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  • Investment Sales Analyst

    Cushman & Wakefield | Boerke 4.5company rating

    Risk analyst job in Milwaukee, WI

    Job Title: Investment Sales Analyst Team: Investment Sales/Capital Markets Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers Job Summary The Investment Sales Analyst supports Boerke's Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate. You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement. Essential Job Duties and Responsibilities Financial Analysis & Valuation Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections. Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator. Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office. Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations. Prepare Broker Opinion of Value (BOV) analyses and pricing guidance. Market Research & Data Management Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking. Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator. Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts. Track macroeconomic and capital markets trends relevant to institutional CRE. Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach. Deal Execution & Transaction Support Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials. Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers. Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials. Assist in assembling closed deal files, including commission sheets and essential documentation, as requested. Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team. Business Development Assist brokers with pitch decks, client updates, competitor/market-share analysis, and custom client deliverables. Support new business proposals, RFP responses, and customized client deliverables. Help manage CRM records, active mandates, pipeline reporting, and relationship tracking. Assist in planning client events and investor gatherings by preparing materials, lists, and follow-up tracking in partnership with the Transaction Coordinator. Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings. Required Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. 0-4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis. Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials. Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals. Excellent written and verbal communication skills, including the ability to simplify complex analyses. High attention to detail with the ability to manage multiple projects and meet deadlines. Comfortable operating in a dynamic, entrepreneurial environment. Preferred Qualifications Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment. Experience producing institutional-quality offering memoranda and BOVs. Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems. Argus Enterprise experience or willingness to learn. Knowledge of the Midwest commercial real estate markets. ______________________________________________________ About Cushman & Wakefield | Boerke Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.
    $78k-126k yearly est. 4d ago
  • High Yield Investment Analyst

    Elevate Your Career

    Risk analyst job in Milwaukee, WI

    Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit  About Us - Allspring Global Investments. At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey. POSITION Allspring Global Investments is seeking to hire a High Yield Investment Analyst with at least 7 years of experience to join the Global Fixed Income Research team. This team supports fixed income portfolios across fixed income markets, including US and European Investment Grade and High Yield. The primary responsibilities are to perform independent, bottom-up, fundamental credit research on high yield issuers within assigned sectors. This fundamental analysis will be the basis for relative value evaluations and investment recommendations provided by the analyst to the portfolio management teams. The successful candidate will be working alongside other research analysts in a collaborative, team-focused environment. The position requires strong quantitative skills, high attention to detail, teamwork, and effective communication skills. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week (transitioning to 4 days in the office in 2026). Location: Milwaukee, WI RESPONSIBILITIES The US High Yield Investment Analyst will be responsible for the primary coverage of a variety of industries and companies. The analyst will utilize fundamental research skills, including business risk analysis and financial ratio analysis, as well as relative value considerations to produce trade recommendations for portfolio managers and traders. The analyst's coverage will include high yield bond, leveraged loan and select crossover issuers, both in developed and developing markets. Perform thorough independent fundamental credit research on high yield issuers within assigned sectors. Provide timely and effective research opinions and investment recommendations, both written and verbal, to portfolios managers across various strategies. Assess broad industry trends such as shifts in competition, regulation and legislation, and/or general market dynamics with a view towards investment implications. Actively participate in daily, weekly, and quarterly research meetings, as well as an array of other meetings relevant to the investment process. Establish and build relationships with sell-side contacts and other market participants such as rating agency analysts. Work with portfolio managers, traders, and other research analysts on ad hoc projects as appropriate. Represent Allspring Global Investment's research capabilities at client, prospect, and consultant meetings. Attend company and industry presentations; liaise with sell-side contacts and build relationships with other market participants such as rating agency analysts. REQUIRED QUALIFICATIONS The candidate will be degree qualified. CFA designation or progress towards attaining the CFA designation. Strong qualitative and quantitative skills, including statistics. Bloomberg and Microsoft Office experience, including intermediate to advanced Excel knowledge. Excellent verbal, written, and interpersonal communication skills. Strong organizational, multi-tasking, and prioritizing skills. Ability to work effectively, as well as independently, in a team environment. PREFERRED QUALIFICATIONS Prefer 7+ years of relevant industry experience, such as investment research, investment banking, debt capital markets, or private equity experience. Considerable experience investing in loans and/or distressed securities. Base Pay Range:  $130,000 - $175,000 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.) #LI-KC1 #LI-Hybrid We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
    $130k-175k yearly 52d ago
  • Associate Experience Analyst

