Associate Chancellor for Finance and Strategy
Finance associate job in Oshkosh, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:Associate Chancellor for Finance and StrategyJob Category:LimitedEmployment Type:RegularJob Profile:Chief Financial Officer (Inst) Job Duties:
The University of Wisconsin-Oshkosh (UWO) invites applications and nominations for an Associate Chancellor for Finance and Strategy. This position will join a new Chancellor and a dedicated community to further the mission of the University. The Associate Chancellor will also lead an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals, conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities, develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals, and foster a culture of collaboration and teamwork across the university community.
With a more than 150-year history, UWO is a university of higher education in the highly respected Universities of Wisconsin, deeply connected with partners throughout its home region. UWO embraces the ideals of the Wisconsin Idea, one of the longest and most fundamental traditions that links the constellation of 13 universities forming the Universities of Wisconsin. UWO serves over 12,000 students, including undergraduate, graduate, and doctoral students, and approximately 5,000 high school learners throughout Wisconsin pursuing UWO college credits. The university is driven by a dedicated workforce of more than 1,200 employees and is a recognized leader in sustainability, health care, education, business partnerships, and regional economic development. Deeply committed to access, affordability, and academic excellence, UW Oshkosh plays a central role in the educational and economic vitality of the Fox Valley region.
The Associate Chancellor for Finance and Strategy is a critical leadership role that integrates the responsibilities of chief financial officer and chief strategy officer. Reporting directly to the Chancellor and serving as a key member of the senior leadership team, this executive will oversee institution-wide financial operations and play a key role in strategic planning initiatives to ensure long-term fiscal sustainability and alignment with the mission. In a dynamic environment shaped by statewide funding constraints, demographic shifts, and evolving expectations for regional public universities, the Associate Chancellor will guide UW Oshkosh in developing new revenue models, streamlining operations to optimize costs, and advancing the university's strategic goals in alignment with the Universities of Wisconsin. The Associate Chancellor will be responsible for fostering a culture of evidence-based planning and informed decision-making. With a strong commitment to the mission of public higher education, inclusive excellence, and shared governance, the Associate Chancellor will serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation, and collaborating with Cabinet members, Deans, shared governance, and Universities of Wisconsin leaders to ensure strategic coherence. The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Key Job Responsibilities:
Performance Management
Develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals.
Foster a culture of evidence-based planning and informed decision-making.
Revenue Enhancement & Cost Containment
Identify and develop diversified revenue sources, including grants, international recruitment, auxiliary enterprises, partnerships, public-private ventures, and other entrepreneurial opportunities.
Evaluate academic and administrative units for cost-effectiveness, ROI, and strategic fit.
Support initiatives to modernize business operations and deploy technology to reduce administrative burden and improve financial decision-making.
Direct capital planning and infrastructure investments in alignment with the institution's mission and fiscal responsibility.
Financial Stewardship and Planning
Lead all financial functions, including budgeting, forecasting, accounting, procurement, investments, and financial reporting.
Develop and implement multi-year financial models to support institutional priorities and ensure long-term fiscal stability.
Manage a $250 million operating budget.
Oversee cash flow, liquidity management, and reserves, optimizing financial resources to support strategic objectives.
Collaborative Leadership
Collaborate with Executive Council and Cabinet members, Deans, shared governance, and System leaders to ensure strategic coherence.
Represent UW Oshkosh on System-level working groups related to finance and strategy, advocating for institutional needs while supporting system-wide initiatives.
Strategy Development and Execution
Support an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals.
Serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation.
Conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities.
Department:
Office of the Chancellor
Compensation:
$200,000-$213,000
Qualifications
The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Required Qualifications:
Graduate degree in finance, strategic management, business administration, public policy, higher education leadership, or a closely related field.
A minimum of 10 years of progressively responsible experience in financial management and/or strategic planning in a highly complex organization.
Demonstrated success leading cross-functional teams and institutional change in complex, regulated settings.
Strong financial modeling and data analytics capabilities.
Deep commitment to the mission of public higher education and shared governance.
Preferred Qualifications:
Doctoral/terminal degree in a related field.
Experience within an institution or system of higher education or a similarly complex non-profit organization.
Familiarity with Wisconsin state budgeting, capital project approval, and procurement procedures.
Strong communication skills, with the ability to convey complex financial and strategic concepts to varied audiences.
How to Apply:
Review of applications will begin immediately and will continue until the position is filled. Please submit your CV and cover letter as soon as possible using the following external link: ********************************************************************************
Nominations or inquiries can be directed to the search team below:
Steve Leo, Managing Director
Brian Bustin, Senior Associate
DSG | Storbeck
****************
Legal Notices:
Reasonable Accommodations
UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.
CBC & Reference Check Policy
All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.
Work Authorization
Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization.
Annual Security and Fire Safety Report (Clery Act)
For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
Auto-ApplyAssociate Chancellor for Finance and Strategy
Finance associate job in Oshkosh, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Associate Chancellor for Finance and Strategy Job Category: Limited Employment Type:
Regular
Job Profile:
Chief Financial Officer (Inst)
Job Duties:
The University of Wisconsin-Oshkosh (UWO) invites applications and nominations for an Associate Chancellor for Finance and Strategy. This position will join a new Chancellor and a dedicated community to further the mission of the University. The Associate Chancellor will also lead an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals, conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities, develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals, and foster a culture of collaboration and teamwork across the university community.
With a more than 150-year history, UWO is a university of higher education in the highly respected Universities of Wisconsin, deeply connected with partners throughout its home region. UWO embraces the ideals of the Wisconsin Idea, one of the longest and most fundamental traditions that links the constellation of 13 universities forming the Universities of Wisconsin. UWO serves over 12,000 students, including undergraduate, graduate, and doctoral students, and approximately 5,000 high school learners throughout Wisconsin pursuing UWO college credits. The university is driven by a dedicated workforce of more than 1,200 employees and is a recognized leader in sustainability, health care, education, business partnerships, and regional economic development. Deeply committed to access, affordability, and academic excellence, UW Oshkosh plays a central role in the educational and economic vitality of the Fox Valley region.
The Associate Chancellor for Finance and Strategy is a critical leadership role that integrates the responsibilities of chief financial officer and chief strategy officer. Reporting directly to the Chancellor and serving as a key member of the senior leadership team, this executive will oversee institution-wide financial operations and play a key role in strategic planning initiatives to ensure long-term fiscal sustainability and alignment with the mission. In a dynamic environment shaped by statewide funding constraints, demographic shifts, and evolving expectations for regional public universities, the Associate Chancellor will guide UW Oshkosh in developing new revenue models, streamlining operations to optimize costs, and advancing the university's strategic goals in alignment with the Universities of Wisconsin. The Associate Chancellor will be responsible for fostering a culture of evidence-based planning and informed decision-making. With a strong commitment to the mission of public higher education, inclusive excellence, and shared governance, the Associate Chancellor will serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation, and collaborating with Cabinet members, Deans, shared governance, and Universities of Wisconsin leaders to ensure strategic coherence. The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Key Job Responsibilities:
Performance Management
* Develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals.
* Foster a culture of evidence-based planning and informed decision-making.
Revenue Enhancement & Cost Containment
* Identify and develop diversified revenue sources, including grants, international recruitment, auxiliary enterprises, partnerships, public-private ventures, and other entrepreneurial opportunities.
* Evaluate academic and administrative units for cost-effectiveness, ROI, and strategic fit.
* Support initiatives to modernize business operations and deploy technology to reduce administrative burden and improve financial decision-making.
* Direct capital planning and infrastructure investments in alignment with the institution's mission and fiscal responsibility.
Financial Stewardship and Planning
* Lead all financial functions, including budgeting, forecasting, accounting, procurement, investments, and financial reporting.
* Develop and implement multi-year financial models to support institutional priorities and ensure long-term fiscal stability.
* Manage a $250 million operating budget.
* Oversee cash flow, liquidity management, and reserves, optimizing financial resources to support strategic objectives.
Collaborative Leadership
* Collaborate with Executive Council and Cabinet members, Deans, shared governance, and System leaders to ensure strategic coherence.
* Represent UW Oshkosh on System-level working groups related to finance and strategy, advocating for institutional needs while supporting system-wide initiatives.
Strategy Development and Execution
* Support an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals.
* Serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation.
* Conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities.
Department:
Office of the Chancellor
Compensation:
$200,000-$213,000
Qualifications
The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Required Qualifications:
* Graduate degree in finance, strategic management, business administration, public policy, higher education leadership, or a closely related field.
* A minimum of 10 years of progressively responsible experience in financial management and/or strategic planning in a highly complex organization.
* Demonstrated success leading cross-functional teams and institutional change in complex, regulated settings.
* Strong financial modeling and data analytics capabilities.
* Deep commitment to the mission of public higher education and shared governance.
Preferred Qualifications:
* Doctoral/terminal degree in a related field.
* Experience within an institution or system of higher education or a similarly complex non-profit organization.
* Familiarity with Wisconsin state budgeting, capital project approval, and procurement procedures.
* Strong communication skills, with the ability to convey complex financial and strategic concepts to varied audiences.
How to Apply:
Review of applications will begin immediately and will continue until the position is filled. Please submit your CV and cover letter as soon as possible using the following external link: ********************************************************************************
Nominations or inquiries can be directed to the search team below:
Steve Leo, Managing Director
Brian Bustin, Senior Associate
DSG | Storbeck
****************
Legal Notices:
Reasonable Accommodations
UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.
CBC & Reference Check Policy
All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.
Work Authorization
Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization.
Annual Security and Fire Safety Report (Clery Act)
For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
Auto-ApplyFinance Intern - U.S. Energy
Finance associate job in Appleton, WI
We are seeking a Finance Intern for our Summer 2026 Internship Program. This intern will support our U.S. Energy division with day-to-day financial analysis and activities. U.S. Venture's Internship Program runs May - August. Dates may vary based on individual class schedules. This position is located in Appleton, WI and will start at 1025 West Navitus Dr, Appleton, WI 54913. We are excited to be transitioning to our new corporate headquarters during this internship timeframe and this position will eventually be located at 222 W College Avenue, Appleton, WI 54911.JOB RESPONSIBILITIES
Assist with month-end/year-end (analysis, journal entries, reconciliations, etc.)
Support the finance team in developing operational analyses
Help pull/develop support for both internal and external audit requests
Work with the internal audit team to maintain the internal control framework
Project work focused on analysis or process improvements
QUALIFICATIONS
Current student pursuing a bachelor's degree in Accounting or Finance.
Junior or Senor status preferred.
Systems proficiency (Excel, Word, PowerBI, etc.)
Ability to problem solve and be curious
Effective communication skills
DIVISION:
U.S. Energy
U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at **************.
Auto-ApplyFinance Analyst
Finance associate 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 & DistributionCompletes 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
Finance associate 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 ApplyAutomotive Finance Manager
Finance associate job in Sheboygan, WI
Sheboygan Auto Group is looking for our next Automotive Finance Manager. This is an exciting opportunity in a growing, fast-paced industry. The Automotive Finance Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you'll find the right finance and insurance products for every customer, no matter what their situation.
What We Offer
An Aggressive & Rewarding Compensation Package
401(k) Plan
Medical, Dental, and Vision Insurance
Life and Disability
Paid Vacation
Paid Personal Leave
Paid Holidays
Bonus Programs
Vehicle Purchase Programs
Schedule flexibility
Ongoing training and career development opportunities
Responsibilities
Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process
Work directly with our employees and customers to develop relationships
Determine customer financing needs and payment options based on a consultative interview process
Present a fully transparent pricing menu to customers detailing their financing options and products
Process finance transactions and ensure 100% compliance with all state and federal laws and regulations
Follow up with customers to ensure satisfaction
Build rapport with customers to create a base of referrals
Set and achieve targeted sales goals
Gain superior product knowledge to effectively help customers
Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy
Provide an exceptional customer experience to drive loyalty
Qualifications
High school diploma or equivalent
Proven ability to provide an exceptional customer experience
Ability to set and achieve targeted goals
Highly detail-oriented and organized
Prior Automotive Sales or F & I experience preferred
Demonstrated communication, consultative, interpersonal, and organizational skills
Experience and desire to work with technology
Valid in-state driver's license and an acceptable, safe driving record
18+ years of age or older to comply with the company driving policy
About Us
Since opening our doors, Sheboygan Auto Group has kept a firm commitment to our customers. Customer satisfaction is our highest priority and our staff is committed to achieving this goal in every aspect of our business. We strive to be the BEST Automotive Car Company in Sheboygan County!
Our employees enjoy training programs, a fantastic culture and opportunities for advancement, which are company-wide focuses to help you grow both personally and professionally. We're interested in helping your career and adding to your resume because we know that happy employees lead to happier customers!
At Sheboygan Auto Group, part of the Rydell Automotive Group, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee on our team is absolutely critical to our success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years.
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. We are committed to providing a safe, drug-free work environment. Applicants must be willing to submit to a pre-employment background check and drug test. Interested candidates must possess a valid driver's license and have a satisfactory driving record.
Auto-ApplyFinancial Services Representative
Finance associate job in Appleton, WI
Financial Services Representative
ANSWERS TO: Billing Team Leader
SUPERVISORY RESPONSIBILITY: None
WORK HOURS: Full-time, Monday through Friday 8:00 a.m. - 5:00 p.m., 40 hours per week
POSITION DESCRIPTION:
Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing. In this role, you will:
Facilitate patient payment coordination with clarity and professionalism.
Oversee insurance billing processes to ensure accuracy and timely reimbursements.
Address billing inquiries and support patients in navigating financial aspects of their care.
Maintain compliance with billing regulations while optimizing efficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (not limited to):
Communicate with patients about their accounts via verbal and written correspondence. This role requires frequent telephone conversations.
Prepare surgical estimates.
Set up payment plans with patients.
Process patient credit card payments.
Work with attorney offices for resolution of patient accounts.
Review monthly delinquency report.
Refer delinquent accounts to collection.
Review bankruptcy notices.
Call insurance companies.
SKILLS NEEDED:
Work well in a team environment.
Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes.
Have excellent computer and telephone skills.
Have basic knowledge of medical office practices, terminology, and abbreviations.
Have excellent communication/customer service. Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients.
Adhere to OSHA, HIPAA, and MEDICARE guidelines.
REQUIRED EDUCATION:
High school or Equivalent
REQUIRED EXPERIENCE:
1 to 20+ years
BENEFITS INCLUDE:
Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance associate job in Sheboygan Falls, WI
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
Educate clients about insurance products and recommend appropriate coverage options.
Foster strong client relationships through regular follow-ups and proactive communication.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Series 6, 63, 65 or 7 license preferred.
College Financial Representative, Internship Program
Finance associate job in Appleton, WI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinance Intern
Finance associate job in De Pere, WI
Winland Foods, Inc., based in Oak Brook, IL, is a global manufacturer of private label and branded foods for retail and co-pack customers. We use only the finest ingredients and ensure every product we make meets the highest standards of taste, quality and accessibility. Across all our food categories, we offer customers a range of premium and value solutions to meet the evolving needs of the consumers. We work closely with our customers to offer consumer-loved brands and custom private label products, and also create new innovative products. We specialize in pasta, sauces, syrups, dressings, jams and jellies, pie fillings, pita chips, dry dinners, dry baking ingredients, and more. We are proud to share we have manufacturing facilities across the United States, Canada, and Italy.
Employee Type:
Full time
Location:
WI Green Bay
Job Type:
Administration
Job Posting Title:
Finance Intern
Job Description:
Schedule: (Hybrid) Monday and Friday are remote, while Tuesday-Thursday are in office
Work Location: 1120 Employers Blvd. Suite 200, De Pere, WI 54115
Salary: $24.50 per hour with an additional one-time lump sum payment to support expenses
Duration: May to August 2026 - Summer Internship
Job Summary:
The Finance internship will be based in our De Pere, WI office, and will gain knowledge and exposure to the daily operations of a Finance Shared Service team, including the three functional areas of: Procure to Pay (Accounts Payable), Order to Cash (Accounts Receivable) and Material Master Data. The internship will be learn the full end-to-end process for the three functional areas and collaborate with the Shared Service leaders to identify a specific project(s) focused on the interns area of interest. While supporting these teams, this position will also be directly involved in one or more special projects.
In addition to hands-on experience with the Finance Shared Service team, this position will provide the intern with:
Formal orientation and on-boarding
Individualized development and feedback
Regular interface with Finance leadership through ‘Lessons from Leaders' sessions
Exposure to one or more of our manufacturing and/or distribution operations
Organizational and time management skills in managing daily and project work
Experience working with SAP, a large ERP system
Networking opportunities
Presentation skills in providing presentation to the Chief Financial Officer and the Finance Leadership
Qualifications:
Formal orientation and on-boarding
2 - 3 years of progress towards a bachelor's degree in business with a Business, Accounting, Finance, or closely related major
Overall and within major GPA of 3.0 or higher
Demonstrated interest in accounting, finance, and operations through course work or previous internships
Computer savvy, knowledge of ERP systems, and strong skills in Microsoft Excel and other Microsoft office applications
Excellent written and verbal communication skills
Ability to effectively interact with senior management
Excellent organizational skills
EEO Statement:
Winland Foods seeks to recruit, develop, and retain the most talented people from a diverse candidate pool, and as a global company we believe our success is enhanced by fostering equity and inclusion in the workplace. Therefore, Winland Foods is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, military or veteran status, and any other characteristic protected by applicable law.
Auto-ApplyFinancial Analyst
Finance associate job in Oshkosh, WI
For a description, visit PDF: ************ winnebagocountywi. gov/sites/default/files/HumanResources/Jobs/Financial%20Analyst%20-%2010. 30. 25.
pdf
Financial Analyst
Finance associate job in Neenah, WI
At BDP Management, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle through our Planet Fitness franchise locations and offer opportunities for career development through our related organizations. As we continue to grow we are looking for a financial analyst to join the team. This job is in 100% in person at our Support Center in Neenah, WI.
Job Description
Analyze financial data by collecting, monitoring and creating financial models for decision support
Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
Identify financial status by comparing and analyzing actual results with plans and forecasts.
Guide cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions.
Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials.
Increases productivity by developing automated reporting/forecasting tools.
Assist VP of Finance with providing information for bank and board reporting on a monthly and quarterly basis
Skills & Qualifications Required
Must have strong analytical (quantitative as well as qualitative) skills
Self-starter with the ability to streamline functions and passion to learn and grow
Strong financial analysis foundation creating forecasts and models
Proficiency with Microsoft Excel is required
Must possess excellent communication and presentation skills
Strong financial modeling experience
Bachelor's Degree in Accounting/Finance/Economics
3-5 years experience in a financial analyst role
Market Relationship Banker
Finance associate job in Appleton, WI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance associate job in Green Bay, WI
Job DescriptionBenefits:
401(k) matching
Paid time off
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 65 licenses preferred.
Business Banking Specialist
Finance associate job in Fond du Lac, WI
Job Description
*This position will assist business bankers in the Northern Region of Horicon Banks footprint including Appleton, Oshkosh, Fond du Lac, Ripon and Green Lake.*
The Business Banking Specialist is responsible for assisting business bankers with a variety of tasks to maximize business customer experience and strengthen relationships. Provides administrative support and customer service in relation to business banking within a designated market.
Principal Duties and Responsibilities:
Enthusiastically support the Bank sales function by providing exceptional service to internal and external customers.
Provide support to internal and external business customers. Respond to customer inquiries and requests as directed by business bankers.
Assist in maintaining and updating customer records. Ensure financial documentation on file is up to date.
Assist in gathering information for product and service set up.
Order appraisals, title insurance, and verify real estate insurance. Process loan draw requests, assist with loan note renewals. May assist with loan closings.
Open and maintain deposit accounts, business accounts, and other banking services; efficiently process financial transactions. Follow depository compliance and regulation requirements.
Work closely with Treasury Management, Trust Services, Merchant Services and Wealth Management to service business needs through the effective sales and referrals of products and services.
Monitor business customer overdrafts.
Demonstrate extensive knowledge and understanding of products and services as well as those offered by competitors.
Participate in joint meetings with customers at their place of business as required.
Additional Duties and Responsibilities:
Perform clerical and administrative duties as assigned. Perform other duties as may be necessary to fulfill the responsibilities of the role.
Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Knowledge, Skills, and Abilities:
High school diploma or equivalent and additional coursework in business or general business acumen required. Previous new account opening and/or sales related experience preferred.
Strong knowledge of bank products and services, including the rules, regulations, policies, and procedures. Detailed understanding of core systems, Office Suite, and other computer software programs.
Ability to plan and prioritize work, handle multiple tasks concurrently; exercise good judgment in all areas of responsibility; and work effectively under pressure and deadlines.
Role requires interpersonal skills, collaboration and teamwork amongst departments, accuracy and safeguarding of confidential information.
Exceptional customer service skills with ability to effectively communicate, both verbally and in writing, with customers, employees, and prospects.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. Some unscheduled evening and weekend work as well as on-site visits with business professionals and customers may be required.
This role description describes the general nature and level of work performed by employee assigned to this role. It does not state or imply that these are the only duties and responsibilities assigned to the role. The employee may be required to perform other job-related duties as requested by management. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.
This role description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs to the employer and requirements of the role change.
Financial Analyst
Finance associate job in Kaukauna, WI
Kaukauna Utilities is a community-focused, public power utility committed to safety, reliability, innovation, and exceptional customer service. We're looking for a detail-oriented and analytical Financial Analyst to support our financial operations and help guide sound business decisions that benefit the customers and community we serve.
The Financial Analyst is responsible for performing professional-level financial analysis to support the utility's budgets, expenses, revenues, rates, and services. This role plays a key part in maintaining the utility's fiscal integrity through data-driven analysis, financial modeling, and reporting. The ideal candidate is proactive, collaborative, and skilled at turning numbers into actionable insights.
Key Responsibilities
Conduct financial forecasting, reporting, and operational metrics tracking.
Analyze financial data and industry trends to develop models that support organizational decision-making.
Prepare financial plans, reports, and presentations for leaders across the organization.
Design, maintain, and enhance automated reporting and forecasting tools.
Review historical and current financial data to identify trends, risks, and opportunities.
Evaluate utility performance by analyzing financial statements and performance indicators.
Coordinate with internal teams and external consultants on grant opportunities.
Monitor grant compliance and prepare financial reports and cash draw requests.
Qualifications Education & Experience
Bachelor's degree in accounting, statistics, financial management, or a related field (required).
Three or more years of experience in financial operations, budgeting, or accounting (required).
Experience in the utility industry or grant coordination is helpful but not required.
Knowledge, Skills & Abilities
Strong alignment with Kaukauna Utilities' values: safety, customer service, leadership, engagement, trust, and continuous improvement.
Understanding of municipal government and utility accounting/budgeting practices.
Knowledge of Generally Accepted Accounting Principles (GAAP).
Exceptional analytical, organizational, and communication skills.
Ability to work both independently and collaboratively.
Why Join Us?
At Kaukauna Utilities, you'll be part of a mission-driven team that helps power the community. We offer competitive compensation, excellent benefits, opportunities for professional growth, and a culture that values innovation and integrity.
Kaukauna Utilities is committed to maintaining a safe, reliable, and productive workforce. As a condition of employment, candidates who accept an offer will be required to successfully complete a background check and drug screen.
Financial Analyst (Full time)
Finance associate job in Menasha, WI
Job Details Mission Support Office - Menasha, WI Full Time FT40Description
Who We Are:
Goodwill NCW is a nonprofit organization with a mission of elevating people by eliminating barriers to employment. Our unwavering commitment to understanding and addressing the unique needs of our communities drives us to continuously evolve. Together, we transform lives through skill building for sustained employment and improved financial stability. We are proud of the life-transforming impact we make in our communities and to our planet with the help of our donors and shoppers.
What You'll Get To Do:
Serves as the primary finance partner for all Donated Goods Retail (DGR) business units, marketing, and other teams by providing comprehensive financial and analytical support-including budgeting, forecasting, and variance analysis. Collaborates closely with budget owners to identify, evaluate, and communicate business results, trends, and outlooks, ensuring alignment with strategic and operational goals.
Identifies and articulates key business drivers and assumptions, analyzing their sensitivity and impact on financial outcomes.
Collaborates to enhance forecast accuracy, identify and monitor key drivers, and translate trends into actionable insights for business leaders.
Establishes and updates reporting, Key Performance Indicators (KPIs) and dashboards to inform decision-making process and support achievement of results.
Frame, develop, and execute ad hoc analyses using financial, store, product, staffing, and customer data to answer strategic business questions, evaluate ROI (including production scenarios and cost-benefit assessments), and generate actionable insights and recommendations.
Provides clear, actionable financial insights through analysis and communication, helping internal stakeholders understand key drivers, results, and opportunities to improve performance. Promotes transparency across the organization.
Helps identify, evaluate and implement continuous improvements to improve efficiencies, automate processes and enhance effectiveness.
Works across organization to develop reports for ad-hoc requests as they arise. Reviews data sets and reports for accuracy, validity and data integrity.
Other duties as assigned.
Qualifications
What We Need From You:
Bachelor's degree in Accounting, Finance or a related field is preferred.
3+ years of experience in accounting/financial analysis role.
Strong analytical and data gathering skills, logical decision making and troubleshooting skills with the ability to problem solve in a timely manner.
Demonstrated ability to approach problems with structured, critical thinking and to challenge assumptions constructively.
Strong interpersonal skills and ability to communicate with a diverse audience and all levels of management.
Demonstrated track record of delivering high-quality, reliable financial analysis and recommendations
Excellent time management and prioritization skills, the ability to manage multiple projects simultaneously.
Thorough business and/or industry knowledge and strong business analytics skills.
Budgeting and forecasting experience.
Advanced level of competency with Word, Excel, PowerPoint, SharePoint and Outlook.
Experience with common reporting and dashboard tools.
Ability to learn and understand new software and other technology applications as applicable.
Work Environment:
The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is performed primarily in a standard office environment with extensive team member contact and frequent interruptions.
Primary function requires sufficient physical ability and mobility to work in an office setting; to sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, twist, lift, carry, push and/or pull light to moderate amounts of weight.
Operate office equipment requiring repetitive hand movement and fine coordination, including use of a computer keyboard.
Travel to other locations using various modes of private and commercial transportation.
Verbally communicate to exchange information.
What We Offer:
We are proud to offer a competitive and comprehensive benefits package to support your well-being, work-life balance, and long-term growth as a valued member of our team. For more information visit: *****************************
Goodwill North Central Wisconsin (NCW) provides equal employment opportunities to all team members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, creed, religion, ancestry, national origin, age (40 or older), disability, sex (including pregnancy, sexual orientation, or gender identity), genetic information, arrest/ conviction record, marital status, military service or any other characteristic protected by federal, state or local law.
The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.
Financial Planning & Analysis Intern - U.S. AutoForce
Finance associate job in Appleton, WI
We are seeking a Financial Planning & Analysis Intern for our Summer 2026 Internship Program. This intern will support our U.S. AutoForce FP&A Team and support them in financial planning, analysis, and forecasting. This intern will gain valuable experience in these areas as well as gain exposure to the U.S. Venture/U.S. AutoForce business model. This role will help the team develop meaningful operational metrics and insightful business analyses on which the company can make sound financial decisions.
U.S. Venture's Internship Program runs May - August. Dates may vary based on individual class schedules. This position is located in Appleton, WI and will start at 425 Better Way, Appleton, WI 54915. We are excited to be transitioning to our new corporate headquarters during this internship timeframe and this position will eventually be located at 222 W College Avenue, Appleton, WI 54911.JOB RESPONSIBILITIES
Participate in monthly forecasting process for income statement, balance sheet, and cash flow.
Perform variance analysis to identify trends and provide recommendations for improvement.
Participate in cross-functional meetings to gain exposure to business processes.
Work with management to develop metrics to measure business operations, identify areas for improvement, and track performance toward financial goals.
Assist in ad hoc projects as directed by the FP&A team.
QUALIFICATIONS
Current student pursuing a bachelor's degree in Finance, Accounting, Economics, or related field.
Junior or Senior status preferred.
Strong analytical skills with the ability to collect, organize, and analyze information.
Attention to detail and precision are to draw meaningful insights.
Strong communication and facilitation skills.
Eagerness to learn and a proactive attitude towards tackling new challenges.
Curious mindset. Ambition to understand the “why”.
DIVISION:
U.S. AutoForce
U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at **************.
Auto-ApplyFinance Analyst
Finance associate 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.
College Financial Representative, Internship Program
Finance associate job in Oshkosh, WI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
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