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Bank of America 4.7
Finance associate job in Waukegan, IL
Vernon Hills, Illinois;Arlington Heights, Illinois; Highland Park, Illinois; Palatine, Illinois; Buffalo Grove, Illinois; Lake Zurich, Illinois; Waukegan, Illinois
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
+ Collaborates effectively to get things done, building and nurturing strong relationships.
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
+ Is confident in identifying solutions for new and existing clients based on their needs.
+ Communicates effectively and confidently, and is comfortable engaging all clients.
+ Has the ability to learn and adapt to new information and technology platforms.
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
+ Applies strong critical thinking and problem-solving skills to meet clients' needs.
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
+ Efficiently manages time and capacity.
+ Focuses on results, while acting in the best interest of the client.
+ Can be flexible to work weekends and/or extended hours as needed.
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions.
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
+ Six months of cash handling experience.
+ Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-36k yearly est. 3d ago
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Summer Intern, Finance and Accounting
Betanxt Inc.
Finance associate job in Brookfield, WI
About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You'll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making.
Duties and Responsibilities of the Intern, Finance and Accounting
Support the management and tracking of financial transactions, and forecasts that align with critical business objectives
Assist in preparing, analyzing, and reconciling financial management reports
Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting
Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently
Participate in the forecasting process, including data gathering, variance analysis, and reporting
Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting
Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams
Skills and Experience of the Intern, Finance and Accounting
Currently pursuing a degree in Finance, Accounting, Business, or a related field
Self-starter with an open mind to exploring new ideas and solutions in financial management
Proven analytical, quantitative, and problem-solving skills
Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles
Above-average organizational, interpersonal, and communication skills
Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment
Detail-oriented with a commitment to accuracy and confidentiality
Details:
Pay for this position with be $25/hour
The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered
The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026
Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US
$25 hourly Auto-Apply 42d ago
Summer Intern, Finance and Accounting
Betanxt
Finance associate job in Brookfield, WI
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You'll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making.
Duties and Responsibilities of the Intern, Finance and Accounting
* Support the management and tracking of financial transactions, and forecasts that align with critical business objectives
* Assist in preparing, analyzing, and reconciling financial management reports
* Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting
* Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently
* Participate in the forecasting process, including data gathering, variance analysis, and reporting
* Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting
* Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams
Skills and Experience of the Intern, Finance and Accounting
* Currently pursuing a degree in Finance, Accounting, Business, or a related field
* Self-starter with an open mind to exploring new ideas and solutions in financial management
* Proven analytical, quantitative, and problem-solving skills
* Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles
* Above-average organizational, interpersonal, and communication skills
* Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment
* Detail-oriented with a commitment to accuracy and confidentiality
Details:
* Pay for this position with be $25/hour
* The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered
* The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026
* Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US
$25 hourly 42d ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
Finance associate job in Milwaukee, WI
JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of previous work experience in Private Banking or Financial Services
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Proven sales success and strong business acumen
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong community presence with an established network
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$31k-67k yearly est. Auto-Apply 55d ago
Client Finance Analyst
GMR Marketing 4.1
Finance associate job in New Berlin, WI
We are
the
Experience Agency Making Unforgettable Stories Born of Humanity
NOT JUST EXPERIENTIAL.
EXPERIENCE.
The lines have blurred. People live in the physical, digital, and social worlds all at once, and your brand experiences should do the same.
NOT JUST TELLING.
MAKING.
The best stories are lived, not heard. Make an immersive world for people to explore so they can experience something they'll never forget.
NOT JUST CONSUMERS.
HUMANS.
It all starts with the human. If you want to make a lasting impact, look beyond the wallet to understand what motivates and inspires people.
GMR is looking for a detail-oriented and analytical finance professional to join our team as a Client Finance Analyst. Reporting to the Program Finance Manager, this role plays a critical part in supporting our marketing programs by owning financial management from budgeting through reporting and compliance.
In this role, you will take independent ownership of one or more programs from a financial standpoint, with a strong focus on budget oversight, financial reporting, and compliance. You'll partner closely with cross-functional internal marketing and support teams to ensure financial accuracy, transparency, and alignment with program goals.
You will thrive in this role if you are highly organized, proactive, and confident navigating complex financial details in a fast-paced agency environment. If you enjoy collaborating across teams, managing budgets with precision, and contributing to operational excellence, we'd love to hear from you.
REQUIRED SKILLS
Budget Management & Financial Ownership. You'll independently manage the financial health of assigned programs, tracking actual expenditures, maintaining forecasts, and ensuring alignment with approved budgets. You'll collaborate daily with marketing team members to assess financial impacts of program updates and changes, manage budget creation, and prepare client-requested financial reports, scenarios, and analyses that provide clear insight into program performance.
Financial Reporting & Analysis. You'll prepare and deliver monthly and quarterly financial reporting, including budget vs. actual variance reports, reforecasts, and accruals. Your attention to detail and analytical mindset will help ensure accurate reporting and clear communication of financial performance to internal and client partners.
Financial Compliance & Invoice Management. You'll help ensure compliance with GMR and client financial controls by reviewing client billings against signed agreements, approved operating budgets, and MSAs. This includes detailed review of third-party contracts, vendor billings, and GMR purchase orders to ensure scope alignment, budget accuracy, and adherence to purchasing guidelines.
Cash & Asset Management. You'll oversee daily, weekly, and monthly cash management activities and maintain the master asset list, helping ensure financial accuracy and accountability across programs.
Cross-Functional Collaboration & Support. You'll act as a financial consultant to internal marketing teams, offering guidance on budget allowances, purchasing procedures, compliance requirements, and financial best practices. You'll collaborate with internal support teams, support special projects, and contribute to identifying process efficiencies and cost-saving initiatives.
Dynamic & Detail-Oriented Mindset. You take full ownership of the programs you manage, holding yourself accountable for financial accuracy, timelines, and outcomes. You are a proactive problem-solver who works independently while staying closely connected to cross-functional partners across multiple departments. You communicate clearly and effectively with a wide range of stakeholders, adapting your approach based on audience and context, while managing sensitive financial information with discretion. You stay organized under competing priorities and remain flexible as programs evolve, ensuring alignment and trust across teams.
The annual range for this role varies between $60,000- $70,000 and may vary depending on the candidate's experience. Benefits for this role include health/vision/dental insurance, 401k, employee stock purchase plan, vacation, personal days and paid holiday time. You are also eligible to participate in disability, life insurance, FSA/HSA plans subject to the terms and conditions of such benefit plans. Please don't let our posted ranges keep you from exploring this or any other exciting opportunities within our agency.
Our guiding principles can be found here.
To view our compliance policies, please go to the main menu on our site GMR Marketing: Experience Marketing Agency.
$60k-70k yearly Auto-Apply 9d ago
Finance Analyst
Versiti 4.3
Finance associate job in Milwaukee, WI
Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive.
Position Summary
Financial Analysts serve as Versiti's central liaison between the corporate and operational teams. The Analyst is generally responsible for several key functions, including but not limited to: maintaining accurate and timely financial reporting, enterprise planning, financial modeling, pro forma and business case development, data analytics and specialized projects. The Analyst Finance will perform accounting entries and reconciliations to maintain timely and accurate financial information. They will get involved in certain aspects of budget and forecasting, volume and scenario analysis where needed, financial statement/report analysis, support of new initiatives and will serve on cross functional project teams as relevant. The role will operate closely with assigned service lines and collaborate with all areas of the organization.
Total Rewards Package
Benefits
Versiti provides a comprehensive benefits package based on your job classification. Full-time regular employees are eligible for Medical, Dental, and Vision Plans, Paid Time Off (PTO) and Holidays, Short- and Long-term disability, life insurance, 7% match dollar for dollar 401(k), voluntary programs, discount programs, others.
Responsibilities
Serves as a trusted advisor and strategic partner with Leadership teams of assigned service lines and corporate service areas to provide financial support for current operations, translating financial results, and aid in decision support for future operational proposals and growth initiatives.
Prepare and post monthly journal entries for various accounts and maintain reconciliation schedules as needed for assigned service lines.
Support the creation of dynamic financial models to assess the organization's current service lines and potential new external partnerships, joint ventures, etc. as relevant.
Assist in the preparation of the annual operating budget, including forecasts, long range plan and scenario analysis.
Create and track key performance indicators to identify operational trends and provide recommendations for business improvement
Educates on financial concepts, concerns, compliance, and issues impacting results.
Develops and implements process improvement within responsibility area and offer ideas and support improvements in other areas within Finance to ensure efficiency and effectiveness of processes using industry best practices.
Supports the enrichment of Financial Reporting in the ERP system
Assist service line leadership where needed on the business case processes; inputs and outputs, timelines, artifacts, ROI templates, reporting and tracking mechanisms.
Refines procedures for responsibility areas to ensure quality of accounting, transaction processing, internal controls, and reporting.
Promotes and maintains compliance with Generally Accepted Accounting Principles and related accounting and reporting standards and guidance
Assists where relevant in the preparation and completion of audit schedules, confirmations, audit, footnote disclosures, and general timing of activities for the annual audit reports.
Performs other duties as assigned
Complies with all policies and standards
Qualifications
Education
Bachelor's Degree in accounting or related field from an accredited college or university required
Master's Degree preferred
Experience
1-3 years of experience in accounting, financial operations, or similar field required
Experience with an integrated accounting and finance system preferred
Experience writing financial statements and management reports preferred
Experience in the financial management of research grants preferred
Experience in providing financial analysis in support of operational activities preferred
Knowledge, Skills and Abilities
Effective verbal and written communication, problem solving, decision making, conflict resolution, and organizational abilities
Effective interpersonal and customer service skills
Ability to contribute to a successful team environment
Excellent reasoning and analytical skills with the ability to effectively communicate technical financial information to management
Effective presentation skills
Extensive working knowledge of spreadsheets, word processing, database and other applications, including networked personal computers and integrated information systems.
Licenses and Certifications
Certified Public Accountant (CPA) or similar certification preferred
Tools and Technology
Personal networked computer. required
MS Office (Word, Access, Excel, Outlook, PowerPoint). required
#LI-EH1
#LI-Hybrid
Not ready to apply? Connect with us for general consideration.
$51k-85k yearly est. Auto-Apply 23h ago
Finance Internship (Summer 2026)
MacLean-Fogg 4.3
Finance associate job in Menomonee Falls, WI
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success.
Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level)
Program Overview
Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain:
Hands-on experience in financial analysis, reporting, and business operations.
Mentorship and guidance from experienced industry leaders.
A professional network across functions and facilities.
Career-ready technical and professional skills.
When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered.
What You'll Do
As a Finance Intern, you will:
Assist with financial planning, budgeting, and forecasting activities.
Support monthly and quarterly reporting by preparing data and analysis.
Conduct variance analysis to compare actuals against forecasts.
Partner with business units to understand financial drivers and performance.
Complete a capstone intern project and present results to leadership.
Qualifications
We're seeking motivated students who are ready to learn, grow, and contribute:
Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field).
Minimum 3.0 cumulative GPA (on a 4.0 scale).
Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus.
Strong analytical, problem-solving, and communication skills.
Collaborative mindset with a willingness to take initiative.
Ability to work on-site at one of our locations for the duration of the program.
Compensation & Benefits
Competitive hourly pay.
Skill development through hands-on learning.
Structured mentorship and feedback.
Networking opportunities with peers and professionals.
Experience presenting to leadership at program completion.
$18-25 hourly 60d+ ago
Financial Analyst II
Dev 4.2
Finance associate job in Brown Deer, WI
Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: FIS
Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Accounting
Travel Percentage :
0%
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?
About the role:
As a Financial Analyst, you'll have your finger on the financial pulse of the entire organization. Working with a diverse team, you'll be responsible develop, interpret, and implement financial concepts for financial planning and control.
What you will be doing:
Perform technical analysis to determine present and future financial performance.
Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
Meet with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets.
Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations.
Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments.
Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies..
What you will need:
Bachelor's degree is required, Finance or Accounting highly preferred
2-3 years Finance or Accounting experience
Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards
Ability to analyze and solve problems using learned techniques and tools
Analytical and statistical examination skills
Demonstrated ability to plan and accomplish work to ensure critical deadlines are met
What we offer you:
At FIS, you can learn, grow and make an impact in your career. Our benefits include:
Flexible and creative work environment
Diverse and collaborative atmosphere
Professional and personal development resources
Opportunities to volunteer and support charities
Competitive salary and benefits
.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
$49k-77k yearly est. 60d+ ago
Private Client Banker - Wisconsin West Market - Oconomowoc, WI
JPMC
Finance associate job in Oconomowoc, WI
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$28k-53k yearly est. Auto-Apply 60d+ ago
Spring 2026 Finance Intern
Dr Power LLP 4.2
Finance associate job in Waukesha, WI
We are Generac, a leading energy technology company committed to powering a smarter world.
Over the 60 plus years of Generac's history, we've been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries.
The internship program at Generac is designed to give students a chance to develop their business and technical skills by assisting with ongoing and project related activities within our accounting department. This internship will introduce the candidate to the Shared Services accounting functions - including Accounts Payable, Cash application, and/or Credit Memos. In addition, the candidate will support various “continuous improvement” projects.
