Every day at Disney Cruise Line we take pride in bringing the magic of Disney to life. We find joy in creating cherished memories and form genuine connections with our guests. We hold each other to the highest degree and always act responsibly while ensuring the safety of fellow crew and guests. United by our Disney values, we work toward excellence in all we do. As a part of our team, you can live and work in a diverse and inclusive environment amidst a professional and supportive community. If you are ready to create unforgettable experiences and grow as a person and as a professional, apply today.
As Show Control 2 Shipwide, you will be responsible for all interactive show technologies in shipwide venues including testing, operating, and maintaining show control, lighting, video projections and special effects equipment.
You will report to the Senior Technician Broadcast.
**Responsibilities :**
+ Responsible for all interactive show technologies in shipwide venues, restaurants, and Youth Activities spaces
+ Take guidance from the Show Control Technician Shipwide for the maintenance of all show control equipment including intelligent and generic lighting, video projection and control systems, special effects equipment, pyrotechnics and show control systems
+ Assist with technical support for all shipwide groups including but not limited to lighting and show control systems programming, pyrotechnics, camera operating and vision mixing
+ Set up daily testing of show systems; operate and assist with show changeovers
+ Collect, receive, load and manage inventory of pyrotechnics product
+ Perform emergency abbreviated shows based on weather conditions, safety requirements, rehearsals and other altered technical requirements
+ Assist with events including load in and load outs, new show installations, equipment tests, vendor support, movie premiers, company events, and Cast Crossovers
**Basic Qualifications :**
+ Minimum three years related experience preferably in corporate AV, Television or Theatrical or Concert Lighting
+ Trade school diploma or confirmed related experience required
+ Experience with basic programming, operation and maintenance of sophisticated nightclub/concert or television lighting systems, including moving lights
+ Basic understanding of serial communications, IT network infrastructure and IT programming
+ Experience with running performances via script based cues
+ Knowledge of video projection systems and theatrical special effects
+ Experience with Show Control systems, AMX, video playback and video servers, Hard Disk audio, and digital lighting consoles and software
+ Work with computer networking, computerized show control systems, SMPTE time code and MIDI controlled equipment an advantage
+ Experience with computer hardware related repairs and maintenance
+ Can work at heights, with heavy equipment and in an environment with second-hand smoke, haze, fog, dry ice, and other special effects
**Additional Information :**
This is a **shipboard** role
You must:
+ Be genuinely interested in a career at sea and willing to live and work onboard a Disney Cruise Line vessel
+ Be willing to follow and perform safety role, emergency responsibilities and associated responsibilities as specified in the ship Assembly Plan
+ Be willing to uphold the general safety management responsibilities as specified in the Safety Management System in areas and operations under their control
+ If applicable, be willing to share a confined cabin with other crew members and appreciative of working and living in a multicultural environment that has strict rules and regulations
Your Responsibilities:
+ Have a valid passport and C1/D Seaman's visa (DCL will provide you with documents to obtain this)
+ Complete a pre-employment medical
+ Obtain a criminal background check
+ Bring approved work shoes
Disney Cruise Line is a drug-free workplace. All new hires are required to undergo drug/alcohol testing within the first week onboard and throughout their contracts. Failure to pass the drug/alcohol testing will result in immediate termination.
**Job ID:** 1325922BR
**Location:** United States
**Job Posting Company:** "Disney Cruise Line"
The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.
$103k-154k yearly est. 20d ago
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Business Analyst II, Financial Planning & Analysis, Shopbop
Shopbop 4.4
Finance analyst job in Madison, WI
Shopbop is seeking an experienced Business Analyst to drive strategic financial planning and business optimization initiatives across the organization. This role will focus on developing financial models, conducting business performance analysis, and providing data-driven insights to support key business decisions. The successful candidate will be instrumental in building and maintaining sophisticated financial models that drive strategic planning, budgeting, and forecasting processes. They will work closely with multiple business units and cross-functional partners to optimize revenue opportunities, manage costs, and identify areas for business improvement. The role requires someone who can translate complex financial analyses into actionable insights for stakeholders across the organization.
Key job responsibilities
• Develop and maintain financial models to support business planning, forecasting, and strategic initiatives
• Create and analyze monthly, quarterly, and annual financial reports to track business performance and identify trends
• Partner with business leaders to develop revenue forecasts and expense budgets
• Build and maintain dashboards to monitor key business metrics and KPIs
• Conduct variance analysis and provide insights on business performance against plans
• Support strategic initiatives through financial modeling, scenario analysis, and ROI assessment
• Perform market analysis and competitive benchmarking to identify business opportunities
• Analyze customer behavior and revenue trends to support growth strategies
• Develop and automate reporting solutions to improve efficiency and data accuracy
• Partner with cross-functional teams to drive process improvements and operational efficiency
• Support business cases for new initiatives with comprehensive financial analysis
- 3+ years of tax, finance or a related analytical field experience
- 5+ years of Excel (including VBA, pivot tables, array functions, power pivots, etc.) and data visualization tools such as Tableau experience
- 3+ years of business or financial analysis experience
- Bachelor's degree or equivalent
- Experience defining requirements and using data and metrics to draw business insights
- Experience with Excel
- Experience with SQL
- Experience making business recommendations and influencing stakeholders
- Strong understanding of financial statements and accounting principles
- Excellent written and verbal communication skills
- Experience in IBM Cognos TM1/Planning Analytics work including system configuration, model building and developing reports or dashboards with TM1
- Experience using data visualization tools
- Experience in stakeholder management, dealing with multiple stakeholders at varied levels of the organization
- Experience using Oracle, or experience in solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits)
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $66,900/year in our lowest geographic market up to $143,100/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************** This position will remain posted until filled. Applicants should apply via our internal or external career site.
$66.9k-143.1k yearly 45d ago
Budget Analyst
ASM Research, An Accenture Federal Services Company
Finance analyst job in Madison, WI
The Budget Analyst will provide financial and procurement support to the Office of Information Management (OIM) in the formulation, execution, and oversight of the IT budget. This role ensures that IT hardware and software resources are planned, acquired, and managed in compliance with Federal regulations, Department of Energy (DOE) requirements, and Office of Management and Budget (OMB) policies. The analyst will play a critical role in maintaining accurate financial records, supporting procurement activities, and ensuring cybersecurity and supply chain risk management processes are followed.
**Key Responsibilities**
+ **Budget Formulation & Planning**
+ Assist in developing the annual IT Hardware and Software Operating Plan, including recurring and one-time costs.
+ Provide cost analyses and financial projections to support IT planning and decision-making.
+ **Budget Execution & Recordkeeping**
+ Maintain accurate records of IT expenditures and reconcile expenses against approved budgets.
+ Track obligations, expenditures, and variances to ensure compliance with approved financial plans.
+ **Regulatory & Policy Compliance**
+ Ensure IT acquisitions and management activities align with Federal regulations, DOE directives, and OMB guidance.
+ Support internal reviews and audits by preparing documentation and financial reports.
+ **Cybersecurity & Risk Management**
+ Facilitate the review and approval process for newly requested software and hardware to ensure compliance with mandated cybersecurity and supply chain risk management requirements prior to procurement and installation.
+ **Procurement Support**
+ Gather vendor quotes, conduct cost evaluations, and liaise with vendors to support IT procurement activities.
+ Prepare purchase orders, submit invoice requests into the DOE DAYS system, and track procurement actions.
+ Support OIM in managing a high procurement volume (300-400 procurements annually).
**Qualifications**
+ Bachelor's degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).
+ Experience in Federal budget formulation and execution, preferably within IT or technology programs.
+ Knowledge of DOE financial systems, OMB policies, and Federal acquisition regulations.
+ Strong analytical, organizational, and communication skills.
+ Familiarity with cybersecurity and supply chain risk management processes is preferred.
**Competencies**
+ Attention to detail and accuracy in financial recordkeeping.
+ Ability to manage multiple procurement actions simultaneously.
+ Proficiency in financial analysis and reporting tools.
+ Strong collaboration skills to work with program managers, vendors, and compliance offices.
**Compensation Ranges**
Compensation ranges for ASM Research positions vary depending on multiple factors; including but not limited to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level, and years of experience. The compensation displayed for this role is a general guideline based on these factors and is unique to each role. Monetary compensation is one component of ASM's overall compensation and benefits package for employees.
**EEO Requirements**
It is the policy of ASM that an individual's race, color, religion, sex, disability, age, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies.
All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, disability, or age. All decisions on employment are made to abide by the principle of equal employment.
Physical Requirements
The physical requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully perform the primary functions of this job. (For example, "light office duties' or "lifting up to 50 pounds" or "some travel" required.) Reasonable accommodations may be made to enable individuals with qualifying disabilities, who are otherwise qualified, to perform the primary functions.
**Disclaimer**
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
$70k - $120k
EEO Requirements
It is the policy of ASM that an individual's race, color, religion, sex, disability, age, gender identity, veteran status, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies.
All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, veteran status, disability, gender identity, or age. All decisions on employment are made to abide by the principle of equal employment.
$70k-120k yearly 8d ago
Finance Controller
Octopus.com 3.9
Finance analyst job in Madison, WI
Requirements
Required Skills/Abilities:
Strong communication skills (written and verbal).
Self-managed, target-oriented.
Open-minded, proactive attitude.
Ability to work with time pressure and stress.
Education and Experience:
Degree in Finance and Economics.
5 years' experience in FMCG industry in Management Accounting area incl. standard costing, capex management and preparation business cases.
Knowledge of SAP controlling / production module.
$81k-120k yearly est. 60d+ ago
Assistant Plant Controller
Forvia Se
Finance analyst job in Madison, WI
Forvia, a sustainable mobility technology leader We pioneer technology for mobility experience that matter to people. Your mission, roles and responsibilities Ensure all financial related procedures compliance Develop, execute and control internal finance procedures including spending authorization in accordance with Group procedures and policies
Ensure site activities are compliant with Faurecia finance related procedures (product flow, inventory, routings, …)
Provide reliable financial / controlling information
Participate in forecasting processes (budget, monthly forecast, …)
Manage data consolidation reporting ensuring reliability, consistency, transparency and delay compliance
Ensure reliability of standard costing
Contribute to controlling analysis including variance analysis/standard costs, margin/programs, plant budgetary control …
Collaborate with Shared Service Center providing proper finance information
Contribute to provide the economic justification of investments, ensure their follow up, and optimize the cash aspect
Assist Controller with month end closing process and month end reporting.
Participate in the profitability and cash improvement actions (capex, inventories and overdues)
Commitment to the highest ethical standards and willingness to adhere to Faurecia's Code of Ethics and Code of Management.
Your profile and competencies to succeed
Minimum education level: Bachelor's degree (US/Canada) / Licenciatura (Mexico) in Finance.
Experience:
3 years of accounting experience, Assistant Controller experience a plus
Skills & Competencies:
Manufacturing experience desired, Automotive experience a plus
SAP experience and advanced Excel skills desired
Strong Team Player
Good presentation and Communication skills required
Fluent in English
What we can do for you
* At Forvia, you will find an engaging and dynamic environment where you can contribute to the development of sustainable mobility leading technologies.
* We are the seventh-largest global automotive supplier, employing more than 157,000 people in more than 40 countries which makes a lot of opportunity for career development.
* We welcome energetic and agile people who can thrive in a fast-changing environment. People who share our strong values. Team players with a collaborative mindset and a passion to deliver high standards for our clients. Lifelong learners. High performers. Globally minded people who aspire to work in a transforming industry, where excellence, speed, and quality count.
* We cultivate a learning environment, dedicating tools and resources to ensure we remain at the forefront of mobility. Our people enjoy an average of more than 22 hours of online and in-person training within FORVIA University (five campuses around the world)
* We offer a multicultural environment that values diversity and international collaboration. We believe that diversity is a strength. To create an inclusive culture where all forms of diversity create real value for the company, we have adopted gender diversity targets and inclusion action plans.
* Achieving CO2 Net Zero as a pioneer of the automotive industry is a priority: In June 2022, Forvia became the first global automotive group to be certified with the new SBTI Net-Zero Standard (the most ambitious standard of SBTi), aligned with the ambition of the 2015 Paris Agreement of limiting global warming to 1.5°C. Three principles guide our action: use less, use better and use longer, with a focus on recyclability and circular economy.
Why join us
FORVIA is an automotive technology group at the heart of smarter and more sustainable mobility. We bring together expertise in electronics, clean mobility, lighting, interiors, seating, and lifecycle solutions to drive change in the automotive industry.
With a history stretching back more than a century, we are the 7th largest global automotive supplier, employing more than 157,000 people in 43 countries. You'll find our technology in around 1 out of 2 vehicles produced anywhere in the world.
In June 2022, we became the 1st global automotive group to be certified with the SBTI Net-Zero Standard. We have committed to reach CO2 Net Zero by no later than 2045.
As technological innovation and the need for sustainability transform the automotive industry, we are ideally positioned to deliver solutions that will enhance the lives of road-users everywhere.
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients.
Essential Job Functions:
+ Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements,
+ Provide direct operational support with the use of technical and operational solutions for external clients and lending partners
+ Develop and maintain relationships with clients and their lending partners.
+ Create, participate, and provide feedback in prospective client presentations
+ Performing tasks and reporting related to warehouse financing in ProMerit
+ Professional and timely communication with clients via conference calls, zooms and email
+ Coordinate meetings, send out meeting planners and take notes on calls
+ Analyze and process client requests in a timely manner and meet deadlines
+ Recommend process improvements to streamline operations and enhance efficiency
+ Liaise with offshore resources to ensure seamless coverage of all client requirements
+ Collaborate with marketing team to prepare materials for external distribution
+ Support ad-hoc projects and other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience
+ Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
+ 2 plus years related industry experience and/or training preferred, highly regulated
+ Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives
+ Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
+ Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO
+ Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events
+ Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics
+ Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies
+ Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations
+ Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security.
\#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$50,000.00 - $80,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision (******************************************************************************************************
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
$50k-80k yearly 60d+ ago
Financial Advisor - Madison, WI
Country Financial 4.4
Finance analyst job in Madison, WI
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
* Diversify their income through multiple product lines beyond financial services.
* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
* Educate clients and prospects about our products and services.
* Collaborate with COUNTRY Financial Insurance Agents to secure business.
* Establish an office and build a staff.
* Conduct financial solution seminars.
* Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
* Opportunities to earn performance-based global trips and financial rewards.
* Access to continued learning and marketing resources.
* Corporate office support.
* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
* There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
* Entrepreneurial and self-motivated.
* Goal-driven with track records of business growth in the insurance and or financial services industry.
* Strong communicators with excellent business acumen.
* Committed to building and maintaining solid connections between their efforts and their rewards.
* Focused on achieving professional success through securing clients' trust.
* Passionate about making positive impacts in their communities.
Required Qualifications
* Series 6/63 licenses
* Passed SIE
* Life/Health State Insurance License*
* Property/Casualty State Insurance License*
Preferred Experience
* Accredited Asset Management Specialist (AAMS)
* Chartered FinancialAnalyst (CFA)
* Certified Public Accountant (CPA)
* Certified Financial Planner (CFP)
* Chartered Financial Consultant (ChFC)
* Bachelor's Degree
* 2+ years of experience in the insurance and or financial services industry
* 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
* These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$74k-120k yearly est. 60d+ ago
Financial Business Analyst
Johnson Fitness
Finance analyst job in Cottage Grove, WI
Under the direction of the VP of Operations, the Business Analyst - Data & Strategy will play a critical role in driving data governance, building scalable reporting solutions, and identifying cost reduction opportunities across Johnson Health Tech Trading.
This role supports cross-functional teams by transforming data into actionable insights and ensuring data integrity across platforms. This role supports Johnson Health Tech Trading, including, but not limited to, the North America Sporting Goods and BowFlex distribution channels.
Responsibilities
Budgeting and Forecasting:
• Play a key role with forecasting, budgeting, and planning efforts
• Support Financial Reporting requirements for actual results and projections
• Assist with developing the annual budget, rolling forecasts and operating plan
• Develop and implement procedures and policies to improve processes
Analysis
• Margin analysis across all business segments, with ability to identify volume, rate, and mix variance trends
• Preparation of ad hoc analysis to support management business decisions
• Provide information and assist with quarterly reviews and year end audit
• Develop relationships with sales segment directors to develop and monitor performance and spending
Financial Duties may include:
• Development and entry of monthly journal entries; including but not limited to: analysis of customer rebates, incentive plans, and evaluation of warranty costs and trends.
• Reconciliation and maintenance of assigned general ledger accounts
• Development and maintenance of standard costs
• Support and assist in quarterly and annuals reviews and audits
Reporting & Analytics
• Design and build scalable dashboards and reports to support business decision-making
• Translate business requirements into technical specifications for reporting solutions
• Automate recurring reports and streamline data workflows using BI tools
Cost Reduction & Strategic Insights
• Analyze operational and financial data to identify cost-saving opportunities
• Collaborate with finance, operations, and supply chain teams to implement cost reduction initiatives
• Monitor performance metrics and provide insights to improve efficiency and profitability
Cross-Functional Collaboration
• Serve as a liaison between business units and technical teams
• Support strategic planning and performance reviews with data-driven insights
• Train and support end-users on BI tools and reporting best practices
Marginal Job Functions
• Participate in special projects and initiatives as assigned
Marginal Job Functions:
• Other projects as needed.
Requirements
Education:
• Bachelor's degree in Accounting or Finance
Experience:
• Minimum 5 years of experience in Accounting, Finance, or related field or Minimum 5 years of experience in business analysis, data analytics, or related field
• Experience developing rolling forecasts, budgeting/planning experience, and the ability to conduct ad hoc financial analysis is required.
• SAP and Workday Adaptive experience strongly preferred
• Prior experience in cost accounting, retail pricing analytics, and margin analysis is a plus
Other Requirements:
• Advanced working knowledge of Microsoft Excel
• Excellent communication skills - both written and verbal, able to clearly communicate financial information in an easy-to-understand manner at multiple levels and functions within the business
• Ability to conduct comprehensive analysis to identify trends, variances, and opportunities for improvement
• Ability to develop and maintain financial models to support forecasting, budgeting and long-term planning
• Demonstrated analytical, problem solving, and critical thinking skills
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment
Benefits:
We offer an excellent compensation package and team-oriented work environment with growth opportunities. Some of our outstanding benefits include:
· Health & Dental Insurance
· Company paid Life Insurance
· 401(k) matching
· Paid Time Off benefits
· Product discounts
· Wellness programs
EOE/M/W/Vet/Disability
#ZR
$50k-71k yearly est. 60d+ ago
Investment Risk Analyst Intern
State of Wisconsin Investment Board
Finance analyst job in Madison, WI
Making a Difference
The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $162 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB's effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.
Serving more than 692,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.
SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.Home To Top TalentOur high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB's investment professionals are Chartered FinancialAnalyst (CFA) charterholders.
Job Description:
About the Team
Our Risk Management Division will assess, evaluate, and monitor both Investment Risk, Counterparty Risk, Liquidity Risk, and Operational Risk, and establish dashboards of key risk metrics to report to Executive Director/Chief Investment Officer (ED/CIO), Investment Committee and Supervisory Board. This division will report directly to the ED/CIO. The team is responsible, through strong collaboration, for assessing, monitoring, reporting, and evaluating risks throughout the organization.
Essential activities:
Understand the Investment Management business and develop knowledge of the investment management portfolios/strategies, investment processes and Risk management processes.
Investment Risk Intern will work on projects related to the investment risk management reporting and processes to ensure consistency and accuracy.
Intern will work to develop and update procedures and controls for the investment risk function.
Intern will work to design risk report templates and produce accurate risk reports for Investment Committee and daily investment risk.
Intern will work to on ad-hoc risk analysis projects on an ex-post and ex-ante basis.
The Ideal candidate:
Ability to work in Madison, WI for an approximate 10-week period beginning late May/early June 2026.
An advanced degree in finance, computer science, math, statistics, or related field. CFA/FRM/PRM will be a plus.
Work experience related to risk analytics or investment risk management work supporting risk systems will be a plus.
Knowledge of risk systems (including FactSet, Aladdin, Risk Manager) is desirable.
Experience in ideally gained at the multi-asset level within a buy side investment manager.
Experience in working with/understanding the various lifecycles of data management, extraction, loading, transformation to its applications in risk measurement and reporting.
Working knowledge in composing SQL queries and handling large structured and financial data sets.
Working knowledge of programming skills in Python, VBA etc. will be a plus.
Quantitative and statistical analysis skills is a plus.
Excellent verbal and written communication skills
An ability to be adaptive and thrive in a fast-paced, changing environment
Superb work ethic, attention to detail, team orientation, and commitment to excellence
Team player - ability to work independently as well as work as part of a team.
Flexible - ability to work in a rapidly changing environment and to tight deadlines.
$29k-44k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance analyst job in Middleton, WI
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.
$67k-117k yearly est. Auto-Apply 9d ago
Financial Business Analyst
Johnson Health Tech Companies 4.1
Finance analyst job in Cottage Grove, WI
Job DescriptionDescription:
Under the direction of the VP of Operations, the Business Analyst - Data & Strategy will play a critical role in driving data governance, building scalable reporting solutions, and identifying cost reduction opportunities across Johnson Health Tech Trading.
This role supports cross-functional teams by transforming data into actionable insights and ensuring data integrity across platforms. This role supports Johnson Health Tech Trading, including, but not limited to, the North America Sporting Goods and BowFlex distribution channels.
Responsibilities
Budgeting and Forecasting:
• Play a key role with forecasting, budgeting, and planning efforts
• Support Financial Reporting requirements for actual results and projections
• Assist with developing the annual budget, rolling forecasts and operating plan
• Develop and implement procedures and policies to improve processes
Analysis
• Margin analysis across all business segments, with ability to identify volume, rate, and mix variance trends
• Preparation of ad hoc analysis to support management business decisions
• Provide information and assist with quarterly reviews and year end audit
• Develop relationships with sales segment directors to develop and monitor performance and spending
Financial Duties may include:
• Development and entry of monthly journal entries; including but not limited to: analysis of customer rebates, incentive plans, and evaluation of warranty costs and trends.
• Reconciliation and maintenance of assigned general ledger accounts
• Development and maintenance of standard costs
• Support and assist in quarterly and annuals reviews and audits
Reporting & Analytics
• Design and build scalable dashboards and reports to support business decision-making
• Translate business requirements into technical specifications for reporting solutions
• Automate recurring reports and streamline data workflows using BI tools
Cost Reduction & Strategic Insights
• Analyze operational and financial data to identify cost-saving opportunities
• Collaborate with finance, operations, and supply chain teams to implement cost reduction initiatives
• Monitor performance metrics and provide insights to improve efficiency and profitability
Cross-Functional Collaboration
• Serve as a liaison between business units and technical teams
• Support strategic planning and performance reviews with data-driven insights
• Train and support end-users on BI tools and reporting best practices
Marginal Job Functions
• Participate in special projects and initiatives as assigned
Marginal Job Functions:
• Other projects as needed.
Requirements:
Education:
• Bachelor's degree in Accounting or Finance
Experience:
• Minimum 5 years of experience in Accounting, Finance, or related field or Minimum 5 years of experience in business analysis, data analytics, or related field
• Experience developing rolling forecasts, budgeting/planning experience, and the ability to conduct ad hoc financial analysis is required.
• SAP and Workday Adaptive experience strongly preferred
• Prior experience in cost accounting, retail pricing analytics, and margin analysis is a plus
Other Requirements:
• Advanced working knowledge of Microsoft Excel
• Excellent communication skills - both written and verbal, able to clearly communicate financial information in an easy-to-understand manner at multiple levels and functions within the business
• Ability to conduct comprehensive analysis to identify trends, variances, and opportunities for improvement
• Ability to develop and maintain financial models to support forecasting, budgeting and long-term planning
• Demonstrated analytical, problem solving, and critical thinking skills
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment
Benefits:
We offer an excellent compensation package and team-oriented work environment with growth opportunities. Some of our outstanding benefits include:
· Health & Dental Insurance
· Company paid Life Insurance
· 401(k) matching
· Paid Time Off benefits
· Product discounts
· Wellness programs
EOE/M/W/Vet/Disability
#ZR
$40k-52k yearly est. 11d ago
Site Financial Controller
Novares
Finance analyst job in Janesville, WI
So who are we?
We are a team of reach for the stars, innovative, game changers that are currently looking to add to our Finance team. We are a Tier 1 automotive supplier that has been producing automotive components to the top automotive manufacturers since 1972. We have done a lot of growing since then and have recently joined a larger Tier 1 automotive supplier, The Novares Group.
We offer many top quality employee benefits like a full fitness center with fitness instructor, a fully staffed onsite wellness clinic, 401K with company match, medical/dental/vision insurance, tuition reimbursement and so much more!
Here you aren't just a number but part of a family. We know our people aren't just important; they are the most important part of any successful organization.
Main Objectives:
Establish & coordinate different administrative services of the subsidiary
Supervises account-keeping, compliance with legal requirements and group standards, management of accountancy services and preparation of consolidated financial statement, in accordance with Group reporting standards.
Guarantees reliability and lead times for publication of company economic data (budget, reporting and consolidation according to Group standards, social audits according to local accounting requirements, local tax returns, cash flow, medium-term plan).
Manages and optimizes cash with the support of the Business Unit / Corporate Treasury.
Implements all means enabling funding of the subsidiary (contact with banks, search for funding, search for subventions).
Ensures that all means are implemented to recover debts of the company (customer due payments, etc.).
Guarantees reliability of cash forecasts in the short term (6 months) medium term (12 months) and in the scope of the medium term plan of the subsidiary.
Accountable for the management control of the site and interface with the Financial network.
Supervises local IT.
Support Partner to Operations
Is a strong partner of the Plant Manager and the team to set and meet financial and operational targets, improve hourly rates, enforce internal controls and processes.
Prepare and challenge budget plans, forecasts, hourly rates of all plan-specific financial studies/projects, with a
focus on associated action plans.
Validates profitability of investments and products.
Advises Plant Director / Business Unit / Finance network where appropriate (within field of expert knowledge).
Carries out specific analysis at the request of the Plant Manager and Financial network.
Represents the company as delegation of authority for tax and administrative organizations in the country concerned, banks and local insurance companies, local courts in the event of disputes/proceedings involving the company.
Manage their Business Activity
According to the business activity objectives, establishes action plans and coordinates the missions of his/ her team in a consistent way.
Proposes and controls the annual operational activity budget.
Proposes necessary resources to achieve objectives and implements necessary actions for any changes in staff
(recruitment, transfers, dismissals) and investments according to budget and social constraints.
Follows activity performance indicators, implements corrective actions if necessary, and communicates them to teams.
Carries out the annual appraisal interviews, creates the objectives of his/her team, by associating the functional ones, then ensures the deployment.
Develops employee skills and proposes necessary training to maintain performance working with the Staff Manager.
Advises employees on their career development in agreement with the staff manager and promotes internal mobility.
Proposes wage increases, in agreement with the Staff Managers and within the framework of the HR Group policy.
Applies appropriate disciplinary measures to staff if necessary.
Strives to maintain team motivation and a positive working atmosphere.
Controls and approves expenses (trips, etc.) along with absence requests for their team.
Ensures updates of job definitions according to Group processes.
Prepares reports and reporting documents for the activity.
Internal Control
Ensures existing internal control rules are applied (segregation of duties, rights management, etc.).
Proposes improvements when necessary.
Implement processes to embed internal controls.
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
Customer Pricing Support is responsible for proactive research, customer and supplier inquiries, and dispute resolution all with a concentration on customer pricing, acting as a liaison with internal and external key stakeholders. Services multiple customer accounts and/or processes in a fast paced and highly analytical environment.
**_Responsibilities_**
+ Group mailbox routing and management
+ Manage customer escalations
+ Provide support to teammates onshore and offshore
+ Handle projects by meeting deadlines and providing constant communication with the customer
+ Works collaboratively to respond to non-standard requests
+ Demonstrates knowledge of financial processes, accounting policies, systems, controls, and workstreams
+ Demonstrates experience working in a transactional finance environment coupled with strong internal controls
+ Possesses an understanding of service level goals and objectives when providing customer support
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 2-4 years of experience, preferred
+ Strong oral and written communication skills
+ Intermediate Microsoft Office Suite skills
+ Strong critical thinking skills and ability to navigate ambiguity effectively
+ High sense of urgency and responsiveness
+ Strong organizational skills
+ Demonstrated accountability and ownership of responsibilities
+ Experience with SAP, preferred
**_What is expected of you and others at this level_**
+ Applies working knowledge in the application of concepts, principles and technical capabilities to perform varied tasks
+ Works on projects of moderate scope and complexity
+ Identifies possible solutions to a variety of technical problems and takes action to resolve
+ Applies judgment within defined parameters
+ Receives general guidance and may receive more detailed instruction on new projects
+ Work reviewed for sound reasoning and accuracy
**Anticipated salary range:** $57,000-$73,440
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/16/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$57k-73.4k yearly 28d ago
Finance Intern
Wisdems
Finance analyst job in Madison, WI
The Opportunity: This is not a "coffee-fetching" internship. As a paid Fundraising Intern, you become the intelligence engine of the Finance Department. You will be responsible for the high-stakes "detective work"-researching donor backgrounds, cleaning data in our NGP system, and preparing the "Call Sheets" that the Party Chair and candidates use to raise millions of dollars. Your work directly fuels the conversations that fund our democracy. This is a back-office, administrative role ideal for someone who loves data, detail, and political strategy.
You're our person if:
You are a Researcher at heart. You enjoy the hunt. If you can't find a phone number on Google, you check LinkedIn. If that fails, you check FEC filings. You don't give up until the dossier is complete.
You love a clean spreadsheet. You take pride in ensuring names are spelled correctly, columns are aligned, and data is accurate. You understand that a typo in a Call Sheet can embarrass the Chair.
You are discreet. You will be handling sensitive donor information and high-level political strategy. You know how to keep things confidential.
You are relentlessly goal-oriented. Whether it's entering 500 rows of data or researching 50 names, you take satisfaction in hitting the finish line.
You align with our core principles:
Accountability & Solution-Oriented: You take full ownership of your actions and commitments, holding yourself to a high standard and seeing objectives through to completion. When challenges arise, you approach them with a problem-solving mindset, focusing on solutions rather than pointing fingers.
Collaboration & Teamwork: You succeed by working as a team, stepping up to support teammates, and sharing knowledge freely. You actively break down silos by connecting across teams, inviting different perspectives, and staying open to new ideas to achieve shared goals.
Growth & Adaptability: You are dedicated to continuous improvement and challenge yourself to learn and adapt. You proactively seek, offer, and act on feedback with openness and can anticipate potential obstacles to take proactive steps.
Respect & Inclusion: You build strong relationships by treating everyone with kindness, dignity, and trust. You approach interactions assuming positive intent and have the courage to address difficult topics directly and honestly while showing care for others.
Transparent Communication: You communicate openly and honestly to build trust and alignment. You are proactive in setting clear expectations, sharing the "why" behind decisions, and providing timely updates to ensure the right people have the information they need.
Job Responsibilities:
Donor Research: Conduct deep-dive internet research on prospective donors to find contact info, giving history, and biographical details to prepare "Call Sheets" for leadership.
Data Management: Update and clean donor profiles in NGP (our CRM software), ensuring that contribution history and contact logs are 100% accurate.
Call Time Prep: Assist the Finance Assistant in assembling digital and physical briefing materials for Call Time sessions.
Event Support: Assist with the logistical backend of fundraising events, including tracking RSVPs, creating name tags, and managing check-in lists.
Required Qualifications:
Strong Research Skills: Ability to find hard-to-locate information using various online tools.
Attention to Detail: Demonstrated ability to perform repetitive data tasks with high accuracy.
Tech Savvy: Proficiency in Google Sheets/Excel (sorting, filtering, formatting).
Communication: Strong written verbal communication skills.
Preferred Qualifications:
Previous experience with data entry or administrative work.
Knowledge of Wisconsin politics or geography.
Familiarity with NGP, VoteBuilder, or ActBlue.
Equity and Inclusion: The Democratic Party of Wisconsin has a vision for a deeply inclusive and diverse party organization, membership, and electorate. In order to be successful at the Democratic Party of Wisconsin candidates must have the cultural competence to successfully work with a diverse array of constituency groups. We especially strongly encourage applicants with close ties to Black, Indigenous, AAPI, Latinx, Muslim, non-English-speaking, disability, and LGBTQIA+ communities. The Democratic Party of Wisconsin is an Equal Opportunity Employer.
$29k-39k yearly est. 27d ago
Financial Advisor - Madison, WI
Country Financial 4.4
Finance analyst job in Madison, WI
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered FinancialAnalyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$74k-120k yearly est. Auto-Apply 60d+ ago
Finance Controller
Octopi 3.9
Finance analyst job in Waunakee, WI
Asahi Europe & International (AEI) is a subsidiary of Asahi Group Holdings Ltd, a global beverage and food company listed on the Tokyo Stock Exchange in Japan.
Employing over 10,000 people, AEI have world-class brewing and production facilities in 8 markets - UK, NL, ITL, PL, CZ, SK, HU, RO. In most of these markets, we are the leading brewer with full portfolio of Domestic and International premium and super premium brands.
Asahi EMEA & Americas (EMEAA) are growing Asahi's broad portfolio of well-established and iconic international brands such as Peroni Nastro Azzurro, Pilsner Urquell, Grolsch, Kozel & Asahi Super Dry, both directly and through our global distribution network. Asahi EMEAA have a clear remit to continue establishing and strengthening our premium portfolio across our regions, both in our direct branch markets, and through our third-party distributors. We are expected to contribute disproportionately to the future growth of Asahi Group Holdings so we have an ambitious, high-performance culture. The business is well positioned to inspire people around the world to drink better through our shared purpose of Creating Meaningful Connections. Very excitingly, Asahi has recently purchased a fantastic new production facility in Wisconsin USA, Octopi Brewing. This marks a key step forward in accelerating our growth journey and realizing our ambitions for our Global Brands, most notably Asahi Super Dry for North America. Octopi is the leading contract beverage facility in the Midwest. Our reach goes beyond making great products. At Octopi, we are committed to seeing our clients' brands grow. Our facility is located in Waunakee, WI and was built to cater specifically to the needs of the modern beverage client. Our services and capabilities extend far beyond the average contract beverage facility. At Octopi, we strive to be a one-stop shop for our client's brands. Whether it is sourcing packaging materials, collaborating on new recipes, designing new brand identities, or helping navigate regional distribution channels.
Primary Responsibilities:
Review financial performance across business units, identifying drivers and trends to contribute valuable insights for decision-making.
Oversee General Accounting Functions:
Accounts Receivable and Account Payable.
Account reconciliation (Bank / General Ledger / Credit cards).
File and monitor tax reporting.
401(k) administration.
Oversee payroll.
Manage Cash Flow:
Create bi-weekly cash flow report.
Monitor payments to vendors.
Develop cash management improvements.
Lead the coordination of financial planning and forecasting cycles for P&L across functions.
Proactively highlight any risks or opportunities and collaborate with stakeholders to implement corrective actions.
Build strong relationships with key stakeholders to foster open and honest business discussions.
Provide financial governance and guidance to ensure compliance with accounting processes and procedures.
Manage team of 4 direct reports.
Adhere to all PPE and GMP requirements.
Maintain clean, safe, and organized work environment.
Performs other related duties as assigned.
About Our Team:
We are looking for energetic candidates to grow with us at Octopi.
Qualified individuals are detail-oriented, collaborative, growth-focused, and self-motivated. Our team is a community; we are open, informal and laid back, but also hard working and respectful of others. You should be as well.
Offers of employment at Octopi are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates, as deemed necessary.
Requirements
Required Skills/Abilities:
Strong communication skills (written and verbal).
Self-managed, target-oriented.
Open-minded, proactive attitude.
Ability to work with time pressure and stress.
Education and Experience:
Degree in Finance and Economics.
5 years' experience in FMCG industry in Management Accounting area incl. standard costing, capex management and preparation business cases.
Knowledge of SAP controlling / production module.
$81k-120k yearly est. 60d+ ago
Financial Business Analyst
Johnson Health Tech 4.1
Finance analyst job in Cottage Grove, WI
Under the direction of the VP of Operations, the Business Analyst - Data & Strategy will play a critical role in driving data governance, building scalable reporting solutions, and identifying cost reduction opportunities across Johnson Health Tech Trading.
This role supports cross-functional teams by transforming data into actionable insights and ensuring data integrity across platforms. This role supports Johnson Health Tech Trading, including, but not limited to, the North America Sporting Goods and BowFlex distribution channels.
Responsibilities
Budgeting and Forecasting:
* Play a key role with forecasting, budgeting, and planning efforts
* Support Financial Reporting requirements for actual results and projections
* Assist with developing the annual budget, rolling forecasts and operating plan
* Develop and implement procedures and policies to improve processes
Analysis
* Margin analysis across all business segments, with ability to identify volume, rate, and mix variance trends
* Preparation of ad hoc analysis to support management business decisions
* Provide information and assist with quarterly reviews and year end audit
* Develop relationships with sales segment directors to develop and monitor performance and spending
Financial Duties may include:
* Development and entry of monthly journal entries; including but not limited to: analysis of customer rebates, incentive plans, and evaluation of warranty costs and trends.
* Reconciliation and maintenance of assigned general ledger accounts
* Development and maintenance of standard costs
* Support and assist in quarterly and annuals reviews and audits
Reporting & Analytics
* Design and build scalable dashboards and reports to support business decision-making
* Translate business requirements into technical specifications for reporting solutions
* Automate recurring reports and streamline data workflows using BI tools
Cost Reduction & Strategic Insights
* Analyze operational and financial data to identify cost-saving opportunities
* Collaborate with finance, operations, and supply chain teams to implement cost reduction initiatives
* Monitor performance metrics and provide insights to improve efficiency and profitability
Cross-Functional Collaboration
* Serve as a liaison between business units and technical teams
* Support strategic planning and performance reviews with data-driven insights
* Train and support end-users on BI tools and reporting best practices
Marginal Job Functions
* Participate in special projects and initiatives as assigned
Marginal Job Functions:
* Other projects as needed.
Requirements
Education:
* Bachelor's degree in Accounting or Finance
Experience:
* Minimum 5 years of experience in Accounting, Finance, or related field or Minimum 5 years of experience in business analysis, data analytics, or related field
* Experience developing rolling forecasts, budgeting/planning experience, and the ability to conduct ad hoc financial analysis is required.
* SAP and Workday Adaptive experience strongly preferred
* Prior experience in cost accounting, retail pricing analytics, and margin analysis is a plus
Other Requirements:
* Advanced working knowledge of Microsoft Excel
* Excellent communication skills - both written and verbal, able to clearly communicate financial information in an easy-to-understand manner at multiple levels and functions within the business
* Ability to conduct comprehensive analysis to identify trends, variances, and opportunities for improvement
* Ability to develop and maintain financial models to support forecasting, budgeting and long-term planning
* Demonstrated analytical, problem solving, and critical thinking skills
* Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment
Benefits:
We offer an excellent compensation package and team-oriented work environment with growth opportunities. Some of our outstanding benefits include:
* Health & Dental Insurance
* Company paid Life Insurance
* 401(k) matching
* Paid Time Off benefits
* Product discounts
* Wellness programs
EOE/M/W/Vet/Disability
#ZR
$40k-52k yearly est. 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance analyst job in Madison, WI
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 39d ago
Financial Advisor
Northwestern Mutual 4.5
Finance analyst job in Janesville, WI
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.
$67k-118k yearly est. Auto-Apply 9d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance analyst job in Madison, WI
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
How much does a finance analyst earn in Madison, WI?
The average finance analyst in Madison, WI earns between $40,000 and $84,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Madison, WI
$58,000
What are the biggest employers of Finance Analysts in Madison, WI?
The biggest employers of Finance Analysts in Madison, WI are: