Financial Advisor
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
Senior Accountant
Finance analyst job in Eau Claire, WI
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.
PERKS:
Public Service Loan Forgiveness (PSLF)
By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program.
Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan.
Assistance navigating the PSLF through Summer
Medical/Dental/Vision Insurance
Flex Spending for Dependent & Health Care
Mileage reimbursement
Paid Time Off
10 Paid Holidays
Ability to Contribute to 403B
LSS makes annual raises a priority for employees
Calm Wellness App - Premium Access
Student loan navigation program with
Summer, PBC
Early Earned Wage Access with UKG Wallet
Employee Assistance Program
Service Awards and Recognition
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.
Investment Sales Analyst
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.
Financial Controller
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.
Sr Financial Analyst
Finance analyst job in Marshfield, WI
About the Company
At Forte Opening Solutions, we don't just manufacture doors; we create pathways to possibilities. We empower our employees to shape the future of our industry. Join a team where craftsmanship meets cutting-edge technology, and where your ideas can open new doors. Together, we build not just products, but a culture of excellence and collaboration.
About the Role
We are seeking an experienced Senior Financial Analyst to join our dynamic team. The successful candidate will play a critical role in driving data-informed decisions supporting our manufacturing operations. This position will be responsible for analyzing P&L results, identifying trends, engaging in cost optimization opportunities, and supporting strategic initiatives.
Responsibilities
Analyze financial performance and provide variance analysis for key cost drivers (sales, labor, materials, distribution, overhead).
Lead development of annual budgets and quarterly financial forecasts.
Partner with Supply Chain for freight forecasting and variance analysis.
Monitor KPIs to identify trends, inefficiencies, and cost-saving opportunities.
Collaborate with operations, engineering, and supply chain for continuous improvement.
Ensure accurate and timely month-end close with Accounting.
Provide ROI and NPV analysis for capital investment projects.
Support inventory management and working capital analysis.
Utilize ERP systems and represent Finance in ERP migration initiatives.
Collaborate on annual standard cost updates.
Assist with ad hoc FP&A projects.
Qualifications
Bachelor's degree in Business, Finance, Accounting, or related field.
3-5 years of experience as Sr. Financial Analyst (manufacturing experience a plus).
Strong analytical, organizational, and project management skills.
Ability to thrive in a fast-paced, deadline-driven environment.
Proactive and able to challenge the status quo.
Required Skills
Preferred Skills
Pay range and compensation package
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.
Senior Accountant
Finance analyst job in Milwaukee, WI
We are hiring for a Senior Accountant in Milwaukee, WI. This role is open due to growth and you will support a large nonprofit organization. If you have at least five years experience, this could be a good fit for you. Senior Accountant Responsibilities:
Grant management and reporting
Budget analysis
Account reconciliations
Month/Year and Close and Audit
Requirements:
Five or more years of nonprofit accounting experience
Bachelor's Degree in Accounting or Finance
Comfortable supporting a large organization
Detail oriented and deadline driven
If you enjoy working for a mission based organization and are looking for your next opportunity, please apply today!
Pay Details: $80,000.00 to $90,000.00 per year
Search managed by: Pat Dermody
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Accounting & Financial Analyst Intern
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.
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Business Analyst - Finance
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!
Financial Analyst
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.
Auto-ApplyFinancial Analyst
Finance analyst job in Neenah, WI
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Job Details:
Industry: Life Care
Location:
Neenah, WI
Job Title:
Financial Analyst
Duration: 6 Months (Strong possibility of extension)
Position Summary:
· This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner.
· She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business.
· Case examples will be used as a playbook by other markets to replicate success.
Key Responsibilities:
· Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs.
· Work closely with global business teams to gather relevant data and insights.
· Analyze regional sector data, develop insights and recommend courses of action to achieve project goals
· Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent).
Preferred Qualifications:
· Experience working and influencing in a matrix organization
· Previous work experience in a global / international environment
Qualifications
Qualifications:
· High degree of financial competence and ability to operate independently
· Bachelor's degree in Finance, Economics, or a related field
· 5+ years of progressive financial / business analysis experience
· Strong communication and influencing skills and ability to influence without authority
· Demonstrable analytical skills with broad application of business, finance and economics principles
Additional Information
To apply for this position or gain additional insight, please contact:
Ujjwal Mane
************
****************************
Easy ApplyFinance Analyst
Finance analyst job in Kohler, WI
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.
Financial Analyst II
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
Financial Analyst
Finance analyst job in Sturtevant, WI
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.
Financial Advisor
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
Senior Accountant
Finance analyst job in Milwaukee, WI
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.
PERKS:
Public Service Loan Forgiveness (PSLF)
By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program.
Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan.
Assistance navigating the PSLF through Summer
Medical/Dental/Vision Insurance
Flex Spending for Dependent & Health Care
Mileage reimbursement
Paid Time Off
10 Paid Holidays
Ability to Contribute to 403B
LSS makes annual raises a priority for employees
Calm Wellness App - Premium Access
Student loan navigation program with
Summer, PBC
Early Earned Wage Access with UKG Wallet
Employee Assistance Program
Service Awards and Recognition
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.
Senior Accountant
Finance analyst job in Greenfield, WI
We are hiring for a Senior Accountant in Milwaukee, WI. This role is open due to growth and you will support a large nonprofit organization. If you have at least five years experience, this could be a good fit for you. Senior Accountant Responsibilities:
Grant management and reporting
Budget analysis
Account reconciliations
Month/Year and Close and Audit
Requirements:
Five or more years of nonprofit accounting experience
Bachelor's Degree in Accounting or Finance
Comfortable supporting a large organization
Detail oriented and deadline driven
If you enjoy working for a mission based organization and are looking for your next opportunity, please apply today!
Pay Details: $80,000.00 to $90,000.00 per year
Search managed by: Pat Dermody
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Financial Analyst
Finance analyst job in Neenah, WI
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Job Details:
Industry: Life Care
Location: Neenah, WI
Job Title: Financial Analyst
Duration: 6 Months (Strong possibility of extension)
Position Summary:
· This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner.
· She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business.
· Case examples will be used as a playbook by other markets to replicate success.
Key Responsibilities:
· Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs.
· Work closely with global business teams to gather relevant data and insights.
· Analyze regional sector data, develop insights and recommend courses of action to achieve project goals
· Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent).
Preferred Qualifications:
· Experience working and influencing in a matrix organization
· Previous work experience in a global / international environment
Qualifications
Qualifications:
· High degree of financial competence and ability to operate independently
· Bachelor's degree in Finance, Economics, or a related field
· 5+ years of progressive financial / business analysis experience
· Strong communication and influencing skills and ability to influence without authority
· Demonstrable analytical skills with broad application of business, finance and economics principles
Additional Information
To apply for this position or gain additional insight, please contact:
Ujjwal Mane
************
****************************
Easy ApplyFinancial Analyst II
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
Finance Analyst, Digital
Finance analyst job in Kohler, WI
Work Mode: Onsite Opportunity Are you ready to support the IT team working on technology infrastructure and the software that makes daily work life easier? As a Finance Analyst supporting our Digital organization, you'll play a pivotal role in understanding spending trends, analyzing projects, connecting expenses to business needs and communicating chargebacks to business. This is more than accounting-it's about driving insights, partnering with leaders to make bold decisions, and connecting business actions to costs.
Responsibilities
* Act as a trusted advisor to Digital leadership, delivering actionable insights and financial guidance to the Infrastructure and Cybersecurity teams.
* Lead monthly forecasting with precision and accountability.
* Drive strategic planning, budgeting, and capital investment processes.
* Deliver analysis to uncover opportunities and optimize performance.
* Evaluate capital expenditure requests, ensuring sound financial justification and ROI.
* Champion post-audit readiness through proactive documentation and process rigor.
* Own the global IT charge out process-streamlining calculations, communication, and continuous improvement.
* Ensure journal entries, accruals, and adjustments align with GAAP standards.
* Innovate and maintain accounting systems and files tailored to business needs.
* Lead financial coordination for major capital initiatives, from set up to asset activation. This includes the annual PC budgeting and purchasing processes.
* Monitor budget alignment, depreciation planning, and financial issue resolution.
* Support asset lifecycle activities including transfers, disposals, and inventory.
Skills/Requirements
* Bachelor's degree in Accounting or Finance.
* Proven ability to communicate and partner effectively across the organization.
* Passion and drive for process improvement with attention to detail and making informed decisions.
* Unwavering integrity in work and conduct.
* Clear and effective communication.
* Strong organizational skills.
* Desire to learn.
* Flexibility to change along with shifting priorities.
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 $63,900 - $95,900. 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.
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.
Accounting & Financial Analyst Intern
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.
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