Finance consultant jobs in La Crosse, WI - 1,659 jobs

Improving America's infrastructure isn't for the weak. It takes grit, determination, and hard work to execute high impact projects. Michels Corporation engages 8,000 people and 18,000 pieces of heavy equipment in our insatiable drive to be the best. We have a diverse market footprint within the US and across the globe. Our work improves lives. Find out how a career as a Senior Financial Planning Analyst can change yours. The Senior Financial Planning Analyst plays a pivotal role in strengthening the global Finance value chain across the Michels family of companies. This position requires deep expertise in financial reporting, including interpreting financial statements and analyzing key financial and operational metrics. Success in this role hinges on the ability to manage multiple projects and priorities, maintain exceptional attention to detail, communicate complex financial concepts to non-financial stakeholders, and demonstrate strong analytical and problem-solving skills. Why Michels? We are consistently ranked among the top 10% of Engineering News-Record's Top 400 Contractors Our steady, strategic growth revolves around a commitment to quality We are family owned and operated We invest an average of $5,000 per employee on training each year We reward hard work and dedication with limitless opportunities We believe it is everyone's responsibility to promote safety, regardless of job titles. We offer a comprehensive benefits program, including Health, Dental, Life, Flexible Spending Accounts, Health Savings Account, Short Term and Long-Term Disability Insurance, 401(k) plan, Legal Plan, and Identity Theft and Monitoring Plan. Depending on your position and location you may participate in a different benefit plan. Why You? Assist in the assembly and analysis of monthly financial performance Recognize and resolve discrepancies issues in financial data, taking the initiative to ensure reports stay accurate and reliable Coordinate business performance updates, management results presentations, and standardized reporting Working with finance leaders to establish analytics, benchmarking, and financial modeling to uncover opportunities for performance improvement Collaborate across the business to assist in forecasting, tracking KPIs, and supporting forward-looking financial planning Connect with other finance team members to share ideas, learn, and support each other's growth What it takes: Bachelor's Degree (or equivalent) in Accounting, Finance, or related field 5+ years of progressive financial management experience Strong analytical skills, research capabilities and overall business acumen Excellent communicator with the ability to actively listen and clearly convey key messages Proficiency with Microsoft Office Suite Applications (Word, Excel, PowerPoint, Outlook) Project experience and business consultant skills are (desired) Experience working on project teams comprising at least three-four individuals is (desired) Experience with Power BI and ERP (desired)

A local construction materials firm in Marathon, WI, seeks a Vice President of Tax, Investments & Audit. This leadership role focuses on tax strategy, compliance, and investment management. The ideal candidate has over 10 years of experience in corporate tax or investment management, strong analytical and communication skills, and a preferred CPA certification. The position requires a collaborative approach and the ability to present financial reports to executive leadership. Competitive salary and a professional office environment are offered. #J-18808-Ljbffr

Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for. We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued. The Head of Commercial Finance has overall responsibility for the financial results of their assigned business segment. This position serves as the segment finance lead and has overall responsibility for relevant financial analysis, reporting, accounting close support, forecasting, budgeting, and ad hoc analyses for running the segment. This position will be a close a strategic partner to the Segment General Manager and be jointly accountable for the successful growth and profitability of the aligned segment. This includes full oversight and accountability for the Segment P&L inclusive of membership, Revenue, Medical expense, Pharmacy expense, non-claims medical, and admin allocations for the segment. Performs other duties as assigned. Key Accountabilities Collaborate with segment leadership team to drive forward business and financial strategies to strengthen the segment's position in the market. Focus will include product, pricing, network, health management, sales, exchanges, and administrative efficiencies. Represent the needs and requirements of the segment to understand and influence decisions in the development of trend reporting, cost saving initiatives, operational and platform performance and administrative efficiencies Own and lead the MBR and QBR process for assigned segment. This may include updating or developing new materials to report on segment results, evaluate segment performance, provide insights on the segment business results, analyze and track opportunities for growth/profitability enhancement, and other ad hoc analysis/management reporting. Evaluates financial implications of key decisions and initiatives, including major purchases, acquisitions, outsourcing arrangements, new products, IT systems development, geographic expansion opportunities, proposed new partner alignments, etc. Own and lead forecasting, annual budgeting, and long-term plan development for segment financials. Regular forecasting and budgeting updates will be made throughout the year covering the entire P&L for the segment. Take the lead on segment specific projects. Examples of such projects could include CMS bid development and submission, new vendor implementations, geographic expansions and/or significant platform enhancements Oversee day-to-day team responsibilities and prioritize work (may include direct and indirect staff) To be successful, this individual will also partner closely with analytics, actuarial, markets, network, underwriting, sales, risk adjustment, and other enterprise teams as needed to effectively manage, grow, and enhance profitability for existing business or expand our existing offerings/geographical reach. Some of the key bodies of work will include: strategic planning, product pricing, product financial performance, risk management strategies, product design support, pricing analysis/support, growth strategy design & execution. Required Qualifications Bachelor's degree in Finance, Accounting, Economics or related field; equivalent combination of education and related work experience will also be considered 10+ years of relevant combined experience in finance, accounting and/or product development 5+ years direct management experience Preferred Qualifications Experience in finance and/or strategy in healthcare, insurance or managed care Direct experience and deep knowledge of Commercial health insurance business Experience in budgeting, forecasting and the development of complex financial models within complex business environments / industries Knowledge of applicable state and federal laws, particularly new laws related to health care reform Skills and Abilities Strong oral and written communication and presentation skills Self-directed and can develop and lead a technical team if needed Ability to analyze and interpret complex financial data Strong project management skills Strong drive for results and accountability Ability to articulate vision and strategy Creative problem-solving skills using innovative approaches Effective handling multiple complex projects with a high degree of engagement Demonstrated leadership and influencing skills with the ability to lead and drive change Strong strategic planning skill Demonstrated ability to build consensus across multiple constituencies, including Senior Management Collaborative management style and the ability to work with staff at all levels This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week. The full salary grade for this position is $130,300 - $223,400. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $130,300 - $195,510. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to base compensation, this position may be eligible for incentive plan compensation in addition to base salary. Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees. The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law. Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States. We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and advisors. Settlement activities include DTC settlement, processing dividend and reorganization activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing trends to implement solutions to increase advisor and client satisfaction, and managing strategic relationships across multiple channels for delivery of operations services. Key Responsibilities Lead a team of professionals providing complex operations activities to advisors, including regulatory supervision to ensure that compliance and regulatory requirements are met. Ensure timely and accurate resolution of escalated advisor issues. Develop and manage cost effective, efficient and compliant operational strategies to ensure advisor and client's needs are met. Manage department P&L, focusing on managing controllable expenses, including vendors. Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues. Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met. Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies. Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals. Required Qualifications 7-10 years of relevant experience Associate degree or equivalent (2-years) Broker Dealer and/or tape to tape experience required Active FINRA Series 7 Preferred Qualifications Strong relationship management/influencing skills Ability to analyze root cause and implement solutions Demonstrated ability to lead cross-functional process improvement teams Previous people leadership experience Bachelor's degree or equivalent (4-years) Strong working knowledge of Operations techniques (DTC or settlement experience is a plus) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $122,400 - $165,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing #J-18808-Ljbffr

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery. As a Financial Advisor, you will be responsible for the following: General: Manages client relationships assigned by the firm and helps clients achieve wealth goals. Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products. Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff. Markets the firm and develops its reputation with referral sources and the community. Attracts new clients to the firm. Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm. Supervises the work of other advisors and administrative support. Participates in critical management and service decisions, including vendor evaluation and the design of processes. Develops and maintains internal and external Center of Influence (COI) relationships. Advisory: Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems. Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions. Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements. Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team. Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy. Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client. Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information. Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities. Researches new investment products and vendors. Facilitates the adoption of new technology by the client service teams and trains others as necessary. Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. Advises clients on appropriate financial products in the context of their plans. Supervisory Responsibilities: Wealth Analysts and Financial Advisors, if applicable. Qualifications: Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66 Holds appropriate advisory licenses as required by the SEC and state agencies Completion of CFP program and examination Brings a minimum of five years and a median of seventeen years of experience in the role PC, phone system, general office equipment Demonstrates expert knowledge of Microsoft Office applications, especially Excel Strong verbal and written communication skills and strong interpersonal skills Ability to maintain strict confidentiality Ability to effectively promote Nicolet as an employer of choice Basic knowledge of banking positions Strong organizational, multi-tasking and prioritizing skills Self-motivated and resourceful Strong leadership and delegation skills Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

The Senior Financial Analyst is responsible for leading financial planning activities, including maintaining sales and profit forecasts, and supporting the annual budgeting process to improve strategic decision-making and provide visibility into future performance. This role also delivers ad-hoc reporting across the organization, acts as a strategic financial partner by advising operational teams on cost and margin implications, and collaborates with relevant departments to ensure overhead rates, labor assumptions, and pricing align with organizational profitability goals and competitive strategy. Essential Duties and Responsibilities Provide ad-hoc reporting and analysis for various functions throughout the organization. Use business intelligence tools to develop reports analyzing current and historical key performance indicators (KPIs). Assist in developing annual budgets, forecasts (sales and profit & loss), and multi-year strategic financial plans. Build financial models and analyses to support strategic initiatives. Partner with operations to drive margin improvement initiatives. Maintain financial files, including monthly reporting packages, forecasts, and budgets. Prepare and distribute monthly internal and external financial reporting packages. Prepare quarterly presentation materials for finance and accounting leadership. Prepare rolling cash forecasts. Support the external audit process. Job Skills Requirements Strong leadership skills. Experience in a manufacturing environment preferred. Creative thinking, high motivation, and ability to work independently. Willingness to work collaboratively in a hands-on management capacity. Advanced proficiency in Microsoft Excel, Power BI, and SQL preferred. Excellent verbal and written communication skills. Cost accounting experience is a plus. Proficiency with Microsoft Office suite (Outlook, Word, PowerPoint, etc.). Experience with enterprise resource planning (ERP) systems preferred. High standards of accuracy and organization. Education & Experience Bachelor's degree in accounting or finance required; MBA or professional certifications (CPA, CMA) are a plus but not required.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN, Lakeville, MN or Waite Park, MN office locations. The contributions you will make: The Financial Associate Program is a 12-18 month training program. The full-time benefit eligible Financial Associate works through a syllabus which will prepare them for a position in Credit. A typical day: Provides accurate financial analysis and loan structuring analysis to Financial Officers on select loan accounts utilizing Salesforce (nCino), Tool for Reasoning Analysis and Credit (TRAC), Credit Desk, or other software to determine credit risk and support the loan decision. Performs verification of assets, liabilities and income using public records, outside vendors and direct contact methods. Provides prompt turn around on credit packaging and servicing requests coming to the department. Spends time contacting the client's or prospective client's farm/agribusiness. Markets credit and related services, establishing new market relationships which will contribute towards attainment of Compeer Financial's goals and business objectives. Assists with the maintenance of a prospect file, establishing ongoing prospecting plans and activities, and developing and making a commitment to individual sales goals for both loans and related services. Accomplishments will include sales closings, servicing insurance policies, appraisals, positive client relations and generally contributing to Compeer Financial's image as the leading financial institution committed to clients. The skills and experience we prefer you have: Pursuing a bachelor's degree in Agricultural Economics, Ag Business or equivalent ag or business related degree. Knowledge of farm production methods and products, a general understanding of farm business management and finance. Experience in agribusiness/farming industry, agricultural credit or closely related field preferred. Solid organizational, interpersonal, communication, problem solving, analytical, negotiating and influencing skills. Must demonstrate effective team building and processing skills. The understanding of and ability to use various computer, business/financial applications. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$57,900-$73,900 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

A growing, healthcare organization is searching for a strategic and hands-on Finance Director to help lead its financial operations with precision, insight, and impact. Reporting to the Vice President of Finance, this individual will play a key role in shaping the financial strategy and operational success of a dynamic physician group dedicated to exceptional patient care. This opportunity is ideal for a finance professional with a strong Controller background who thrives in both high-level strategy and detailed execution. The role spans the full spectrum of financial management-accounting, payroll, forecasting, revenue cycle oversight, and internal controls-while partnering closely with clinical and operational leaders to drive performance and growth. As the organization continues to expand its footprint and services, the Finance Director will: Develop and implement long-term financial strategies aligned with clinical and business goals. Oversee accounting operations, ensuring accurate reporting, compliance, and audit readiness. Lead budgeting, forecasting, and capital planning across multiple sites. Collaborate with revenue cycle and operations teams to optimize financial performance and streamline processes. Serve as a trusted advisor on new initiatives, from service line expansion to new provider onboarding. Beyond technical expertise, this role calls for a leader who inspires trust and excellence-someone who can mentor a skilled finance team, champion process improvements, and foster a culture of accountability and collaboration. The ideal candidate brings: A bachelor's degree in finance, accounting, or related field (CPA or CMA preferred). At least eight years of progressive finance experience, including controller-level leadership. A solid grasp of GAAP, healthcare reimbursement models, and revenue cycle processes. Proficiency with healthcare accounting systems such as Athenahealth, eClinicalWorks, or Epic. Exceptional analytical and communication skills, with a passion for mission-driven work. If you're ready to bring your financial expertise to a purpose-driven healthcare organization and make a tangible impact on both operations and patient care-this is the opportunity to lead, innovate, and grow.

As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience. As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience. To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service. Our team mission is passionately conveying the vision of Giorgio Armani. QUALIFICATIONS & SKILLS Preferred retail experience in a similar position High School diploma/GED preferred Excellent communication (verbal and written) skills and demonstrated passion for working as a team Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset Able to work a flexible schedule, including holidays, nights and weekends The appointed candidate will be offered a salary within the range of $14.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. Note: availability of these benefits and perks may be subject to work location & employment type and may have certain eligibility requirements. Salaries will be negotiated based on relevant skills and experience. Compensation: $14.00 - $14.00

BHE Renewables delivers sustainable energy solutions for customers and communities. We own, operate and develop wind, solar, geothermal, hydroelectric and natural gas projects in 11 U.S. states. The power generated is sold into energy markets or directly to customers through long-term purchase agreements. Headquartered in Des Moines, Iowa, BHE Renewables is an innovative and growing company with new offices in Phoenix and San Diego. Our 50/50 joint venture with Occidental Petroleum has led to a demonstration project showing how TerraLithium technology is used to extract lithium from the brine presently flowing through our geothermal plants in Imperial Valley, CA. Joy is Renewable! It's not just a catchphrase; it describes our approach to people. Our teams are often found connecting, giving back and having fun doing it. We celebrate the unique backgrounds, talents and life experiences each person brings, making us stronger together. The BHE Renewables CARES program supports employee volunteerism and investments in our communities. BHE Renewables is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Employees must be able to perform the essential functions of the position, with or without an accommodation. BHE Renewables has an exciting career opportunity available. Take the next step in your career and apply now! Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. * Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders * Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment * Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership * Assist with due diligence and technical reviews * Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations * Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests * Perform any additional responsibilities as requests or assigned

We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities * Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. * Production of recurring deliverables provided to internal business partners. * Actively support implementation of changes impacting performance, including development of solutions. * Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. * Ensure documentation of relevant processes are complete, detailed and well-maintained. * Work on ad-hoc projects as needed. Required Qualifications * BS/BA degree in Business, Finance, Accounting, or similar * Knowledge of investments, fund accounting and reporting * 5-7 years work experience in the financial services or investment management industry * A standout colleague who can efficiently meet fast paced target dates * Critical thinker with strong problem-solving skills * Strong verbal and written communications skills * Strong organizational skills * Ability to work independently Preferred Qualifications * Curiosity about financial markets * Work experience specific to performance measurement and analytics * Experience with investment analytic systems like FactSet or BlackRock * CIPM, CFA or eager to pursue * Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

The Lead Renewables Investment Analyst executes and assists with the financial analysis activities of managing BHE Renewables' tax equity portfolio. These activities are primarily focused on identifying and analyzing opportunities to maximize the portfolio's performance and long-term value to our company, such as acquisitions, dispositions or restructures. This position will support, execute and have opportunities to lead various structuring, analysis, diligence and other transaction activities related to our tax equity investments. Additionally, the role will be responsible for the maintenance, improvement and implementation of our tax equity financial models that support our planning, reporting and asset management groups. Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership Assist with due diligence and technical reviews Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests Perform any additional responsibilities as requests or assigned

The Lead Renewables Investment Analyst executes and assists with the financial analysis activities of managing BHE Renewables' tax equity portfolio. These activities are primarily focused on identifying and analyzing opportunities to maximize the portfolio's performance and long-term value to our company, such as acquisitions, dispositions or restructures. This position will support, execute and have opportunities to lead various structuring, analysis, diligence and other transaction activities related to our tax equity investments. Additionally, the role will be responsible for the maintenance, improvement and implementation of our tax equity financial models that support our planning, reporting and asset management groups. Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership Assist with due diligence and technical reviews Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests Perform any additional responsibilities as requests or assigned

Job DescriptionIntro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

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:Financial Aid AssociateJob Category:University StaffEmployment Type:RegularJob Profile:Administrative Assistant IIIJob Duties: Under general supervision, this position advises students and parents in completing financial aid forms, in explaining the various student loan types, and in filing appeals. Serves in a triage role in determining if a student needs to speak with a counselor and, if so, which counselor can best meet their needs or if another office could serve them better. Explains complex financial aid procedures and regulations to both students and their parents. Has primary responsibility for the coordination of administrative functions related to the Job Location Development program (a program linking external employers and students seeking employment). Assists with training and supervision all student employees who work at the front desk/reception area. The position has responsibility for outreach efforts to current and former students. They also may assist with management of our outside scholarship database. General working hours are Monday thru Friday 7:45am to 4:30pm. The Division of Academic Affairs encompasses a wide array of activities and functions that ensure the overall academic quality of the institution. This includes providing administrative oversight and academic leadership for: the College of Business Administration; the College of Arts, Social Sciences, and Humanities,; the College of Science and Health; the School of Education; Murphy Library; Admissions; Records and Registration; Financial Aid; Career Services; Academic Advising; University Graduate Studies; Continuing Education and Extension; the Office of Research and Sponsored Programs; the Office of Undergraduate Research and Creativity; the Center for Advancing Teaching and Learning; Institutional Research; and International Education & Engagement. Academic Affairs also provides leadership and support to the nearly four hundred full-time faculty and instructional academic staff, 73 percent of whom hold terminal degrees. Through its various functions, the Division of Academic Affairs supports students in the pursuit of excellence in undergraduate and graduate education as well as scholarly activity. UW-La Crosse 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. If you have questions regarding this, please contact Human Resources at ************. The review of applications starts on January 20, 2026. Applications received on or before January 20th are prioritized and review will continue until the position(s) is/are filled. Initial interviews will be conducted virtually, with shortlisted candidates invited to campus. Key Job Responsibilities: Manage Financial Aid Office Student Employees. Maintain Financial Aid Office TV, brochure racks, front desk area. Assist other Financial Aid Office staff members with projects and work assignments as necessary for effective overall financial aid program efficiency and office operations. Other duties as assigned. Coordinate administrative functions related to the Off Campus Part Time Job Board. Assist with all administrative functions related to the (electronic) campus part time job board Handshake. Respond to telephone calls and emails from student, off campus employers, and on campus departments requesting information about or assistance with the part time job board. Place follow up calls or send emails to employers, both on and off campus, to gather information needed to closeout jobs, repost, or post new opportunities via the website. Maintain records on a monthly and yearly basis by completing necessary forms and end of year report. Maintain lists of students interested in temporary work (child care, lawn care, snow shoveling, odd jobs). Verify enrollment status and send out listings, as requested, to potential employers. Coordinate promotional activities related to the online part time job board as it relates to the development of additional part time job opportunities for UWL students. Function as paraprofessional advisor for telephone, e-mail, and walk-in tasks in the Financial Aid Office. Serve in a ‘triage' role, by independently advising students, parents, campus departments and the general public concerning financial aid procedures, providing technical explanations, or referring constituents to the appropriate financial aid counselor. Explain options and alternatives and answer both general and detailed questions. Interpret and relay information from a variety of platforms, including Peoplesoft Student Information System, Image Now electronic document system and various US Dept of Education databases. Review information in the student information system to respond to general and detailed questions such as, determining current application status, supporting documentation requirements, and communicate that information to the applicant. Advise students when prerequisites must be resolved through other campus departments such as Records and Registration, Cashier's, Admissions, etc. Refer students to outside agencies, such as loan servicers, US Dept of Education, etc. when appropriate. Provide information on how to apply for financial aid, indicating requirements for undergraduate and graduate students (new freshmen, transfers, and re-entrants). Assist students and parents in completing financial aid forms (including Federal verification forms, institutional application, etc.) Coordinate the processing of incoming mail including email and mail correspondence -date stamp, check student application status, for appropriate processing and prepare documents for student imaging staff. Verify all financial aid checklist items; compare items requested to imaged documents checking for accuracy. Perform student outreach Reach out to students who have outstanding checklist items, unaccepted aid, and outstanding balances. Provide other outreach using the office outreach calendar. Assist with loan default prevention efforts for former students. Assist with management and updating of office website. Department: Financial Aid Compensation: $17.67/hour ($18.00/hour effective 12/28/25) Required Qualifications: High school diploma or equivalent. Knowledge and experience in the use of e-mail (i.e. Outlook, Office 365, etc.) functions including electronic calendaring. Effective oral and written communication skills. Excellent organizational and time management skills. Ability to coordinate projects, multitask, and work independently, as well as independently set priorities to meet the demands of the position. Possess an attention to details and timelines/due dates despite frequent interruptions. Ability to meet and work effectively with students, parents, and people across multiple levels of the organization. Ability to use discretion and good judgment regarding confidential information. Preferred Qualifications: Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops, seminars, and training sessions. Ability to plan, assign, and supervise the work of others (student supervision). Functional expertise with PeopleSoft Student Information. Knowledge of the Financial Aid programs, processes, regulations, etc. Experience working in a highly regulated environment. How to Apply: Required application documents: Cover letter (that addresses the required and preferred qualifications) CV / Resume Contact Information: Christina Hayes **************** Special Notes: Application deadlines TO ENSURE CONSIDERATION: Priority consideration is given to those candidates who apply by the listed ‘First Review Date'. Applications received after that date may be considered at the discretion of the search committee. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact the Office of Human Resources. Confidentiality of Applicant Materials UWL is a state agency and subject to Wisconsin's Open Records Law. UWL 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. Annual Security and Fire Safety Report (Clery Act) For the UWL Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see *************************************************************************** or contact the University Police Department at ************. INFORMATION ABOUT YOUR BENEFITS Your benefits add an additional 40%+ to the overall financial package from the university. Highlights include: Paid vacation for 12-month positions. Excellent flexible health insurance with low co-pays and good coverage. Paid holidays and paid sick days. After 5 years of employment, you become vested in our retirement system which ensures income post-career. Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation. Benefit eligibility is determined at the point of hire. This information is provided for illustrative purposes only. Benefits are also pro-rated based on the appointment percentage. 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.

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

Job DescriptionBenefits: Employee discounts Opportunity for advancement Job Title: Financial Analyst Intern Reports to: Financial Analyst Status: Part Time/Non-Supervisor/Non-Exempt As a Finance Intern, you will be an integral part of the Financial Planning & Analysis (FP&A) team, providing support for budgeting, forecasting, financial reporting, and business analysis. Working closely with experienced professionals, including the Financial Analyst and senior management, you will gain exposure to a wide variety of financial tasks, contributing to both short-term and long-term company goals. Essential Duties and Responsibilities Assist in the preparation and analysis of financial reports, budgets, and forecasts. Support the monthly and quarterly reporting processes, ensuring data accuracy and consistency. Assist in analyzing key performance indicators (KPIs) and other financial data to provide insights for performance improvement. Help with the preparation of management reports and dashboards, presenting financial insights in a clear and actionable manner. Help develop and maintain tools and templates to streamline financial reporting and analysis. Collaborate with other departments to ensure financial alignment and assist with operational insights. Participate in ad-hoc financial analysis and special projects as required. Minimum Qualifications Detail oriented, organized and focused on quality. Currently pursuing a Bachelors degree in Finance, Accounting, Economics, or a related field. Strong analytical skills and a passion for understanding financial data. Proficient in Microsoft Excel Ability to work independently Benefits Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Advancement Opportunities

About the Role We're looking for a Finance Intern to support freight, distribution, and inventory optimization initiatives that drive operational efficiency and financial impact. This internship offers hands-on, project-based experience working with Finance, Logistics, and Procurement to evaluate cost drivers and develop data-driven recommendations. What You'll Do: Analyze corrugate purchasing and storage practices to identify opportunities to reduce onsite inventory Evaluate cost trade-offs between unit pricing and just-in-time supply strategies Partner with Logistics to refresh and validate the true cost of pallet storage Build SKU-level models to determine optimal ordering quantities based on forecast, price, and storage cost Collaborate cross-functionally with Finance, Logistics, and Procurement to gather insights and develop recommendations What We're Looking For: Pursuing a Bachelor's degree in Finance, Accounting, Supply Chain, Business Analytics, or a related field Strong analytical and problem-solving skills Proficiency in Excel; financial modeling experience is a plus Comfortable working with data and collaborating across teams Organizational Values Safety - Teamwork - Customer Focus - Ownership - Initiative - Creativity At Hoffmaster, our Organizational Values and strong sense of Integrity guide how we work and engage with each other every day. The Finance Intern will demonstrate these values by promoting Safety through accurate, thoughtful financial analysis and by supporting an environment where cross-functional partners feel comfortable asking questions, testing assumptions, and collaborating openly around data and operational insights. This role exemplifies Teamwork by partnering closely with Logistics, Procurement, and Finance to ensure alignment, transparency, and shared problem-solving. In addition, the intern maintains a strong Customer Focus by evaluating supply and storage decisions through the lens of service, reliability, and long-term value; takes Ownership of assigned analyses and deliverables; shows Initiative by identifying cost optimization and process improvement opportunities; and applies Creativity to build practical, data-driven models that support Hoffmaster's commitment to operational and financial excellence.