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. 17h ago
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Senior Credit Risk Analyst
Broadstone Net Lease, Inc. 4.2
Risk analyst job in Milwaukee, WI
The Senior Analyst, Credit Risk will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform real estate investment decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis.
Essential Job Duties & Responsibilities:
Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks
Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets
Maintain financial reports that summarize the overall financial position of the tenant portfolio
Track industry trends and tenant news
Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities
Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting
Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance
Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics
Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams
Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings
Continue to improve and develop tenant financial analysis tools, procedures, and reports
Travel to corporate headquarters located in Victor, NY for employee events and training as necessary
Executes duties and maintains standards in accordance with company policies and procedures
Additional duties as required
Overtime hours may be required as job duties demand
Skills/Qualifications:
Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings
Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations
Knowledge of financial ratio analysis and GAAP accounting
Understanding of finance, real estate, and capital markets terms and concepts
Effective verbal and written communication skills with ability to effectively present data and findings
Strong attention to detail with a focus on quality and accuracy in a fast-paced environment
Experienced information gathering and information monitoring skills
Effective decision-making skills and an ability to perform under deadline pressure
Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines
Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel
Strong collaborator with a proven ability to work across teams, functions, and levels of the organization
Education/Experience:
Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required
3-5+ years of finance/underwriting experience in a professional services environment
Experience with Moody's and/or S&P tools preferred
Formal credit training, commercial credit underwriting experience preferred
Experience working with Power BI a plus
Experience working with MRI commercial property management software a plus
$60k-86k yearly est. 17h ago
Information Risk Management Internship
Northwestern Mutual 4.5
Risk analyst job in Milwaukee, WI
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million clients. For the seventh consecutive year, Northwestern Mutual has also been recognized among the “Best Places to Work in IT” as a top workplace for information technology (IT) professionals, according to IDG's Computerworld, the leading source of technology news and information for IT influencers worldwide. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and enhancing the engagement of those who bring their unique perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.
Job Description
Interns may be involved in providing day-to-day support as needed including problem resolution, metrics reporting, documentation, project assistance and various other activities including attending and participating in various meetings as part of the team. Responsibilities of the intern may include:
• Research and documentation development on how various technologies and processes work
• Gathering, reporting, and delivery of security metrics
• Participation in logging and monitoring processes including log reviews
• Various small projects and process assistance as needed
Qualifications
Active student pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Management Information Systems or related field. A cumulative grade point average of 3.0 or higher with a minimum of 6-9 credits in Computer Science or Management Information Systems courses.
Additional Information
SKILLS AND COMPETENCIES REQUIRED FOR POSITION
• Excellent verbal and written communication, analytical and problem-solving skills, time management, and customer service skills, including ability to be assertive and diplomatic
• Basic Knowledge and experience with the following: Scripting (e.g. Perl, Python, VBA, Javascript, etc.) and Windows Office Suite • Previous work or classroom experience in one of the following: information systems, systems audit, business process or information systems security
• Aptitude for learning on the fly and interest in information systems security concepts and techniques
• Knowledge of SharePoint administration a plus
$64k-97k yearly est. 60d+ ago
Associate Experience Analyst
West Bend Mutual Insurance 4.8
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 $86,000-$108,000.
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.
$86k-108k yearly Auto-Apply 48d ago
Risk Manager - Construction
Turner & Townsend 4.8
Risk analyst job in Milwaukee, WI
From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational projects covering the full spectrum of consultancy, project delivery and post-project operations.
With offices located globally, you're never far away from our services. With over 22,000 specialists in more than 60 countries, we blend local knowledge with global insight to tackle challenges of any scale.
Our team is dynamic, innovative and client-focused, supported by an inclusive and fun company culture. Our clients value our proactive approach, depth of expertise, integrity and the quality we deliver. As a result, our people get to enjoy working on some of the most exciting projects in the world.
Turner & Townsend is seeking a riskanalyst with a background in life sciences facilities projects to join our team to support project management function on a large-scale project. The ideal individual will have a proven track record of successfully delivering construction project control services.
