Finance analyst jobs in Milwaukee, WI

Job Title: Investment Sales Analyst Team: Investment Sales/Capital Markets Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers Job Summary The Investment Sales Analyst supports Boerke's Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate. You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement. Essential Job Duties and Responsibilities Financial Analysis & Valuation Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections. Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator. Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office. Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations. Prepare Broker Opinion of Value (BOV) analyses and pricing guidance. Market Research & Data Management Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking. Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator. Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts. Track macroeconomic and capital markets trends relevant to institutional CRE. Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach. Deal Execution & Transaction Support Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials. Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers. Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials. Assist in assembling closed deal files, including commission sheets and essential documentation, as requested. Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team. Business Development Assist brokers with pitch decks, client updates, competitor/market-share analysis, and custom client deliverables. Support new business proposals, RFP responses, and customized client deliverables. Help manage CRM records, active mandates, pipeline reporting, and relationship tracking. Assist in planning client events and investor gatherings by preparing materials, lists, and follow-up tracking in partnership with the Transaction Coordinator. Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings. Required Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. 0-4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis. Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials. Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals. Excellent written and verbal communication skills, including the ability to simplify complex analyses. High attention to detail with the ability to manage multiple projects and meet deadlines. Comfortable operating in a dynamic, entrepreneurial environment. Preferred Qualifications Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment. Experience producing institutional-quality offering memoranda and BOVs. Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems. Argus Enterprise experience or willingness to learn. Knowledge of the Midwest commercial real estate markets. ______________________________________________________ About Cushman & Wakefield | Boerke Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. SUPERVISORY RESPONSIBILITIES: Position has no direct reports but will provide guidance to others as necessary. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

Tax Analyst (41715) Our client is an organization in the Milwaukee area looking for a Tax Analyst. Our client is looking for someone with 1-3 years' experience, strong data analytical skills and great interpersonal skills. This position is hybrid. The Tax Analyst will be responsible for, but not limited to, the following: RESPONSIBILITIES Participate in quarterly and annual tax provisions. Prepare documentation for internal and external reporting. Preparation of tax return workpapers. Support federal and state tax audits. Assist with preparation of income tax quarterly estimates and extension calculations. Assis with annual reports, licenses, CFC reporting and tax notices. Other duties as assigned based on business need The Tax Analyst will possess the following: EXPERIENCE REQUIRED Bachelor's degree in accounting or closely related field 1+ years of experience in accounting, tax and analytics Strong attention to detail. Strong problem solving and analytical skills. Excellent written and verbal communication skills. Equal Opportunity Employer

About us Rural King is America's Farm and Home Store, providing essentials to the communities we serve. With a wide array of necessities ranging from food and feed to farm and home products, Rural King serves over 140 locations across 17 states and is constantly expanding. Our annual sales exceed $2.5 Billion, and our heart beats in Mattoon, IL, home to our corporate office, distribution center, and flagship store. One thing our customers appreciate is our unique shopping experience, complete with complimentary popcorn and coffee. It's just one way we show our appreciation for their support. At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment where dedicated individuals come together to serve rural communities passionately. Join us, and you'll find not just a job but a chance to grow professionally, contribute meaningfully, and make a difference in the lives of those we serve. How we reward you 401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2% Healthcare plans to support your needs Virtual doctor visits Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care Program 15% Associate Discount Dave Ramsey's SmartDollar Program Associate Assistance Program RK Cares Associate Hardship Program 24/7 Chaplaincy Services What You'll do As a Financial Analyst, you will be responsible for executing financial projects consisting of gathering, analyzing, interpreting, communicating, and monitoring financial data to drive business results across Rural King. You will partner with key stakeholders to address financial information. Support the financial project management needs of the Financial Planning and Analysis team. Understand the business unit(s) and the operating systems that support them. Serve as a project resource defining and executing projects regarding various business initiatives. Prepare business cases including financials and success factors for proposed operating and/or product changes. May conduct pilot tests of proposed operating and/or product changes. Complete post-audit of business cases after implementation is complete. May manage projects independently that typically cross multiple business units, divisions, or states. Create and maintain pro-forma and cash flow models for current and future areas/ projects. Prepare and/or train others on financial systems and serve as a technical resource to accounting team. Generate and present financial reporting to Finance Department. Provide input for setting project priorities and for project results. Use discretion and independent judgment in daily decisions while maintaining a high level of confidentiality and professionalism. Actively participate in learning initiatives offered such as training programs, workshops, and webinars. Leverage these opportunities to acquire new knowledge, refine existing skills, and stay current on the latest developments. Provide friendly, proactive, and professional internal and external support to others, assisting with inquiries, concerns, and issues promptly and effectively. Demonstrate behaviors that exemplify Rural King's Values: People First, Integrity, Attitude, Initiative, Teamwork, Accountability, and Continuous Improvement. Perform other duties as assigned. Supervisory Responsibilities None Essential Qualities for Success At least 1 year of financial experience or equivalent combination of experience and education. Confidence in playing an integral role in the annual business planning process. Experience and proficiency collaborating as a project team member and managing a segment of the project work. Proficient in completing financial projects and seeking out desired results. Experience and proficiency with problem-solving and interpersonal communication. Proficient presenting financial data to management. Proficient in financial analysis combined with insight into the nuances of the retail segment. Proficient preparing data sets, statistical reports, and computer applications to support financial analysis work. Experience and proficiency in analyzing financial statements and financial reports. Highly proficient in Microsoft Excel. Proficient with or the ability to quickly learn VBA programming. Excellent verbal and written interpersonal and communication skills. Excellent customer service skills. Strong understanding of retail business practices. Excellent negotiation and conflict resolution skills. Demonstrated ability to adapt in a fast-paced environment. Strong analytical and problem-solving skills. Excellent organizational skills and attention to detail. Physical Requirements Ability to maintain a seated or standing position for extended durations. Capability to lift 15 pounds periodically. Ability to navigate and access all facilities. Skill to effectively communicate verbally with others, both in-person and via electronic devices. Close vision for computer-related activities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. The pay range for this position is $50,000 - $58,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law. We use E-Verify to confirm the employment eligibility of all newly hired associates. To learn more about E-Verify, including your rights and responsibilities, please visit *********************

Our client is a fast-growing leader recognized by both consumers and industry professionals. They foster a dynamic, collaborative culture where high performers thrive in a fast-paced, hands-on environment. Although the company has over 60 years of history, they are entering a powerful new chapter of expansion, innovation, and transformation. Their people are their greatest asset-driven, engaged, and motivated by purposeful work. Our client is seeking a Sr. Business Intelligence Analyst & Data Infrastructure Developer to design, build, and maintain a unified data architecture within Microsoft Fabric to support enterprise-wide reporting and analytics. This role blends advanced data engineering, SQL development, and Power BI expertise to integrate multiple data sources into a single, trusted reporting layer. The ideal candidate will build ETL pipelines, optimize semantic models, and partner closely with finance and business stakeholders to deliver scalable, accurate, decision-driving insights. What You Will Do: Lead Data Architecture Initiatives Design and implement a unified enterprise data model by consolidating seven existing semantic models into a single Microsoft Fabric-based architecture. Analyze legacy datasets and define optimal integration, migration, and consolidation strategies. Develop and manage facts, dimensions, measures, and metadata aligned to business needs. Define partitioning, refresh strategies, and performance optimization approaches. Maintain data lineage, data dictionaries, and metadata documentation. ETL/ELT Development & Maintenance Build, enhance, and troubleshoot ETL/ELT pipelines using SSIS and Microsoft Fabric Dataflows. Determine when data should be materialized in the warehouse versus exposed through views. SQL Development Write, debug, and optimize complex SQL, including stored procedures, CTEs, unions, and dynamic SQL. Maintain and evolve SQL views supporting downstream reporting, dashboards, and analytics. Collaboration & Reporting Partner with finance, operations, and executive teams to scale customized financial and operational reporting solutions. Translate reporting requirements into scalable technical data models. Facilitate discussions across business and technology teams to align on long-term data architecture strategy. Semantic Model Management Build, maintain, and optimize Power BI semantic models and datasets. Deploy BI solutions via VS Code, Tabular Editor, and Azure DevOps pipelines. Support Power BI paginated reports and advanced DAX calculations. What You Will Bring: 5-7 years of experience in business intelligence, data architecture, and ETL/ELT development. Strong SQL expertise (CTEs, stored procedures, dynamic SQL, query optimization). Intermediate to advanced DAX skills for performance tuning and model optimization. Experience integrating data from major ERP systems (Syspro experience is a plus). Deep expertise with Power BI (certification preferred). Familiarity with AI/ML concepts, including agent-based or predictive modeling. Experience with Microsoft Fabric, Azure Data Services, or similar cloud data platforms. Education & Qualifications Bachelor's degree in Data Science, Analytics, IT, or a related field; finance or accounting knowledge is strongly preferred. Master's or MBA is a plus. Power BI certification preferred. Microsoft Fabric certification preferred. Proven ability to collaborate with senior finance and business leaders. MMD Services Inc. is an equal opportunity employer. All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws.

Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive. Position Summary The Manager of Financial Planning and Analysis (FP&A) for Versiti will manage a team of Financial Analysts and oversee internal reporting, financial/business analysis, budgeting and forecasting, and decision support analytics across a portion of Versiti's service lines and corporate services functions. The FP&A team also provides financial support for corporate development activities, business case preparation, and works collaboratively to ensure consistency in applicable planning and analysis tools and systems with the larger Versiti organization. Total Rewards Package Benefits Versiti provides a comprehensive benefits package based on your job classification. Full-time regular employees are eligible for Medical, Dental, and Vision Plans, Paid Time Off (PTO) and Holidays, Short- and Long-term disability, life insurance, 7% match dollar for dollar 401(k), voluntary programs, discount programs, others. Responsibilities Manages partnership relationships and financial analysis support with executives and leadership teams; helps ensure that financial analysts proactively provide appropriate ongoing financial analysis and support for current operations and future operational proposals. Provides guidance and input, along with team of financial analysts, for the development of service line financial plans, budgets, forecasts, financial/statistical reports, market/customer analysis, pricing, costing models, financial impact assessments, and recommendations for operational improvements. Models and analyzes opportunities to generate revenues and lower costs within relevant service lines, along with development of metrics and tools to understand underlying drivers & trends related to these opportunities. Works with senior management to move forward initiatives needed to ensure achievement of the annual and long-range financial plans; identifies and communicates proactively on issues that may impact achievement of goals, and helps develop mitigation action plans. Complies with policies and procedures to ensure the quality of financial reporting and analysis, and to enhance the overall effectiveness and efficiency of the Finance function. Communicates policies and procedures effectively and consistently. Continuously improves financial processes to ensure appropriate utilization of resources. Collaborates with Finance partners to set key targets and measures for effectiveness and executes processes to achieve goals. Creates consistency of analysis tools and processes, where possible, creating the most effective and efficient practices for service lines & Finance functions. Provides project management leadership for improvement initiatives/special projects for service line partners. Identifies areas for improvement/projects such as revenue enhancement, cost containment, or other operational efficiencies, budget improvements, and cost/decision support projects. Leads design and facilitates execution of financial processes, including establishment of new (related) service line reporting and portfolio management activities. Assists Corporate Development and Finance Leadership with analysis of partnership opportunities and potential acquisitions, development of business plans, and valuation analyses. Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification Understands and performs in accordance with all applicable regulatory and compliance requirements Complies with all standard operating policies and procedures Qualifications Education Bachelor's Degree in Finance, Accounting or related field from an accredited college or university required Master's Degree MBA preferred Experience 4-6 years of progressive experience in finance or accounting, with experience in financial planning, analysis and modeling required Experience in a health care or manufacturing environment preferred Experience in supporting customer-facing departments (Sales, Marketing, Client Services, etc.) required Knowledge, Skills and Abilities Demonstrated leadership skills to include effective verbal and written communication, problem solving, decision making, conflict resolution and organizational influence skills required Ability to motivate and foster a successful team environment across service lines, functions and geographical locations, including facilitating change management initiatives within the Finance organization required Works effectively and proactively with senior leadership to ensure financial goals are met required Effective interpersonal and customer service skills required Excellent reasoning and analytical skills with the ability to effectively communicate and present technical financial information to management required Demonstrated project management methods to improve outcome and ensure effective resource utilization required Extensive working knowledge of spreadsheets, word processing, database and other applications, including working with Enterprise Resource Planning (ERP) software to develop reports required Working knowledge of valuation methodologies and excellent cost and revenue analytical skills, including the ability to model various scenarios and alternatives required Tools and Technology Personal computer and other general office equipment required General office equipment (computer, printer, fax, copy machine) required Microsoft Suite (Word, Excel, PowerPoint) required #LI-EH1 #LI-Onsite Not ready to apply? Connect with us for general consideration.

Requirements • Bachelor's Degree in Accounting/Finance. • 7+ years accounting experience, in a manufacturing environment. • Able to adjust to changing priorities - ability to prioritize work and meet deadlines. • The successful candidate will be a highly motivated team player with excellent interpersonal, analytical, and problem-solving skills. • Strong written and verbal communication skills. • Excellent organizational skills, with the ability to analyze a situation quickly and accurately and arrive at an effective fact-based decision or solution. • Demonstrated ability to collaborate with cross functional teams. • Self-motivated and proactive, both with respect to managing workload and own professional development-strong work ethic. Technology/Equipment: • Proficiency in the use of technology including thorough understanding of Microsoft Teams, SharePoint, Microsoft PowerPoint, Word and Excel. • Proficiency in the use of technology including thorough understanding of ERP Systems. • Hyperion HFM Experience. • Advanced Microsoft Excel Skills (Pivot Tables, Summits, etc). Benefits: · Comprehensive health benefits package (medical, dental, vision, etc.) for positions of 30 hours or more per week. · Health Savings Account with annual employer contribution. · Company provided Life Insurance, Accidental Death and Dismemberment, and Short-Term Disability. · Voluntary Life Insurance, Spousal Life, Child Life, Critical Illness, Accident, and Long-Term Disability. · 401(k) with matching contribution that is fully vested from day one. · Generous amount of PTO, plus 14 paid Holidays. · Tuition reimbursement and scholarship opportunity. · $250 in Lifestyle Reimbursement Account upon completion of annual physical. · Wellness program with monthly themes, quarterly challenges, onsite flu shot clinics and biometric screenings. · Clean and safe work environment. Equal Opportunity Employer: We are proud to foster an inclusive and diverse workplace culture. We are an equal opportunity employer and are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetics, or any other characteristic protected by applicable federal, state, or local law. We value diversity and believe that a diverse and inclusive workforce is essential to drive innovation, foster creativity, and achieve success. We welcome and encourage applications from individuals of all backgrounds and are dedicated to ensuring a fair and equitable recruitment and employment process for everyone.

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Financial Analyst, Corporate Development About your role: As a Corporate Development Financial Analyst at Fiserv, you will play a crucial role in supporting our mission to transform financial services through innovative solutions. As a partner in possibilities, you will analyze financial data, generate reports, and provide insights that influence decision-making and strategic planning. The Corporate Development team partners with business unit leaders, finance, legal, and external advisors to target opportunities, build business cases, and drive transactions from diligence through integration. What you 'll do: * Support the creation of financial models, valuation analyses (discounted cash flow, comps, precedent transactions), and accretion/dilution scenarios. * Analyze financial performance and provide insights to support business decisions. * Collaborate with cross-functional teams to support strategic initiatives. * Monitor financial trends and present findings to senior management. * Evaluate financial performance of target companies and industry competitors by comparing and analyzing actual results with plans and forecasts. Experience you'll need to have: * Bachelor's degree. * 1+ years of experience in financial analysis, modeling, and reporting. Experience that would be great to have: * Strong capabilities in financial modeling, forecasting, and strategic analysis, including discounted cash flow, accretion / dilution, leveraged buyouts, etc. * Experience with financial modeling best practices and industry standards. How you'll work: * This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity. Sponsorship: * You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role. Benefits at Fiserv: * Fuel Your Life program to support your physical, financial, social, and emotional well-being * Paid holidays and generous time away policies * No-cost mental health support through Employee Assistance Programs * Living Proof program to recognize your peers' extra effort with points redeemable for rewards * Eight Employee Resource Groups to foster a collaborative culture and expand your network * Unparalleled professional growth with training, development, and internal mobility opportunities * Medical, dental, vision, life, and disability insurance options available from day one * Retirement planning and discounted shares with the Employee Stock Purchase Plan * Tuition assistance and reimbursement program * Paid parental, caregiver, and military leave #LI-DI This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington. It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran. Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate. Thank you for considering employment with Fiserv. Please: * Apply using your legal name * Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). Our commitment to Equal Opportunity: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact *******************. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information. Note to agencies: Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. Warning about fake job posts: Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address. Apply Now #FiservProud Corporate Social Responsibility Global Leadership Unique Suite of Solutions Benefits * Medical, Vision and Dental Benefits Comprehensive benefit plans to suit your unique needs * Fuel Your Life Wellness Program Resources to elevate your well-being * 401k, Employee Stock Purchase Plans and Incentives & Bonuses When Fiserv performs well, so does your financial health * Employee Resource Groups Celebrating inclusion in the workplace * Paid Time Away Providing the time off to manage personal needs

Whether you're just beginning your career or have years of experience-you've come to the right place! Working at Alto-Shaam means you're a part of a passionate team working together towards one goal. Since 1955, Alto-Shaam has pioneered industry-leading commercial foodservice equipment that anticipates and responds to our customers' needs. Our solutions help foodservice businesses like Sendik's Food Market and Saz's Hospitality Group enhance their menus while providing a greater return on their investment. Our world-class products are made in a world-class facility. Alto-Shaam's headquarters and manufacturing space is dynamic, clean and safe for all. As a family company, we also take care of our people by providing market-leading benefits: Earn an annual bonus on your gross income, which has averaged 15% over the past five years Low Cost premiums for full coverage healthcare with wellness participation 11 paid holidays and generous earned PTO Advancement opportunities to grow through our career ladders program Tuition assistance to pursue a degree or certification Fitness reimbursement for gym memberships, classes, or training sessions Biannual performance reviews with yearly merit increases Annual free lunch with the company president to celebrate your work anniversary Job Description The Business Analyst - Finance is a hybrid role that combines financial planning and analysis (FP&A) with business intelligence and analytics (BI&A). This position is responsible for delivering timely and actionable insights through financial modeling, forecasting, and data visualization. The analyst will partner cross-functionally to understand business needs, improve reporting processes, and support strategic decision-making through data-driven analysis and will serve as a liaison between the Finance and Information Technology departments. The ideal candidate for a Business Analyst - Finance would be able to do the following: Lead weekly and monthly forecasting and reporting of sales, orders, and key performance indicators. Analyze monthly/quarterly financial results (vs. forecast, prior year, budget) and communicate key drivers and trends. Collaborate with operations and product management to support pricing, margin, and ROI analysis. Develop and maintain BI dashboards and visualizations in alignment with governance standards. Partner with business stakeholders to identify reporting needs and recommend BI solutions to improve decision-making. Assist in the monthly forecast and annual planning processes. Perform ad-hoc financial and business analysis to support strategic initiatives and special projects. Become a subject matter expert in business processes and data sources within the finance area. Stay current with BI&A trends and share best practices across the enterprise. Support self-service BI enablement by assisting users with analytical tools and training, as well as report ideation and development. Qualifications Education / Skills Required: Bachelor's degree in Finance, Accounting, MIS, Computer Science, or related field. 3+ years of experience in financial analysis and/or business intelligence, preferably in a manufacturing environment. Proficiency with BI tools such as Tableau or Power BI; experience with ERP systems like Oracle or SAP is a plus. Strong analytical, problem-solving, and data storytelling skills. Ability to communicate complex financial and technical concepts to diverse audiences. Experience with cloud-based data platforms (e.g., SAP/Oracle) is preferred. Self-starter with a continuous improvement mindset and strong sense of accountability. Ability to work cross-functionally and manage multiple priorities under tight deadlines. Additional Information We are looking for team-members that exemplify and live our High FIVE values: Highest Quality: Are you detailed-oriented and ensure the accuracy of your work? Win together as a Family: Do you exceed expectations by being attentive and going above and beyond? Unleash the Innovative Spirit: Are you passionate about finding solutions to streamline and enhance the way you and your peers work? Be a Helpful Voice: Are you a positive person who wants to make an impact on others? Every Individual Makes an Impact: Are you a go-getter who takes initiative and pride in your work? If you share our values, we want you to be a part of our Alto-Shaam family!

Job DescriptionTWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status. Powered by JazzHR 6pfkeNLrww

Paralegal Consultant-Investment Company Act Products AT NORTHWESTERN MUTUAL, WE ARE STRONG, INNOVATIVE AND GROWING. WE INVEST IN OUR PEOPLE. WE CARE AND MAKE A POSITIVE DIFFERENCE. The Northwestern Mutual Law Department is seeking an experienced, independent and agile Paralegal Consultant interested in joining a diverse, challenging and fast-paced environment supporting the Company on a wide range of issues as it works to transform how clients experience financial security. What's the role? * This Paralegal Consultant will be a member of the Law Department's Investment Products and Advisory Services Team, reporting to the VP-Investment Products and Services in Law, and will primarily focus, as part of a team of lawyers and paralegals, on supporting the securities law aspects of our variable life insurance and variable annuity products and/or their underlying proprietary mutual fund investment options. Most of this legal work is handled entirely in-house, including the production of registration statements and related regulatory filings and shareholder reports. * Examples of the type of work this paralegal will engage in as a member of the Investment Products and Advisory Services Team includes: * Helping to manage the process, and assisting in the drafting, publishing and filing of new and existing annual registration statements, annual and semi-annual reports, prospectus supplements, proxy/information statements and related documents with the Securities and Exchange Commission * Aiding in the implementation of new SEC rules applicable to variable products, mutual funds and their registered investment advisers * Performing legal and public records searches * Maintaining and updating files, policies and procedures and databases * Assisting with the maintenance of sub-custodial registrations for foreign investments * This position provides the opportunity for an annual bonus. Bring Your Best! What this role needs: * Candidates ideally should have a Bachelor's degree and at least five years of variable product and/or mutual fund paralegal experience. Additional experience together with a certificate of paralegal studies from a program approved by the American Bar Association may be considered in lieu of Bachelor's degree. * Experience with other federal securities laws is a plus. * Corporate governance experience is desirable. * Experience using the DFIN ArcPro registration statement management and publishing system, or comparable system, is preferred. * Exceptional organizational skills and expert knowledge of Office 365 and Adobe applications. Desired personal attributes: * Excellent interpersonal and written and oral communication skills, a highly analytical and curious mind, creativity, comfort dealing with ambiguity, integrity, high ethical standards, and a positive outlook. * Demonstrated ability to collaborate and contribute effectively in a team environment while working independently and approaching work with a proactive mindset. * Ability to effectively prioritize multiple tasks at the same time. * A keen problem-solving approach using sound reasoning and practical judgment to achieve results that balance benefits for all stakeholders of the enterprise. * The scope of this role may change over time to respond to business needs. The successful candidate will be flexible and adaptable in terms of general skill sets and aspirations. Information About the Northwestern Mutual Law Department: Of the Northwestern Mutual Law Department's approximately 130 members, about 80 are lawyers, having come to Northwestern Mutual from all around the country after having graduated from a multitude of law schools and undergraduate institutions and having practiced in a wide variety of settings. The balance of the Department consists of highly skilled paralegals and research and administrative professionals who support significant aspects of the Department's operations. Our Law Department (in every aspect of its operations, including the Law Department Leadership Team, the Department's practicing lawyers and paralegals, and the Department's professional administrative staff) is inclusive and diverse, comprising a rich mixture of people who come from a wide variety of ethnic and religious backgrounds and includes people of color and those who are openly gay or lesbian. The Northwestern Mutual Law Department provides the vast majority of legal services in nearly all disciplines directly to the Company, with only select utilization of outside counsel. There are nine main legal practice teams within the Law Department: Investment Products and Advisory Services; Digital and Enterprise Operations; Insurance Products and Operations; Corporate; Distribution; Litigation; Enterprise Governance; Institutional Investments; and Real Estate Investments. Members of the Law Department have the opportunity to develop a thorough understanding of the Company's business needs, and we are fully engaged in the execution of the Company's business strategy. This allows us to provide the most timely and effective counsel in an efficient manner and leads to greater career satisfaction for our attorneys, paralegals, and professional administrative staff. Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what is most important. With $378 billion in total assets, $38 billion in revenues, and nearly $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 5 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $351 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 109th on the 2025 FORTUNE 500 and is recognized by FORTUNE as one of the "World's Most Admired" life insurance companies. #LI-Hybrid Compensation Range: Pay Range - Start: $69,720.00 Pay Range - End: $129,480.00 Geographic Specific Pay Structure: 190 - Structure 110: 76,720.00 USD - 142,480.00 USD 190 - Structure 115: 80,150.00 USD - 148,850.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Accounting/Financial Analyst needs 3 to 5 years of experience in an accounting role Accounting/Financial Analyst requires: Bachelors degree in accounting 3 to 5 years of experience in an accounting role Self-starter with the ability to work in a team environment GAAP Balance sheet Intermediate experience in Microsoft Excel and knowledge of SAP Accounting/Financial Analyst duties: Prepare monthly/recurring journal entries Process corporate initiated transactions (CITs) from technical accounting Complete balance sheet reconciliation and analysis Work across departments and geographical locations to ensure all transactions are properly recorded at month end Assist the cash and bank team in the research of open cash items Perform other duties as assigned

Work Mode: Onsite Opportunity Supply Chain Finance is seeking a proactive and detail-oriented Finance Analyst to support the Distribution & Transportation team within the Kitchen & Bath Supply Chain. This role will provide critical financial insights and analysis to drive cost efficiency and operational effectiveness across key logistics functions. The analyst that fills this role will have financial ownership of: * Customer Delivery * Interplant Freight * Kohler Transportation Incorporated (KTI) This is a high-impact role that offers visibility across multiple functions and the opportunity to influence key financial outcomes within the KBNA Supply Chain. SPECIFIC RESPONSIBILITIES * Leads the financial analysis for Transportation & Distribution to understand financial results and drive corrective action. * Assists all levels of Supply Chain management in analyzing and understanding Customer * Delivery & Interplant Freight costs through the creation of reports and financial summaries * Develops partnerships with members of Supply Chain with frequent interaction with Director - Distribution & Transportation * Coordinates Financial Plan & Forecast for Customer Delivery, Interplant Freight & Kohler Transportation Incorporated (KTI). This involves significant contact with the Supply Chain and Transportation teams * Reviews and develops cost center budgets for Transportation & Distribution Completes a month-to-date financial review of Customer Delivery & Interplant freight and prepares a dashboard file with explanations of the deviations from expectations * Conducts other special studies and projects under the direction of the Sr. Manager - Distribution & Logistics Skills/Requirements * Bachelor's degree in Finance, Accounting, or Business Administration * Minimum 1-3 years of Finance experience, including financial analysis and reporting responsibilities. * Strong proficiency in Excel and financial modeling; experience with SAP, PowerPoint, and BI tools (e.g., Power BI) is highly desirable * Ability to work in a fast-paced environment and handle multiple priorities * Must be an effective communicator with an ability to articulate key insights from data analysis #LI-RD1 Applicants must be authorized to work in the US without requiring sponsorship now or in the future. We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $71,500 - $108,700. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. In addition, this position is eligible for a performance bonus/variable incentive compensation. Why Choose Kohler? We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives. About Us It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact *********************. Kohler Co. is an equal opportunity/affirmative action employer.

Jobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Travel Percentage : 0% As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS? About the role: As a Financial Analyst, you'll have your finger on the financial pulse of the entire organization. Working with a diverse team, you'll be responsible develop, interpret, and implement financial concepts for financial planning and control. What you will be doing: Perform technical analysis to determine present and future financial performance. Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Meet with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets. Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations. Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments. Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements. Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies.. What you will need: Bachelor's degree is required, Finance or Accounting highly preferred 2-3 years Finance or Accounting experience Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards Ability to analyze and solve problems using learned techniques and tools Analytical and statistical examination skills Demonstrated ability to plan and accomplish work to ensure critical deadlines are met What we offer you: At FIS, you can learn, grow and make an impact in your career. Our benefits include: Flexible and creative work environment Diverse and collaborative atmosphere Professional and personal development resources Opportunities to volunteer and support charities Competitive salary and benefits . Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Job Description Horizon Retail Construction, an established national general contractor, has an immediate opening for a Financial Analyst at our Corporate Headquarters in Sturtevant, Wisconsin. Summary of responsibilities: Maintain accurate financial records for alternative investments and prepare monthly, quarterly and annual financial statements and reports for alternative investments. Perform bank reconciliation and balance sheet reconciliations for alternative investments to ensure accuracy and completeness. Collaborate with external auditors and tax advisors. Monitor cash flow and assist in budgeting and forecasting. Prepare monthly KPI reporting and other financial reports as required. Assist in accounts payable (AP) management and work closely with the team to ensure accuracy in processing payments for alternative investments. Work with Controller on special projects as requested. Lead all investment tracking initiatives. Analyze and recommend investment opportunities. Evaluate portfolio performance, risk and diversification to ensure long-term growth and stability. Present clear, data - driven recommendations and regular updates to senior leadership. Monitor market trends and portfolio benchmarks to maximize returns. Assess cash positions and propose fixed-rate investment options. Manage approved investment transactions with brokers and banks. Prepare forecasts and budgets for portfolio, income from dividends, and real estate development. Summary of Qualifications: Bachelor's degree in accounting, finance or related field. A focus in finance, accounting or economics is preferred. Minimum 10 years of experience in corporate accounting with a strong understanding of accounting principles and practices. Ability to maintain and update Business Intelligence tools. Active learning skills to create information for problem solving. Knowledge of Business and Management Principles. Provide technical support for existing reports, dashboards and other basic tools Solid experience with month-end close, bank reconciliations, and accounts payable Strong organizational and time management skills with the ability to handle multiple projects and deadlines 10+ years of investment analysis and market research experience Strong written and oral communication skills Summary of Preferred Skills: An efficient, productive worker that can adjust to heavy workloads Someone who takes initiative and is forward thinking with the ability to set appropriate priorities based on organizational needs Someone who has a sense of urgency and gets things done promptly to achieve goals Experience in the construction and real estate fields. Complex problem solving skills. Ability to monitor and assess individuals or organizations to make informed decisions for corrective actions. Knowledge of administrative and office procedures. In addition to a casual atmosphere and a great company culture, Horizon offers a competitive benefit package including health, dental, and vision insurance, life insurance, paid time off, as well as a flex spending account and a 401(k) with company match. Job Posted by ApplicantPro

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure. The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required: CFP designation (Certified Financial Planner) CFA and/or CPA designations acceptable Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts Proficient in basic computer skills especially Microsoft Office Education: Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business Compensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position. Your resume and cover letter referring to this posting are required to be considered. JMG is an equal opportunity employer. Compensation details: 100000-150000 PI994e07fc33d9-31181-38428186

About us Rural King is America's Farm and Home Store, providing essentials to the communities we serve. With a wide array of necessities ranging from food and feed to farm and home products, Rural King serves over 150 locations across 17 states and is constantly expanding. Our annual sales exceed $2.5 Billion, and our heart beats in Mattoon, IL, home to our corporate office, distribution center, and flagship store. One thing our customers appreciate is our unique shopping experience, complete with complimentary popcorn and coffee. It's just one way we show our appreciation for their support. At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment where dedicated individuals come together to serve rural communities passionately. Join us, and you'll find not just a job but a chance to grow professionally, contribute meaningfully, and make a difference in the lives of those we serve. How we reward you 401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2% Healthcare plans to support your needs Virtual doctor visits Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care Program 15% Associate Discount Dave Ramsey's SmartDollar Program Associate Assistance Program RK Cares Associate Hardship Program 24/7 Chaplaincy Services Company paid YMCA Family Membership What You'll do As a Store Operations Analyst, you will be developing and enhancing KPI reporting to support business insights and managing deliverables aligned with company priorities. The ideal candidate will proactively anticipate business needs, demonstrate exceptional organizational skills, and effectively manage multiple tasks in a fast-paced environment. Develop, enhance, and maintain key performance indicator (KPI) reporting to support business insights and strategic decision-making. Prepare, analyze, and summarize weekly, monthly, and periodic operational reports for key stakeholders. Proactively identify trends or address areas of concern by providing and presenting data insights. Develop and manage communication, timing, and action plans for projects tied to strategic initiatives. Lead and drive impactful projects that directly contribute to the success and growth of Rural King. Oversee project progress, ensuring all deliverables and action items are completed on schedule. Formulate presentations using reporting and data analysis trends. Provide friendly and professional collaboration and support while partnering with internal and external stakeholders. Be part of a team that celebrates achievements, promotes teamwork, and recognizes individual contributions. Provide partnership, structure, organization and administrative support to the EVP and VP of Store Operations. Act as a proactive gatekeeper by managing calendars, coordinating meetings, and ensuring smooth daily operations. Attend and effectively take notes at key meetings, following up on deliverables and action items for Store Operations leadership. Oversee the coordination of in-house and off-site meetings for small and large groups including development of the agenda and accurate preparation of all relevant meeting materials. Use discretion and independent judgment in daily decisions while maintaining a high level of confidentiality and professionalism. Actively participate in learning initiatives offered such as training programs, workshops, and webinars. Leverage these opportunities to acquire new knowledge, refine existing skills, and stay current on the latest developments. Demonstrate behaviors that exemplify Rural King's Values: People First, Integrity, Attitude, Initiative, Teamwork, Accountability, and Continuous Improvement. Perform other duties as assigned. Supervisory Responsibilities None Essential Qualities for Success At least 5 years of experience in an analytical support role or equivalent combination of experience and education. Strong analytical and problem-solving skills, with experience in KPI reporting and data interpretation. Extremely proficient in Microsoft Excel, including heave data analytics, and PowerPoint Exceptional organizational skills, able to handle multiple priorities in a fast-paced environment. Excellent verbal and written communication skills, with the ability to clearly convey data insights. Ability to work independently and exercise discretion and professionalism in managing confidential information. Proficiency in time management, including the ability to effectively plan, schedule, and allocate resources to meet objectives. Excellent interpersonal skills, including the ability to build rapport, listen actively, and communicate effectively with a diverse range of individuals. Experience in coordinating and managing complex projects, ensuring smooth workflow and efficient resources to complete a project on time. Demonstrate confident and clear communication skills to express thoughts, opinions, and ideas in a respectful manner. Strong communication and persuasive skills to negotiate and influence stakeholders at various levels in the organization. Physical Requirements Ability to maintain a seated or standing position for extended durations. Capability to lift 15 pounds periodically. Ability to navigate and access all facilities. Skill to effectively communicate verbally with others, both in-person and via electronic devices. Close vision for computer-related activities. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential job functions. The pay range for this position is $51,000 - $68,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law. We use E-Verify to confirm the employment eligibility of all newly hired associates. To learn more about E-Verify, including your rights and responsibilities, please visit *********************

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. This is a full-time, benefit eligible, hybrid opportunity with office hours required in West Allis or Eau Claire every Thursday. (Please note: For payroll purposes, all hybrid employees must reside in Wisconsin, Upper Michigan or Minnesota.) Under the direction of the Director of Accounting, the Senior Accountant provides excellent customer service to all those needing financial data to make decisions within the Agency. The Senior Accountant is a member of the LSS Financial Services Team and provides fiscal management services for program directors, supervisors, managers and team leaders. The Senior Accountant is responsible for assisting in the recording of accurate and timely financial information and other projects and duties as assigned. The position works in concert with Financial Services Team members. Essential Duties and responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary. Works in a collaborative team environment, working towards common strategic goals. Under general direction, apply principles of accounting to record financial information and prepare financial reports. This includes compliance with all applicable accounting standards and agencies, such as Generally Accepted Accounting Principles, Government Auditing Standards and U.S. Department of Housing and Urban Development. Design, recommend and coordinate implementation of internal control procedures to ensure proper transaction recording. Obtain and maintain a thorough understanding of the accounting software, financial reporting and general ledger structure, including consolidated and non-consolidated entities which will involve intercompany and elimination accounting and proper mapping to financial reports and statements. May be responsible for multiple HUD or tax credit projects, which include all accounting processes and procedures, reporting, and leading an audit with an external firm. May also include financial statement entry into the HUD Real Estate Assessment Center system. Initiate and oversee various day-to-day banking transactions. Complete 990 (Return of Organization Exempt from Income Tax) tax forms accurately and timely. Prepare and document general ledger entries including proper support. Complete and resolve assigned complex account reconciliations independently. Prepare monthly expense-based invoices and supporting documentation for the funders of various programs and follow through with collecting timely payments. Compile and prepare financial data, analysis and reports using various software and financial applications. May proactively assist in the preparation for the LSS consolidated annual financial and single audits, including preparation of schedules and reports. Assist in the creation of standardized policies and procedures to support accounting practice within the general ledger that is shared across the agency. Support in the preparation of annual budgets as needed. Initiate, establish and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis and responding timely to inquiries. Stay abreast of and be actively engaged in implementation of employee training for changing business requirements including documentation of processes and procedures. Be a resource to finance team members. Be proactive and facilitate project assignments. Maintain high ethical standards in financial reporting. Communicate concisely and effectively while also demonstrating positivity. ADDITIONAL AGENCY REQUIREMENTS: Must comply with agency and departmental policies and regulations. Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity. Must support the Mission, Vision and Values of the Agency. SUPERVISORY RESPONSIBILITIES: Position has no direct reports but will provide guidance to others as necessary. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Upon offer, candidates must successfully complete the necessary background, caregiver, medical and any other checks required, according to program requirements . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Position requires knowledge, skills and abilities typically acquired with 3+ years of experience in financial accounting and/or auditing experience. Knowledge, skills and abilities include: Bachelor's degree in accounting is required. CPA license is a plus. Strong technical skills in the areas of GAAP accounting, financial reporting, and analysis. Advanced proficiency in Microsoft Excel specifically using v-lookups and pivot tables. Ability to investigate issues, apply accounting principles and use sound judgement to make recommendations for solutions. Ability to read, review, and understand financial statements/records and make recommendations as needed. Ability to break down accounting concepts and explain information to non-accounting colleagues. Effective written and verbal communication skills, including participating in discussions with upper management, executive levels of leadership and/or investors. Demonstrate flexibility and ability to manage multiple priorities and deadlines. Exceptional work ethic and proper attention to detail are essential to be successful in this role. Ability to assist with mentoring colleagues. Ability to provide a high level of customer support. Ability to effectively collaborate amongst team members and across teams. CERTIFICATES, LICENSES, REGISTRATIONS: The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements. LANGUAGE SKILLS: Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors and other employees of the organization. COMPUTER SKILLS/TECHNOLOGY: To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing. PHYSICAL DEMANDS/WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus. The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate. TRAVEL: Position does not require regular travel but may be asked to travel on day and overnight trips as necessary. LSS is an Equal Opportunity/Affirmative Action employer.

Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Travel Percentage : 0% As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS? About the role: As a Financial Analyst, you'll have your finger on the financial pulse of the entire organization. Working with a diverse team, you'll be responsible develop, interpret, and implement financial concepts for financial planning and control. What you will be doing: Perform technical analysis to determine present and future financial performance. Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Meet with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets. Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations. Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments. Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements. Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies.. What you will need: Bachelor's degree is required, Finance or Accounting highly preferred 2-3 years Finance or Accounting experience Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards Ability to analyze and solve problems using learned techniques and tools Analytical and statistical examination skills Demonstrated ability to plan and accomplish work to ensure critical deadlines are met What we offer you: At FIS, you can learn, grow and make an impact in your career. Our benefits include: Flexible and creative work environment Diverse and collaborative atmosphere Professional and personal development resources Opportunities to volunteer and support charities Competitive salary and benefits . Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass