Finance analyst jobs in Eau Claire, WI - 20 jobs

We are looking for an experienced Controller. This role involves managing accounting processes, providing financial insights, and supporting plant operations to drive business success. The ideal candidate will have a strong background in cost accounting, financial analysis, and team leadership within a manufacturing environment. Responsibilities: - Prepare and present plant-specific monthly financial statements for management use in consolidated reporting. - Analyze and reconcile balance sheets to ensure accuracy and compliance. - Oversee the maintenance of standard cost systems and fixed asset records. - Manage accounts payable, accounts receivable, payroll, and general accounting functions. - Develop and enhance financial control systems to improve operational efficiency. - Collaborate with the Division Controller on budgeting and forecasting activities for the site. - Support annual audits, including financial statement, bank, and tax audits. - Partner with other departments to identify and implement operational improvements. - Lead and mentor the accounting team, including hiring, training, and performance management. - Communicate effectively across all levels of the organization to promote a team-oriented culture. Requirements - Minimum of 7 years of experience in accounting and finance, with a focus on manufacturing environments. - Proven expertise in standard cost accounting, including variance analysis and cost setting. - Strong knowledge of financial statement analysis, budgeting, and forecasting. - Experience managing and developing accounting teams and processes. - Familiarity with accounting software systems and tools such as CRM, ADP, and Crystal Reports. - Demonstrated ability to lead audits and maintain compliance with financial regulations. - Background in fixed asset accounting, capital expenditures, and cost accounting. - Excellent communication and organizational skills to thrive in a fast-paced environment. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Compensation: Up to $160,000 + Bonus + Benefits A fast-growing, multi-entity agricultural enterprise is seeking a Controller to lead financial strategy and operations across its crop, livestock, and grain trading businesses. This is a newly created role offering direct access to ownership, full P&L responsibility, and the rare opportunity to modernize financial systems from the ground up. This role is perfect for a hands-on financial leader who thrives in dynamic environments, understands agricultural operations, and is excited to build best-in-class finance infrastructure while advising on strategic decisions from land acquisition to vertical integration. What You'll Do: Lead financial operations across crop production, livestock, and grain merchandising Own budgeting, forecasting, cash management, entity consolidations, and reporting Design and implement improved accounting workflows and modern ERP systems Provide strategic insights to guide ownership on capital allocation, investments, and risk Support lending relationships, compliance, and commodity-specific accounting Manage and grow a small, capable finance team while rolling up your sleeves where needed What You Bring: 5+ years of financial leadership in agriculture, commodities, or food production Strong accounting fundamentals and a “builder” mindset Experience with multi-entity structures and hands-on financial operations Proficiency with QuickBooks Enterprise or ERP systems Advanced Excel skills; CPA or MBA a plus Why This Role? High-impact leadership with strategic exposure Autonomy to build financial systems that scale with the business Competitive salary up to $160K + annual bonus Health & dental (75% employer-paid), 401(k) with match, relocation support, and more This role is ideal for someone ready to step into a transformative leadership position and help shape the financial future of a thriving ag-based company in Eau Claire, WI. Let me know if you'd like a version for LinkedIn or candidate outreach!

Our award-winning client is seeking a Controller to join their team. Join a leading dairy operation at the industry's forefront, dedicated to excellence and innovation. We seek a dynamic and detail-oriented Controller to oversee daily operational accounting functions, maintain the general ledger, and contribute to the financial reporting process. Embrace the opportunity for flexible work hours and potential hybrid work arrangements. Responsibilities: Process daily accounting transactions with precision and efficiency. Prepare and post journal entries, including monthly reconciliations of general ledger accounts. Administer semi-monthly payroll, ensuring accurate tax and employee payments. Execute semi-monthly check runs for vendor payments and offer support for Accounts Payable as required. Conduct bank reconciliations and implement effective cash management strategies. Oversee Fixed Asset Management, including acquisitions, disposals, trade-ins, and depreciation calculations. Manage the general ledger chart of accounts and coding system. Generate Financial Statements, incorporating comprehensive variance analysis and other requested management reports. Supervise inventory transactions and systems. Undertake additional duties as assigned. Required Qualifications: Possess excellent time management, problem-solving, and communication skills. Adaptability to thrive in a fast-paced environment with the ability to navigate changing circumstances. Strong knowledge of generally accepted accounting principles (GAAP). Hold a Bachelor's degree in accounting or a related field. Proficiency in Excel and basic accounting systems; experience with QBO is preferred. While not required, 2 years of accounting experience in Agribusiness or Manufacturing is advantageous. Benefits: Competitive salary. Health and wellness programs. Opportunities for professional development. Collaborative and inclusive work environment. Flexible work hours and potential for hybrid work arrangements.

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.

POSITION: A full-time, professional academic staff position is available in the University Accounting office beginning September 22, 2025. The working title for this assignment is General Ledger Support Accountant with an official title of Accountant II. The salary will be commensurate with experience and qualifications, with an expected starting range of $55,000-60,000. MINIMUM QUALIFICATIONS: * An associate's degree in accounting, business, finance * Three or more years' accounting experience * Working knowledge of generally accepted accounting principles, procedures and standards. * Ability to interpret, apply, and communicate financial information to UW-System and University administrators. * Proficiency with Microsoft Excel, Microsoft Word, database systems, financial accounting systems and various database query tools * Ability to prepare financial reports, spreadsheets and budgets * Strong mathematical ability and strong attention to detail to ensure accuracy in data entry and in reconciliation of various accounting figures * Strong organizational skills * Ability to prioritize and effectively manage multiple projects under competing deadlines * Excellent interpersonal skills, including listening, written and oral communication skills * Ability and willingness to adapt to change PREFERRED QUALIFICATIONS: * A bachelor's degree in accounting, business, finance, or closely related field from a regionally accredited institution * Prior governmental experience * Prior Workday Financial experience * Prior knowledge of OMB Circulars and grant management DUTIES: The General Ledger Support Accountant serves as an accountant within the Administration and Finance - University Accounting office. The position prepares a variety of reports, reconciles banking transactions, adjusting entries, monthly and year-end financial reports, general and extramural accounting activities, and capital asset accounting activities. The position requires a working knowledge of generally accepted accounting principles, procedures, and standards, as well as the ability to correctly interpret, apply, and communicate financial information to University administrators. This position reports directly to the Controller. The duties may include, but are not limited to: * General Ledger and Extramural Support Accounting * Financial Reporting * Subsidiary Accounting Systems * General Ledger Accounting and Budget Control * Accounts Receivable * Bank Reconciliation * Capital Asset Accounting * Miscellaneous Duties THE UNIT: University Accounting consists of seven staff members responsible for the accounting, financial operations, and reporting of the University. UNIVERSITY and EAU CLAIRE COMMUNITY: UW-Eau Claire, an institution of approximately 9,000 students and 1,200 faculty and staff, is consistently recognized as a top comprehensive university in the Midwest and is widely known as a leader in faculty-undergraduate research and study abroad. We strive for excellence in liberal education and select graduate and professional programs through commitment to teaching and learning and dedication to our core values of diversity, sustainability, leadership, and innovation. To learn more about UWEC, visit ********************************************* The City of Eau Claire, situated at the confluence of the Chippewa and Eau Claire rivers, is at the center of a metropolitan area of approximately 100,000 people located 90 miles east of Minneapolis/St. Paul. The area features beautiful parks and trails, strong public schools, a vibrant arts scene and local food culture, and abundant recreational opportunities. APPLICATION PROCEDURE: Applications are submitted electronically. Please follow instructions found on the following UW-Eau Claire Website: ********************************************************* You must create an account and login before you can apply. Please be sure you have included the following in PDF format: * Cover letter * Resume/curriculum vita * Names and contact information for three references. Please direct requests for additional information to: Amanda Brummond; ***************** To ensure consideration, completed applications must be received by October 31, 2025. However, screening may continue until position is filled. The university reserves the right to contact additional references with notice given to the candidates at an appropriate time in the process. Employment will require a background check. Employment will also require you and your references to answer questions regarding past conduct related to sexual violence and sexual harassment. INSTITUTIONAL OVERVIEW UW-Eau Claire, an institution of approximately 9,000 students and 1,200 faculty and staff, is consistently recognized as a top comprehensive university in the Midwest and is widely known as a leader in faculty-undergraduate research and study abroad. We strive for excellence in liberal education and select graduate and professional programs through commitment to teaching and learning and dedication to our core values of diversity, sustainability, leadership, and innovation. To learn more about UWEC, visit ************************************************************** . The City of Eau Claire, situated at the confluence of the Chippewa and Eau Claire rivers, is at the center of a metropolitan area of approximately 100,000 people located 90 miles east of Minneapolis/St. Paul. The area features beautiful parks and trails, strong public schools, a vibrant arts scene and local food culture, and abundant recreational opportunities. ADDITIONAL INFORMATION The university reserves the right to contact additional references with notice given to the candidates at an appropriate time in the process. Employment will require a background check. Employment will also require you and your references to answer questions regarding past conduct related to sexual violence and sexual harassment. The Universities of Wisconsin will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. §. 19.36(7). The UW-Eau Claire Police Department is dedicated to maintaining a safe and secure environment for learning and working. Although crime at the University of Wisconsin-Eau Claire is limited, the University Police want students, faculty and staff to be aware of crime on campus and the area surrounding the campus. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act is a federal law that requires colleges and universities to disclose annual information about campus crime. Visit Campus Security and Fire Report. Also visit our Campus Security Authority(CSA) policy. 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.

Job Brief: The Cost Accountant is responsible for the accuracy of financial transactions for inventory, materials, labor, and overhead. Assisting with and completing reporting and analysis for the monthly closing process, providing cost and profitability estimates, supporting the annual budgeting process, and development/verification of product standards in accordance with company policies & procedures are necessary responsibilities. This individual is expected to thoroughly understand the production process and capabilities, including a full understanding of the Company ERR/MRP system. Responsibilities: Essential duties and responsibilities include, but are not limited to: -Preparing & posting of cost accounting transactions. -Assisting in preparing & analyzing monthly financial operational reporting. Partnering with management and the accounting team to improve plant operations and drive financial results. -Providing analysis for changes in plant profitability. -Completing reconciliations of related balance sheet accounts. -Maintaining, validating, and reconciliation of monthly costing data as assigned. -Analyzing manufacturing variances and highlighting areas where improvements can be identified. -Working with Operations and other departments to identify cost saving opportunities and strategic initiatives to drive profit improvements. Skills Required: Bachelor's Degree in Accounting, Finance, Business, or related discipline is required. 5-10 years of relevant financial analytical or related experience is also required. Prior manufacturing industry experience or exposure is necessary. The ability to apply knowledge of Generally Accepted Accounting Principles & Cost Accounting Standards and demonstrated proficiency with ERP & Financial Systems and Microsoft Office Suite products (Word, Excel, PowerPoint) are essential.

Job Description CarGuys Inc. -America's #1 Automotive Recruiter If you are looking for a new career in the car Biz CarGuys Inc. is the go-to company to assist you. We work with dealerships that are looking to hire, all across the country. Anytime you are looking to find a new career…contact us, CarGuys Inc. to assist. We help dealers to hire, from porters all the way up to CEO's We have an opportunity available for you to join an award-winning team as an Automotive Controller in your local Area. We are looking to help a dealership find the perfect experienced Dealership Comptroller. Are you up for a New Challenge? - The perfect candidate for this position will: Have at least a few years of Dealership Controller/Office Manager Experience You will Control all aspects of the accounting for the dealership You will Need to be highly skilled as a DEALERSHIP Comptroller And You Must be Organized and have the ability to communicate effectively with both co-workers and customers This Dealership is willing to: Pay you an above average salary based on industry standards Offer you a full benefits package Paid Vacation and Paid Time Off Employee Discounts on both auto repairs and parts They offer Growth and advancement opportunities Along with Long term Job Security APPLY TODAY AT WWW.CARGUYSNATION.COM Automotive Accounting, Automotive Comptroller, Automotive Controller, Dealership Office Manager, Dealership Accounting, Dealership Experience, C.P.A., Financial Statement, Automotive DMS. Automotive dealership controller, Car dealership Controller, Auto Dealer Controller, Automotive Controller, Automotive dealership comptroller, Car dealership comptroller, Automotive dealership office manager, Auto dealership comptroller, *You are applying through Car Guy's Inc, America's and Canada's #1 Automotive Recruiter. Companies all over America and Canada hire us to find them qualified candidates. If deemed a qualified candidate your resume will be forwarded to a local dealer.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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.

CarGuys Inc. -America's #1 Automotive Recruiter If you are looking for a new career in the car Biz CarGuys Inc. is the go-to company to assist you. We work with dealerships that are looking to hire, all across the country. Anytime you are looking to find a new career…contact us, CarGuys Inc. to assist. We help dealers to hire, from porters all the way up to CEO's We have an opportunity available for you to join an award-winning team as an Automotive Controller in your local Area. We are looking to help a dealership find the perfect experienced Dealership Comptroller. Are you up for a New Challenge? - The perfect candidate for this position will: Have at least a few years of Dealership Controller/Office Manager Experience You will Control all aspects of the accounting for the dealership You will Need to be highly skilled as a DEALERSHIP Comptroller And You Must be Organized and have the ability to communicate effectively with both co-workers and customers This Dealership is willing to: Pay you an above average salary based on industry standards Offer you a full benefits package Paid Vacation and Paid Time Off Employee Discounts on both auto repairs and parts They offer Growth and advancement opportunities Along with Long term Job Security APPLY TODAY AT WWW.CARGUYSNATION.COM Automotive Accounting, Automotive Comptroller, Automotive Controller, Dealership Office Manager, Dealership Accounting, Dealership Experience, C.P.A., Financial Statement, Automotive DMS. Automotive dealership controller, Car dealership Controller, Auto Dealer Controller, Automotive Controller, Automotive dealership comptroller, Car dealership comptroller, Automotive dealership office manager, Auto dealership comptroller, *You are applying through Car Guy's Inc, America's and Canada's #1 Automotive Recruiter. Companies all over America and Canada hire us to find them qualified candidates. If deemed a qualified candidate your resume will be forwarded to a local dealer.

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. Financial Specialist III Job Category: Academic Staff Employment Type: Regular Job Profile: Financial Specialist III Job Duties: Position Summary Statement Reporting to the Associate Bursar, the Accounts Receivable Specialist supports the financial operations of Student Business Services by managing a variety of accounts receivable functions. This position requires independent judgment, attention to detail, and a thorough understanding of accounting principles to ensure compliance with federal, state, and university regulations. This role serves as the primary campus contact for Centralized Accounts Receivable and monitors key financial systems including Transact and Workday as it relates to Accounts Receivable. 35% Business Operation: Administer Cash Sales and Customer Payment Processes * Record and reconcile cash sales in SIS and Transact eMarkets. * Collaborate with departments to resolve discrepancies in cash sales. * Post customer payment not processed via lockbox and resolve mismatches to ensure accurate financial reporting. 30% Business Operation: Manage Centralized Accounts Receivable * Oversee the full lifecycle of customer invoicing, including email and mail distribution, customer edits, monthly statements and dunning letters. * Point of contact for departmental staff with invoicing role. Disseminate updates of invoicing business processes and reports. * Coordinate aging report reviews, collections, and write-offs in compliance with university, state, and federal policies. * Reconcile student accounts receivable with general ledger postings. * Respond to inquiries from customers and departmental staff. * Resolve Accounts Receivable support tickets through Ivanti. 20% Business Operation: Perform Banking and Reconciliation Duties * Create and manage customer deposit entries. * Reconcile Workday payment clearing and refunding accounts for SIS. * Maintain accuracy of departmental Change Fund accounts through manual reconciliation and communication with campus departments. 10% Business Operation: Coordinate eMarkets Operations and Support * Set up and configure new eMarket stores and checkouts. * Grant operator access, schedule automated reports, and ensure daily sales activity aligns with eMarket files. * Process eMarket refunds on behalf of departmental staff. * Facilitate departmental charge assessments and troubleshoot payment processing errors. * Post customer payment not processed via lockbox and resolve mismatches to ensure accurate financial reporting. 5% Perform other tasks as necessary * Communicate and administer UW System Administrative Policy 805. * Maintain documentation of financial procedures and assist in developing office protocols. * Provide training and oversight for cash handling practices across campus departments. 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 is required for necessary meetings, workshops, conferences, etc. Position descriptions should be reviewed annually, and new signatures obtained when changes are made to the position description. Please send signed position descriptions to Human Resources. Key Job Responsibilities: * Answers complex fiscal questions and provides information based on set materials and standards to various audiences * Reviews transaction processing internal controls and recommends policies and procedures * Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations * Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates * Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies * May train staff on financial processes and best practices * Reallocates expenses to appropriate funding strings * Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit 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 $50,000, commensurate with qualifications and experience. Required Qualifications: * Excellent verbal and written communication skills. * Excellent judgment including sensitivity to personal and confidential information. * Excellent interpersonal, communication and customer service skills in working with a diverse community. * Working knowledge of desktop hardware and standard business software programs (e.g., word processing, spreadsheets, database) and the Internet. * Can prioritize work. * Attention to detail, proofreading and editing skills. * Good work habits, such as attendance, punctuality, accountability, thoroughness, and resourcefulness. * Work independently and as part of a team environment and on collaborative efforts. Preferred Qualifications: * Familiarity with university financial operations and student account management. * Understanding of the Federal Family Educational Rights and Privacy Act (FERPA). * Minimum of two years of experience managing accounts receivable processes. * At least two years of experience in banking operations, including reconciliations and ACH processing. * Working knowledge of Student Financials/PeopleSoft Campus Solution. * Familiarity with Payment Card Industry (PCI) standards and National Automated Clearing House Association (NACHA) guidelines. 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.

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting the Project Accounting roles will support a specialized area of accounting focused on the financial management of rental properties, including recording income, expenses, rent collection, preparing financial reports and leading audits. ESSENTIAL DUTIES AND RESPONSIBILITIES: Please identify any position/department specific duties and responsibilities that may not be in the job description: Accounting: • Meticulously recording all rental income for the Department of Housing and Urban Development (HUD) and Low-Income Housing Tax Credit (LIHTC) properties, as well as expenses related to property maintenance, utilities, repairs, taxes, and other operational costs. • Record monthly accruals as needed for each project, as well as proper recording of prepaid expenses. • Manage the balance sheet including proper adherence to Generally Accepted Accounting Principles (GAAP) accounting and oversight of cash. • Complete and/or review monthly account reconciliations for all balance sheet accounts. • Manage banking transactions including positive pay and transfers between restricted and unrestricted cash accounts. • Maintain proper record of approvals and tracking over allowance for doubtful accounts for tenant past due balances • Record construction draws for new project development, if applicable. • Communicate/collaborate with investors and other external parties regarding project goals or concerns. • Collaborate with operations team/property managers to resolve issues in tenant subledgers. • Prepare and record monthly intercompany billing for project payroll expense and other reimbursements and fees. Budgeting and Forecasting: • Participate in the budgeting process for each property. • Forecasting future cash flow, including income and expenses. • Making recommendations to help support profitability. Financial Reporting: • Generating financial reports, such as income statements, balance sheets, and cash flow statements, to provide property owners and stakeholders with a clear picture of the property's financial performance. • Complete income statement fluctuation analysis on a monthly basis for each project. Compliance: • Review entity legal documents such as Operating/Management Agreements to ensure proper adherence to agreements and to set up accounting practices for newly established projects. • Leading HUD and LIHTC audits for assigned properties. Complete real estate assessment center (REAC) annual reporting for HUD projects. • Completion of Return of Organization Exempt from Income Tax 990 tax reporting, if applicable. Perks: Public Service Loan Forgiveness (PSLF) By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. Assistance navigating the PSLF through Summer Medical/Dental/Vision Insurance Flex Spending for Dependent & Health Care Mileage reimbursement Paid Time Off 10 Paid Holidays Ability to Contribute to 403B LSS makes annual raises a priority for employees Calm Wellness App - Premium Access Student loan navigation program with Summer, PBC Early Earned Wage Access with UKG Wallet Employee Assistance Program Service Awards and Recognition EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

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 IIIJob Category:Academic StaffEmployment Type:RegularJob Profile:Financial Specialist IIIJob Duties: Position Summary Statement Reporting to the Associate Bursar, the Accounts Receivable Specialist supports the financial operations of Student Business Services by managing a variety of accounts receivable functions. This position requires independent judgment, attention to detail, and a thorough understanding of accounting principles to ensure compliance with federal, state, and university regulations. This role serves as the primary campus contact for Centralized Accounts Receivable and monitors key financial systems including Transact and Workday as it relates to Accounts Receivable. 35% Business Operation: Administer Cash Sales and Customer Payment Processes Record and reconcile cash sales in SIS and Transact eMarkets. Collaborate with departments to resolve discrepancies in cash sales. Post customer payment not processed via lockbox and resolve mismatches to ensure accurate financial reporting. 30% Business Operation: Manage Centralized Accounts Receivable Oversee the full lifecycle of customer invoicing, including email and mail distribution, customer edits, monthly statements and dunning letters. Point of contact for departmental staff with invoicing role. Disseminate updates of invoicing business processes and reports. Coordinate aging report reviews, collections, and write-offs in compliance with university, state, and federal policies. Reconcile student accounts receivable with general ledger postings. Respond to inquiries from customers and departmental staff. Resolve Accounts Receivable support tickets through Ivanti. 20% Business Operation: Perform Banking and Reconciliation Duties Create and manage customer deposit entries. Reconcile Workday payment clearing and refunding accounts for SIS. Maintain accuracy of departmental Change Fund accounts through manual reconciliation and communication with campus departments. 10% Business Operation: Coordinate eMarkets Operations and Support Set up and configure new eMarket stores and checkouts. Grant operator access, schedule automated reports, and ensure daily sales activity aligns with eMarket files. Process eMarket refunds on behalf of departmental staff. Facilitate departmental charge assessments and troubleshoot payment processing errors. Post customer payment not processed via lockbox and resolve mismatches to ensure accurate financial reporting. 5% Perform other tasks as necessary Communicate and administer UW System Administrative Policy 805. Maintain documentation of financial procedures and assist in developing office protocols. Provide training and oversight for cash handling practices across campus departments. 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 is required for necessary meetings, workshops, conferences, etc. Position descriptions should be reviewed annually, and new signatures obtained when changes are made to the position description. Please send signed position descriptions to Human Resources. Key Job Responsibilities: Answers complex fiscal questions and provides information based on set materials and standards to various audiences Reviews transaction processing internal controls and recommends policies and procedures Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies May train staff on financial processes and best practices Reallocates expenses to appropriate funding strings Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit 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 $50,000, commensurate with qualifications and experience. Required Qualifications: Excellent verbal and written communication skills. Excellent judgment including sensitivity to personal and confidential information. Excellent interpersonal, communication and customer service skills in working with a diverse community. Working knowledge of desktop hardware and standard business software programs (e.g., word processing, spreadsheets, database) and the Internet. Can prioritize work. Attention to detail, proofreading and editing skills. Good work habits, such as attendance, punctuality, accountability, thoroughness, and resourcefulness. Work independently and as part of a team environment and on collaborative efforts. Preferred Qualifications: Familiarity with university financial operations and student account management. Understanding of the Federal Family Educational Rights and Privacy Act (FERPA). Minimum of two years of experience managing accounts receivable processes. At least two years of experience in banking operations, including reconciliations and ACH processing. Working knowledge of Student Financials/PeopleSoft Campus Solution. Familiarity with Payment Card Industry (PCI) standards and National Automated Clearing House Association (NACHA) guidelines. 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.

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting the Project Accounting roles will support a specialized area of accounting focused on the financial management of rental properties, including recording income, expenses, rent collection, preparing financial reports and leading audits. ESSENTIAL DUTIES AND RESPONSIBILITIES: Please identify any position/department specific duties and responsibilities that may not be in the job description: Accounting: * Meticulously recording all rental income for the Department of Housing and Urban Development (HUD) and Low-Income Housing Tax Credit (LIHTC) properties, as well as expenses related to property maintenance, utilities, repairs, taxes, and other operational costs. * Record monthly accruals as needed for each project, as well as proper recording of prepaid expenses. * Manage the balance sheet including proper adherence to Generally Accepted Accounting Principles (GAAP) accounting and oversight of cash. * Complete and/or review monthly account reconciliations for all balance sheet accounts. * Manage banking transactions including positive pay and transfers between restricted and unrestricted cash accounts. * Maintain proper record of approvals and tracking over allowance for doubtful accounts for tenant past due balances * Record construction draws for new project development, if applicable. * Communicate/collaborate with investors and other external parties regarding project goals or concerns. * Collaborate with operations team/property managers to resolve issues in tenant subledgers. * Prepare and record monthly intercompany billing for project payroll expense and other reimbursements and fees. Budgeting and Forecasting: * Participate in the budgeting process for each property. * Forecasting future cash flow, including income and expenses. * Making recommendations to help support profitability. Financial Reporting: * Generating financial reports, such as income statements, balance sheets, and cash flow statements, to provide property owners and stakeholders with a clear picture of the property's financial performance. * Complete income statement fluctuation analysis on a monthly basis for each project. Compliance: * Review entity legal documents such as Operating/Management Agreements to ensure proper adherence to agreements and to set up accounting practices for newly established projects. * Leading HUD and LIHTC audits for assigned properties. Complete real estate assessment center (REAC) annual reporting for HUD projects. * Completion of Return of Organization Exempt from Income Tax 990 tax reporting, if applicable. Perks: * Public Service Loan Forgiveness (PSLF) * By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program. * Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan. * Assistance navigating the PSLF through Summer * Medical/Dental/Vision Insurance * Flex Spending for Dependent & Health Care * Mileage reimbursement * Paid Time Off * 10 Paid Holidays * Ability to Contribute to 403B * LSS makes annual raises a priority for employees * Calm Wellness App - Premium Access * Student loan navigation program with Summer, PBC * Early Earned Wage Access with UKG Wallet * Employee Assistance Program * Service Awards and Recognition EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: * Bachelor's degree in accounting is required. CPA license is a plus. * Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. * Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. * Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. * Ability to read, review, and understand financial statements/records and make recommendations as needed. * Ability to break down accounting concepts and explain information to non-accounting colleagues. * Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. * Demonstrate flexibility and ability to manage multiple priorities and deadlines. * Exceptional work ethic and proper attention to detail are essential to be successful in this role. * Ability to assist with mentoring colleagues. * Ability to provide a high level of customer support. * Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

We are seeking a detail-oriented Financial Reporting Specialist to join our finance team. This role is responsible for creating comprehensive financial reports, supporting external audit processes, ensuring compliance with banking covenant requirements, and managing consolidated financial reporting across multiple entities. Key Responsibilities Financial Reporting * Build and maintain financial reports using various accounting software platforms * Develop automated reporting processes to improve efficiency and accuracy * Create, maintain, and support various business units with budget preparation and forecasting processes Consolidated Financial Reporting * Prepare consolidated financial statements for multiple legal entities and subsidiaries * Perform consolidation adjustments including intercompany eliminations * Ensure proper application of consolidation accounting principles and standards External Audit Support * Support external audit activities throughout the audit cycle * Assist with audit report preparation * Respond to auditor requests for reporting and variance analysis Bank Covenant Reporting * Monitor and report on bank covenant compliance on a regular basis * Calculate and track key financial ratios and metrics required by lending agreements * Prepare detailed covenant compliance reports for banking partners * Identify potential covenant violations early and recommend corrective actions * Maintain documentation supporting covenant calculations and assumptions General Duties * Support budget preparation and variance analysis * Maintain accurate and organized financial records * Participate in process improvement initiatives * Collaborate with cross-functional teams to ensure data accuracy * Ability to collaborate effectively with business unit leaders on financial planning Required Qualifications Education & Experience * Bachelor's degree in Accounting, Finance, or related field * 5+ years of experience in financial reporting or public accounting * Experience with consolidated financial reporting and multi-entity accounting required Technical Skills * Advanced Microsoft Excel skills (pivot tables, VLOOKUP, financial modeling) * Experience with financial reporting tools and databases * Budgeting and forecasting software experience * Knowledge of GAAP and financial statement preparation Core Competencies * Strong analytical and problem-solving abilities * Excellent attention to detail and accuracy * Effective written and verbal communication skills * Ability to work under tight deadlines and manage multiple priorities

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.

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

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. Financial Specialist II Job Category: University Staff Employment Type: Regular Job Profile: Financial Specialist II Job 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.

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.