Finance consultant jobs in Milwaukee, WI - 464 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)

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.

Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. We're looking for an experienced Investment Banking Associate to join our team in Chicago, IL or Milwaukee, WI. What You'll Do Responsibility that shapes your skill. Work that deepens your impact. Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors Drive the preparation of company valuations, financial models, marketing materials, and client presentations Contribute to business development efforts through research and analysis Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making What You'll Gain A team that runs on trust, momentum, and shared values Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions Take on greater ownership through lean deal teams that offer more responsibility Navigate clear paths for progression with mentorship, visibility, and real opportunity Advance alongside elite, high-performing peers who hold each other to a high standard Collaborate across Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose What It Takes We're looking for people ready to lead with focus and integrity At least one year of full-time experience in a solution-focused financial or quantitative role Strong analytical skills, attention to detail, and a track record of delivering results Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. Please note, this opening is for Summer 2026 Openings The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility. Analyst Responsibilities: * Analyze and evaluate private equity and private credit investments across a wide range of industries. * Develop investment theses. * Perform detailed financial analysis and modeling. * Assist in the writing of investment memos and contribute to investment committee discussions. * Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. * Actively monitor portfolio performance. Qualifications: * Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence. * A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity. * Strong interpersonal skills including written / oral communication and relationship building. * 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles. #LI-Onsite Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.

The Financial Consultant (FC) is responsible for development of new business in the investment advisory and brokerage product areas. The FC may also be responsible for management of existing business in the local markets. As part of the #1 advisory team at JFG and with the lead Financial Advisor, the FC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities * Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. * Responsible for partnering with Lead Financial Advisor to develop and implement sales techniques resulting in growth in assets under management and revenue growth resulting in a profitable book of business. * Proactively review current book to ensure proper client segmentation and transition to appropriate resources. * Ability to articulate and conversant in all aspects of JFG business offerings as well as financial industry topics/trends and financial planning topics. * Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and consumer banking. Matching prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship. * Understand client's financial objectives through consistent purposeful discovery process by integrating financial planning concepts and process. * Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship. * Complete, timely and accurate documentation of client relationship information. Sales - Advising and Servicing Clients * Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. * Basic knowledge of financial planning concepts and process * Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, assets under management, and introduction goals. * Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. * Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. * Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business * Meets or exceeds client retention goals. * Perform proactive customer needs assessments on a regular basis. * Give persuasive sales presentations and tailors delivery and material to meet audience needs. * Applies sound judgment, innovation and appropriate creativity in management of client relationships. * Responsible for a variety of full-service financial transactions; decisions require thorough analysis, document interpretation, specialized solutions, discretion and risk management. * Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship. * Participate in an active and meaningful role in a community or industry organization. Job Requirements * Bachelor's degree required and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree. * Series 7/66, Life and health licenses desired. Licenses not already held must be acquired within 12 months of start date. * Certified Financial Planner (CFP), Certified Wealth Strategist, and/or Accredited Investment Fiduciary designations or equivalent are desired. * Strong internal and external communication skills, established ability to develop relationships with key business partners. * Expert customer service and time management skills required. * Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook. Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Why Join Lakeshore Financial Group? Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life. Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed. Professional Development: Gain valuable experience in sales, finance, and client relationship management. Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan. Compensation: $75,000 - $100,000 per year Responsibilities: What You'll Do: Build relationships with potential clients and understand their financial needs Present and explain products and solutions Guide clients through the application and policy issuance process Provide ongoing support and service to clients Attend training and development sessions Qualifications: Who We're Looking For: Highly motivated and self-driven individuals Excellent communication and interpersonal skills A passion for helping others A strong work ethic and a desire to succeed Sales experience is a plus, but not required. We are willing to train the right person Must be able and willing to obtain a life insurance license This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support Why Join Us? Be part of a supportive and collaborative team Represent a reputable and respected company Enjoy the flexibility and freedom of a self-driven career Make a positive impact on the lives of others Earn a competitive income About Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Description & Requirements Join our dedicated team as Financial Employment Planner for the WI Works Project! In this role, you will assist participants in accessing financial and employment services, helping them navigate the Wisconsin Works program to achieve self-sufficiency through work and support services. If you're dedicated to helping others succeed, this is the opportunity for you! This role begins as a contingent agent position, with the potential to transition into a regular full-time role after 90 days based on performance, attendance, and business needs. Passing an assessment is a prerequisite for this position. The onsite work schedule will be Monday thru Friday from 8am to 5p with occasional rotating Wednesdays from 10am to 7pm. * This job requires residency in or near Milwaukee, WI. * Essential Duties and Responsibilities: * Cultivate and nurture professional relationships with customers, continuously monitoring their engagement and progress within the program. * Regularly collaborate with customers to set and accomplish program goals, ensuring ongoing eligibility and program service maintenance. * Demonstrate extensive program knowledge, guiding customers through various stages of the application process, from enrollment to benefit and service allocation. * Assist customers in accessing essential services aligned with program objectives, including educational or vocational training, medical care, childcare, transportation, mental health resources, legal assistance, and other pertinent needs. * Conduct follow-ups with customers to address needs, resolve concerns, and ensure their requirements are met satisfactorily. * Collaborate with team members to provide expertise and support in resolving participant issues effectively. * Maintain accurate and timely case documentation for all customer interactions, ensuring comprehensive records of activities. * Share updates regarding outreach and engagement initiatives with project staff, facilitating effective communication. * Identify and communicate barriers hindering customer engagement with the Provider, informing project staff promptly. * Perform additional duties as directed by leadership to support program objectives. * Utilize the Cares Worker Web System to track and manage participant data Minimum Requirements * High school diploma or GED required and 0-2 years of relevant professional experience required, or equivalent combination of education and experience. * Prior case management experience, preferred. * Prior customer service experience, preferred. * Experience working with low-income and diverse populations, preferred. * Microsoft Proficiency, preferred. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time

Duties and responsibilities Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up. Identify suitable investment opportunities that align with clients' risk profiles and objectives. Partners and prospects within WaterStone Bank by establishing relationships with bank employees to obtain qualified referrals. Develops prospects for new client relationships through networking and COI building. Keeps apprised of current financial market trends, strategies, product offerings, regulations and provides objective advice based on this information. Focused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets. Responsible for significant growth and development of the bank's book of business, including GDC and Assets under Management. Actively works with WSB Supervisor and Broker Dealer to refine selling and communication skills. Periodically present seminars to WSB staff or prospects to educate, inform and garner business. Design and implement follow up plans for clients in a manner that matches their communication style and investment needs. Adhere to ethical standards and fiduciary responsibilities, always acting in the best interest of the client. Other duties as assigned. Qualifications Experience Required 3-5 years sales and business development experience Preferred 5-7 years of experience in the investment/wealth management field. Education Required High School diploma or general education degree (GED) Series 7 and series 63/65 or 66. Valid Wisconsin Life Insurance License Preferred Bachelor's degree in finance or business is preferred. Additional education and/or experience: List if applicable. Working Conditions: Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance. A valid driver's license in required. Driving record must be in accordance with WSB's Vehicle Safety Policy. Benefits for Full-Time Position: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Waukesha, WI, is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 - $500,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it's what we do! Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Hungry? Free coffee, tea, sodas, water, and hot cocoa - all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it. How Do I Get There? Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let's have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let's all travel together! Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.

**Financial Accounting Senior** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The **Financial Accounting Senior** will be responsible for providing technical leadership and setting the strategic direction of projects. **How you will make an impact:** + Oversee the accounting, reporting, and analysis for the company's investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements. + Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis. + Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs. + Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes. + Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions. + Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting. + Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations. + Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies. **Minimum Requirements:** Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years' experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background. **Preferred Skills, Capabilities, and Experiences:** + CPA preferred. + Degree in Accounting strongly preferred. + Experience with Hyperion/Essbase preferred. + Intermediate Excel experience preferred. + Demonstrated ability to interpret technical accounting guidance. + Experience with Clearwater or similar investment reporting platforms. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Duties and responsibilities * Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up. * Identify suitable investment opportunities that align with clients' risk profiles and objectives. * Partners and prospects within WaterStone Bank by establishing relationships with bank employees to obtain qualified referrals. * Develops prospects for new client relationships through networking and COI building. * Keeps apprised of current financial market trends, strategies, product offerings, regulations and provides objective advice based on this information. * Focused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets. * Responsible for significant growth and development of the bank's book of business, including GDC and Assets under Management. * Actively works with WSB Supervisor and Broker Dealer to refine selling and communication skills. * Periodically present seminars to WSB staff or prospects to educate, inform and garner business. * Design and implement follow up plans for clients in a manner that matches their communication style and investment needs. * Adhere to ethical standards and fiduciary responsibilities, always acting in the best interest of the client. * Other duties as assigned. Qualifications Experience Required * 3-5 years sales and business development experience Preferred * 5-7 years of experience in the investment/wealth management field. Education Required * High School diploma or general education degree (GED) * Series 7 and series 63/65 or 66. Valid Wisconsin Life Insurance License Preferred * Bachelor's degree in finance or business is preferred. * Additional education and/or experience: List if applicable. Working Conditions: Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance. A valid driver's license in required. Driving record must be in accordance with WSB's Vehicle Safety Policy. Benefits for Full-Time Position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

For one of our ongoing project, we are looking for a Infor Lawson Financial Business Analyst. The person in this role will provide business analysis assistance for ERP Infor Solution for finance functionality including Cash, Accounts Receivable, Billing, and Budget Modules. Infor Experience a Must. Business Analyst/Consultant capabilities with 8 or more years of experience in the field or in a related area. Reviews, analyzes, and evaluates business systems and user needs. Formulates systems to parallel overall business strategies. Experienced with business process re-engineering and identifying new applications of technology to business problems to make business more effective. Prepares solution options, risk identification, and financial analyses such as cost/benefit, ROI, buy/build, etc. Develops RFPs.

Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America. Job Description Position Purpose: FINANCE INTERNSHIP - In this role, you will have an opportunity to work alongside experienced professionals within the Finance organization. You will also gain exposure to technical and commercial aspects of the Hazardous Waste business while supporting the Finance team with its planning & analysis requirements. You will assist the Finance team in achieving its project goals and objectives as an active participant. Primary Duties /Responsibilities: * Work with Regional/Branch Finance professionals, supporting their completion of budget templates & budget tool inputs--answering questions and offering guidance to ensure timely & accurate submissions. * Work with operations teams in support of monthly closing activities, assisting in the development and maintenance of financial analysis packages aligned to regional, legal entity and business line reporting. * Work with the Finance team to optimize & maintain the financial landing file and profitability analysis by Region and Business Line-key working analyses during each monthly closing. * Work on various projects related to Support Functions' (departmental) process improvements, or special projects in a variety of areas in order to fulfill business initiatives and meet business objectives. * Communicate issues and roadblocks related to areas of responsibility. * May be asked to prepare and deliver insights and recommendations based on analyses. * Produce findings and draw conclusions from analyses. Make oral and written recommendations to management. Internships are focused on learning and exposure to fundamental business processes and procedures. Although this position is focused on The Hazardous Waste business unit, candidates may support any of the Veolia North America business functions. Work Environment: Environments vary by internship function from office to field to plant. Our aim is to provide tangible industry job experience to each intern. While we may extend offers to some interns, there is no guarantee of a job offer at the end of the internship. Qualifications Education / Experience / Background: * Working towards a four year degree and in a Finance or Accounting major. * 3.2 Cumulative G.P.A required Knowledge / Skills / Abilities: * Strong communication skills, including written, verbal, listening, presentation and facilitation skills / Demonstrated ability to build collaborative relationships * Analytical and problem-solving skills. * Strong attention to detail and accuracy. * Ability to work independently and as part of a team. * Experience with Google Workspace applications - Google Sheets, Google Slides, and Drive * SAP ERP system experience is a plus, but not required Required Certification / Licenses / Training: * Certification/Licenses/Training not generally required for an internship. Additional Information We are 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 protected veteran status. Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

Job DescriptionTWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status. Powered by JazzHR 6pfkeNLrww

Why Work at Rehlko Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life. Our teams have the opportunity to provide a critical resource - energy - that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today's world demands. Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions - large and small - that help people and communities thrive in the moments that matter. At Rehlko, our team members are the essential energy that powers our organization's success. We are committed to fostering a safe and sustainable work environment where safety is everyone's responsibility. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements. Join us in creating an energy resilient world for a better future! What We Offer At Rehlko, our Total Rewards programs are designed to accelerate growth, energize performance, and support a culture of inclusion at every stage of life and work. We offer total rewards that are easily understood, recognize results, enable career mobility, and reflect our commitment to valuing diverse needs in a fast-moving world. We provide: Competitive compensation and benefits Work-life flexibility Recognition and rewards Development and career opportunities A safe and inclusive workplace Why You Will Love this Job Location: Hybrid/3 days a week, Glendale, WI The Financial Analyst supports the Controller of Corporate Functions by partnering closely with business leaders to deliver accurate financial results, forecasts, and budgets. This role provides financial insight, drives accountability, and ensures disciplined cost management across assigned corporate departments. The analyst plays a critical role in monthly close activities, budget/forecast cycles, management reporting, and special projects that support operational and financial excellence. Specific Responsibilities: Financial Planning & Forecasting Lead the preparation of monthly, quarterly, and annual forecasts for assigned corporate functions. Partner with department leaders to understand cost drivers, upcoming initiatives, and financial risks/opportunities. Deliver clear analysis and commentary on forecast trends and variances versus budget and prior periods. Support and help coordinate the annual budgeting process, ensuring alignment with corporate targets. Financial Reporting & Close Support Support monthly close activities, including accruals, journal entries, and account reconciliations. Validate actuals, investigate variances, and ensure accurate reporting of functional spend. Prepare dashboards, management reports, and analytics for the Controller of Corporate Functions and functional leaders. Ensure alignment with corporate accounting policies and reporting standards. Business Partnership & Cost Management Serve as the finance partner to assigned corporate departments (e.g., HR, IT, Legal, Marketing, Operations). Provide actionable insights and recommendations to optimize spending and strengthen budget discipline. Review major spend requests and business cases, challenging assumptions where necessary. Maintain a strong control environment and promote financial accountability across functions. Special Projects & Process Improvement Support cross-functional and finance-led special projects, including cost optimization, system improvements, and process redesign initiatives. Assist with integration of new tools, enhancements to reporting processes, and analytics development. Contribute to ad hoc financial modeling, benchmarking, and strategic analyses as needed. Systems & Tools Support improvements and optimization within corporate financial systems. Experience with SAP and OneStream is a strong plus. Requirements: Bachelor's degree in Finance, Accounting, or related field. 2-5 years of experience in corporate finance, FP&A, or accounting. Strong analytical and financial modeling skills. Effective communicator with the ability to partner with and influence non-financial stakeholders. Highly organized with strong attention to detail and ability to meet deadlines in a fast-paced environment. Proficient in Excel; experience with SAP, OneStream, or other ERP/forecasting tools is preferred. Strong business acumen and ability to translate financial data into insights and recommendations. The Salary range for this position is $69,800.00-$87,950.00.The specific Salary rate offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. About Us Rehlko proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Rehlko at ********************************* In addition to the investment in your development, Rehlko offers a benefits package including a competitive salary, health, vision, dental, 401(k) with Rehlko matching, and more!? Rehlko is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination, without regard to race, creed, color, ethnicity, religion, sex, pregnancy, childbirth, or related medical conditions, genetic information, age, national origin, citizenship, ancestry, caste, mental or physical disability, marital or familial status, sexual orientation, gender identity or expression, genetic information, political belief or affiliation, union membership status, military status, veteran status, or any other characteristic protected by national, state, local, or other applicable laws. Americans with Disabilities Act (ADA) It is the policy of Rehlko to comply with all applicable provisions of the Americans with Disabilities Act (ADA) and corresponding national, state, local, or other applicable laws. Rehlko will not discriminate against any qualified associate or applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Rehlko will provide a reasonable accommodation to associates or applicants with disabilities, in accordance with applicable laws. If you have a disability and require an accommodation in the application process or during the course of employment, please contact *********************. Rehlko is an equal opportunity/affirmative action employer. Our Values Curiosity - Seek, learn, share Trust - Go farther together Pace - Focus to go faster Excellence - Find the win every day

Accounting/Financial Analyst needs 3 to 5 years of experience in an accounting role Accounting/Financial Analyst requires: Bachelors degree in accounting 3 to 5 years of experience in an accounting role Self-starter with the ability to work in a team environment GAAP Balance sheet Intermediate experience in Microsoft Excel and knowledge of SAP Accounting/Financial Analyst duties: Prepare monthly/recurring journal entries Process corporate initiated transactions (CITs) from technical accounting Complete balance sheet reconciliation and analysis Work across departments and geographical locations to ensure all transactions are properly recorded at month end Assist the cash and bank team in the research of open cash items Perform other duties as assigned

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