Job Description
Turner & Townsend is looking for a Risk Manager to join our growing team. The ideal individual will be an experienced risk professional that has supported large scale construction projects.
Responsibilities:
* Maintain visibility of threat/opportunity trigger points to facilitate risk cost profiling, timely drawdown of risk budget or retirement of threat/opportunity.
* Use risk data to inform investment planning.
* Monitor overall risk exposure and assess the remaining risk budget.
* Work with contractors to assess contractors held risks and their views on client held risks that impact upon them.
* Produce risk reports as required, in a timely manner, to support the effective communication of threat and opportunity status.
* Conduct quantitative risk assessment (cost and schedule) to inform project contingency levels.
* Initiate a proactive approach to the review, development and improvement of risk management services for the client.
* Undertake end-to-end project risk management practices on multiple projects/programs.
* Undertake the creation of risk management plans and processes in adherence to client requirements, processes, policies, and frameworks.
* Conduct risk reviews at regular intervals, identify and analyze, determine response plans, ensure that project and program risk profiles are being monitored and reported.
* Lead and run a comprehensive schedule and cost-effective risk assessment (QCRA & QSRA) process is delivered.
* Establish integration of the risk management function within the program and project controls team, with direct touch points to cost and schedule management, change control, and reporting.
* Work proactively and collaboratively with program and project control teams to eliminate redundancies and identify improvement opportunities.
* Provide opportunities to facilitate the transfer of knowledge within the immediate risk team, to the greater project controls team, and to the client. The transfer of knowledge may include informal one-on-one discussions with client stakeholders and more formal presentations to clients and colleagues.
* Create value stream mapping to quantify pain points and develop solutions to minimize waste (both in terms of speed and cost).
* Collaborate on the supplier performance management program including the collection of performance metrics and tracking supplier improvement action plans.
* Demonstrate a level of support to expert witnesses in arbitral or ligation processes.
* Lead, manage, and carry out construction stage contract and claims management.
* Carry out assessment of contractual claims in accordance with the contract.
* Provide strategic and contractual advice on disputes and related resolution issues.
* Evaluate delay recovery measures.
* Carry out change management and construction stage cost control.
* Supervise the measurement and valuation of completed works and variations.
* Manage the settlement of final accounts with contractors
* SOX control responsibilities may be part of this role, which are to be adhered to where applicable.
Qualifications
* Bachelor's degree in construction management, cost management, quantity surveying, engineering or field related to construction.
* Minimum 5-7 years of applicable experience
* Relevant construction project procurement and contract management experience.
* Demonstrated experience within a Program Management or Program Controls environment
* Deep knowledge and experience with risk identification, facilitation and techniques.
* Strong communication, analytical and negotiation skills.
* In-depth understanding of construction contracts, commercial models, and delivery methods.
* Proficient in process mapping, root causes analysis, problem solving, and value-stream mapping.
* Familiarity with web-based database tools - ARM, Predict, Tableau
* Highly self-motivated, analytical, and customer centric.
* Excellent communication skills.
Additional Information
* On site presence could changer per client's needs.
Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change.
We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance.
Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community.
Please find out more about us at **************************
Turner & Townsend does not accept any speculative or unsolicited CV's that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV's will be treated as a direct application.
All your information will be kept confidential according to EEO guidelines.
#LI-JD1
Join our social media conversations for more information about Turner & Townsend and our exciting future projects:
Twitter
Instagram
LinkedIn
It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time.
Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.
$94k-137k yearly est. 5d ago
Intern, Risk & Compliance
Landmark Credit Union 4.3
Risk analyst job in Brookfield, WI
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPEOur Landmark Summer Internship Program offers a unique, hands-on experience designed to help you build valuable skills in key corporate areas that align with your field of study. Our paid, full-time internship program is located at our Brookfield Headquarters building and runs for 12 weeks, from May 26 - August 14, 2026. During this time, interns will have the opportunity to participate in professional development activities, network with peers, and engage with senior leaders. Through this experience, you'll explore potential career paths, expand your knowledge of Financial Institutions, and strengthen your professional skills that will prepare you for future success in a dynamic, People First culture.
