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  • Financial Operations Manager

    Ampersand, Inc. 4.8company rating

    Finance director job in Waukesha, WI

    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 4.3company rating

    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
  • 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 30d 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 30d ago
  • Financial Planning & Analysis Assistant Director

    Northwestern Mutual 4.5company rating

    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 19d ago
  • Senior Director, Finance

    Regalrexnord

    Finance director job in Milwaukee, WI

    Reporting to the Sr. VP/GM for the division, the Senior Director of Finance will be responsible for providing Finance leadership for the Conveyance Solutions Division of Regal Rexnord, which is within the Automation and Motion Control AMC segment. This division is comprised of 1600 global associates across 8 global manufacturing sites, producing ~$450M in revenue. The preferred location for the role will be Milwaukee, WI. The Senior Director of Finance provides leadership and direction to the division global finance team as well as serves as a key business partner to the Sr. VP/GM as a member of the Division Leadership Staff. This position will oversee the analyzing of financial results, including interim and final financial statements with supporting schedules for the guidance of management; strategic planning; budgeting, financial planning; forecasting; financial close; SOX compliance; talent funnel management; and enhancing internal controls and procedures. This will include other various projects such as “due diligence” of new acquisitions, the integration of acquisitions as well as analysis of current operating procedures in the division to ensure adoption of “best business practices” in conjunction with RBS. Will make recommendations to improve operating results and implement the proper tracking and reporting processes. Through sound fiscal management, the Sr. Director of Finance will be a key contributor to the continuous improvement. Major Responsibilities: Act as a key business partner to the Sr. VP/GM, informing leadership of financial implications of business decisions. Provides leadership to divisional finance team; coaching, investing in talent development and increasing engagement across the global function. Performs all FP&A reporting to executive management on a monthly, quarterly, and annual basis. Oversee 3-Year Strategy Planning process including coordination with Commercial, Engineering, and Operations functions to coordinate presentation to ELT and long-term financials creation. Ownership of annual budget process, working with plant controllers and division leadership to set direction and establish financial targets. Direct monthly forecasting process with all division operating plants as well as consolidation and corporate reporting; Lead monthly close process and monthly financial operating reviews. Drive continuous improvement and reduce cycle time in various reoccurring financial processes through the increased utilization of technology and tools, implementation of standard operating procedures and other efficiency measures, while embracing Regal Rexnord's 80/20 principles. Ensures application and compliance with Regal Rexnord accounting policies and procedures, US GAAP, IFRS accounting and compliance rules and laws. Manage and drive completion of all internal and external audits (eliminate surprises). Reports on root causes, remediation plans, and updated status'. Drives all finding and/or process improvement opportunities to timely closures. Partner with other functions and serve as lead financial support for division projects including 80/20 execution, pricing strategy, and footprint optimization. Provide real-time coaching and development opportunities to finance team members. Required Education / Experience / Skills: Bachelor's degree in Accounting or Finance. Advanced degree and/or a CPA is strongly preferred. Minimum of 10 years of relevant and progressive accounting/finance experience including global financial leadership, public accounting and/or manufacturing experience with consolidations, audits, financial reporting, and public company finances. Previous experience in a manufacturing environment with multi-site responsibility preferred. Excellent communication skills, ability to quickly establish a personal brand within the organization to drive cross functional collaboration and influence resources outside one's direct responsibility. Ability to focus on the overall objective for a given process or accounting area, while at the same time able to dive into transactional detail if needed to resolve questions or issues. Insightful ability to identify trends and themes for continuous improvement across the function. Ability to overcome obstacles and achieve objectives, changing direction along the way to achieve business objectives. Commitment to coaching and mentoring staff to enhance the proficiency, competencies and long-term development of the team. Motivated by and thrives in a fast-paced environment with frequent ad hoc requests and changing priorities. Proven ability to be hands on, roll up sleeves and demonstrate resourcefulness, initiative, results-orientation. Has a mindset of continuous improvement and can embrace Regal Rexnord's 80/20 principles. Strong working knowledge of ERP systems; Experience with Oracle ERP system, SAP, Hyperion, and OneStream is a plus. Must have strong experience with Microsoft Excel, PowerPoint and Word. Relationships: Direct & Indirect Reports FP&A Manager and Analysts Plant Controllers Interpersonal/Leadership Skills: Business & Financial Acumen Visionary Leadership Is intellectually curious and embraces continuous improvement, challenging the status quo Introduces and proactively seeks out new ideas and solutions to strengthen performance Holds self and others accountable to build and instill a continuous improvement culture Ensures best practices and lessons learned are adopted Strong cross-functional facilitation Travel: Ability to travel up to 25%- 30% to support the team. Language: English, business level Compensation Details: $200,000 - $230,000 The salary range provided is intended to display the value of the company's base pay compensation for all statewide locations across the United States. Salary is dependent on a multitude of factors, including but not limited to the physical worksite location, candidate's skill set, level of experience, education and internal peer compensation comparisons. #LI-LR1 #LI-Hybrid Benefits Medical, Dental, Vision and Prescription Drug Coverage Spending accounts (HSA, Health Care FSA and Dependent Care FSA) Paid Time Off and Holidays 401k Retirement Plan with Matching Employer Contributions Life and Accidental Death & Dismemberment (AD&D) Insurance Paid Leaves Tuition Assistance About Regal Rexnord Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company's electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company's automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools. The Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture. Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com. Equal Employment Opportunity Statement Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, pregnancy, age, ancestry, national origin, genetic information, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. If you'd like to view a copy of the company's affirmative action plan for protected veterans/individuals with disabilities or policy statement, please email ***************************. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail ***************************. Equal Employment Opportunity Posters Notification to Agencies: Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.
    $200k-230k yearly Auto-Apply 60d+ ago
  • Manager of Finance Planning & Analysis

    Versiti 4.3company rating

    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
  • Salesforce Financial Services Cloud Director, Enterprise

    Slalom 4.6company rating

    Finance director job in Milwaukee, WI

    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 20d ago
  • Finance Director

    International City Management 4.9company rating

    Finance director job in Delavan, WI

    Dept/Div: Administration FLSA Status: Exempt General Definition of Work Performs complex professional work planning, directing, coordinating, and reviewing the Finance department operations, participating in the City's accounting, budgeting, internal auditing, investment of funds and other financial programs, and related work as apparent or assigned. Work involves setting policies and goals under the direction of the City Administrator Qualification Requirements To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Essential Functions Reconciles accounts, recalculates revenues to verify they are on target to meet or exceed estimates used in developing budget; performs other account analysis to ensure accuracy of estimates as well as accuracy in the processing of revenues and expenditures. Develops and maintains the chart of accounts to facilitate effective reporting of financial data. Prepares monthly, quarterly and year-end financial reports or reviews such reports prepared by others. Directs the preparation and distribution of financial information in proper form as required by governmental agencies, auditors, federal and state grant administrators, City departments and the general public. Oversees the audit preparation process; reviews drafts of and prepares certain sections for the Comprehensive Annual Financial Report. Coordinates the preparation of annual operating budgets for all general, special, capital and enterprise funds. Develops revenue projections and/or reviews and validates revenue projections developed by others. Develops expenditure budgets for areas of assigned responsibility and reviews expenditure budgets prepared by others. Formats the budget for review by the Administrator. Prepares, in conjunction with the City Administrator, the final draft of the budget for submittal to the Finance Committee, and Common Council. Coordinates, with the City Clerk, the timely publication of notices as may be required by law. Incorporates changes that may be made to the document during the review process. Once adopted, finalizes, and coordinates the distribution of the final budget document. Coordinates investments, initiates ACH wires, occasional transfers and confirms that all audit controls are met. Reviews and audits financial records or accounting procedures to determine adherence to prescribed policies and procedures. Analyzes financial data to determine conformity to overall goals, objectives, and policies and to forecast future financial performance. Develops cash flow projections and monitors status. Reconciles cash balances within various funds. Leads City-wide grant research and tracking; identifies and evaluates funding opportunities; maintains a grant calendar and communicates opportunities to the City Administrator and Department Heads. Coordinates with departments to develop project scopes, budgets, schedules, and narratives; drafts, compiles, and submits competitive grant applications and supporting documentation. Administers awarded grants, including maintaining grant files, monitoring budgets and performance measures, preparing reimbursement requests and reports, coordinating compliance requirements, and supporting grant closeout and audits. Works with the City Administrator to identify organizational issues needing to be addressed. Assists the City Administrator and Department Heads in keeping the City Council informed and in preparing items to be considered by the City Council. Prepares cash flow projections, investigates, and makes recommendations on investment options for funds not needed for cash flow purposes. Compiles information, reviews balance sheets and prepares reconciliations for various general ledger accounts related to areas of responsibility. Attends committee, commission and council meetings as assigned. All other duties as assigned. Knowledge, Skills, and Abilities Comprehensive knowledge of municipal finance laws, policies, practices and procedures; comprehensive knowledge of the principles and practices of accounting and budgeting in government; thorough knowledge of municipal purchasing system principles and practices; thorough knowledge of municipal bond financing practices, methods and laws; ability to evaluate complex financial systems and efficiently formulate and install accounting methods, procedures, forms and records; ability to prepare informative financial reports; ability to plan, organize, direct and evaluate the work of employees; ability to conduct long-range financial planning; ability to establish and maintain effective working relationships with associates, governmental officials and the general public; thorough knowledge of grant research methods, grant writing, grant administration, compliance, reimbursement, and reporting requirements. Education and Experience Bachelor's degree in accounting, finance, business administration, or a related field preferred or equivalent combination of education and experience with demonstrated success in governmental finance. Physical Requirements This work requires the occasional exertion of up to 25 pounds of force; work regularly requires sitting, speaking or hearing, using hands to finger, handle or feel and repetitive motions and occasionally requires standing, walking, stooping, kneeling, crouching or crawling and reaching with hands and arms; work has standard vision requirements; vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels; work requires preparing and analyzing written or computer data and observing general surroundings and activities; work has no exposure to environmental conditions; work is generally in a moderately noisy location (e.g. business office, light traffic).
    $94k-122k yearly est. 20d ago
  • Director-Technical Accounting and External Reporting

    Rehlko

    Finance director job in Milwaukee, WI

    Why Work at Rehlko Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life. Our teams have the opportunity to provide a critical resource - energy - that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today's world demands. Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions - large and small - that help people and communities thrive in the moments that matter. At Rehlko, our team members are the essential energy that powers our organization's success. We are committed to fostering a safe and sustainable work environment where safety is everyone's responsibility. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements. Join us in creating an energy resilient world for a better future! What We Offer At Rehlko, our Total Rewards programs are designed to accelerate growth, energize performance, and support a culture of inclusion at every stage of life and work. We offer total rewards that are easily understood, recognize results, enable career mobility, and reflect our commitment to valuing diverse needs in a fast-moving world. We provide: Competitive compensation and benefits Work-life flexibility Recognition and rewards Development and career opportunities A safe and inclusive workplace Why You Will Love this Job Location: Hybrid, 3 days a week in Glendale, WI. We are seeking a highly skilled Director of Technical Accounting and External Reporting to lead our technical accounting, external reporting, and audit coordination functions. This role is critical in ensuring compliance with US GAAP, SEC regulations, and other accounting standards while supporting complex transactions and financial disclosures. The ideal candidate will have Big 4 public accounting experience, deep technical accounting expertise, and a proven track record in a global corporate environment. Specific Responsibilities: Technical Accounting & Policy: Research, interpret, and implement US GAAP, SEC, and other regulatory requirements. Lead accounting for complex transactions (revenue recognition, M&A, leases, derivatives, etc.). Develop and maintain corporate accounting policies and ensure consistent application. External Financial Reporting: Oversee preparation of Debt filings and Quarterly and Annual report filings SEC filings and ensure accuracy/timeliness. Collaborate with Legal, Investor Relations, and senior leadership on disclosures. Audit Coordination: Serve as primary liaison with external auditors, managing the quarterly/annual audit process. Drive process improvements to enhance audit efficiency and internal controls. Cross-Functional Leadership: Partner with FP&A, Tax, Legal, and business units on accounting implications of strategic initiatives. Mentor and develop accounting team members. Requirements: Bachelor's degree in Accounting or Finance; CPA required. 10+ years of progressive accounting experience, including Big 4 public accounting. Strong technical accounting background (SEC reporting, revenue recognition, consolidations, etc.). Experience in a global, multi-entity industrial or manufacturing company preferred. Expert knowledge of US GAAP, SEC rules, and SOX compliance. Exceptional communication and stakeholder management skills. Ability to translate complex accounting issues into actionable business insights. The Salary range for this position is $131,450.00-$169,000.00.The specific Salary rate offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. About Us Rehlko proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Rehlko at ********************************* In addition to the investment in your development, Rehlko offers a benefits package including a competitive salary, health, vision, dental, 401(k) with Rehlko matching, and more!? Rehlko is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination, without regard to race, creed, color, ethnicity, religion, sex, pregnancy, childbirth, or related medical conditions, genetic information, age, national origin, citizenship, ancestry, caste, mental or physical disability, marital or familial status, sexual orientation, gender identity or expression, genetic information, political belief or affiliation, union membership status, military status, veteran status, or any other characteristic protected by national, state, local, or other applicable laws. Americans with Disabilities Act (ADA) It is the policy of Rehlko to comply with all applicable provisions of the Americans with Disabilities Act (ADA) and corresponding national, state, local, or other applicable laws. Rehlko will not discriminate against any qualified associate or applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Rehlko will provide a reasonable accommodation to associates or applicants with disabilities, in accordance with applicable laws. If you have a disability and require an accommodation in the application process or during the course of employment, please contact *********************. Rehlko is an equal opportunity/affirmative action employer. Our Values Curiosity - Seek, learn, share Trust - Go farther together Pace - Focus to go faster Excellence - Find the win every day
    $131.5k-169k yearly Auto-Apply 6d ago
  • Senior Finance Director, Head of Americas Deal Hub

    Dev 4.2company rating

    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 Finance Director, 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 Finance Director, 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. 11h ago
  • Finance Manager - Business Group Integration

    Dr Power LLP 4.2company rating

    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 54d ago
  • Sr. Director Finance

    Atimetals

    Finance director job in Cudahy, WI

    Proven to Perform. From the edges of space to the bottoms of ocean, our materials are proven to perform -- and so is our team. We're hiring high performers as proven as our products. Join us. We are seeking an experienced Senior Director, Finance with strong business acumen, deep operational understanding, and a proven ability to lead and develop high-performing finance teams for our Forged Products Business Unit based in Cudahy, Wisconsin reporting directly to the President of Forged Products. The ideal candidate will bring robust experience in a heavy manufacturing environment and demonstrate both financial and operational leadership to drive business performance and strategic outcomes. This role blends financial planning, accounting oversight, executive partnership, and leadership of a 15-member finance team. An experienced finance leader with strong business acumen, a deep understanding of manufacturing operations, and a passion for mentoring finance professionals in a high-performance environment with an understanding of public company regulations and responsibilities. Key Responsibilities Strategic Business Partnership (25%) Serve as a trusted advisor to senior leadership, providing financial guidance on key business decisions. Translate complex financial data into clear business insights for non-finance stakeholders. Collaborate with operations, supply chain, and commercial leaders to optimize profitability. Executive Influence & Stakeholder Management (15%) Present financial performance, forecasts, and risk assessments to executive leadership. Influence business strategy and outcomes through data-driven recommendations. Build credibility through proactive insights and thought leadership. Team Leadership & Mentorship (25%) Lead, mentor, and develop a high-performing team of 15 finance professionals. Foster a culture of accountability, continuous improvement, and career development. Design team structures and processes to align with business goals and support organizational scalability. Financial Planning & Analysis (25%) Lead the development and execution of the annual operating plan, long-range planning, and rolling forecasts. Provide financial modeling, scenario planning, and investment analysis to support strategic decision-making. Analyze performance trends, KPIs, and profitability drivers; translate insights into actionable recommendations. Financial Accounting & Controls (10%) Ensure accuracy, compliance, and timeliness of monthly, quarterly, and year-end financial reporting in accordance with GAAP. Collaborate with Corporate Finance and Accounting teams to support audits and internal controls.
    $95k-151k yearly est. 9h ago
  • Sr. Director Finance

    Atimaterials

    Finance director job in Cudahy, WI

    Proven to Perform. From the edges of space to the bottoms of ocean, our materials are proven to perform -- and so is our team. We're hiring high performers as proven as our products. Join us. We are seeking an experienced Senior Director, Finance with strong business acumen, deep operational understanding, and a proven ability to lead and develop high-performing finance teams for our Forged Products Business Unit based in Cudahy, Wisconsin reporting directly to the President of Forged Products. The ideal candidate will bring robust experience in a heavy manufacturing environment and demonstrate both financial and operational leadership to drive business performance and strategic outcomes. This role blends financial planning, accounting oversight, executive partnership, and leadership of a 15-member finance team. An experienced finance leader with strong business acumen, a deep understanding of manufacturing operations, and a passion for mentoring finance professionals in a high-performance environment with an understanding of public company regulations and responsibilities. Key Responsibilities Strategic Business Partnership (25%) Serve as a trusted advisor to senior leadership, providing financial guidance on key business decisions. Translate complex financial data into clear business insights for non-finance stakeholders. Collaborate with operations, supply chain, and commercial leaders to optimize profitability. Executive Influence & Stakeholder Management (15%) Present financial performance, forecasts, and risk assessments to executive leadership. Influence business strategy and outcomes through data-driven recommendations. Build credibility through proactive insights and thought leadership. Team Leadership & Mentorship (25%) Lead, mentor, and develop a high-performing team of 15 finance professionals. Foster a culture of accountability, continuous improvement, and career development. Design team structures and processes to align with business goals and support organizational scalability. Financial Planning & Analysis (25%) Lead the development and execution of the annual operating plan, long-range planning, and rolling forecasts. Provide financial modeling, scenario planning, and investment analysis to support strategic decision-making. Analyze performance trends, KPIs, and profitability drivers; translate insights into actionable recommendations. Financial Accounting & Controls (10%) Ensure accuracy, compliance, and timeliness of monthly, quarterly, and year-end financial reporting in accordance with GAAP. Collaborate with Corporate Finance and Accounting teams to support audits and internal controls.
    $95k-151k yearly est. 9h 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. 20d ago
  • Site Financial Controller

    Novares

    Finance director job in Janesville, WI

    So who are we? We are a team of reach for the stars, innovative, game changers that are currently looking to add to our Finance team. We are a Tier 1 automotive supplier that has been producing automotive components to the top automotive manufacturers since 1972. We have done a lot of growing since then and have recently joined a larger Tier 1 automotive supplier, The Novares Group. We offer many top quality employee benefits like a full fitness center with fitness instructor, a fully staffed onsite wellness clinic, 401K with company match, medical/dental/vision insurance, tuition reimbursement and so much more! Here you aren't just a number but part of a family. We know our people aren't just important; they are the most important part of any successful organization. Main Objectives: Establish & coordinate different administrative services of the subsidiary Supervises account-keeping, compliance with legal requirements and group standards, management of accountancy services and preparation of consolidated financial statement, in accordance with Group reporting standards. Guarantees reliability and lead times for publication of company economic data (budget, reporting and consolidation according to Group standards, social audits according to local accounting requirements, local tax returns, cash flow, medium-term plan). Manages and optimizes cash with the support of the Business Unit / Corporate Treasury. Implements all means enabling funding of the subsidiary (contact with banks, search for funding, search for subventions). Ensures that all means are implemented to recover debts of the company (customer due payments, etc.). Guarantees reliability of cash forecasts in the short term (6 months) medium term (12 months) and in the scope of the medium term plan of the subsidiary. Accountable for the management control of the site and interface with the Financial network. Supervises local IT. Support Partner to Operations Is a strong partner of the Plant Manager and the team to set and meet financial and operational targets, improve hourly rates, enforce internal controls and processes. Prepare and challenge budget plans, forecasts, hourly rates of all plan-specific financial studies/projects, with a focus on associated action plans. Validates profitability of investments and products. Advises Plant Director / Business Unit / Finance network where appropriate (within field of expert knowledge). Carries out specific analysis at the request of the Plant Manager and Financial network. Represents the company as delegation of authority for tax and administrative organizations in the country concerned, banks and local insurance companies, local courts in the event of disputes/proceedings involving the company. Manage their Business Activity According to the business activity objectives, establishes action plans and coordinates the missions of his/ her team in a consistent way. Proposes and controls the annual operational activity budget. Proposes necessary resources to achieve objectives and implements necessary actions for any changes in staff (recruitment, transfers, dismissals) and investments according to budget and social constraints. Follows activity performance indicators, implements corrective actions if necessary, and communicates them to teams. Carries out the annual appraisal interviews, creates the objectives of his/her team, by associating the functional ones, then ensures the deployment. Develops employee skills and proposes necessary training to maintain performance working with the Staff Manager. Advises employees on their career development in agreement with the staff manager and promotes internal mobility. Proposes wage increases, in agreement with the Staff Managers and within the framework of the HR Group policy. Applies appropriate disciplinary measures to staff if necessary. Strives to maintain team motivation and a positive working atmosphere. Controls and approves expenses (trips, etc.) along with absence requests for their team. Ensures updates of job definitions according to Group processes. Prepares reports and reporting documents for the activity. Internal Control Ensures existing internal control rules are applied (segregation of duties, rights management, etc.). Proposes improvements when necessary. Implement processes to embed internal controls.
    $71k-111k yearly est. 60d+ ago
  • Automotive Finance Manager

    Russ Darrow Group 4.3company rating

    Finance director job in Menomonee Falls, WI

    The Russ Darrow Group is looking for motivated individuals to join our team! Our passion for our products, loyalty to our customers and dedication to our communities inspires us to be the best. The Darrow Difference is the foundation of our success - and we want you to be a part of it! Are you outgoing, enjoy meeting new people, and have a passion for the latest technology? Are you looking for a fulfilling career and not just another job? At the Russ Darrow Group, we share the same commitment to our employees as we do our customers - after all, a great customer experience is only possible with great employees. What We Offer We believe in investing in our employees' growth and well-being, that's why we provide continuous training, advancement opportunities, competitive compensation, flexible schedules, comprehensive benefits, and employee assistance programs. Our culture emphasizes family values, diversity, and teamwork, ensuring exceptional service through empowered and dedicated team members. No experience? No problem! We're eager to train the right candidates from the ground up. Our top-notch tools and resources will help you succeed! With over five decades of success, our experienced management teams will provide comprehensive training and support from day one. If you're ready to join a team that values community involvement, career development, and a legacy of excellence, we'd love to hear from you! Summary The Finance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance products to new and used car customers and achieving a high level of customer satisfaction. Qualified applicant should be be skilled at upselling extended warranty and other F&I products and have experience in automotive retail sales. Responsibilities Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience Ensure sales are structured to produce the highest profitability Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensure every deal is fully aligned with local, state and federal guidelines Prepares paperwork, contracts and delivers deals Accurately audit team deals Post-Sale and deeply analyze for improvements Guarantee the expeditious funding of all contracts Qualifications * Eagerness to improve * College degree preferred or equivalent experience * Knowledge of dealership finance and insurance procedures * Proficient at structuring deals for maximum profitability * Well-versed in title laws and registration process * Professional personal appearance and extraordinary verbal/written communication skills * Expertise in negotiation and presentation skills * Valid driver's license Benefits * Competitive Compensation Plans * Full Benefits Package * Medical, Dental & Vision * 401k with Company Match * HSA with Company Contribution * PTO * Growth and Advancement Opportunities * Continuous Training and Development
    $128k-196k yearly est. 45d ago
  • Plant Controller

    Weasler Engineering 3.9company rating

    Finance director job in West Bend, WI

    The Controller oversees all financial reporting, forecasting and financial analysis for the Weasler West Bend Plant. This role will be the finance partner to the operations, plant, and supply chain leaders. The Controller will be responsible for the review of month-end financials related to operations, be active in monthly/quarterly outlooks, and ensure financial results are recorded in accordance with Generally Accepted Accounting Principles (GAAP) and Company finance policies. The role will coordinate the monthly financial close process and serves as a key point of contact for internal and external auditors. The Controller will work with the Sales team to review quotes and contracts for margin accuracy and appropriateness based on volume and production complexity. The Key responsibilities include the ownership of the manufacturing expense and gross profit adjustment portions of the income statement and balance sheet. The successful candidate will be self-motivated and have strong problem solving, analytic, accounting, and interpersonal skills. This position will coordinate with the Controller in Mexico for various items. Key Responsibilities & Duties: • Actively participate and complete in-depth financial reviews and report out to operations management, partnering with the Controller, to ensure accuracy of monthly results. • Create and maintain standardized daily/weekly financial reporting tools to analyze results and drive changes to reduce costs and achieve monthly financial targets. • Assist in the preparation of the annual financial plan, quarterly forecasts, and monthly/weekly financial outlooks. • Work closely with operations management to understand business conditions and adjust plant spend to account for changes. • This role will assist plant leadership in financial justification and support of capital spend requests. • Assist in the standard costing process by providing a forward-looking view of anticipated costs on a minimum yearly basis. • Additionally, this role will develop processes to ensure financial predictability by driving improvement in spend forecasting for production related expenses. • Participate in other projects related to cost down initiatives, capital investments, manufacturing spend, operational improvements, ERP upgrades/implementations and other business initiatives. • Performs other duties as assigned. An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position . The above list reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position. 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.
    $73k-103k yearly est. 60d+ ago
  • SAP finance Project manager

    Practice Xpert Inc. 3.7company rating

    Finance director job in Racine, WI

    Founded in 2009 and headquartered in Ann Arbor, MI, TEKWISSEN™ provides a unique portfolio of innovative capabilities that seamlessly combines clients insights, strategy, design, software engineering and systems integration. Our tightly integrated offerings are tailored to each client's requirements and span the services spectrum from Application Development/Maintenance, testing, Technology Consulting & staffing. The company is primarily focused on information technology, engineering, healthcare, financial technology and contingent workforce solutions. It operates in seven business segments including Commercial, Professional & Technical, EMEA Commercial, and EMEA Professional & Technical. The company provides professional and technical expertise in the fields of Telecom, Education, Banking, Retail, e-commerce, Automotive, Life Science, Insurance, legal, healthcare, among others. It also offers outsourcing, consulting, recruitment, career transition, and vendor management services. We strongly believe: " If something cannot be measured, it cannot be managed. " TEKWISSEN™ measures all of these processes and applies corrective interventions to manage the quality process at its core. We are an Equal Employment Opportunity Employer M/F/V/D Recognitions: 2015 -America's Fastest Growing Company by Inc.com 2015- SPARK FastTrack Award from Ann Arbor SPARK 2015 -Honoree of Diversity Focused Company by Corp! Magazine 2014- America's Fastest Growing Company by Inc.com 2014- Michigan 50 Companies to Watch 2014 - DiSciTech Award in Technology by Corp! Magazine 2014- DiSciTech TECHNOLOGY Company of the year by Corp! Magazine 2014- SPARK FastTrack Award from Ann Arbor SPARK Specialties: Enterprise Solutions, Web Development, Data Warehousing, Systems Integration, IT Security, Storage Technologies, Development and Delivery, Business Intelligence, Telecommunications, Consulting and Planning, Network design, Implementation &Administration Position details: Title: SAP Finance Project Manager Racine, WI Start date ASAP 6 months - but could go 15 months or longer Job description: This role is high profile with 4 VPs, crosses 51 countries - SAP, implementation partners, IT team members Clear communication skills Person leading Steering committee Need someone broad who can manage business and IT side Manager is only seeing PM on the infrastructure side Willing to consider somebody with Workday - maybe ERP integrated with SAP The group is in the design phase - must be able to jump right in with softskills Must have's: PMP certified Running a project where Project Manager has been the Lead for entire SAP implementation. Understand how to use PM tools Minimum 5 years exp. Financial background is a plus Additional Information Thanks & Regards Swati Swati(dot)p@tekwissen(dot)com ************
    $84k-116k yearly est. 11h ago
  • Financial Planning & Analysis Assistant Director

    Northwestern Mutual 4.5company rating

    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.
    $92.8k-198.1k yearly Auto-Apply 19d ago

Learn more about finance director jobs

How much does a finance director earn in Waukesha, WI?

The average finance director in Waukesha, WI earns between $61,000 and $146,000 annually. This compares to the national average finance director range of $76,000 to $183,000.

Average finance director salary in Waukesha, WI

$95,000

What are the biggest employers of Finance Directors in Waukesha, WI?

The biggest employers of Finance Directors in Waukesha, WI are:
  1. Barry-Wehmiller
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