Finance analyst jobs in West Allis, WI

- 447 jobs

All

Finance Analyst

Plant Controller

Finance Advisor

Financial Analyst Internship

Finance Controller

Senior Analyst

Investment Analyst

Business & Finance Analyst

Finance/Accounting Analyst

Manager Finance Planning And Analysis

Corporate Finance Analyst

Finance Internship

Financial Advisor
Edward Jones 4.5
Finance analyst job in Mount Pleasant, WI
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 2d ago
Financial Advisor
Edward Jones 4.5
Finance analyst job in Greendale, WI
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 2d ago
Investment Sales Analyst
Cushman & Wakefield | Boerke 4.5
Finance analyst job 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.
$78k-126k yearly est. 4d ago
Financial Controller
Titus Talent Strategies 3.6
Finance analyst job in Milwaukee, WI
Performance Profile: Financial Controller We are partnering with a local construction company that is seeking a skilled and forward-thinking Financial Controller to lead the financial operations of a fast-growing electrical contracting organization. This is a full-time, onsite leadership role offering the opportunity to shape the financial future of a company experiencing strong momentum and long-term growth. In this position, you'll combine technical accounting expertise with strategic financial oversight, owning everything from reporting accuracy to job costing, forecasting, cash flow management, and internal controls. You'll play a critical role in driving profitability, supporting project success, and ensuring the company remains on a healthy and scalable financial trajectory. About the Position As the Financial Controller, you will oversee all financial operations, reporting, compliance, and budgeting processes for the organization. You'll partner closely with leadership and project managers to ensure accurate job costing, efficient project billing, and proactive financial planning. You'll evaluate current financial systems, identify areas for improvement, and implement more efficient processes that support operational excellence. This role requires a hands-on, detail-oriented leader who thrives in a construction environment where precision, accountability, and clear communication are essential. You'll be a key strategic partner to the CEO and executive team, helping the company grow sustainably while improving financial visibility and performance. What You'll Do Financial Management & Reporting Oversee monthly, quarterly, and annual financial statements, including balance sheet, income statement, and cash flow reporting. Ensure all financial operations comply with GAAP/IFRS and regulatory requirements. Maintain accurate accounting records and strengthen internal controls across all financial processes. Budgeting & Forecasting Lead annual budgeting and project-specific budget development in collaboration with project managers. Monitor job costing, analyze variances, and provide insights to guide decision-making. Build reliable financial forecasts to support strategic planning and organizational scalability. Cash Flow & Cost Control Manage cash flow to ensure liquidity and operational stability. Oversee AP, AR, payroll, and project billing functions. Implement cost-control measures that improve margins and protect profitability. Compliance & Audit Coordinate external audits and ensure timely, accurate tax filings. Maintain compliance with federal, state, and local financial regulations. Develop and enforce internal audit procedures to reduce risk and strengthen accountability. Team Leadership Supervise and mentor accounting and finance staff. Improve financial systems, tools, and workflows to enhance accuracy and efficiency. Project Support Collaborate with project managers to track job costs, change orders, WIP reporting, and billing schedules. Provide financial insights that support project profitability, risk mitigation, and operational performance. Employee Value Proposition High-Impact Leadership Role: Take ownership of a core function that directly influences profitability, job success, and financial stability as the company continues to scale. Strategic Partnership: Work hand-in-hand with senior leadership, shaping financial strategy, future planning, and long-term organizational health. Growth & Advancement: This position offers significant upward mobility, with a clear pathway to a future opportunity as the company expands. Influence & Innovation: Play an active role in designing the company's financial infrastructure,including benefits strategy, retirement planning, and compensation frameworks. Fast-Moving, Collaborative Culture: Join a team that values operational excellence, continuous improvement, and building a strong foundation for sustainable growth. Education & Experience Bachelor's degree in Accounting, Finance, or a related field (CPA or CMA preferred). 7+ years of progressive financial experience, including 3+ years in construction or electrical contracting. Deep understanding of construction accounting, job costing, and WIP reporting. Experience with accounting systems such as QuickBooks, Sage 300 Construction, or Computerease. Strong analytical, communication, and leadership skills with a balance of strategic thinking and hands-on problem solving. Preferred Skills Experience with project-based financial management. Knowledge of bonding, insurance requirements, and lien laws. Ability to excel in a fast-paced, deadline-driven environment. Next Steps If you're a detail-oriented financial leader who thrives in a construction environment and is excited about shaping financial strategy for a growing organization, we invite you to apply. This is your opportunity to make a significant impact, improving financial operations, supporting project excellence, and helping lead the company into its next stage of growth. We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
$94k-124k yearly est. 2d ago
Financial Analyst II
Us Tech Solutions 4.4
Finance analyst job in North Chicago, IL
Duration: 3 months, Contract to Hire **HYBRID Role -- 3 days in the office - currently Monday, Tuesday, Wednesday. Changing to Tuesday, Wednesday, Thursday in 2026. During the closing week it would be the 4 days of close regardless of the day** Job Description: What are the top 3-5 skills, experience or education required for this position: 1. Manufacturing Accounting Experience i.e., Absorption and operating variances. 2. Cost Accounting experience 3. Bachelor's in Accounting or Finance. 4. Ability to meet tight deadlines. 5. Multi-tasking The Senior Analyst, Finance is responsible for financial accounting, cost allocation, collection of data and preparation of reports that maintain Client's cost accounting systems for businesses supported. Key Responsibilities Include: Leads and reviews month-end processes for businesses supported. Includes but not limited to inventory reconciliation, manufacturing variance analytics and reconciliation of general ledger accounts. Leads plant reviews and understands the growth/performance of their business and analyzes variances of actuals vs plan. Financial support for Plan and Update. Flash/LBE (Latest Best Estimate) preparation. Review and understand variances from Plan/Update/LBE. Provide mid-month analysis of actuals and trend against LBE to plant management. Responsible for assisting Operations team in the identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting and periodic analysis of operations performance. Prepare, coordinate, and develop standards for assigned business unit or product family, and ensure timely communication of information. Maintain internal controls and account reconciliations for respective business unit to ensure appropriate asset valuation and safeguards. Prepare and analyze journal entries as needed during month-end close process. Provide ad hoc analysis to support complex decision making. Qualifications: Bachelor's degree in Accounting or Finance. Minimum 4 years related accounting experience in a manufacturing environment required. Knowledge and proficiency in systems, particularly MS Excel and SAP, is critical. Possess a working knowledge of the Corporate Financial Manual (CFM) and the ability to apply the correct policy to business issues. Strong analytical, problem solving, and communication skills. Must be able to manage multiple priorities and achieve required timelines. Familiarity with standard cost variance analysis preferred. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Ishan Email: ********************************* Internal Id: 25-50852
$52k-72k yearly est. 2d ago
Sr. BI Analyst
MMD Services
Finance analyst job in Gurnee, IL
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.
$72k-97k yearly est. 13h ago
Plant Controller
Weasler Engineering 3.9
Finance analyst job in West Allis, WI
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.
$72k-102k yearly est. 20d ago
Financial Analyst, Corporate Development
Fiserv 4.4
Finance analyst job in Milwaukee, WI
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.
$65k-82k yearly est. Auto-Apply 36d ago
Manager of Finance Planning & Analysis
Versiti 4.3
Finance analyst job in Milwaukee, WI
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.
$86k-117k yearly est. Auto-Apply 51d ago
Accounting & Financial Analyst Intern
Twin Disc, Incorporated 4.3
Finance analyst job in Milwaukee, WI
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
$39k-47k yearly est. 15d ago
Business Analyst - Finance
Alto-Shaam 4.1
Finance analyst job in Menomonee Falls, WI
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!
$52k-68k yearly est. 60d+ ago
Financial Analyst
Milwaukee Tool 4.8
Finance analyst job in Menomonee Falls, WI
INNOVATE without boundaries! At Milwaukee Tool we firmly believe that our People and our Culture are the secrets to our success -- so we give you unlimited access to everything you need to provide support to your business unit. Behind our doors you'll be empowered every day to own it, drive it, and do what it takes to support the biggest breakthroughs in the industry. Meanwhile, you'll have the support and resources of the fastest-growing brand in the construction industry to make it happen. **This job is not eligible for any kind of sponsorship** You'll be DISRUPTIVE through these duties and responsibilities: Partner with business leaders to analyze monthly activity, build monthly forecasts, and communicate results to the financial leadership team. Work with cross functional departments to investigate and determine root cause of monthly financial variances. Deliver timely and accurate month-end close tasks including journal entries and managing accruals. Easily adapt to the changing needs of internal customers and create meaningful ad hoc "what-if" financial analysis. Provide an objective opinion as well as develop recommendations for improvements. Identify knowledge gaps and develop tools, processes, and models to provide meaningful information to internal customers. Develop peer relationships with other financial analysts to drive consistency in reporting, analysis, and operational procedures and rhythm. Demonstrate a commitment to continuous process improvement. Identify and eliminate non-value-added activities and streamline processes. Demonstrate ability to manage multiple processes and prioritize appropriately. Assist in preparation of rolling 18 month forecast. The TOOLS you'll bring with you: Bachelor's degree in Accounting or Finance 1-3 years of experience in an accounting or finance related field Strong attention to detail Excellent analytical skills Able to effectively communicate with all levels of the organization (written, verbal, presentation, and listening) Proficient in Microsoft applications, with advanced Excel knowledge Self-motivated Ability to work well on diverse, cross-functional teams Able to handle multiple tasks in a fast-paced environment We provide these great perks and benefits: Robust health, dental and vision insurance plans Generous 401 (K) savings plan Education assistance On-site wellness, fitness center, food, and coffee service · And many more, check out our benefits site HERE. Milwaukee Tool is an equal opportunity employer.
$58k-73k yearly est. Auto-Apply 2d ago
Financial Analyst
ETE Reman 3.9
Finance analyst job in Brown Deer, WI
As a Financial Analyst in the manufacturing industry, you play a critical role in analyzing financial data to help management make important decisions. Your job is to evaluate historical and current financial information, and use that data to create financial models and forecasts. Your insights help the company to make strategic investments, manage its cash flow, and improve its profitability. About ETE REMAN ETE REMAN is the largest independent aftermarket automatic transmission remanufacturer in the United States. Based in Milwaukee, Wisconsin, we've been rebuilding transmissions since 1985 - and we're still growing strong. With more than 800 team members, ETE REMAN is a place where people can build their career, learn new skills, and be part of a team that wins together. Why Choose ETE REMAN? The demand for our transmissions remains strong no matter the economy. Our work reduces waste, keeps vehicles on the road, and helps customers save money. ETE REMAN is for people who take pride in their work and want to create something real. We're a team that values quality, honesty, and getting better every single day. You'll find opportunity here - if you're ready to learn, grow, and go all-in. The pace is fast. The expectations are high. And the roadmap? You'll help draw it. We're growing quickly, built to last through any market, and still grounded in our family-owned roots. That means you get the best of both worlds - a tight-knit, no-nonsense culture with room to advance and make your mark. Company Expectations At ETE REMAN, we expect every team member to: Bring a positive attitude and support your teammates Focus on quality and keep customer satisfaction at the center of everything you do Follow established policies and processes, while staying flexible as things evolve Show up on time, stay engaged, and work with passion, urgency, and focus Aim to not only meet but exceed goals Make continuous improvement a daily goal Essential Duties and Responsibilities: Analyze Financial Data: Evaluate historical and current financial information to create financial models and forecasts. Budgeting and Forecasting: Prepare and maintain budgets, forecasts, and financial reports. Performance Monitoring: Monitor and analyze key performance indicators (KPIs) to identify trends and opportunities for improvement. Cross-Functional Collaboration: Work closely with various departments such as accounting, purchasing, and logistics to ensure business goals are aligned with financial performance. Profitability Analysis: Conduct financial and profitability analysis of new products, projects, or initiatives. Business Planning: Assist in the preparation and review of business plans, financial projections, and investment proposals. Process Improvement: Evaluate and recommend improvements to existing financial systems and processes. Compliance: Participate in audits and internal control assessments to ensure compliance with financial regulations and standards in the manufacturing industry. System Savvy: Be very comfortable and savvy working in the system (Infor Syteline). Tool Ownership: Own detailed aspects of the budget and forecast tool (CCH Tagetik). Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. 3-5+ years of experience in financial analysis, preferably in manufacturing, automotive, or a related industry. Strong financial modeling, forecasting, and variance analysis skills. Proficiency in Microsoft Excel (advanced functions, pivot tables, macros) and experience with business intelligence tools (e.g., Power BI, Tableau, or similar). Working knowledge of cost accounting principles, inventory management, and manufacturing financial processes. Strong problem-solving and analytical skills with the ability to interpret complex financial data. Effective communicator with the ability to present financial insights to both financial and non-financial stakeholders. Self-motivated, detail-oriented, and able to thrive in a fast-paced, evolving environment. Experience with ERP systems and financial software is a plus. Certifications: CPA or CFA certification can be advantageous.
$56k-94k yearly est. 36d ago
Financial Analyst
Northwestern Mutual 4.5
Finance analyst job in Milwaukee, WI
Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength either at the corporate level or for an assigned function/department. Develop timely and accurate expense reporting and provide value-added expense management consultation and analysis. This includes consulting with business partners and building financial models to evaluate strategic decisions, providing financial analysis, developing forecasts and budgets, comparing expectations to peers and/or internal expectations, evaluating and presenting options and prioritizing solutions within the department. May interact with executive officers, department heads, and other members of senior management to provide meaningful expense management consultation and analysis, and presents recommendations to aid in decision-making. Primary Duties and Responsibilities Identifies issues for routine casework and participates in discussions to resolve those issues across departments. Makes decisions on more complex casework after consulting with higher level staff. Supports managers and directors to understand department operations and resulting cost structure. Coordinates monthly reporting of all expenses to meet financial reporting needs of the department. Monitors spend, develops forecasts and budgets and analyzes expense results. Applies creativity and innovation in identifying process improvements and other opportunities for the departments to better manage expenses or reduce spend. Builds financial models to predict and understand the business as well as actual results. Understands cost drivers, internal metrics, unit costs and benchmarking for tracking and comparing results. Challenges assumptions made in forecasts and projections. Assures that all expense activity follows the appropriate accounting controls, policies and procedures and is appropriately accounted for on the general ledger in compliance with statutory and/or GAAP accounting standards. May be responsible for maintaining aspects of the financial reporting systems (Such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management). May be responsible for corporate expense projections, metrics, fixed assets, accounting for payroll, fixed assets and intercompany charges between NM and its subsidiaries, and procure to pay process or other corporate processes. Supports special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders. May collaborate with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators. Qualifications Bachelor's degree in accounting, finance, business administration, or related degree with accounting emphasis preferred. Typically three or more years of financial management experience and/or financial planning and analysis experience. Analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role. Ability to develop and interpret financial models for analysis. Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing. Ability to develop and present recommendations to management. Ability to communicate clearly with peers and at different levels of management within finance and across the company. CPA or CMA designation is preferred. #LI-Hybrid, #LI-Onsite Compensation Range: Pay Range - Start: $56,140.00 Pay Range - End: $104,260.00 Geographic Specific Pay Structure: Structure 110: $61,740.00 USD - $114,660.00 USD Structure 115: $64,540.00 USD - $119,860.00 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.
$56.1k-119.9k yearly Auto-Apply 18d ago
Financial Analyst
Timothy Jon & Associates
Finance analyst job in Milwaukee, WI
As one of the region's leading commercial real estate firms, our client has been experiencing unprecedented growth, and they are looking to add to their team. This mid-sized company delivers to their clients in way that exceeds expectations. This nationwide developer offers a vibrant work culture where they carefully select their team members based on skills, integrity and a passion for their business. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career. This client offers Industry-leading compensation and benefits packages including premiere company paid medical plan, 401(k) with company match and company provided life and disability insurance. Position Summary: The Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management decisions. This role involves evaluating financial performance, assessing risks, and providing insights to maximize profitability and efficiency in real estate transactions. Key Responsibilities: Financial Modeling & Analysis: Develop and maintain financial models for real estate investments, acquisitions, developments, and dispositions. Conduct discounted cash flow (DCF) analysis, IRR, NPV, and ROI calculations. Analyze operating statements, rent rolls, and expense reports to assess property performance. Market Research & Due Diligence: Conduct market research to evaluate economic trends, property values, and competitive landscapes. Analyze demographic data, rental rates, occupancy trends, and potential investment opportunities. Assist in the due diligence process for acquisitions and dispositions, including lease reviews and risk assessments. Investment & Asset Management Support: Prepare investment memos, presentations, and reports for internal stakeholders and investors. Support asset management teams by tracking financial performance and recommending strategies for optimization. Monitor loan covenants and financial metrics to ensure compliance with financing agreements. Budgeting & Forecasting: Assist in preparing budgets, financial forecasts, and variance analyses for real estate assets. Identify areas for cost savings and revenue maximization within real estate portfolios. Stakeholder Collaboration: Work closely with acquisitions, development, finance, and property management teams to support strategic decision-making. Communicate financial insights and recommendations to senior management and investors. Qualifications & Skills: Education: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus. Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management. Technical Skills: Proficiency in Excel, financial modeling, and real estate underwriting techniques. Experience with real estate software such as ARGUS, CoStar, or Yardi is preferred. Familiarity with financial reporting, GAAP, and real estate valuation methods. Soft Skills: Strong analytical, problem-solving, and critical-thinking abilities. Excellent written and verbal communication skills. Ability to manage multiple projects and meet deadlines in a fast-paced environment.
$48k-72k yearly est. 60d+ ago
Accounting/Financial Analyst
Global Channel Management
Finance analyst job in Milwaukee, WI
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
$52k-70k yearly est. 60d+ ago
Financial Analyst II
Dev 4.2
Finance analyst job in Brown Deer, WI
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
$49k-77k yearly est. 12h ago
Accounting & Financial Analyst Intern
Twin Discorporated
Finance analyst job in Milwaukee, WI
TWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status.
$28k-42k yearly est. Auto-Apply 14d ago
Financial Analyst II
Dev 4.2
Finance analyst job in Brown Deer, WI
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
$49k-77k yearly est. 60d+ ago
Financial Analyst II
Us Tech Solutions 4.4
Finance analyst job in North Chicago, IL
**Location:** 3 days in the office - currently Monday, Tuesday, Wednesday. Changing to Tuesday, Wednesday, Thursday in 2026. During the closing week it would be the 4 days of close regardless of the day. ** + **Manufacturing Accounting Experience ie. Absorption and operating variances** + **Cost Accounting experience** + **Bachelor's in Accounting or Finance** + Ability to meet tight deadlines + Multi-tasking **Job Overview:** The Senior Analyst, Finance is responsible for financial accounting, cost allocation, collection of data and preparation of reports that maintain cost accounting systems for businesses supported. **Key Responsibilities Include:** + Leads and reviews month-end processes for businesses supported. Includes but not limited to inventory reconciliation, manufacturing variance analytics and reconciliation of general ledger accounts. + Leads plant reviews and understands the growth/performance of their business and analyzes variances of actuals vs plan. + Financial support for Plan and Update. Flash/LBE (Latest Best Estimate) preparation. Review and understand variances from Plan/Update/LBE. Provide mid-month analysis of actuals and trend against LBE to plant management. + Responsible for assisting Operations team in the identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting and periodic analysis of operations performance. + Prepare, coordinate, and develop standards for assigned business unit or product family, and ensure timely communication of information. + Maintain internal controls and account reconciliations for respective business unit to ensure appropriate asset valuation and safeguards. + Prepare and analyze journal entries as needed during month-end close process. + Provide ad hoc analysis to support complex decision making. **Qualifications:** + Bachelor's degree in Accounting or Finance. + Minimum 4 years related accounting experience in a manufacturing environment required. + Knowledge and proficiency in systems, particularly MS Excel and SAP, is critical. + Possess a working knowledge of the Corporate Financial Manual (CFM) and the ability to apply the correct policy to business issues. + Strong analytical, problem solving, and communication skills. + Must be able to manage multiple priorities and achieve required timelines. + Familiarity with standard cost variance analysis preferred. **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$52k-72k yearly est. 28d ago

Learn more about finance analyst jobs

How much does a finance analyst earn in West Allis, WI?

The average finance analyst in West Allis, WI earns between $40,000 and $86,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in West Allis, WI

$58,000

$40,00010%

$58,000Median

$86,00090%

What are the biggest employers of Finance Analysts in West Allis, WI?

The biggest employers of Finance Analysts in West Allis, WI are:

Molson Coors
Molina Healthcare
Rehlko
Timothy Jon & Associates
Johnson Controls Holding Company, Inc
Johnson Controls
Northwestern Mutual

Job type you want

Full Time

Part Time

Internship

Temporary

Finance analyst jobs in West Allis, WI

Financial Advisor

Financial Advisor

Investment Sales Analyst

Financial Controller

Financial Analyst II

Sr. BI Analyst

Plant Controller

Financial Analyst, Corporate Development

Manager of Finance Planning & Analysis

Accounting & Financial Analyst Intern

Business Analyst - Finance

Financial Analyst

Financial Analyst

Financial Analyst

Financial Analyst

Accounting/Financial Analyst

Financial Analyst II

Accounting & Financial Analyst Intern

Financial Analyst II

Financial Analyst II

Learn more about finance analyst jobs

How much does a finance analyst earn in West Allis, WI?

What are the biggest employers of Finance Analysts in West Allis, WI?