    West Bend Insurance Company 4.8company rating

    Risk analyst job in West Bend, WI

    The Associate Experience Analyst supports implementing Human Resources (HR) talent strategies to enhance the associate and candidate experiences and build a company culture that supports business objectives and values. It also supports continuous improvement efforts towards HR processes to drive greater efficiency. Work Location This position offers a hybrid work schedule. Candidates who are located within 50 miles of a West Bend office location will work a hybrid schedule for collaboration days, team meetings or other in-person events. Responsibilities & Qualifications Summary of Responsibilities At the heart of our culture is a simple belief: when our associates thrive, our business thrives. As an Associate Experience Analyst, you'll help bring that belief to life. In this role, you'll champion initiatives that elevate every stage of the associate and candidate journey-ensuring our people feel heard, valued, and inspired. You'll support high-impact HR strategies, strengthen our culture, and help shape a workplace experience that reflects who we are and where we're going. Key Responsibilities Amplify the associate voice by driving our listening strategy-creating meaningful feedback loops and transforming insights into action. • Strengthen engagement across the enterprise by supporting survey strategies, recognition programs, and follow-through on company-wide action plans. • Bring our culture to life through initiatives that embed our values into daily interactions, leadership behaviors, and the overall associate experience. • Create moments that matter by planning and delivering signature events such as our annual Summit and milestone celebrations. • Curate a thoughtful associate journey, shaping key touchpoints like 3- and 12-month check-ins to foster connection, clarity, and community. • Collaborate across teams, partnering with Organizational CX to align associate and customer experience strategies. • Advance inclusion and belonging through targeted programming that strengthens a culture where everyone can contribute and thrive. • Champion community engagement by coordinating volunteer opportunities and supporting our volunteer time off (VTO) program. • Drive HR excellence by evaluating processes, identifying efficiency opportunities, and helping design scalable, streamlined workflows. Preferred Experience & Skills 4-6 years of HR or related experience • Experience with continuous improvement methodologies • Familiarity with associate engagement platforms and tools • Strong awareness of workplace and cultural trends • Excellent project management and organizational skills • Ability to build influence and alignment across teams • Creative, solutions-oriented mindset • Exceptional written and verbal communication skills • Ability to translate feedback into thoughtful action • Comfort working with workforce and business analytics Preferred Education Bachelor's degree in Human Resources or a related field INDSP #LI-BW1 Salary Statement The salary range for this position is $84,000-$105,000. The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate. Benefits West Bend offers a comprehensive benefit plan including but not limited to: Medical & Prescription Insurance Health Savings Account Dental Insurance Vision Insurance Short and Long Term Disability Flexible Spending Accounts Life and Accidental Death & Disability Accident and Critical Illness Insurance Employee Assistance Program 401(k) Plan with Company Match Pet Insurance Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates Bonus eligible based on performance West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies. EEO West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.
    $84k-105k yearly Auto-Apply 20d ago
  • Investment Analyst, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Risk analyst job in Milwaukee, WI

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Prior experience in financial analysis, investment banking, or related internship experience is preferred. Strong understanding of financial markets, investment strategies, and economic indicators. Proficiency in financial modeling and analysis, with strong quantitative skills. Excellent proficiency in Microsoft Excel, and familiarity with other financial analysis tools and software. Demonstrated ability to conduct in-depth research and analysis. Strong attention to detail and accuracy in handling financial data. Ability to synthesize complex information into clear, actionable insights. Excellent verbal and written communication skills, for presenting analysis and recommendations. Strong organizational and time management skills, with the ability to prioritize tasks in a fast-paced environment. Ability to work both independently and as part of a team.
    $69k-110k yearly est. Auto-Apply 20d ago
  • Investment Analyst - Private Debt & Equity

    Northwestern Mutual 4.5company rating

    Risk analyst job in Milwaukee, WI

    Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. Please note, this opening is for Summer 2026 Openings The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility. Analyst Responsibilities: * Analyze and evaluate private equity and private credit investments across a wide range of industries. * Develop investment theses. * Perform detailed financial analysis and modeling. * Assist in the writing of investment memos and contribute to investment committee discussions. * Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. * Actively monitor portfolio performance. Qualifications: * Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence. * A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity. * Strong interpersonal skills including written / oral communication and relationship building. * 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles. #LI-Onsite Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
    $77k-116k yearly est. Auto-Apply 60d+ ago
  • Program Management Intern | Summer 2026

    Leonardo DRS, Inc.

    Risk analyst job in Menomonee Falls, WI

    **Job ID: 111805** The Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U.S. Navy and navies around the world. Join our Program Management Office (PMO) in Menomonee Falls, WI! This is a **paid** summer college intern opportunity in our PMO organization. PMO interns work closely with and assist staff with various assignments. The summer intern program consists of 10-12 weeks of hands-on, real world experience in a career development environment. Participation in the intern program gives preference for future semesters as an intern/co-op within DRS Naval Power Systems. A typical student will participate in 2+ semesters as an intern/co-op at DRS throughout their junior and senior years. **_Guess what? Our summer interns get to take advantage of our 9/80 schedule which allows for every other Friday off AND you can participate in the 401(K) with our generous company match!_** **What You Will Do** + Carry out basic work instructions that will help in understanding the fundamentals of the Company and allow you to learn new things + Gather and assemble data with and for Program Managers and the Program Management team + Observe customer requirements and learn more about how DRS supports the customer and our Navy partners + May be required to help in research in a particular field + Perform a wide variety of tasks to gain familiarity with the Programs staff, methods, programs and practices + Work cross-functionally to understand how program activity and our customers impact our organization and facility **Education & Experience Requirements** + Current accredited college or university enrollment; making progress towards an undergraduate degree in Engineering, Finance, Business or a related field + Grade point average of 3.0 or above + Ability to work independently as well as cooperatively in a team-oriented environment + Ability to successfully interact with other professionals and excited to learn more about the activities at a defense contractor! U.S. Citizenship required. _Taking care of our people is a top priority at Leonardo DRS. We are proud to offer competitive salaries and comprehensive benefits, including medical, dental, and vision coverage, a company contribution to a health savings account, telemedicine, life and disability insurance, legal insurance, and a 401(k) savings plan. We champion wellness programs that focus on physical, emotional, and financial well-being. We develop our talent by offering programs and activities to support career-growth, professional development, and skill enhancement. And we understand there is more to life than work, and the importance of offering flexible work schedules with our 9/80 program, competitive vacation, health/emergency leave, paid parental leave, and community service hours._ _Leonardo DRS, Inc. and its subsidiaries provide equal opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, protected veteran status, or any other characteristic protected by federal, state, or local laws._ _\#NPS_
    $39k-70k yearly est. 54d ago
  • Associate Experience Analyst

    Thesilverlining

    Risk analyst job in West Bend, WI

    The Associate Experience Analyst supports implementing Human Resources (HR) talent strategies to enhance the associate and candidate experiences and build a company culture that supports business objectives and values. It also supports continuous improvement efforts towards HR processes to drive greater efficiency. Work Location This position offers a hybrid work schedule. Candidates who are located within 50 miles of a West Bend office location will work a hybrid schedule for collaboration days, team meetings or other in-person events. Responsibilities & Qualifications Summary of Responsibilities At the heart of our culture is a simple belief: when our associates thrive, our business thrives. As an Associate Experience Analyst, you'll help bring that belief to life. In this role, you'll champion initiatives that elevate every stage of the associate and candidate journey-ensuring our people feel heard, valued, and inspired. You'll support high-impact HR strategies, strengthen our culture, and help shape a workplace experience that reflects who we are and where we're going. Key Responsibilities Amplify the associate voice by driving our listening strategy-creating meaningful feedback loops and transforming insights into action. • Strengthen engagement across the enterprise by supporting survey strategies, recognition programs, and follow-through on company-wide action plans. • Bring our culture to life through initiatives that embed our values into daily interactions, leadership behaviors, and the overall associate experience. • Create moments that matter by planning and delivering signature events such as our annual Summit and milestone celebrations. • Curate a thoughtful associate journey, shaping key touchpoints like 3- and 12-month check-ins to foster connection, clarity, and community. • Collaborate across teams, partnering with Organizational CX to align associate and customer experience strategies. • Advance inclusion and belonging through targeted programming that strengthens a culture where everyone can contribute and thrive. • Champion community engagement by coordinating volunteer opportunities and supporting our volunteer time off (VTO) program. • Drive HR excellence by evaluating processes, identifying efficiency opportunities, and helping design scalable, streamlined workflows. Preferred Experience & Skills 4-6 years of HR or related experience • Experience with continuous improvement methodologies • Familiarity with associate engagement platforms and tools • Strong awareness of workplace and cultural trends • Excellent project management and organizational skills • Ability to build influence and alignment across teams • Creative, solutions-oriented mindset • Exceptional written and verbal communication skills • Ability to translate feedback into thoughtful action • Comfort working with workforce and business analytics Preferred Education Bachelor's degree in Human Resources or a related field INDSP #LI-BW1 Salary Statement The salary range for this position is $84,000-$105,000. The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate. Benefits West Bend offers a comprehensive benefit plan including but not limited to: Medical & Prescription Insurance Health Savings Account Dental Insurance Vision Insurance Short and Long Term Disability Flexible Spending Accounts Life and Accidental Death & Disability Accident and Critical Illness Insurance Employee Assistance Program 401(k) Plan with Company Match Pet Insurance Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates Bonus eligible based on performance West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies. EEO West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.
    $84k-105k yearly Auto-Apply 20d ago
  • Personal Risk Manager (77072)

    Tricor Insurance 4.0company rating

    Risk analyst job in Lake Mills, WI

    Join TRICOR Insurance as a Personal Lines Risk Manager! At TRICOR Insurance, we're proud to be recognized as a 2025 Great Place to Work Certified employer and ranked among the Top 100 Independent Agencies in the U.S. With 300+ team members and growing, we're looking for a Personal Lines Risk Manager to join our team in Lake Mills, WI. If you're passionate about going beyond expectations, building lasting relationships, solving client problems, and making an impact in your community-this role is for you. What You'll Do: * Build lasting relationships with clients and prospects by delivering a best-in-class experience. * Address client concerns with professionalism and urgency. * Strategize and build quality prospecting pipelines to grow your book of business. * Provide proactive risk management advice and design tailored coverage solutions. * Partner with top local, regional, and national carriers to bring clients the best options. * Stay informed on industry products, services, and trends to offer expert guidance. * Work independently while also collaborating with a supportive, high-performing team. What We're Looking For: * Strong communication, networking, and people skills-you can think on your feet and adapt to any situation. * Competitive drive with the self-motivation, discipline, and time management needed to succeed in sales. * Coachable, collaborative, and committed to continuous learning (including new technology). * Proven ability to analyze complex customer issues and problem-solve effectively. * Sales or insurance experience is a plus * Associate's degree or two+ years of related sales experience (or equivalent combination of education and experience). * Proficiency in MS Office preferred. Pay, Perks & Wins: * Competitive salary with bonus potential. * Health, Dental, Vision, and Life Insurance, plus Voluntary Life, Critical Illness, STD & LTD. * 401(k) Retirement Plan with Company match and access to a Certified Financial Planner. * Paid Time Off program. * Flexible Dress for Your Day attire. Career development opportunities, mentoring, and a family-owned, growth-minded environment. Why TRICOR? We don't just sell insurance-our calling is to impact the businesses, individuals, families, and communities where we live and work. At TRICOR, you'll: * Be inspired to solve customer problems. * Have the freedom and responsibility to bring your talent, passion, and dedication every day. * Be empowered to make decisions, share ideas, and try new things. * Contribute to helping local communities thrive. We value diversity and believe teams succeed when everyone can be their authentic self. We encourage people from underrepresented backgrounds and different industries to apply: *************************************** al
    $81k-108k yearly est. 20d ago
  • Accounting & Financial Analyst Intern

    Twin Disc, Incorporated 4.3company rating

    Risk analyst job in Milwaukee, WI

    Job DescriptionTWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status. Powered by JazzHR 6pfkeNLrww
    $39k-47k yearly est. 14d ago
  • Member Enrollment Analyst, DentaQuest

    Sun Life Financial 4.6company rating

    Risk analyst job in Milwaukee, WI

    Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Location: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity: The Member Enrollment Analyst (MEA) is a leader; accountable for the coordination, implementation, and training of all processes related to eligibility EDI 834. This role has a general knowledge of all clients' electronic enrollment (EE) files to prioritize and coordinate the running of EE files. Handles high profile, critical client implementations, from onset to implementation, and ensures membership accuracy within the system. The MEA will exhibit the highest level of knowledge of the EE process and membership data, and assist in the reconciliation of the claims system's membership data to our financial system. How you will contribute: * Document client-specific eligibility business rules using tools such as Word, Visio and Excel; communicate business rules to IT. * Discern and utilize the IT applications and tools used to aid data mapping, business rules, and HIPAA compliance; work with IT to implement technical aspects of system and data configurations based on business rules. * Manage new eligibility EDI electronic enrollment (EE) implementations and changes to existing clients' EE files through conference calls, e-mails, on-site visits, and ongoing customer communication. * Author and maintain HIPAA 834 and Proprietary Companion Guides that enables clients to comply with processing requirements and reduce errors. * Manage a high volume of projects and tasks with different priorities. * Facilitate team meetings to share information related to membership and EE; ensure issues are communicated and understood by the team. * Develop and maintain comprehensive schedules related to the status of new EE business; communicate regular statuses to Client Engagement, Sales, and other impacted departments. * Perform monthly membership data reconciliation utilizing the HIPAA 834 EDI files; work closely with Client Engagement to review and communicate results. * Partner with IT to implement new requirements; define requirements, approve Use Cases, perform user acceptance test (UAT), and approve code fixes into production. * Prioritize EE files; work with supervisor to coordinate resources to accommodate the timely processing of files and meet or exceed service levels. * Design, develop, and execute SQL queries to identify root cause where problems exist within membership data. * Provide excellent customer service by responding to membership-related inquiries in a timely and accurate manner; may require extensive research with diverse resources. * Establish and maintain membership data via EE files; manage timely and accurate processing of files to ensure all systems have correct data. * Identify EDI solutions to business needs and constantly improve the effectiveness of our communications as they relate to eligibility and membership. * Proactively communicate and coordinate eligibility issues with Sales, Client Engagement, and Customer Service and impacted departments; work collaboratively with these departments to develop solutions. * Maintains company goals by participating on and providing eligibility EDI expertise to departmental and company projects. * Assist clients in the interpretation and management of membership and eligibility reports. What you will bring with you: * Bachelor's degree and related EDI or Business Analyst experience. * Minimum 3 years of technical experience, preferably with EDI. * In depth knowledge of EDI Healthcare-related file formats, including HIPAA 834, required. * Deep functional understanding and hands-on experience implementing the 834 transaction. * EDI 'source to target' transaction mappings (834 and proprietary files). * Spearhead and drive projects and teams successfully. * Strong supervision and communication skills to drive compliance with eligibility EDI (EE) requirements among submitting constituents (i.e. clients). * Unsupervised and strategic decision making. * Excellent organizational and time management skills; ability to handle multiple projects and priorities. * Demonstrates self-motivation by taking initiative to learn more and take on more duties. * Embrace change; positively influence change. * Working knowledge of SQL and database and system design; capable of writing and running SQL queries. * Ability to work without others without close supervision. * Microsoft Office (Word, Excel, PowerPoint, Visio). * Specific knowledge of enrollment processes in a commercial, Medicaid, or Medicare Health Plan/TPA organization. * Working knowledge of FTP. * Excellent reasoning skills * EDI technical skills specifically using the 834 member enrollment transaction set, preferred * Excellent communication skills - both verbal and written * Relationship building * Excellent customer service skills Salary: $69,300 - 104,000 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Business Analysis - Systems Posting End Date: 27/01/2026
    $69.3k-104k yearly Auto-Apply 4d ago
  • Finance Analyst, Digital

    Kohler Co 4.5company rating

    Risk analyst job in Kohler, WI

    _Work Mode: Onsite_ **Opportunity** Are you ready to support the IT team working on technology infrastructure and the software that makes daily work life easier? As a Finance Analyst supporting our Digital organization, you'll play a pivotal role in understanding spending trends, analyzing projects, connecting expenses to business needs and communicating chargebacks to business. This is more than accounting-it's about driving insights, partnering with leaders to make bold decisions, and connecting business actions to costs. **Responsibilities** + Act as a trusted advisor to Digital leadership, delivering actionable insights and financial guidance to the Infrastructure and Cybersecurity teams. + Lead monthly forecasting with precision and accountability. + Drive strategic planning, budgeting, and capital investment processes. + Deliver analysis to uncover opportunities and optimize performance. + Evaluate capital expenditure requests, ensuring sound financial justification and ROI. + Champion post-audit readiness through proactive documentation and process rigor. + Own the global IT charge out process-streamlining calculations, communication, and continuous improvement. + Ensure journal entries, accruals, and adjustments align with GAAP standards. + Innovate and maintain accounting systems and files tailored to business needs. + Lead financial coordination for major capital initiatives, from set up to asset activation. This includes the annual PC budgeting and purchasing processes. + Monitor budget alignment, depreciation planning, and financial issue resolution. + Support asset lifecycle activities including transfers, disposals, and inventory. **Skills/Requirements** + Bachelor's degree in Accounting or Finance. + Proven ability to communicate and partner effectively across the organization. + Passion and drive for process improvement with attention to detail and making informed decisions. + Unwavering integrity in work and conduct. + Clear and effective communication. + Strong organizational skills. + Desire to learn. + Flexibility to change along with shifting priorities. **_Applicants must be authorized to work in the US without requiring sponsorship now or in the future._** _We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $63,900 - $95,900. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location._ **Why Choose Kohler?** We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives. **About Us** It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact ********************* . Kohler Co. is an equal opportunity/affirmative action employer.
    $63.9k-95.9k yearly 10d ago
  • Financial Analyst IT Finance

    Johnson Controls Holding Company, Inc. 4.4company rating

    Risk analyst job in Milwaukee, WI

    Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard - your next great opportunity is just a few clicks away! What we offer: Competitive salary Paid vacation/holidays/sick time Comprehensive benefits package including 401K, medical, dental, and vision care On the job/cross training opportunities Encouraging and collaborative team environment Dedication to safety through our Zero Harm policy What you will do: We are seeking a dynamic and experienced Financial Analyst to join our Corporate IT FP&A team. In this role, you will be responsible for preparing, analyzing, and reviewing financial forecasts and plans, as well as monitoring monthly financial performance. You will address inconsistencies, evaluate strategic initiatives, and manage multiple projects to support senior leadership and cost center owners with actionable insights and decision-making support. How you will do it: Prepare, analyze, and review financial forecasts and plans. Monitor and report on monthly financial performance, addressing any inconsistencies. Evaluate and justify strategic initiatives. Develop and maintain financial models to support planning, investment analysis, and cost optimization Partner closely with IT cost center owners to understand operational drivers and provide financial guidance Collaborate with Senior Leadership Team (SLT) to deliver high-impact analysis and recommendations Ensure compliance with internal controls and corporate financial policies What we look for: Required Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred) 5+ years of experience in FP&A, preferably within Corporate IT or SG&A functions Advanced proficiency in Excel (pivot tables, Power Query, macros, etc.) Hands-on experience with OneStream and SAP (ECC or S/4HANA) Strong understanding of financial modeling, forecasting techniques, and variance analysis Excellent communication and interpersonal skills; ability to influence and collaborate across functions Strategic thinker with a proactive, problem-solving mindset and attention to detail Ability to work effectively with global teams across multiple time zones and cultures Preferred Experience supporting IT organizations or technology-driven cost centers Familiarity with IT financial management frameworks (e.g., TBM, chargebacks, run/grow/transform models) Ability to manage multiple priorities in a fast-paced environment This is a hybrid role at our Glendale, WI office or our Monterrey, Mexico office. We will consider remote internal candidates. HIRING SALARY RANGE: $78,000 - $107,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, location and alignment with market data.) This position includes a competitive benefits package. For details, please visit the About Us tab on the Johnson Controls Careers site at ***************************************** Johnson Controls International plc. is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, genetic information, sexual orientation, gender identity, status as a qualified individual with a disability or any other characteristic protected by law. To view more information about your equal opportunity and non-discrimination rights as a candidate, visit EEO is the Law. If you are an individual with a disability and you require an accommodation during the application process, please visit here.
    $78k-107k yearly Auto-Apply 33d ago
  • Financial Analyst

    ETE Reman 3.9company rating

    Risk analyst job in Brown Deer, WI

    As a Financial Analyst in the manufacturing industry, you play a critical role in analyzing financial data to help management make important decisions. Your job is to evaluate historical and current financial information, and use that data to create financial models and forecasts. Your insights help the company to make strategic investments, manage its cash flow, and improve its profitability. About ETE REMAN ETE REMAN is the largest independent aftermarket automatic transmission remanufacturer in the United States. Based in Milwaukee, Wisconsin, we've been rebuilding transmissions since 1985 - and we're still growing strong. With more than 800 team members, ETE REMAN is a place where people can build their career, learn new skills, and be part of a team that wins together. Why Choose ETE REMAN? The demand for our transmissions remains strong no matter the economy. Our work reduces waste, keeps vehicles on the road, and helps customers save money. ETE REMAN is for people who take pride in their work and want to create something real. We're a team that values quality, honesty, and getting better every single day. You'll find opportunity here - if you're ready to learn, grow, and go all-in. The pace is fast. The expectations are high. And the roadmap? You'll help draw it. We're growing quickly, built to last through any market, and still grounded in our family-owned roots. That means you get the best of both worlds - a tight-knit, no-nonsense culture with room to advance and make your mark. Company Expectations At ETE REMAN, we expect every team member to: Bring a positive attitude and support your teammates Focus on quality and keep customer satisfaction at the center of everything you do Follow established policies and processes, while staying flexible as things evolve Show up on time, stay engaged, and work with passion, urgency, and focus Aim to not only meet but exceed goals Make continuous improvement a daily goal Essential Duties and Responsibilities: Analyze Financial Data: Evaluate historical and current financial information to create financial models and forecasts. Budgeting and Forecasting: Prepare and maintain budgets, forecasts, and financial reports. Performance Monitoring: Monitor and analyze key performance indicators (KPIs) to identify trends and opportunities for improvement. Cross-Functional Collaboration: Work closely with various departments such as accounting, purchasing, and logistics to ensure business goals are aligned with financial performance. Profitability Analysis: Conduct financial and profitability analysis of new products, projects, or initiatives. Business Planning: Assist in the preparation and review of business plans, financial projections, and investment proposals. Process Improvement: Evaluate and recommend improvements to existing financial systems and processes. Compliance: Participate in audits and internal control assessments to ensure compliance with financial regulations and standards in the manufacturing industry. System Savvy: Be very comfortable and savvy working in the system (Infor Syteline). Tool Ownership: Own detailed aspects of the budget and forecast tool (CCH Tagetik). Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. 3-5+ years of experience in financial analysis, preferably in manufacturing, automotive, or a related industry. Strong financial modeling, forecasting, and variance analysis skills. Proficiency in Microsoft Excel (advanced functions, pivot tables, macros) and experience with business intelligence tools (e.g., Power BI, Tableau, or similar). Working knowledge of cost accounting principles, inventory management, and manufacturing financial processes. Strong problem-solving and analytical skills with the ability to interpret complex financial data. Effective communicator with the ability to present financial insights to both financial and non-financial stakeholders. Self-motivated, detail-oriented, and able to thrive in a fast-paced, evolving environment. Experience with ERP systems and financial software is a plus. Certifications: CPA or CFA certification can be advantageous.
    $56k-94k yearly est. 35d ago
  • Financial Analyst II

    Dev 4.2company rating

    Risk analyst job in Brown Deer, WI

    Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Travel Percentage : 0% As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS? About the role: As a Financial Analyst, you'll have your finger on the financial pulse of the entire organization. Working with a diverse team, you'll be responsible develop, interpret, and implement financial concepts for financial planning and control. What you will be doing: Perform technical analysis to determine present and future financial performance. Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Meet with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets. Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations. Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments. Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements. Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies.. What you will need: Bachelor's degree is required, Finance or Accounting highly preferred 2-3 years Finance or Accounting experience Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards Ability to analyze and solve problems using learned techniques and tools Analytical and statistical examination skills Demonstrated ability to plan and accomplish work to ensure critical deadlines are met What we offer you: At FIS, you can learn, grow and make an impact in your career. Our benefits include: Flexible and creative work environment Diverse and collaborative atmosphere Professional and personal development resources Opportunities to volunteer and support charities Competitive salary and benefits . Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
    $49k-77k yearly est. 60d+ ago
  • Finance Analyst

    Rehlko

    Risk analyst 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, Glendale, WI The Financial Analyst supports the Controller of Corporate Functions by partnering closely with business leaders to deliver accurate financial results, forecasts, and budgets. This role provides financial insight, drives accountability, and ensures disciplined cost management across assigned corporate departments. The analyst plays a critical role in monthly close activities, budget/forecast cycles, management reporting, and special projects that support operational and financial excellence. Specific Responsibilities: Financial Planning & Forecasting Lead the preparation of monthly, quarterly, and annual forecasts for assigned corporate functions. Partner with department leaders to understand cost drivers, upcoming initiatives, and financial risks/opportunities. Deliver clear analysis and commentary on forecast trends and variances versus budget and prior periods. Support and help coordinate the annual budgeting process, ensuring alignment with corporate targets. Financial Reporting & Close Support Support monthly close activities, including accruals, journal entries, and account reconciliations. Validate actuals, investigate variances, and ensure accurate reporting of functional spend. Prepare dashboards, management reports, and analytics for the Controller of Corporate Functions and functional leaders. Ensure alignment with corporate accounting policies and reporting standards. Business Partnership & Cost Management Serve as the finance partner to assigned corporate departments (e.g., HR, IT, Legal, Marketing, Operations). Provide actionable insights and recommendations to optimize spending and strengthen budget discipline. Review major spend requests and business cases, challenging assumptions where necessary. Maintain a strong control environment and promote financial accountability across functions. Special Projects & Process Improvement Support cross-functional and finance-led special projects, including cost optimization, system improvements, and process redesign initiatives. Assist with integration of new tools, enhancements to reporting processes, and analytics development. Contribute to ad hoc financial modeling, benchmarking, and strategic analyses as needed. Systems & Tools Support improvements and optimization within corporate financial systems. Experience with SAP and OneStream is a strong plus. Requirements: Bachelor's degree in Finance, Accounting, or related field. 2-5 years of experience in corporate finance, FP&A, or accounting. Strong analytical and financial modeling skills. Effective communicator with the ability to partner with and influence non-financial stakeholders. Highly organized with strong attention to detail and ability to meet deadlines in a fast-paced environment. Proficient in Excel; experience with SAP, OneStream, or other ERP/forecasting tools is preferred. Strong business acumen and ability to translate financial data into insights and recommendations. The Salary range for this position is $69,800.00-$87,950.00.The specific Salary rate offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. About Us Rehlko proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Rehlko at ********************************* In addition to the investment in your development, Rehlko offers a benefits package including a competitive salary, health, vision, dental, 401(k) with Rehlko matching, and more!? Rehlko is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination, without regard to race, creed, color, ethnicity, religion, sex, pregnancy, childbirth, or related medical conditions, genetic information, age, national origin, citizenship, ancestry, caste, mental or physical disability, marital or familial status, sexual orientation, gender identity or expression, genetic information, political belief or affiliation, union membership status, military status, veteran status, or any other characteristic protected by national, state, local, or other applicable laws. Americans with Disabilities Act (ADA) It is the policy of Rehlko to comply with all applicable provisions of the Americans with Disabilities Act (ADA) and corresponding national, state, local, or other applicable laws. Rehlko will not discriminate against any qualified associate or applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Rehlko will provide a reasonable accommodation to associates or applicants with disabilities, in accordance with applicable laws. If you have a disability and require an accommodation in the application process or during the course of employment, please contact *********************. Rehlko is an equal opportunity/affirmative action employer. Our Values Curiosity - Seek, learn, share Trust - Go farther together Pace - Focus to go faster Excellence - Find the win every day
    $69.8k-88k yearly Auto-Apply 5d ago
  • Financial Analyst

    Timothy Jon & Associates

    Risk analyst job in Milwaukee, WI

    Job Description As one of the region's leading commercial real estate firms, our client has been experiencing unprecedented growth, and they are looking to add to their team. This mid-sized company delivers to their clients in way that exceeds expectations. This nationwide developer offers a vibrant work culture where they carefully select their team members based on skills, integrity and a passion for their business. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career. This client offers Industry-leading compensation and benefits packages including premiere company paid medical plan, 401(k) with company match and company provided life and disability insurance. Position Summary: The Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management decisions. This role involves evaluating financial performance, assessing risks, and providing insights to maximize profitability and efficiency in real estate transactions. Key Responsibilities: Financial Modeling & Analysis: Develop and maintain financial models for real estate investments, acquisitions, developments, and dispositions. Conduct discounted cash flow (DCF) analysis, IRR, NPV, and ROI calculations. Analyze operating statements, rent rolls, and expense reports to assess property performance. Market Research & Due Diligence: Conduct market research to evaluate economic trends, property values, and competitive landscapes. Analyze demographic data, rental rates, occupancy trends, and potential investment opportunities. Assist in the due diligence process for acquisitions and dispositions, including lease reviews and risk assessments. Investment & Asset Management Support: Prepare investment memos, presentations, and reports for internal stakeholders and investors. Support asset management teams by tracking financial performance and recommending strategies for optimization. Monitor loan covenants and financial metrics to ensure compliance with financing agreements. Budgeting & Forecasting: Assist in preparing budgets, financial forecasts, and variance analyses for real estate assets. Identify areas for cost savings and revenue maximization within real estate portfolios. Stakeholder Collaboration: Work closely with acquisitions, development, finance, and property management teams to support strategic decision-making. Communicate financial insights and recommendations to senior management and investors. Qualifications & Skills: Education: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus. Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or asset management. Technical Skills: Proficiency in Excel, financial modeling, and real estate underwriting techniques. Experience with real estate software such as ARGUS, CoStar, or Yardi is preferred. Familiarity with financial reporting, GAAP, and real estate valuation methods. Soft Skills: Strong analytical, problem-solving, and critical-thinking abilities. Excellent written and verbal communication skills. Ability to manage multiple projects and meet deadlines in a fast-paced environment.
    $48k-72k yearly est. 22d ago
  • Financial Analyst

    Milwaukee Tool 4.8company rating

    Risk analyst job in Menomonee Falls, WI

    INNOVATE without boundaries! At Milwaukee Tool we firmly believe that our People and our Culture are the secrets to our success -- so we give you unlimited access to everything you need to provide support to your business unit. Behind our doors you'll be empowered every day to own it, drive it, and do what it takes to support the biggest breakthroughs in the industry. Meanwhile, you'll have the support and resources of the fastest-growing brand in the construction industry to make it happen. This job is not eligible for any kind of sponsorship You'll be DISRUPTIVE through these duties and responsibilities: * Partner with business leaders to analyze monthly activity, build monthly forecasts, and communicate results to the financial leadership team. * Work with cross functional departments to investigate and determine root cause of monthly financial variances. * Deliver timely and accurate month-end close tasks including journal entries and managing accruals. * Easily adapt to the changing needs of internal customers and create meaningful ad hoc "what-if" financial analysis. Provide an objective opinion as well as develop recommendations for improvements. * Identify knowledge gaps and develop tools, processes, and models to provide meaningful information to internal customers. * Develop peer relationships with other financial analysts to drive consistency in reporting, analysis, and operational procedures and rhythm. * Demonstrate a commitment to continuous process improvement. Identify and eliminate non-value-added activities and streamline processes. * Demonstrate ability to manage multiple processes and prioritize appropriately. * Assist in preparation of rolling 18 month forecast. The TOOLS you'll bring with you: * Bachelor's degree in Accounting or Finance * 1-3 years of experience in an accounting or finance related field * Strong attention to detail * Excellent analytical skills * Able to effectively communicate with all levels of the organization (written, verbal, presentation, and listening) * Proficient in Microsoft applications, with advanced Excel knowledge * Self-motivated * Ability to work well on diverse, cross-functional teams * Able to handle multiple tasks in a fast-paced environment We provide these great perks and benefits: * Robust health, dental and vision insurance plans * Generous 401 (K) savings plan * Education assistance * On-site wellness, fitness center, food, and coffee service · And many more, check out our benefits site HERE. Milwaukee Tool is an equal opportunity employer.
    $58k-73k yearly est. 1d ago
  • Associate Experience Analyst

    West Bend Mutual Insurance 4.8company rating

    Risk analyst job in West Bend, WI

    The Associate Experience Analyst supports implementing Human Resources (HR) talent strategies to enhance the associate and candidate experiences and build a company culture that supports business objectives and values. It also supports continuous improvement efforts towards HR processes to drive greater efficiency. Work Location This position offers a hybrid work schedule. Candidates who are located within 50 miles of a West Bend office location will work a hybrid schedule for collaboration days, team meetings or other in-person events. Responsibilities & Qualifications Summary of Responsibilities At the heart of our culture is a simple belief: when our associates thrive, our business thrives. As an Associate Experience Analyst, you'll help bring that belief to life. In this role, you'll champion initiatives that elevate every stage of the associate and candidate journey-ensuring our people feel heard, valued, and inspired. You'll support high-impact HR strategies, strengthen our culture, and help shape a workplace experience that reflects who we are and where we're going. Key Responsibilities * Amplify the associate voice by driving our listening strategy-creating meaningful feedback loops and transforming insights into action.• Strengthen engagement across the enterprise by supporting survey strategies, recognition programs, and follow-through on company-wide action plans.• Bring our culture to life through initiatives that embed our values into daily interactions, leadership behaviors, and the overall associate experience.• Create moments that matter by planning and delivering signature events such as our annual Summit and milestone celebrations.• Curate a thoughtful associate journey, shaping key touchpoints like 3- and 12-month check-ins to foster connection, clarity, and community.• Collaborate across teams, partnering with Organizational CX to align associate and customer experience strategies.• Advance inclusion and belonging through targeted programming that strengthens a culture where everyone can contribute and thrive.• Champion community engagement by coordinating volunteer opportunities and supporting our volunteer time off (VTO) program.• Drive HR excellence by evaluating processes, identifying efficiency opportunities, and helping design scalable, streamlined workflows. Preferred Experience & Skills * 4-6 years of HR or related experience• Experience with continuous improvement methodologies• Familiarity with associate engagement platforms and tools• Strong awareness of workplace and cultural trends• Excellent project management and organizational skills• Ability to build influence and alignment across teams• Creative, solutions-oriented mindset• Exceptional written and verbal communication skills• Ability to translate feedback into thoughtful action• Comfort working with workforce and business analytics Preferred Education * Bachelor's degree in Human Resources or a related field INDSP #LI-BW1 Salary Statement The salary range for this position is $84,000-$105,000. The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate. Benefits West Bend offers a comprehensive benefit plan including but not limited to: * Medical & Prescription Insurance * Health Savings Account * Dental Insurance * Vision Insurance * Short and Long Term Disability * Flexible Spending Accounts * Life and Accidental Death & Disability * Accident and Critical Illness Insurance * Employee Assistance Program * 401(k) Plan with Company Match * Pet Insurance * Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates * Bonus eligible based on performance * West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies. EEO West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.
    $84k-105k yearly Auto-Apply 22d ago
  • Finance Analyst, Digital

    Kohler 4.5company rating

    Risk analyst job in Kohler, WI

    Work Mode: Onsite Opportunity Are you ready to support the IT team working on technology infrastructure and the software that makes daily work life easier? As a Finance Analyst supporting our Digital organization, you'll play a pivotal role in understanding spending trends, analyzing projects, connecting expenses to business needs and communicating chargebacks to business. This is more than accounting-it's about driving insights, partnering with leaders to make bold decisions, and connecting business actions to costs. Responsibilities * Act as a trusted advisor to Digital leadership, delivering actionable insights and financial guidance to the Infrastructure and Cybersecurity teams. * Lead monthly forecasting with precision and accountability. * Drive strategic planning, budgeting, and capital investment processes. * Deliver analysis to uncover opportunities and optimize performance. * Evaluate capital expenditure requests, ensuring sound financial justification and ROI. * Champion post-audit readiness through proactive documentation and process rigor. * Own the global IT charge out process-streamlining calculations, communication, and continuous improvement. * Ensure journal entries, accruals, and adjustments align with GAAP standards. * Innovate and maintain accounting systems and files tailored to business needs. * Lead financial coordination for major capital initiatives, from set up to asset activation. This includes the annual PC budgeting and purchasing processes. * Monitor budget alignment, depreciation planning, and financial issue resolution. * Support asset lifecycle activities including transfers, disposals, and inventory. Skills/Requirements * Bachelor's degree in Accounting or Finance. * Proven ability to communicate and partner effectively across the organization. * Passion and drive for process improvement with attention to detail and making informed decisions. * Unwavering integrity in work and conduct. * Clear and effective communication. * Strong organizational skills. * Desire to learn. * Flexibility to change along with shifting priorities. Applicants must be authorized to work in the US without requiring sponsorship now or in the future. We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $63,900 - $95,900. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. Why Choose Kohler? We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives. About Us It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact *********************. Kohler Co. is an equal opportunity/affirmative action employer.
    $63.9k-95.9k yearly 10d ago
  • Accounting & Financial Analyst Intern

    Twin Discorporated

    Risk analyst job in Milwaukee, WI

    TWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status.
    $28k-42k yearly est. Auto-Apply 13d ago

Learn more about risk analyst jobs

How much does a risk analyst earn in Glendale, WI?

The average risk analyst in Glendale, WI earns between $52,000 and $101,000 annually. This compares to the national average risk analyst range of $59,000 to $112,000.

Average risk analyst salary in Glendale, WI

$73,000

What are the biggest employers of Risk Analysts in Glendale, WI?

The biggest employers of Risk Analysts in Glendale, WI are:
  1. Aurora Health Care
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