The position is a parttime (approx. 15 hours/week), academic year internship position with an immediate start date and the opportunity to extend into a fulltime internship during the summer break.
Major Responsibilities
Assist the Shared Services team:
Brainware processing - AP automation software failures & manually resolving
AR Cash application/posting offsets to customer accounts
Credit memo processing in SAP
Past due invoice resolution
Excel reporting as needed
Mail distribution
Complete other projects as assigned
Minimum Job Requirements
Education
Currently enrolled in an Associates or Bachelor's program with an emphasis in Business Administration, Accounting, or Finance
Minimum 3.0 GPA
Knowledge / Skills / Abilities
Microsoft Excel experience
Conscientious, self-motivated worker with attention to detail
Ability to work independently and in a group setting
Dependable and organized
Preferred Job Requirements
Education
Sophomore year status or higher
Knowledge / Skills / Abilities
Desire to work in a fast-paced environment with multiple demands requiring initiative and independence
Proficiency in Microsoft Office programs
Excellent written and verbal communication skills
Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 - 50 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus. Occasional travel.
“We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.”
$32k-41k yearly est. Auto-Apply 15d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Milwaukee, 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
2
$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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 19d ago
Financial Analyst
Milwaukee Tool 4.8
Finance associate job in Menomonee Falls, WI
INNOVATE without boundaries!
At Milwaukee Tool we firmly believe that our People and our Culture are the secrets to our success -- so we give you unlimited access to everything you need to provide support to your business unit.
Behind our doors you'll be empowered every day to own it, drive it, and do what it takes to support the biggest breakthroughs in the industry. Meanwhile, you'll have the support and resources of the fastest-growing brand in the construction industry to make it happen.
**This job is not eligible for any kind of sponsorship**
You'll be DISRUPTIVE through these duties and responsibilities:
Partner with business leaders to analyze monthly activity, build monthly forecasts, and communicate results to the financial leadership team.
Work with cross functional departments to investigate and determine root cause of monthly financial variances.
Deliver timely and accurate month-end close tasks including journal entries and managing accruals.
Easily adapt to the changing needs of internal customers and create meaningful ad hoc "what-if" financial analysis. Provide an objective opinion as well as develop recommendations for improvements.
Identify knowledge gaps and develop tools, processes, and models to provide meaningful information to internal customers.
Develop peer relationships with other financial analysts to drive consistency in reporting, analysis, and operational procedures and rhythm.
Demonstrate a commitment to continuous process improvement. Identify and eliminate non-value-added activities and streamline processes.
Demonstrate ability to manage multiple processes and prioritize appropriately.
Assist in preparation of rolling 18 month forecast.
The TOOLS you'll bring with you:
Bachelor's degree in Accounting or Finance
1-3 years of experience in an accounting or finance related field
Strong attention to detail
Excellent analytical skills
Able to effectively communicate with all levels of the organization (written, verbal, presentation, and listening)
Proficient in Microsoft applications, with advanced Excel knowledge
Self-motivated
Ability to work well on diverse, cross-functional teams
Able to handle multiple tasks in a fast-paced environment
We provide these great perks and benefits:
Robust health, dental and vision insurance plans
Generous 401 (K) savings plan
Education assistance
On-site wellness, fitness center, food, and coffee service · And many more, check out our benefits site HERE.
Milwaukee Tool is an equal opportunity employer.
$58k-73k yearly est. Auto-Apply 19d ago
Financial Analyst II
Us Tech Solutions 4.4
Finance associate job in North Chicago, IL
+ The Development Science, Business Operations Financial Analyst will create and own the new gaiting file dedicated to the new Aesthetic Device function within R&D Dev Sci, including cost forecasting, PO tracking, and reporting. + The role will also assist the Senior Manager with maintaining and updating the gaiting file for all CMC programs.
+ The role interacts cross-functionally to provide accurate and timely FP&A and reporting deliverables supporting Client R&D Business Development objectives and Collaboration requirements.
+ 3-5 years of experience/education and/or certifications required:
**Top skills requirement:**
+ Strong excel
+ Comfort and ability to manage calls and business partners across all levels
+ Main responsibility is to track, forecast, and report R&D costs so leadership knows.
**What is a nice to have:**
+ Previous pharma experience R&D for terminology
+ FP&A experience
**Responsibilities:**
+ Build and maintain the gaiting file for Aesthetics Device, working with cross functional contacts to collect cost inputs and assumptions.
+ Lead monthly and quarterly calls with finance and Dev Sci leaders to align on latest forecasts
+ Work with key stakeholders to develop a new reporting system and timeline for new Dev Sci function
+ Lead ad hoc analysis, projects and process improvements as needed.
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$52k-72k yearly est. 3d ago
Main Banker
Full House Resorts 3.2
Finance associate job in Waukegan, IL
Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include:
Bank Vault Attendant
Vault Attendant
What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need:
High School/GED preferred
Minimum of 1 year cash handling in a high volume environment.
Ability to handle high volume and stress situations.
Basic math skills with knowledge of currency
Excellent guest service communication skills
Ability to handle high volume and stressful situations
Proficiency in Excel and/or Google Docs
Computer and typing skills
Bilingual a Plus ( Preferred)
Physical Requirements:
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 50 lbs.
Certificates, Licenses, Registrations: â Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary:
Medical, Dental, Vision
Matches 50% of your contribution, up to 4% of eligible contribution
Educational Tuition Reimbursement
Paid Time Off
Ventra Program, EAP programs, etc.
Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Salary Range:
$19.00-$30.00
$19-30 hourly 60d+ ago
Business Banker
Citizens Bank 3.7
Finance associate job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-49k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America Corporation 4.7
Finance associate job in Waukegan, IL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. 3d ago
Financial Analyst II
Dev 4.2
Finance associate job in Brown Deer, WI
Jobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: FIS
Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Accounting
Travel Percentage :
0%
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?
About the role:
As a Financial Analyst, you'll have your finger on the financial pulse of the entire organization. Working with a diverse team, you'll be responsible develop, interpret, and implement financial concepts for financial planning and control.
What you will be doing:
Perform technical analysis to determine present and future financial performance.
Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
Meet with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets.
Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations.
Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments.
Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies..
What you will need:
Bachelor's degree is required, Finance or Accounting highly preferred
2-3 years Finance or Accounting experience
Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards
Ability to analyze and solve problems using learned techniques and tools
Analytical and statistical examination skills
Demonstrated ability to plan and accomplish work to ensure critical deadlines are met
What we offer you:
At FIS, you can learn, grow and make an impact in your career. Our benefits include:
Flexible and creative work environment
Diverse and collaborative atmosphere
Professional and personal development resources
Opportunities to volunteer and support charities
Competitive salary and benefits
.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
$49k-77k yearly est. 3h ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Milwaukee, 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
2
$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.
$500 weekly Auto-Apply 17d ago
Financial Analyst III
Us Tech Solutions 4.4
Finance associate job in North Chicago, IL
**Duration: 03+ Months contract, Potential with long term** This position is responsible for the consolidation of the **Monthly Reporting** processes for Operations Internal Manufacturing & Engineering (includes 23 Global Manufacturing sites and various Headquarter functions), as well as provides support in the consolidation of Plan, Update/ **LBE, and LRP.**
**Top 3 - 5 Skills Needed for each role**
1. Proficient Excel skills
2. Strong financial, analytical, and problem-solving skills
3. Balance competing demands while achieving timelines
**Responsibilities**
- Coordinates and provides support for the consolidation and preparation of management review packages for **Monthly Actuals Reporting** for all of Operations - IME.
- Responsible for the preparation and analysis of the Manufacturing HQ P&L for Actuals, Plan, **LBE (Last Best Estimate) and LRP (long Range Plan)** . Review and understand variances from relevant benchmarks.
- Facilitates and assists in the consolidation and preparation of management review packages for **Plan, Update/LBE, and LRP.**
- Drives process and system improvements to ensure continued evolution of efficiencies.
- Operates independently with significant interface among the sites, as well as Operations HQ and FP&A group. Balance competing demands while achieving timelines.
- Provides ad hoc analysis to support complex decision-making.
**Qualifications**
- Bachelor's degree required. Bachelor's degree in Finance or Accounting preferred.
- Preferred 4+ years of progressive and related experience in Finance and/or Accounting.
- Execute priorities established by Manager with speed and agility.
- Strong financial, analytical and problem solving skills.
- Proficient Excel skills required.
- Knowledge of **BPC, SAP, and PowerBI is a plus.**
- CPA and/or MBA desirable.
- Experience in **plant/cost accounting** is a plus.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$52k-72k yearly est. 5d ago
Business Banker
Citizens Bank 3.7
Finance associate job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
How much does a finance associate earn in West Allis, WI?
The average finance associate in West Allis, WI earns between $24,000 and $82,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in West Allis, WI
$45,000
What are the biggest employers of Finance Associates in West Allis, WI?
The biggest employers of Finance Associates in West Allis, WI are: