Ampersand, Inc., a Midwest-based tech-enabled financial services firm, specializes in addressing the unique treasury management needs of financial institutions and depositors. Partnering with financial institutions, Ampersand, Inc. provides innovative solutions to safeguard deposits of all sizes. The company supports clients focused on impact strategies or localized initiatives, ensuring their funds are effectively allocated to support their specific goals. Ampersand, Inc. is committed to offering streamlined processes, daily liquidity, and accessible financial solutions to help make cash work effectively for their clients.
SUMMARY:
Responsible for managing financial operations with day-to-day operations and accounting processes and procedures.
ESSENTIAL DUTIES & RESPONSIBILITIES:
The following is a list of essential functions which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
Financial Operations
§ Completes daily financial operations activities i.e., bank and client transaction posting, book to cash reconcilement, etc.
§ Executes financial transactions i.e., wire transfer, ACH, etc., ensuring compliance with relevant regulations and company policies/procedures.
§ Completes monthly financial operations activities i.e., bank account reconcilement, interest earnings allocation, client statement rendering, etc.
§ Assists with yield enhancement and optimization related activities i.e., data analysis, reporting, recommendations, etc.
§ Assists with ongoing development and enhancements to proprietary technology.
§ Manage team effectively and lead with integrity. Performs other duties as assigned.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required.
§ Solid understanding of basic bookkeeping and accounting principles.
§ Proficient in Microsoft Office, including: Outlook, Teams, Word, Excel, SharePoint, etc.
EDUCATION & EXPERIENCE:
§ Minimum: Associates degree in finance, accounting, or related field.
§ Three (3) plus years of experience in a financial/treasury operations or accounting role.
LICENSES & CERTIFICATIONS:
§ Minimum: None
§ Preferred: Intuit Certified QuickBooks User
SKILLS & COMPETENCIES:
§ High degree of accuracy and attention to detail.
§ Ability to communicate clearly and concisely with individuals at all levels of the company.
§ Demonstrated ability to multi-task and meet deadlines.
§ Strong organizational, time management, and planning skills.
§ Ability to think critically and act quickly.
§ Ability to seek clarification or assistance when needed.
WORKING CONDITIONS:
Traditional office environment with no unusual work conditions.
§ Prolonged periods sitting at desk and working on computer.
§ Frequent use of keyboard with repetitive motion of hands, wrists, and fingers.
§ Limited travel (
PHYSICAL DEMANDS:
Ampersand, Inc. promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees.
§ Speaking, hearing, and vision are required to perform essential functions.
§ Digital dexterity and hand/eye coordination in operation of office equipment.
§ Light lifting (~25 lbs.) and carrying of supplies, files, etc.
§ Body motor skills sufficient to enable the incumbent to move from one office location to another.
$97k-122k yearly est. 2d ago
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Senior Financial Analyst
LHH 4.3
Finance director job in Milwaukee, WI
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.
$63k-78k yearly est. 4d ago
Manager, O2C Financial Systems (Zuora)
Relativity 4.7
Finance director job in Milwaukee, WI
Posting Type
Hybrid/Remote
This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing/Collections and Revenue Accounting teams' initiatives. The Manager, Finance Systems will partner closely with IT to ensure quality integrity and seamless integration throughout the data lifecycle with Salesforce CPQ, upstream, and Workday Financials, downstream. The ideal candidate will have high fluency in both functional and technical discussions with the gumption to develop flexible, future-proof solutions in this critical area of the business.
This role reports to the Director, Financial Systems and can be remote with some travel expectations
Job Description and Requirements
Responsibilities
Administer and own configuration of Zuora platform (Billing and Revenue/RevPro) to meet business needs and support scalable growth
Lead and execute roadmap objectives increasing accuracy and efficiency
Champion innovation and automation through AI and other intelligent solutions
Triage and identify bug fixes required for Zuora while working with 3rd party resources
Participate in all stages of the SDLC, from QA to UAT, for Zuora-related fixes and dependent system impacts
Maintain tight collaboration with key cross-functional stakeholders and drive alignment
Ensure compliance controls satisfy audit and SOX requirements
Requirements
Bachelor's degree in Computer Science, Information Systems, Finance, or related fieldor equivalent experience
8+ years of combined hands-on technical financial systems experience including Zuora Billing and Zuora Revenue/RevPro
In depth functional knowledge of 606 Revenue Recognition standards
Demonstrated ability to partner effectively with business and technical teams
Solid understanding of data reporting tools
Integration experience with Salesforce CPQ, Workday Financials, and Adaptive a plus
Exceptional attention to detail
Relativity is committed to competitive, fair, and equitable compensation practices.
This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives.
The expected salary range for this role is between following values:
$116,000 and $174,000
The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position.
Suggested Skills:
Agile Methodology, Application Management, Cloud Computing, Database Management, DevOps, Information Technology Operations, Project Management, Software Development, Software Development Life Cycle (SDLC), Vendor Management
$77k-97k yearly est. 3d ago
Controller
Gateway Technical College 4.0
Finance director job in Kenosha, WI
CPA Required
The Controller is responsible for the overall management of the functional areas of accounting. The Controller will provide monthly, quarterly and annual financial statements, financial forecasts as required and provide financial support to College staff. This position interprets and ensures compliance with all College policies and procedures regarding finance and business practices in accordance with generally accepted accounting principles. The Controller also establishes procedures, departmental guidelines and regulatory requirements applicable to the work and is responsible for developing, implementing, and administering accounting, financial and business programs to efficiently serve both internal and external client needs while maintaining federal, state and institutionally mandated financial compliance. Work includes providing managerial oversight to accounting staff in the receipt, processing, auditing, and reporting of fiscal and accounting activities.
This position has supervisory responsibilities and reports to the CFO/Vice President, Finance and Administration.
**Open until filled**
RESPONSIBILITIES
Financial Reporting & Compliance
Prepare key financial reports, including the Annual Comprehensive Financial Report (ACFR), Uniform Financial Accounting System (UFAS) report, and monthly financial statements
Ensure compliance with GAAP, the WTCS Financial Accounting Manual (FAM), and other statutory requirements
Audit Coordination & Year-End Close
Manage the full year-end close process and lead coordination of the annual financial audit with external auditors
Cash Management & Reconciliations
Perform and/or review monthly cash reconciliations
Manage all aspects of the month-end close process to ensure accuracy and completeness
Government and Institutional Compliance Reporting
Prepare and submit periodic cost allocation reports and other financial data required by the WTCS state office
Maintain up-to-date knowledge of WTCS reporting requirements to ensure full compliance
Ensure timely and accurate submission of required external financial reports, including IPEDS and HLC
Accounting Systems & Internal Controls
Implement and maintain financial systems and tools that support effective accounting operations
Establish, monitor, and enforce internal controls to protect college assets and ensure data integrity
Regulatory Standards Compliance
Ensure the college remains in compliance with Payment Card Industry (PCI) standards
Monitor and update financial procedures to reflect changes in applicable regulations
Additional Responsibilities:
Perform effectively in a fast-paced, dynamic work environment with shifting priorities and frequent interruptions.
Manage multiple tasks simultaneously while maintaining accuracy and attention to detail.
Respond to team and leadership inquiries promptly, even while managing time-sensitive projects.
Lead and support the year-end close process, ensuring deadlines are met without compromising daily operations.
Maintain a strong orientation toward reviewing, improving, and optimizing existing accounting and financial processes.
Perform other duties and special projects as assigned, demonstrating flexibility and a proactive approach.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHAT YOU NEED TO SUCCEED IN THE POSITION
Required:
Bachelor's Degree in Accounting
Certified Public Accountant (CPA) Designation
5 years of accounting experience in a financial management role
Other required knowledge, skills and abilities:
Strong interpersonal and communication skills
Strong problem solving and analytical skills
Strong attention to detail
Ability to work effectively with other departments as well as senior management
Strong leadership skills
SUPPLEMENTAL INFORMATION
DIVISION/LOCATION: Business Office/Kenosha
COMP GRADE: 33
FLSA DESIGNATION: Exempt
CONDITIONS OF EMPLOYMENT:
Candidates must be legally authorized to work in the United States on a permanent basis. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available.
Employment is contingent upon an acceptable background
Flexibility is needed to accommodate day, evening and weekend student & business needs
GuideNot ApplicableActivity is not applicable to this occupation OccasionallyOccupation required this activity up to 33% of the time (0 - 2.5+ hrs/day) FrequentlyOccupation required this activity from 33% - 66%% of the time (2.5 - 5.5+ hrs/day) ContinuouslyOccupation required this activity more than 66% of the time (5.5+ hrs/day)
Physical DemandsFrequency
Lift/CarryFrequencySittingContinuously
0 - 10 lbs OccasionallyStandingOccasionally
11 - 20 lbs OccasionallyWalkingNot Applicable
21 - 50 lbs Not ApplicableReaching OverheadNot Applicable
51 - 100 lbs Not ApplicableReaching at or Below Shoulder LevelNot Applicable
Over 100 lbs Not ApplicableKeyboardingContinuously
StoopingNot Applicable
Push / PullYes / NoCrouchingNot Applicable
12 lbs or less OccasionallyKneelingNot Applicable
13 - 25 lbs Not ApplicableCrawlingNot Applicable
26 - 40 lbs Not ApplicableClimbing Ramps or StairsNot Applicable
41 - 100 lbs Not ApplicableClimbing Ladders, Ropes or ScaffoldingNot Applicable
Over 100 lbs Not ApplicableDrivingOccasionally
Traveling - overnight stay(s) Occasionally
Hearing RequirementYes / NoCommunicating VerballyFrequently
One-on-one (in person) YesFar Visual Acuity: clarity to see 20' or more Not Applicable
Group or conference (in person) YesNear Visual Acuity: clarity to see 20" or less Continuously
TelephoneYes
Other SoundsYes
Working ConditionsFrequency
Noise Intensity LevelFrequencyHumidity: non-weather related Not Applicable
QuietFrequentlyExtreme Cold: non-weather related Not Applicable
ModerateOccasionallyExtreme Hot: non-weather related Not Applicable
LoudOccasionallyWorking OutdoorsNot Applicable
Very LoudNot ApplicableWetness: contact with water or other liquids Not Applicable
Working ConditionsFrequency
Working ConditionsFrequencyWorking in Close Proximity to OthersOccasionally
Working interruptions FrequentlyOpen Work SpaceNot Applicable
Stressful situations FrequentlyWorking in a confined space Continuously
Exposure to offensive odors Not ApplicableExposure to a computer screen Continuously
Required uniform supplied by department Not Applicable
Gateway will not discriminate against any employee, applicant for employment, student, or applicant for admission based on race, color, national origin, ancestry, sex, sexual orientation, creed, religion, political affiliation, marital status, parental status, pregnancy, disability, age, membership in any reserve component of the armed forces, union affiliation, arrest and conviction record, or any other protected category under applicable local, state or federal law.
Gateway Technical College is an Equal Opportunity/Access Educator/Employeroperating under an Affirmative Action Plan. Reasonable accommodations and auxiliary aids will be provided for qualified individuals with disabilities. If you have a disability and need special accommodation for the application process, please contact the Office for Equal Opportunity and Civil Rights ator . Women and minorities are encouraged to apply.
Your safety while employed at Gateway Technical College is one of our top priorities, so we encourage you to read our Annual Security Report(click the link for the full report). This report is published in compliance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and the Violence Against Women Act. This report includes crime statistics, institutional policies on campus security and safety, alcohol and drug use, crime prevention, the reporting of crimes or incidents, sexual misconduct, and other important matters. Please feel free to ***********************
$68k-97k yearly est. 1d ago
Healthcare Financial/Actuarial Director
WTW
Finance director job in Milwaukee, WI
As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.
+ Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
+ Leads Medium to Large clients' financial/actuarial engagements
+ Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
+ Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
+ Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
+ Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
+ Builds relationships internally and collaborates effectively on cross-functional teams
**Qualifications**
+ 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
+ Proven ability to generate revenue
+ Track record of success in managing and growing client relationships
+ Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
+ Proven ability to lead data analytic projects
+ Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
+ Ability to leverage judgement and past experiences to predict which methods will work
+ Multiple years of experience across one or multiple client segments
+ An executive presence with polished and well developed written and oral communication skills
+ Superior ability to influence and collaborate with senior management and work across all levels of an organization
+ Excellent Microsoft Office skills, particularly in Excel and PowerPoint
+ State Life and Health license required within 90 days of joining
+ Actuarial designation and current continuing education (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $140,000.00 to $225,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
$140k-225k yearly 40d ago
Healthcare Financial/Actuarial Director
Willis Towers Watson
Finance director job in Milwaukee, WI
As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.
* Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
* Leads Medium to Large clients' financial/actuarial engagements
* Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
* Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
* Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
* Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
* Builds relationships internally and collaborates effectively on cross-functional teams
Qualifications
* 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
* Proven ability to generate revenue
* Track record of success in managing and growing client relationships
* Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
* Proven ability to lead data analytic projects
* Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
* Ability to leverage judgement and past experiences to predict which methods will work
* Multiple years of experience across one or multiple client segments
* An executive presence with polished and well developed written and oral communication skills
* Superior ability to influence and collaborate with senior management and work across all levels of an organization
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* Actuarial designation and current continuing education (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $140,000.00 to $225,000.00 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
$140k-225k yearly 40d ago
Manager of Finance Planning & Analysis
Versiti 4.3
Finance director job in Milwaukee, WI
Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive.
Position Summary
The Manager of Financial Planning and Analysis (FP&A) for Versiti will manage a team of Financial Analysts and oversee internal reporting, financial/business analysis, budgeting and forecasting, and decision support analytics across a portion of Versiti's service lines and corporate services functions. The FP&A team also provides financial support for corporate development activities, business case preparation, and works collaboratively to ensure consistency in applicable planning and analysis tools and systems with the larger Versiti organization.
Total Rewards Package
Benefits
Versiti provides a comprehensive benefits package based on your job classification. Full-time regular employees are eligible for Medical, Dental, and Vision Plans, Paid Time Off (PTO) and Holidays, Short- and Long-term disability, life insurance, 7% match dollar for dollar 401(k), voluntary programs, discount programs, others.
Responsibilities
Manages partnership relationships and financial analysis support with executives and leadership teams; helps ensure that financial analysts proactively provide appropriate ongoing financial analysis and support for current operations and future operational proposals.
Provides guidance and input, along with team of financial analysts, for the development of service line financial plans, budgets, forecasts, financial/statistical reports, market/customer analysis, pricing, costing models, financial impact assessments, and recommendations for operational improvements.
Models and analyzes opportunities to generate revenues and lower costs within relevant service lines, along with development of metrics and tools to understand underlying drivers & trends related to these opportunities.
Works with senior management to move forward initiatives needed to ensure achievement of the annual and long-range financial plans; identifies and communicates proactively on issues that may impact achievement of goals, and helps develop mitigation action plans.
Complies with policies and procedures to ensure the quality of financial reporting and analysis, and to enhance the overall effectiveness and efficiency of the Finance function. Communicates policies and procedures effectively and consistently.
Continuously improves financial processes to ensure appropriate utilization of resources. Collaborates with Finance partners to set key targets and measures for effectiveness and executes processes to achieve goals.
Creates consistency of analysis tools and processes, where possible, creating the most effective and efficient practices for service lines & Finance functions.
Provides project management leadership for improvement initiatives/special projects for service line partners. Identifies areas for improvement/projects such as revenue enhancement, cost containment, or other operational efficiencies, budget improvements, and cost/decision support projects.
Leads design and facilitates execution of financial processes, including establishment of new (related) service line reporting and portfolio management activities.
Assists Corporate Development and Finance Leadership with analysis of partnership opportunities and potential acquisitions, development of business plans, and valuation analyses.
Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification
Understands and performs in accordance with all applicable regulatory and compliance requirements
Complies with all standard operating policies and procedures
Qualifications
Education
Bachelor's Degree in Finance, Accounting or related field from an accredited college or university required
Master's Degree MBA preferred
Experience
4-6 years of progressive experience in finance or accounting, with experience in financial planning, analysis and modeling required
Experience in a health care or manufacturing environment preferred
Experience in supporting customer-facing departments (Sales, Marketing, Client Services, etc.) required
Knowledge, Skills and Abilities
Demonstrated leadership skills to include effective verbal and written communication, problem solving, decision making, conflict resolution and organizational influence skills required
Ability to motivate and foster a successful team environment across service lines, functions and geographical locations, including facilitating change management initiatives within the Finance organization required
Works effectively and proactively with senior leadership to ensure financial goals are met required
Effective interpersonal and customer service skills required
Excellent reasoning and analytical skills with the ability to effectively communicate and present technical financial information to management required
Demonstrated project management methods to improve outcome and ensure effective resource utilization required
Extensive working knowledge of spreadsheets, word processing, database and other applications, including working with Enterprise Resource Planning (ERP) software to develop reports required
Working knowledge of valuation methodologies and excellent cost and revenue analytical skills, including the ability to model various scenarios and alternatives required
Tools and Technology
Personal computer and other general office equipment required
General office equipment (computer, printer, fax, copy machine) required
Microsoft Suite (Word, Excel, PowerPoint) required
#LI-EH1
#LI-Onsite
$86k-117k yearly est. Auto-Apply 60d+ ago
Financial Planning & Analysis Assistant Director
Northwestern Mutual 4.5
Finance director job in Milwaukee, WI
Responsible for independently and objectively analyzing, forecasting and reporting financial results for Northwestern Mutual and subsidiaries. Has interactions with department heads and finance leaders and requires strong business partnerships as analyses, insights and recommendations are presented.
Primary Duties and Responsibilities
Serves as a key financial resource on strategic initiatives for the FPandA team including participation in business case development.
Responsible for managing the preparation of annual budgets, forecasts and reporting of results including variance analysis. Includes developing planning assumptions and understanding and communicating key business drivers of actual results.
Participates in the setting, monitoring, and reporting targets/outcomes related to key performance indicators, which may include revenue, expense, or other metrics aligned with the company's financial and strategic goals.
Prepares financial modeling and scenario planning, and performs analysis to identify trends, guide resource allocation and understand business drivers to ultimately drive policyowner value and financial strength.
Knowledge, Skills, and Abilities
Bachelor's degree in accounting, finance, business administration, or related degree required.
CPA or MBA designation is preferred.
Minimum of 7 or more years of demonstrated financial leadership in accounting, finance or financial reporting and analysis.
Strong analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role.
Ability to develop and interpret financial models for complex analysis.
Attention to detail, with the ability to operate in a fast-paced, rapidly changing environment.
Proven ability to develop strong working relationships with all levels of the organization
Demonstrated ability to overcome obstacles and lead through change.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$92,750.00
Pay Range - End:
$172,250.00
Geographic Specific Pay Structure:
Structure 110:
$102,060.00 USD - $189,540.00 USD
Structure 115:
$106,680.00 USD - $198,120.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$92.8k-198.1k yearly Auto-Apply 27d ago
Director of Accounting & Finance
Eastbrook Academy Inc.
Finance director job in Milwaukee, WI
Job DescriptionDescription:
Why Eastbrook Academy? Eastbrook Academy is a vibrant, multi-ethical community where rigorous classical education meets deep spiritual information. We bridge the gap between academic excellence and faith, cultivating the next generation of Christian leaders who are equipped to engage a complex world with wisdom and grace. Joining our team means more than just taking a job; it is a commitment to a shared mission of developing students for college, for life, and for eternity.
Is This Your Next Calling? You will thrive here if you are:
A Devoted Disciple: Your relationship with Jesus is the engine of your work, and you desire to mentor others in theirs.
Culturally Agile: You don't just “tolerate” diversity, you celebrate it and have a proven ability to build bridges across difference backgrounds.
A Lifelong Learner: You possess a “growth mindset” and are constantly seeking to refine your craft.
A Strategic Steward: You are eager to use your professional expertise to build sustainable systems that support a thriving, urban school community.
The Director of Accounting and Finance is responsible for the overall financial health of the Academy, encompassing both long-term strategic planning and the precision of daily accounting operations. This role ensures fiscal stability through comprehensive audits of liquidity and debt, the formalization of internal controls to prevent fraud, and the management of critical relationships with banking, insurance, and development partners.
Supervisory Responsibilities:
Oversee the daily workflow and operations of the accounting and finance department.
Provides constructive and timely performance evaluations for direct reports.
Directly mentors' business office staff to foster a culture of professional growth and high accountability.
Act as financial mentor to non-financial department heads, assisting them in effective budget management.
Recruits, interviews, hire and trains new business office staff.
Duties/Responsibilities:
Conduct a comprehensive audit of the Academy's current financial health, liquidity, and debt.
Evaluate and formulize all internal processes, controls, and Standard Operating Procedures (SOPs) to mitigate risk and prevent fraud.
Work with leadership to develop long-term financial strategies and advice on capital decisions such as staffing and facilities.
Manage long-term investments and endowment performance to support the Academy's future growth.
Oversee all accounting functions, including budgeting, payroll, and accounts payable, to ensure accuracy.
Prepare financial statements for the Board and serve as the primary liaison for the annual external audit.
Ensure the school meets all federal, state, and local requirements, including specific grant stipulations.
Manage the school's insurance policies and banking relationships, making critical decisions regarding borrowing and capital structure.
Works closely with the Director of Development regarding financial data and accountability for donor-restricted funds.
Performs other related duties as assigned.
Requirements:
Employment at Eastbrook Academy requires agreement with our Statement of Faith and commitment to our Christian mission. All employees must be active members of a local church.
Excellent verbal and written communication skills, with the ability to translate complex financial data into clear reports for the Board of Directors and school leadership.
Superior organizational skills and meticulous attention to detail, ensuring total accuracy in financial reporting and regulatory compliance.
Exceptional time management skills with a proven ability to manage multiple fiscal cycles and meet strict internal and external deadlines.
Strong analytical and problem-solving skills, with a focus on optimizing capital structure, managing liquidity, and performing long-term budgetary forecasting.
Strong supervisory and leadership skills to effectively manage, mentor, and evaluate business office staff while fostering a collaborative environment.
Ability to prioritize high-stakes tasks and delegate responsibilities effectively to ensure the efficiency of business office operations.
Ability to maintain professional composure and function effectively in a high-paced, mission-driven environment during peak fiscal seasons.
Expert proficiency with Microsoft Office Suite, Google Suite, and QuickBooks, including the ability to implement and oversee financial software transitions.
Education and Experience:
Bachelor's degree in Accounting, Finance, or a related field required.
Seven to ten years of progressive experience in financial leadership, ideally within a school or non-profit environment.
Current CPA or CMA credentials or certification preferred.
Physical Requirements:
Must be able to sit or stand for extended periods and move throughout the school campus and external event venues.
Must be able to lift up to 15 pounds at a time.
Must be able to communicate effectively in person, over the phone, and via digital platforms.
Who You'll Work With In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals.
Job Title: Director, Financial Services Cloud - Salesforce
As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals.
This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers.
This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement.
The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts.
Responsibilities:
Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle.
* Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders
* Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients
* Determines sales strategy inclusive of win themes in partnership with regional market sales leadership
* Manage an overall team utilization target of 76%
* Supports development of proposal and statement of work
* Drives decision making on deal structure in partnership with sales solution leads
* Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates)
* Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market
* Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress
* Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership
Business development:
Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts
* Responsible for $15-20M+ annually within the Financial Services Cloud Capability
* Proactively thinks beyond the project and product to continue to expand our engagements with our clients
* Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities
* Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships
Client Engagement Management:
Builds and cultivates relationships with senior clients (project sponsor, director level and above)
* Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership
* Identifies opportunities for Slalom to continue to help our clients achieve business objectives
* Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria
Delivery & Delivery Excellence:
Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings
* Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement
* Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program
* Provides oversight and project delivery governance best practices, and oversees project delivery quality
Industry & Platform Expertise:
* 10+ years' experience in the Financial Services industry
* 10+ years' consulting experience
* 3+ years' leading Financial Services Cloud programs
* Maintains awareness of industry best practices (working with Industry leaders)
* Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders)
Qualifications:
* Minimum 3-5 years of account/delivery management experience
* Experience working with banking customers and experience in a large consulting environment
* 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem
* Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role
* Prior experience meeting and exceeding sales targets of a similar size
* Skilled at leading teams through complex technology solution sales
* Passionate about financial services, and technology
* Proven track record in selling through exceptional client delivery
* Experienced in building relationships with customers (director level and above)
* Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business
* Strong customer service and interpersonal skills
* Budget and project management experience
* Excellent verbal and written communication skills
* Able to travel up to 30%
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges:
East Bay, San Francisco, Silicon Valley:
Director: $249,000-$307,000
San Diego, Los Angeles, Orange County, Seattle, Boston, Houston, New Jersey, New York City, Washington DC, Westchester:
Director: $228,000-$281,000
All other locations:
Director: $209,000-$258,000
In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
We will accept applicants until January 30, 2026, or until the position is filled.
We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
$249k-307k yearly Easy Apply 30d ago
Director, Finance & Accounting
Maximus 4.3
Finance director job in Milwaukee, WI
Description & Requirements Maximus is currently seeking a Director, Finance & Accounting. In this role, you will be responsible for performing and providing financial oversight to the business. . Essential Duties and Responsibilities:
- Prepare financial budgeting, forecasting and reporting on a monthly, quarterly, and annual basis, while performing variance analysis between forecast and actual.
- Ensure effectiveness of accuracy and timeliness of forecasting, reporting, accruals, and other financial related processes and systems on a weekly and monthly basis.
- Provide direct financial leadership and support for assessing service allocation rates, composition of cost pools for new allocations.
- Work with group and project finance teams to develop, administer, and implement process improvements and methodologies and cost allocation expectations.
Job-Specific Essential Duties and Responsibilities:
- Lead a team of financial professionals to develop and implement a financial strategy that is effective, consistent and aligns with the organization's overall financial strategy.
- Responsible for oversight and maintenance of project financial records and forecasts.
- Provide strategic pricing leadership to support a new business area.
- Participate in all internal and external audits.
- Oversee the monthly and quarterly financial close process for assigned businesses.
- Coordinates with Project Management to develop operational productivity analysis and tracking of metrics to identify where cost efficiencies can be achieved.
- Reviews contract modifications, maintain financial contract files and prepares reports, documentation and presentations as appropriate.
- Ensure client invoices are compliant with MAXIMUS policy and client requirement to ensure projects are billed accurately and timely.
- Manages Direct Sales Outstanding by expediting collections and keeping unbilled as low as possible.
- Ensure compliance with applicable policies and procedures as well as US GAAP, FAR, CAS and statutory regulations, acting as a champion of the company policy and procedures.
- Provide monthly, quarterly and annual forecasting for financial and business planning with Project Management and Division finance and works closely to track performance and provides timely variance and Risk and Opportunity analysis.
- Prepares routine and ad-hoc financial reports and analysis using MAXIMUS proprietary tools, Enterprise solutions, CostPoint, Cognos Reporting, and Excel
- Lead cooperative effort among members of a team.
- Provides ongoing supervision too assigned staff.
- Responsible for identifying and resolving issues, problems and concerns.
- Receives assignments in the form of objectives and determines how to use resources to meet schedules and recommends changes to policies and establishes procedures.
- Interacts with different levels of external and internal customers.
- Ensures the confidentiality and security of all corporate information.
- Other duties as assigned.
Minimum Requirements
- Bachelor's degree in related field required.
- 10-12 years of relevant professional experience required.
Job-Specific Minimum Requirements:
- Bachelor's degree in accounting or finance from an accredited college or university or equivalent experience in lieu of degree. Master's Degree preferred.
- Due to customer requirements, United States Citizenship is required.
- The ability to obtain or maintain a government issued security clearance is required.
-10+ years of relevant professional experience required.
- At least 5 years of experience in project accounting, financial control/management or similar discipline.
- 2-3 years management experience required.
- Must have DoD financial experience.
- Must have strategic pricing experience.
- Ability to coach, develop and mentor team members.
- Proficient in Microsoft Office (strong Word and Excel skills).
- Excellent organizational, interpersonal, verbal, and written communication skills, ability to perform quantitative and qualitative analyses of existing business processes.
- Ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Ability to work under standards-based performance measures.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently.
- Ability to be a self-starter.
#techjobs
#LI-PN1 #max ITFin
#veterans Page
#LI-Remote
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 **************************.
Minimum Salary
$
145,000.00
Maximum Salary
$
160,000.00
$93k-124k yearly est. Easy Apply 7d ago
Senior Finance Director, Head of Americas Deal Hub
Dev 4.2
Finance director job in Brown Deer, WI
Jobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: FIS
Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor of Accounting
Travel Percentage :
1 - 5%
Senior FinanceDirector, Head of Americas Deal Hub
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
About the team
FIS is a leading global provider of technology solutions for banks, capital markets firms and merchants. The company has over 60,000 people around the world who are dedicated to advancing the way the world pays, banks, and invests. FIS helps their clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers.
The Americas Deal Hub is a commercially focused finance department supporting FIS' overall objectives in relation to revenue and profitability as well as future business growth.
What you will be doing
As the Senior FinanceDirector, leading the Americas Deal Hub you will partner with FIS' Capital Markets and Banking divisions including sales support and working with legal teams through contract negotiations to ensure pricing, margins, and financial viability of commercial activities. Leading a small team of talented finance professionals, this role will report directly to the VP Finance Group Executive and is a great opportunity to make a commercial impact for the organization.
Act as a finance partner through highly commercial aspects of client engagements to ensure deals are structured in a financially viable and repeatable manner
Management of a finance team supporting FIS' Capital Markets and Banking client groups
Interaction with sales leaders to promote engagement with the Deal Hub to view and advise on pricing, margins, deal structure and revenue recognition treatment for multi-faceted software license and services contracts
Work closely with the lines of business, regional sales teams, Segment and Group financial officers, legal department, and Revenue Assurance
Ensure the appropriate revenue recognition for all revenue arrangements under US GAAP and company policy, escalate revenue recognition issues accordingly to Corporate Revenue Assurance
Proactively seek out and profile non-standard deals in the pipeline, coordinate reviews with stakeholders in the Groups and drive value through pricing and contract structuring
Highlight complex, material bids that require Deal Review Committee approval and coordinate preparation of material with sales to ensure deal review meetings are well planned and effective
Liaise with Corporate Finance, internal and external auditors during quarterly reviews and annual audit if required
Conduct internal training and awareness programs for sales, finance, legal teams
What you bring
A finance leader, with substantial experience partnering with a wide range of functions and stakeholders around commercial deal activity
Excellent technical accounting skills with specific knowledge and application of current and future state revenue recognition guidance (ASC606)
A coordinator of process and a trusted advisor experienced at solving problems with clear, constructive advice
A clear thinker able to make decisions within intense time pressured scenarios
An experienced team manager, able to mentor and lead by example
Ability to network at a senior level to promote the benefit and success of the Deal Hub and display superior collaboration skills
Added bonus if you have
Experience within a similarly focused product and services organization, operating at a global enterprise level
What we offer you
A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
A variety of career development tools, resources and opportunities
Time to support charities and give back in your community
A fantastic range of benefits designed to help support your lifestyle and wellbeing
A work environment built on collaboration, flexibility and respect
#LI_CH1
.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
$96k-140k yearly est. 1d ago
Plant Controller
Weasler Engineering 3.9
Finance director job in West Allis, WI
Requirements
• Bachelor's Degree in Accounting/Finance.
• 7+ years accounting experience, in a manufacturing environment.
• Able to adjust to changing priorities - ability to prioritize work and meet deadlines.
• The successful candidate will be a highly motivated team player with excellent interpersonal, analytical, and problem-solving skills.
• Strong written and verbal communication skills.
• Excellent organizational skills, with the ability to analyze a situation quickly and accurately and arrive at an effective fact-based decision or solution.
• Demonstrated ability to collaborate with cross functional teams.
• Self-motivated and proactive, both with respect to managing workload and own professional development-strong work ethic.
Technology/Equipment:
• Proficiency in the use of technology including thorough understanding of Microsoft Teams, SharePoint, Microsoft PowerPoint, Word and Excel.
• Proficiency in the use of technology including thorough understanding of ERP Systems.
• Hyperion HFM Experience.
• Advanced Microsoft Excel Skills (Pivot Tables, Summits, etc).
Benefits:
· Comprehensive health benefits package (medical, dental, vision, etc.) for positions of 30 hours or more per week.
· Health Savings Account with annual employer contribution.
· Company provided Life Insurance, Accidental Death and Dismemberment, and Short-Term Disability.
· Voluntary Life Insurance, Spousal Life, Child Life, Critical Illness, Accident, and Long-Term Disability.
· 401(k) with matching contribution that is fully vested from day one.
· Generous amount of PTO, plus 14 paid Holidays.
· Tuition reimbursement and scholarship opportunity.
· $250 in Lifestyle Reimbursement Account upon completion of annual physical.
· Wellness program with monthly themes, quarterly challenges, onsite flu shot clinics and biometric screenings.
· Clean and safe work environment.
Equal Opportunity Employer:
We are proud to foster an inclusive and diverse workplace culture. We are an equal opportunity employer and are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetics, or any other characteristic protected by applicable federal, state, or local law. We value diversity and believe that a diverse and inclusive workforce is essential to drive innovation, foster creativity, and achieve success. We welcome and encourage applications from individuals of all backgrounds and are dedicated to ensuring a fair and equitable recruitment and employment process for everyone.
$72k-102k yearly est. 48d ago
Manager, Finance - Digital
Kohler 4.5
Finance director job in Kohler, WI
Work Mode: Onsite Opportunity Are you ready to make a strategic impact at the intersection of finance and technology? As the Mgr.-Finance, Digital, supporting Kohler Co.'s Enterprise Digital Function, you'll play a pivotal role in enabling smarter decisions, driving financial clarity, and shaping the strategic future of our digital transformation. Reporting to the VP - FP&A, you'll be a key financial partner to Digital leadership and a valued contributor to enterprise-wide financial excellence.
Responsibilities
* Strategic Business Partnering.
* Business partner to the Chief Digital Officer and Digital leadership team for financial support.
* Collaborate closely with Digital leaders to deliver accurate monthly financial results and insightful variance analysis.
* Ensure compliance within scope of IT financial planning and reporting.
* Support communication and understanding of IT costs and financial impact across all stakeholders.
* Support the development, simplification and communication of charge-out methodologies.
* Lead the analysis, forecasting, and financial planning of IT and related functional areas.
* Identify and help drive process improvements and automation that enhance financial operations and decision-making.
* Key contributor in cross-functional finance initiatives that improve efficiency and transparency across Kohler Co.
* Support of special projects that enhance financial process and business understanding.
* Prepare and coordinate IT financial reporting ensuring accuracy and consistency.
* Deliver timely analysis and review of monthly results and financial plans.
* Partner with Digital leaders to align spending with strategic priorities.
* Guide team members through career conversations and development plans.
* Mentor and provide explanations to direct reports - to facilitate their career growth.
* Develop action plans that coincide with desired career objectives.
* Participate in department development days; provide insight into topics of interest.
Skills/Requirements
* Minimum of 3-4 years of experience in financial planning or general accounting with a strong analytical focus.
* Proven ability to communicate across all levels of the organization and influence financial outcomes.
* Leadership skills that inspire trust and drive results.
* Unwavering integrity in work and conduct.
* Clear and effective communication.
* Strong planning and organizational skills.
* Deep professional knowledge in finance and accounting.
* Desire to learn.
* Flexibility to adjust priorities when business needs change.
#LI-BV1
#LI-Onsite
Applicants must be authorized to work in the US without requiring sponsorship now or in the future.
We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $110,300 - $170,800. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. In addition, this position is eligible for a performance bonus/variable incentive compensation.
Why Choose Kohler?
We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives.
About Us
It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact *********************. Kohler Co. is an equal opportunity/affirmative action employer.
$110.3k-170.8k yearly 38d ago
Director of Finance
Klh Industries, Inc.
Finance director job in Germantown, WI
Job Title: Director of Finance About KLH: KLH Industries is a precision machining company built around technology and quality. Our specialty is medium-to-high complexity parts at low-to-medium volumes (50-5,000 EAU). We engineer repeatable results across all industries, with a strong focus on aerospace, defense, and firearms.
We're not the cheapest option, and we don't want to be. We win work by knowing the smartest way to make complex parts and backing it up with consistent execution.
What You'll Do:
As the Director of Finance, you'll be responsible for the financial health of the business while serving as a member of the leadership team. This role provides executive oversight of information systems and technology, while remaining hands-on in people operations as the company grows, until the organization reaches a size where those responsibilities can be formally delegated.
You'll work closely with the company management and other leaders to translate strategy into execution, build scalable systems, and ensure the company grows with discipline, visibility, and accountability. This role requires comfort moving between strategic planning, oversight, and direct execution depending on the needs of the business.
Key Responsibilities:
Finance
* Lead accounting, budgeting, forecasting, and cash flow management activities
* Ensure accurate and timely monthly and year-end financial closes
* Analyze performance against budget and forecast; recommend corrective actions
* Improve costing accuracy, financial reporting, and decision-support tools
People Operations
* Execute day-to-day HR administration, including payroll, benefits, compensation, and compliance
* Lead recruiting, onboarding, performance management, and retention efforts
* Maintain and improve HR systems, policies, and the employee handbook
* Serve as the escalation point for employee relations and disciplinary matters
Information Systems
* Provide executive oversight of ERP, HRIS, and core business applications
* Prioritize and guide major technology and system initiatives
* Ensure compliance with ITAR, NIST 800-171, CMMC, and related cybersecurity requirements
* Partner with internal and external resources to maintain secure, reliable systems
What We're Looking For:
* Bachelor's degree in Accounting or Finance
* 10+ years of related experience in a manufacturing environment
* Strong understanding of cost accounting and ERP systems (JobBOSS or similar)
* Ability to translate financial data into clear, actionable insights
* High level of professionalism, discretion, and ownership
* Meet the definition of a U.S. Person, as defined by the International Traffic in Arms Regulations (ITAR)
Nice to Have:
* CPA or CMA
* Experience supporting owner-led manufacturing companies
* Experience implementing or improving cost accounting systems
* Exposure to cybersecurity, compliance, or regulated manufacturing environments
* Prior exposure to HR systems or compliance-heavy people operations
Why Join Us?
* Play a key role on the leadership team with real influence on company direction
* Own your department's performance and make measurable improvements
* Build systems that support sustainable growth and smarter decision-making
* Work in a company that values technology, continuous improvement, and professionalism
Equal Opportunity Employer
KLH Industries is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Disability insurance
* Employee assistance program
* Health insurance
* Health savings account
* Paid time off
* Referral program
* Tuition reimbursement
* Vision insurance
Application Question(s):
* In 2-4 sentences, describe the experience you have that is most relevant to this role. Please include the type of work, the environment (e.g., shop size, complexity, regulated or not), and your level of responsibility.
* Describe a problem you've solved in a manufacturing that you're proud of. What was the situation, and what was your role in the outcome?
* This position is fully on-site in Germantown, Wisconsin. Are you able and willing to work on-site as required?
Work Location: In person
$75k-119k yearly est. 1d ago
Finance Manager - Business Group Integration
Dr Power LLP 4.2
Finance director job in Waukesha, WI
We are Generac, a leading energy technology company committed to powering a smarter world.
Over the 60 plus years of Generac's history, we've been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries.
The Finance Manager - Business Group Integration is an individual contributor within the Domestic C&I Finance team, responsible for core financial functions including reporting, forecasting, budgeting, and accounting. In addition to these responsibilities, the role includes leading and coordinating project management efforts related to business integration and, where applicable, data center operations. This position collaborates cross-functionally to ensure successful execution of strategic initiatives while maintaining financial accuracy and transparency.
MINIMUM QUALIFICATIONS:
Bachelor's Degree in Business Administration, Accounting or Finance
5 years of related experience
PREFERRED QUALIFICATIONS:
Public Accounting experience
Certified Public Accountant (CPA)
Previous experience with SAP or equivalent ERP
GL Accounting experience
Manufacturing experience
Project or Change Management experience
Experience managing cross-functional integration projects
Experience with infrastructure or data center projects is a plus
ESSENTIAL DUTIES:
60% - Financial Reporting & Analysis for the New Acquisitions with the Domestic C&I Business Group and related Plants:
Liaison for financial reporting compilation, review, and communication to General Manager/channel VPs & Senior Director of Finance
Along with FP&A Manager, investigates monthly results variances to Budget, PY, or Forecast and communicates as needed to General Manager/Channel VPs and Director of Finance
Lead the creation, analysis, and communication of acquisition related plant financial metrics, statements, and variances working closely with the Plant Directors and Senior Director of Finance
Allocation assistance, improvement, and expansion for increased accuracy and transparency in customer and channel P&Ls for new acquisitions
Build out areas lacking critical analysis including but not limited to, standard cost tracking by SKU, COGS Variance reporting, cost roll impact standard reporting
Create, direct, and communicate ad-hoc analysis and projects as needed on customers, products, or other group related financial metrics.
20% Accounting & Controls Administration:
Serve as the Finance business partner with the leaders and members of the Corporate accounting team.
Lead the Control Framework Review and preparation of Integration to OneStream account reconciliations where applicable.
Other month-end duties as assigned, account reconciliations, account reviews
20% - Forecast & Budgeting:
Participate in Forecasting and Budgeting key areas of the Domestic C&I business including, but not limited to, DRA, promotions, operating expenses, credit card fees.
Cross-train over-time with FP&A Manager to expand knowledge to all aspects of forecast and budget process
Other duties as assigned to include:
Assist with presentations and bridges for monthly reviews as needed
Provide guidance, coaching, and oversight to junior members on the Domestic C&I staff
Create BI reports as needed for analysis
KNOWLEDGE, SKILLS AND ABILITIES:
Superior written and verbal communication skills
Interpersonal skills
Detail oriented; strong organizational skills
Knowledge of Lease Query or an equivalent software
Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 - 50 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus. Occasional travel.
“We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.”
$77k-103k yearly est. Auto-Apply 60d+ ago
Manager Financial Planning & Analysis
Smurfit Westrock
Finance director job in Germantown, WI
Description & Requirements Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of integrity, respect, accountability and excellence, we use leading science and technology to move fiber-based packaging forward.
Finance Manager- Business Finance & Accounting Leader, Location: Germantown, WI
The Accounting and Finance organization is a mission and results driven team that operates with a strong sense of collaboration to support the business, while utilizing our technical expertise, as we manage processes to record, reconcile, and report all financial activity of the enterprise. We bring financial context into the picture when partnering with the lines of business, senior and executive management, and our board of directors.
The Opportunity
We are seeking a Business Finance & Accounting leader that will report to the Area Sr. Finance Manager - Great Lakes Region. This individual will be responsible for one or two manufacturing plants and will demonstratie ability to influence plant personnel through fact-based analysis, provide insights into recommendations, analysis and drive improvements in operations, sales and the overall profitability of the plant. The Business Finance & Accounting Leader will be a business partner to the site General Manager and accountable for the bottom-line results of the facilities.
Responsibilities
* Budget & Financial preparation and reporting.
* Prepares annual budget and quarterly forecasts in conjunction with the plant General manager with a goal of forecast accuracy.
* Utilize KPI's and plant initiatives to project future plant growth opportunities, encourage going beyond just the traditional product cost.
* Collaboration with Commercial Business leads to challenge and validation of top line revenue expectations.
* The Business Finance and Accounting Leader should be able to effectively communicate the organization's values.
* Creates simplified budget and reporting processes.
* Balances financial and non-financial indicators
* Lead monthly results communication through routinary presentation and clear reports, articulating key impactful items to the business results
* Monitor weekly results tracking, providing recommendation to drive actions to achieve or exceed targets. Timely communication with Plant/Area leaders and finance team
* Serves as a consultant to business partners to help develop action plans for improvement
* Cost Take out support, review and tracking.
* Strategic Planning (CAPEX)
* Partner with the General Manger on future and long-range Capital needs to sustain and or grow the sites business opportunities.
* Understand competitor strengths and weaknesses
* Timely closure of all capital projects after in-service date
* Develop financial models for return generating projects. Make the plants accountable to deliver financial commitment after project completion, by tracking investment returns monthly to ensure project returns are achieved
* Conduct post audits for the projects after maturity
* Internal Controls
* The Business Finance and Accounting Leader is accountable for overseeing all internal controls and failures of the site(s)
* They ensure decisions are made by those with authority to do so.
* They ensure key processes follow documented company policies, such as non-compliant PCard / Travel & Expenses spending, inventory, AVM/RNV (automated voucher match / received not vouchered)
* They ensure adequate control over the company's local assets and financial reporting, performing quarterly balance sheet reviews with accounting
* They find the right balance between effectiveness in value creation and control efficiency.
* Responsible for optimizing processes through IT improvement and implementation.
* Drive process improvements through the utilization of best practices across the organization
* Annual fixed assets audit
* Profitability Analysis
* Leverage data systems to provide ongoing customer profitability analysis to help catch and correct margin erosion.
* Lead routinary analysis to ensure the customer level profitability analysis is aligned with overall plant performance and cost profile
* Routinary assessment of customer and product outliers to drive corrective actions on cost models and allocations
* Facilitate open discussion among business leaders on how to drive more margin through volume, price or operational changes
* Provide or Review PAT (profit analysis tool) for current and new customers, including information for legal contracts and credit risk/payment terms approvals
* Drive people staffing discussion to right size overtime, number of shifts and headcounts
* Accounting
* Actively review and validate plant WIP, Finished Goods and raw materials values.
* Creation and/or review of site monthly Journal Entries
* Review P&L accounts and statistical data for the necessary reclassification
* Facilitate and assist with plant inventory counts, count verifications and reconciliation processes
* Monitor Customer rebates and/or cost take out commitment's accruals for accuracy and consistency
* Other tasks as deemed necessary
* Working Capital/ Cash flow monitoring
* Serve as the facilitator to their business partners on decision making processes that drive working capital improvements or that prevent negative impacts.
* Partner with accounts receivable team to remedy short-term issues and create plans to act on the route case problems
* Provide guidance and support for plant personnel on the execution of purchase order and receipts procedures
* Ad Hoc Analysis
* Plant Comps in performance to other "like" plants or businesses
* Profitability Improvement programs if the plant is on an improvement plan
* Compiling and Delivering Plant visit decks to Senior leadership during onsite or Teams meetings
* Continuous education of plant key personnel on the set of information available, and how to use the data such as reports, visualization tools, etc
This set of duties is not intended to be a catch-all for the other ad hoc requests of the plant and or the division's needs.
What You Need To Succeed
* Bachelor's degree in accounting, Finance or Business Administration; CPA and/or MBA preferred.
* Finance career progression in corporate/operations finance with 10+ years of experience.
* Experience in the paper and packaging industry or another manufacturing or operations environment is strongly preferred.
* Demonstrated experience managing and exerting influence on diverse teams, with full responsibility for hiring, development and performance management.
* Strong analytical ability/perspective required along with willingness to dive into the details.
* Strong verbal and written communication skills and demonstrated experience as a business partner to operational leaders.
* Demonstrated ability to communicate effectively with all levels of the organization, including non-finance personnel
* Must be a self-starter and completely self-directed, with a passion for continuous improvement and ambition to continue to grow to greater levels of responsibility.
* Strong PC skills in Knowledge of AS400, BPCS, Radius, MS Excel, Word, PowerPoint, pivot tables and data mining. Prior Hyperion experience is desired.
What We Offer
* Corporate culture based on integrity, respect, accountability, and excellence
* Comprehensive training with numerous learning and development opportunities
* An attractive salary reflecting skills, competencies and potential
* A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work.
Candidates are required to undergo a drug screening after receiving a conditional job offer, but before starting employment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.
$82k-118k yearly est. 30d ago
North America Logistics Finance Controller
CNH Industrial 4.7
Finance director job in Racine, WI
Job Family for Posting: Industrial control Job Type for Job Posting: Full Time Apply now * Apply Now * Start applying with LinkedIn Start Please wait... About Us Innovation. Sustainability. Productivity. This is how we are Breaking New Ground in our mission to sustainably advance the noble work of farmers and builders everywhere. With a growing global population and increased demands on resources, our products are instrumental to feeding and sheltering the world.
From developing products that run on alternative power to productivity-enhancing precision tech, we are delivering solutions that benefit people - and they are possible thanks to people like you. If the opportunity to build your skills as part of a collaborative, global team excites you, you're in the right place.
Grow a Career. Build a Future!
Be part of this company at the forefront of agriculture and construction, that passionately innovates to drive customer efficiency and success. And we know innovation can't happen without collaboration. So, everything we do at CNH Industrial is about reaching new heights as one team, always delivering for the good of our customers.
Job Purpose
The North America Logistics Controller is responsible for financial leadership, compliance, and performance management for all NA logistics activities. Reporting to the Global Logistics Controller, this role leads a regional team while partnering closely with Operations to ensure accurate financial execution, effective cost control, and compliance with tariffs and trade regulations. This position plays a critical role in aligning NA logistics finance with global strategy while managing significant financial risk. This position is based out of Racine, WI and is eligible for our hybrid work model working three (3) days on-site and two (2) days remote/home office.
Key Responsibilities
* Lead NA logistics financial reporting, controls, and compliance.
* Own financial oversight of tariffs, duties, and trade-related costs.
* Manage and develop a team of logistics finance professionals.
* Partner with NA Operations and Global Logistics Finance leadership.
* Lead budgeting, forecasting, and cost analysis for the region.
* Drive process improvements aligned with global standards.
* Advise management on financial matters and the impact of laws and regulations on the organization.
* Analyze the organizations' revenues, liabilities, credit conditions, and other financial indicators to forecast it's short, medium, and long-term cash flow position.
* Conducts special studies and analyses such as determination of work-in-house, or subcontract and cost impact of proposed facilities or processes.
* Defines assumptions for the quantification and analysis of investments, acquisitions, or divestitures.
* Identifies and investigates issues related to assigned projects, determines scope, and selects approach from the accepted methodology or recommended alternatives.
* Performs economic/financial research and analyses as assigned for use in the development of business strategies and tactics and in subsequent appraisal of results.
* Prepares statistical studies and economic forecasts of business conditions and trends and draws relevant conclusions.
* Provides guidelines for standard cost approaches used in business decisions and establishes and monitors cost reduction programs.
Experience Required
* Bachelor's degree in Finance, Accounting, or related field (CPA or MBA preferred).
* 8+ years of progressive finance experience, including people management.
Preferred Qualifications
* Strong expertise in logistics, freight, tariffs, and trade compliance.
* Experience working in a matrixed, global organization.
* Advanced ERP and TMS system knowledge.
#LI-EF1
Pay Transparency
The annual salary for this role is USD $105,750.00 - $155,100.00 plus any applicable bonus (Actual salaries will vary and will be based on various factors, such as skill, experience and qualification for the role.)
What We Offer
We offer dynamic career opportunities across an international landscape. As an equal opportunity employer, we are committed to delivering value for all our employees and fostering a culture of respect.
At CNH, we understand that the best solutions come from the diverse experiences and skills of our people. Here, you will be empowered to grow your career, to follow your passion, and help build a better future. To support our employees, we offer regional comprehensive benefits, including:
* Flexible work arrangements
* Savings & Retirement benefits
* Tuition reimbursement
* Parental leave
* Adoption assistance
* Fertility & Family building support
* Employee Assistance Programs
* Charitable contribution matching and Volunteer Time Off
Click here to learn more about our benefits offerings! (US only)
US applicants: CNH Industrial is an equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Applicants can learn more about their rights by viewing the federal "Know Your Rights" poster here. CNH Industrial participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You can view additional information here.
Canada applicants: CNH Industrial is an equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, nationality, place of origin, disability, marital status, family status, age, or any other ground prohibited by applicable provincial human rights legislation.
If you need reasonable accommodation with the application process, please contact us at ******************************.
Apply now
* Apply Now
* Start applying with LinkedIn
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$105.8k-155.1k yearly 4d ago
Manager of Finance Planning & Analysis
Versiti 4.3
Finance director job in Milwaukee, WI
Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive.
Position Summary
The Manager of Financial Planning and Analysis (FP&A) for Versiti will manage a team of Financial Analysts and oversee internal reporting, financial/business analysis, budgeting and forecasting, and decision support analytics across a portion of Versiti's service lines and corporate services functions. The FP&A team also provides financial support for corporate development activities, business case preparation, and works collaboratively to ensure consistency in applicable planning and analysis tools and systems with the larger Versiti organization.
Total Rewards Package
Benefits
Versiti provides a comprehensive benefits package based on your job classification. Full-time regular employees are eligible for Medical, Dental, and Vision Plans, Paid Time Off (PTO) and Holidays, Short- and Long-term disability, life insurance, 7% match dollar for dollar 401(k), voluntary programs, discount programs, others.
Responsibilities
Manages partnership relationships and financial analysis support with executives and leadership teams; helps ensure that financial analysts proactively provide appropriate ongoing financial analysis and support for current operations and future operational proposals.
Provides guidance and input, along with team of financial analysts, for the development of service line financial plans, budgets, forecasts, financial/statistical reports, market/customer analysis, pricing, costing models, financial impact assessments, and recommendations for operational improvements.
Models and analyzes opportunities to generate revenues and lower costs within relevant service lines, along with development of metrics and tools to understand underlying drivers & trends related to these opportunities.
Works with senior management to move forward initiatives needed to ensure achievement of the annual and long-range financial plans; identifies and communicates proactively on issues that may impact achievement of goals, and helps develop mitigation action plans.
Complies with policies and procedures to ensure the quality of financial reporting and analysis, and to enhance the overall effectiveness and efficiency of the Finance function. Communicates policies and procedures effectively and consistently.
Continuously improves financial processes to ensure appropriate utilization of resources. Collaborates with Finance partners to set key targets and measures for effectiveness and executes processes to achieve goals.
Creates consistency of analysis tools and processes, where possible, creating the most effective and efficient practices for service lines & Finance functions.
Provides project management leadership for improvement initiatives/special projects for service line partners. Identifies areas for improvement/projects such as revenue enhancement, cost containment, or other operational efficiencies, budget improvements, and cost/decision support projects.
Leads design and facilitates execution of financial processes, including establishment of new (related) service line reporting and portfolio management activities.
Assists Corporate Development and Finance Leadership with analysis of partnership opportunities and potential acquisitions, development of business plans, and valuation analyses.
Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification
Understands and performs in accordance with all applicable regulatory and compliance requirements
Complies with all standard operating policies and procedures
Qualifications
Education
Bachelor's Degree in Finance, Accounting or related field from an accredited college or university required
Master's Degree MBA preferred
Experience
4-6 years of progressive experience in finance or accounting, with experience in financial planning, analysis and modeling required
Experience in a health care or manufacturing environment preferred
Experience in supporting customer-facing departments (Sales, Marketing, Client Services, etc.) required
Knowledge, Skills and Abilities
Demonstrated leadership skills to include effective verbal and written communication, problem solving, decision making, conflict resolution and organizational influence skills required
Ability to motivate and foster a successful team environment across service lines, functions and geographical locations, including facilitating change management initiatives within the Finance organization required
Works effectively and proactively with senior leadership to ensure financial goals are met required
Effective interpersonal and customer service skills required
Excellent reasoning and analytical skills with the ability to effectively communicate and present technical financial information to management required
Demonstrated project management methods to improve outcome and ensure effective resource utilization required
Extensive working knowledge of spreadsheets, word processing, database and other applications, including working with Enterprise Resource Planning (ERP) software to develop reports required
Working knowledge of valuation methodologies and excellent cost and revenue analytical skills, including the ability to model various scenarios and alternatives required
Tools and Technology
Personal computer and other general office equipment required
General office equipment (computer, printer, fax, copy machine) required
Microsoft Suite (Word, Excel, PowerPoint) required
#LI-EH1
#LI-Onsite
Not ready to apply? Connect with us for general consideration.
$86k-117k yearly est. Auto-Apply 60d+ ago
Financial Planning & Analysis Assistant Director
Northwestern Mutual 4.5
Finance director job in Milwaukee, WI
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
Summary:
Responsible for independently and objectively analyzing, forecasting and reporting financial results for Northwestern Mutual and subsidiaries. Has interactions with department heads and finance leaders and requires strong business partnerships as analyses, insights and recommendations are presented.
Primary Duties & Responsibilities:
Serves as a key financial resource on strategic initiatives for the FP&A team including participation in business case development.
Responsible for managing the preparation of annual budgets, forecasts and reporting of results including variance analysis. Includes developing planning assumptions and understanding and communicating key business drivers of actual results.
Participates in the setting, monitoring, and reporting targets/outcomes related to key performance indicators, which may include revenue, expense, or other metrics aligned with the company's financial and strategic goals.
Prepares financial modeling and scenario planning, and performs analysis to identify trends, guide resource allocation and understand business drivers to ultimately drive policyowner value and financial strength.
Knowledge, Skills, & Abilities:
Bachelor's degree in accounting, finance, business administration, or related degree required.
CPA or MBA designation is preferred.
5 to 7 years of demonstrated financial leadership in accounting, finance or financial reporting and analysis.
Experience with IBM TM1 software and IBM Planning Analytics preferred.
Strong analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role.
Ability to develop and interpret financial models for complex analysis.
Attention to detail, with the ability to operate in a fast-paced, rapidly changing environment.
Proven ability to develop strong working relationships with all levels of the organization
Demonstrated ability to overcome obstacles and lead through change.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$92,750.00
Pay Range - End:
$172,250.00
Geographic Specific Pay Structure:
Structure 110:
$102,060.00 USD - $189,540.00 USD
Structure 115:
$106,680.00 USD - $198,120.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
How much does a finance director earn in Milwaukee, WI?
The average finance director in Milwaukee, WI earns between $61,000 and $147,000 annually. This compares to the national average finance director range of $76,000 to $183,000.
Average finance director salary in Milwaukee, WI
$95,000
What are the biggest employers of Finance Directors in Milwaukee, WI?
The biggest employers of Finance Directors in Milwaukee, WI are: