting, forecasting, financial reporting, and business analysis. Working closely with experienced professionals, including the Financial Analyst and senior management, you will gain exposure to a wide variety of financial tasks, contributing to both short-term and long-term company goals. Essential Duties and Responsibilities Assist in the preparation and analysis of financial reports, budgets, and forecasts. Support the monthly and quarterly reporting processes, ensuring data accuracy and consistency. Assist in analyzing key performance indicators (KPIs) and other financial data to provide insights for performance improvement. Help with the preparation of management reports and dashboards, presenting financial insights in a clear and actionable manner. Help develop and maintain tools and templates to streamline financial reporting and analysis. Collaborate with other departments to ensure financial alignment and assist with operational insights. Participate in ad-hoc financial analysis and special projects as required. Minimum Qualifications Detail oriented, organized and focused on quality. Currently pursuing a Bachelors degree in Finance, Accounting, Economics, or a related field. Strong analytical skills and a passion for understanding financial data. Proficient in Microsoft Excel Ability to work independently Benefits Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Advancement Opportunities

About the Role We're looking for a Finance Intern to support freight, distribution, and inventory optimization initiatives that drive operational efficiency and financial impact. This internship offers hands-on, project-based experience working with Finance, Logistics, and Procurement to evaluate cost drivers and develop data-driven recommendations. What You'll Do: Analyze corrugate purchasing and storage practices to identify opportunities to reduce onsite inventory Evaluate cost trade-offs between unit pricing and just-in-time supply strategies Partner with Logistics to refresh and validate the true cost of pallet storage Build SKU-level models to determine optimal ordering quantities based on forecast, price, and storage cost Collaborate cross-functionally with Finance, Logistics, and Procurement to gather insights and develop recommendations What We're Looking For: Pursuing a Bachelor's degree in Finance, Accounting, Supply Chain, Business Analytics, or a related field Strong analytical and problem-solving skills Proficiency in Excel; financial modeling experience is a plus Comfortable working with data and collaborating across teams Organizational Values Safety - Teamwork - Customer Focus - Ownership - Initiative - Creativity At Hoffmaster, our Organizational Values and strong sense of Integrity guide how we work and engage with each other every day. The Finance Intern will demonstrate these values by promoting Safety through accurate, thoughtful financial analysis and by supporting an environment where cross-functional partners feel comfortable asking questions, testing assumptions, and collaborating openly around data and operational insights. This role exemplifies Teamwork by partnering closely with Logistics, Procurement, and Finance to ensure alignment, transparency, and shared problem-solving. In addition, the intern maintains a strong Customer Focus by evaluating supply and storage decisions through the lens of service, reliability, and long-term value; takes Ownership of assigned analyses and deliverables; shows Initiative by identifying cost optimization and process improvement opportunities; and applies Creativity to build practical, data-driven models that support Hoffmaster's commitment to operational and financial excellence.