As a Risk & Compliance Intern, you will gain hands-on experience in compliance, risk management, and regulatory processes. You will gain valuable insight into how our organization mitigates risk, ensures compliance, and maintains ethical standards. In addition, you will:• Develop an understanding of financial institution risk practices and methodologies.• Participate in department activities and collaborate with team members and assist in maintaining and improving the organization's risk management framework.• Gain an understanding of financial laws and implementing regulations.• Gain experience in business relationship management.
REQUIREMENTS1. Must be enrolled as a full-time student pursuing a Bachelor's degree in Business, Finance, Risk Management, or a related field. Preference will be given to candidates entering their senior year and/or previous internship experience.2. Strong written and verbal communication, teamwork, and time management skills.3. Proficiency in Microsoft Office Suite, including but not limited to Word, Excel, PowerPoint.4. Ability to meet deadlines while working independently and as part of a team.5. Strong organizational skills with attention to detail.6. Demonstrated strong analytical and problem-solving abilities.7. Demonstrated interest in learning regulatory compliance, risk management, or financial services.8. Ability to work 40 hours per week for the 12-week program.9. Must comply with all company policies and procedures and all job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES1. Learn our corporate culture and basic day-to-day communication and work processes.2. Learn the financial industry and business needs of our members.3. Assist with special projects related to compliance and risk management.4. Support the risk assessment process by collecting, documenting, and analyzing data.5. Support the development of GRC system dashboards.6. Attend and participate in team meetings, training sessions, and contribute ideas.7. Perform other duties as needed
EEO/Veterans/Disabled
$39k-63k yearly est. 6d ago
Asset Management Intern
Veolia North America 4.5
Risk analyst job in Milwaukee, WI
** Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America.
**Job Description**
**Position Purpose:**
Student Exploration and Experience Development (SEED) is a 12-week internship opportunity at Veolia for students to gain hands-on experience in sustainability and ecological transformation. They will work on real-world projects, receive mentorship from industry professionals, and participate in workshops and networking events. The program aims to nurture talent, promote innovation, and foster meaningful connections between students and industry professionals. Overall, the SEED program provides students with the skills, knowledge, and connections needed to make a positive impact in the industry.
**Program Dates: June 1, 2026 to August 21, 2026.**
**Primary Duties/Responsibilities:**
+ Executes tasks directly related to functional projects and/or process improvements.
+ Communicates issues and roadblocks related to areas of responsibility.
+ May assist in research or special projects in a variety of areas in order to fulfill business initiatives and meet business objectives.
+ May be asked to prepare and deliver insights and recommendations based on analyses.
+ Produces findings and draws conclusions from analyses. Makes oral and written recommendations to management.
+ Ensures all engineering projects, initiatives, and processes are in conformance with established policies, standards, and objectives; establish and/or update engineering standards and specifications as needed.
+ Work with senior engineers to ensure projects meet design specifications and are completed on time and within budget.
+ Perform other duties as required by management.
+ Comply with all Veolia Company and HSE procedures and policies.
**Work Environment:**
+ Internships are focused on learning and exposure to fundamental business processes and procedures.
+ Candidates may support any of the Veolia North America business functions.
+ Environments vary by internship function from office to field to plant.
+ Our aim is to provide tangible industry job experience to each intern.
**Qualifications**
**Education/Experience/Background:**
+ High School Diploma/GED is required.
+ Working towards a four-year degree and you have Senior status in a related engineering major. Example: If the internship is in electrical engineering, you are a junior working towards an electrical engineering (or similar such as electronics engineering) degree.
+ 3.2 Cumulative G.P.A required.
**Knowledge/Skills/Abilities:**
+ Strong communication skills, including written, verbal, listening, presentation and facilitation skills.
+ Demonstrated ability to build collaborative relationships.
**Additional Information**
We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.
$34k-60k yearly est. 33d 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 $86,000-$108,000.
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.
$86k-108k yearly Auto-Apply 17d ago
Accounting & Financial Analyst Intern
Twin Disc, Incorporated 4.3
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.
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$39k-47k yearly est. 11d ago
Client Finance Analyst
GMR Marketing 4.1
Risk analyst job in New Berlin, WI
We are
the
Experience Agency Making Unforgettable Stories Born of Humanity
NOT JUST EXPERIENTIAL.
EXPERIENCE.
The lines have blurred. People live in the physical, digital, and social worlds all at once, and your brand experiences should do the same.
NOT JUST TELLING.
MAKING.
The best stories are lived, not heard. Make an immersive world for people to explore so they can experience something they'll never forget.
NOT JUST CONSUMERS.
HUMANS.
It all starts with the human. If you want to make a lasting impact, look beyond the wallet to understand what motivates and inspires people.
GMR is looking for a detail-oriented and analytical finance professional to join our team as a Client Finance Analyst. Reporting to the Program Finance Manager, this role plays a critical part in supporting our marketing programs by owning financial management from budgeting through reporting and compliance.
In this role, you will take independent ownership of one or more programs from a financial standpoint, with a strong focus on budget oversight, financial reporting, and compliance. You'll partner closely with cross-functional internal marketing and support teams to ensure financial accuracy, transparency, and alignment with program goals.
You will thrive in this role if you are highly organized, proactive, and confident navigating complex financial details in a fast-paced agency environment. If you enjoy collaborating across teams, managing budgets with precision, and contributing to operational excellence, we'd love to hear from you.
REQUIRED SKILLS
Budget Management & Financial Ownership. You'll independently manage the financial health of assigned programs, tracking actual expenditures, maintaining forecasts, and ensuring alignment with approved budgets. You'll collaborate daily with marketing team members to assess financial impacts of program updates and changes, manage budget creation, and prepare client-requested financial reports, scenarios, and analyses that provide clear insight into program performance.
Financial Reporting & Analysis. You'll prepare and deliver monthly and quarterly financial reporting, including budget vs. actual variance reports, reforecasts, and accruals. Your attention to detail and analytical mindset will help ensure accurate reporting and clear communication of financial performance to internal and client partners.
Financial Compliance & Invoice Management. You'll help ensure compliance with GMR and client financial controls by reviewing client billings against signed agreements, approved operating budgets, and MSAs. This includes detailed review of third-party contracts, vendor billings, and GMR purchase orders to ensure scope alignment, budget accuracy, and adherence to purchasing guidelines.
Cash & Asset Management. You'll oversee daily, weekly, and monthly cash management activities and maintain the master asset list, helping ensure financial accuracy and accountability across programs.
Cross-Functional Collaboration & Support. You'll act as a financial consultant to internal marketing teams, offering guidance on budget allowances, purchasing procedures, compliance requirements, and financial best practices. You'll collaborate with internal support teams, support special projects, and contribute to identifying process efficiencies and cost-saving initiatives.
Dynamic & Detail-Oriented Mindset. You take full ownership of the programs you manage, holding yourself accountable for financial accuracy, timelines, and outcomes. You are a proactive problem-solver who works independently while staying closely connected to cross-functional partners across multiple departments. You communicate clearly and effectively with a wide range of stakeholders, adapting your approach based on audience and context, while managing sensitive financial information with discretion. You stay organized under competing priorities and remain flexible as programs evolve, ensuring alignment and trust across teams.
The annual range for this role varies between $60,000- $70,000 and may vary depending on the candidate's experience. Benefits for this role include health/vision/dental insurance, 401k, employee stock purchase plan, vacation, personal days and paid holiday time. You are also eligible to participate in disability, life insurance, FSA/HSA plans subject to the terms and conditions of such benefit plans. Please don't let our posted ranges keep you from exploring this or any other exciting opportunities within our agency.
Our guiding principles can be found here.
To view our compliance policies, please go to the main menu on our site GMR Marketing: Experience Marketing Agency.
$60k-70k yearly Auto-Apply 1d ago
Financial Analyst II
Dev 4.2
Risk analyst 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 :
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. 1d ago
Finance Analyst, Digital
Kohler 4.5
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 36d ago
Financial Analyst
Milwaukee Tool 4.8
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. Auto-Apply 11d ago
Investment Analyst - Private Debt & Equity
Northwestern Mutual 4.5
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
Associate Experience Analyst
West Bend Insurance Company 4.8
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 $86,000-$108,000.
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.
$86k-108k yearly Auto-Apply 47d 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 40d ago
Financial Analyst II
Dev 4.2
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
Kohler 4.5
Risk analyst job in Kohler, WI
Work Mode: Onsite Opportunity Under the direction of the Sr Manager - FP&A for Kitchen & Bath North America, participate in all aspects supporting the Kitchen & Bath North America Planning & Forecasting process and serve as business super-user for the BPC system that supports our forecast and plan consolidation.
Specific Responsibilities
* Responsible for maintaining the process that supports the forecasting requirements of the business. This includes providing the business with projected income statements and supporting exhibits that are reviewed during the monthly forecast review with the President - KBA. It also includes coordinating the orders and shipment projections by month for each product line, business team, brand, and for specific markets, channels and customers required by the business.
* Partner with KBNA Finance to process improve the forecast and planning cycles. The position will be responsible for identifying opportunities to improve the planning and forecasting processes and driving solutions forward.
* Partner with Corporate Finance to evaluate and select the FI ONE technology platform. Represent KBNA's interests throughout the process to ensure the chosen solution aligns with day-to-day business requirements and supports long-term financial objectives.
* Actively engage associates in Finance and in other functional disciplines to own and support various elements of the annual Plan and monthly Forecast. This position is not responsible for creating these pieces of the projection but is responsible for putting in place a process and the communication necessary to facilitate the respective functional area owning the projection.
* Serve as super-user of the system that supports our monthly forecast and annual financial plan consolidation. Provide training and assistance to new and current users. Document and continuously improve processes. Partner with the Global BPC team to implement system improvements and upgrades.
* Provide the organization with Source of Business reports and analysis to drive the planning and projecting of program costs such as rebates, commissions, co-op and defective allowances.
* Perform other responsibilities, projects, and special studies as assigned by the Sr Manager - FP&A and assist other members of the department as needed.
Skills/Requirements
* Minimum of Bachelor's degree in Business Administration with an emphasis in Finance or Accounting.
* A strong working knowledge of Excel is required.
* Effective communication skills, both within and outside of the Accounting/Finance organization.
* An ability and willingness to learn and work with a forecasting system.
#LI-Onsite
#LI-KS1
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 13d ago
Financial Analyst, Field Rewards
Northwestern Mutual 4.5
Risk analyst job in Milwaukee, WI
View the Distribution System's finance and rewards structure broadly via helping to design rewards and then partnering to support office financials. Work with Field and Home Office Leaders to interpret office financials, influence Field Office decision making with financial analysis, and proactively identify risks, issues and opportunities for deeper analysis. Involved in the design projects involving the evaluation, resolution and implementation of Field compensation, benefits and recognition programs considering the implications of all stakeholders. Provide guidance and support to the Field consultation roles (e.g., Principals and Field financial consultants) and the Field offices you support.
Primary Duties & Responsibilities:
Proactively identify Network Office financial issues and assist the Principals and internal management in resolving by providing research and resolution options, considering financial performance management standards, guidelines and accountabilities.
Participate in interdepartmental projects related to the development of Field compensation, benefits and recognition for products or distribution initiatives. Perform analysis required for the assignment, including development of financial models. Manage the project work including the scope, schedule and documentation of research, analysis, modeling and presentation of implications to all stakeholders (financial representatives, Field management and policyowner/home office).
Develop educational and promotional materials regarding the financial representative and Field management compensation packages. Provide guidance to company and Field regarding compensation, benefit and recognition programs through consultations.
Prepares financial scenarios using various financial modeling tools and concepts (Budgeting, Forecasting, NPV, ROI, etc. ) to direct decisions about investments in the Office.
Collaborate with the regional team, Field business partners and internal management to assess, define or propose investment strategies for the Office.
Regular review of financial results with Field and Home Office leaders assessing against budget, forecast and peer performance to identify areas of risk and opportunity for additional operational focus.
Gather and review competitor information to prepare comparisons to the company's Field compensation offerings. Provide guidance to company and Field individuals on competitor compensation.
Knowledge, Skills, & Abilities:
Bachelor's Degree in Accounting, Finance, Actuarial Science, Mathematics or Economics
MBA, CFA or other relevant advanced degree preferred, but not required
Minimum of 5 years of related business experience working with financial statements, performing financial analysis & modeling using spreadsheet tools
Strong analytical skills with the proven ability to analyze business problems and make decisions
Demonstrated independent leadership and project management skills
High degree of personal initiative and ability to work independently managing multiple projects simultaneously in a fast-paced environment
Demonstrated ability to build rapport and influence at all levels within the Home Office and Field and participate in a cooperative team environment, comfortable working in a highly matrixed organization
5-10% travel time required
Compensation Range:
Pay Range - Start:
$78,190.00
Pay Range - End:
$145,210.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
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.
$78.2k-145.2k yearly Auto-Apply 3d ago
Finance Analyst
Kohler Co 4.5
Risk analyst job in Kohler, WI
_Work Mode: Onsite_ **Opportunity** Under the general supervision of the Sr. Manager - Rewards Programs and Benefits, support the accounting, forecasting, and reporting activities related to fringe benefits, product liability, and workers compensation for all US domestic locations. This role provides analytical support, prepares routine reports, and assists in data gathering and reconciliation efforts required for accurate financial reporting.
**Specific Responsibilities:**
+ Assist with reporting and analysis of all benefit categories across US domestic employee groups including preparation of monthly reporting and identifying basic variances.
+ Support the development of financial plan and forecasts for benefits expenses by gathering data, preparing preliminary analyses, and assisting in variance explanations.This includes coordination with associates in Employee Benefits for health and disability benefits, Environmental, Health and Safety for Workers Compensation, and Tax/Compensation for payroll related benefits, followed by communication of forecast changes and collaboration with business unit finance teams.
+ Assist in preparing fringe rate calculations and updates under guidance from senior staff and support periodic review activities.
+ Perform routine reconciliations of assigned fringe-related general ledger accounts and assist with variance investigation. This position has ownership of specific balance sheet accounts and is responsible for making sure the balance sheet is accurately stated, and variances are addressed in a timely manner. This includes completion of monthly product liability and worker's compensation reconciliation reports, quarterly major reserve reporting and analysis, and supporting external auditor requests.
+ Assist in gathering information needed to support Group Health reserve posting processes, including coordinating with internal teams and compiling data from external providers.
+ Maintaining documentation of fringe processes and assist with process improvement initiatives as directed.
+ Assist in data gathering and preliminary analysis related to product liability reserve activity.Analyzing product liability reserve and expenses.This includes analyzing past trends, identifying P&L risks and opportunities, adjusting accruals as needed, and communicating changes with the businesses. The Insurance and Risk Management team assist in this analysis.
+ Provide data and basic analytical support for pension and 401(k) activities for each domestic location, including assisting with exhibits and routine modeling inputs.
+ Review year-end disclosure reports related to Kohler's pension and post-retirement plans. Assist with the preparation of the Company's employee benefit plan and postretirement disclosure footnotes for internal and external reporting requirements.
+ Support quarterly reconciliations of the payroll tax general ledger accounts through data validation and routine analytical tasks.
+ Perform miscellaneous projects and analytical assignments as assigned.
**Skills/Requirements**
+ A Bachelor of Business Administration degree in Accounting or Finance is a minimum requirement.
+ Working/foundational knowledge of Kohler Co., SAP, Excel, and BPC.
+ Strong analytical, communication, and organizational skills required.
\#LI-Onsite
\#LI-KS1
**_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.
How much does a risk analyst earn in Milwaukee, WI?
The average risk analyst in Milwaukee, 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 Milwaukee, WI
$73,000
What are the biggest employers of Risk Analysts in Milwaukee, WI?
The biggest employers of Risk Analysts in Milwaukee, WI are: