Manager Financial Planning (Budget) - Financial Operations 100% Remote Medical College of WisconsinManager Financial Planning (Budget) - Financial Operations 100% RemoteWisconsinRemotePartners with the Associate Director of Budget to advance institutional budgetary strategy and financial planning priorities, while supervising and developing a team of financial analysts to ensure the accuracy, integrity, and timeliness of MCW’s budget deliverables. •Ability to achieve results in a complex matrix organization through effective delineation of task assignments, ensuring adequate resource allocation, assisting project participants resolve barriers and solve issues and appropriate escalation of resource issues and concerns.
Financial Planning Business Consultant Northwestern MutualFinancial Planning Business ConsultantWisconsinAnalytical Thinking - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.
Workday Adaptive Planning Manager Baker Tilly Virchow KrauseLLPWorkday Adaptive Planning ManagerWIBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Workday Adaptive Planning Senior Baker Tilly Virchow KrauseLLPWorkday Adaptive Planning SeniorWIBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
College Planning Advisor Class 101 Central WICollege Planning AdvisorWausau, WisconsinAs dedicated college advisors, we recommend potential colleges fitting clients’ factors and budgets, as well as assist in identifying a career path that aligns with their abilities and interests. In our office, you will work collaboratively with a passionate and fun team of college advisors to provide college planning to students through individual meetings.
Financial Analyst - Financial Operations Medical College of WisconsinFinancial Analyst - Financial OperationsWisconsinPerforms basic-to-complex financial and business-related analyses to support departmental operating budgets and financial operations, provider productivity and benchmarking processes, business plans, forecasting models, and practice leadership. Employees, students, applicants or other members of the MCW community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely or retaliated against based upon a protected characteristic.
Financial Analyst III GreenHeckFinancial Analyst IIISchofield, WI$105,630–$130,485 / yearInfluence key business decisions by partnering with senior leadership to improve profitability, optimize manufacturing costs, support pricing strategy, and enhance operational performance across the Custom Air Handling Unit (CAHU) business. Financial Analyst you will support a growing custom manufacturing business by driving strategic financial analysis, operational forecasting, manufacturing cost accounting, and business performance insights within a fast-paced commercial HVAC environment.
DIRECTOR - FINANCE - ASPIRUS HEALTH PLAN Aspirus IncDIRECTOR - FINANCE - ASPIRUS HEALTH PLANWausau, WIAspirus Health Ventures (AHV) is a collaboration between a health insurer (Aspirus Health Plan) and health care provider (Aspirus Health System) that started in 2016 to offer a new choice for health care coverage. The health system operates 18 hospitals and 130 outpatient locations with nearly 14,000 team members, including 1,300 employed physicians and advanced practice clinicians.
Financial Advisor - Marshfield MBE WealthFinancial Advisor - MarshfieldMarshfield, WIFull timeWe support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.Excellent personal skills when dealing with clients of all ages and from all walks of life.
Financial Advisor Nicolet National BankFinancial AdvisorWausau, WisconsinAdvisory: Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm’s financial planning systems. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers.
Financial Advisor Northwestern MutualFinancial AdvisorWausau, Wisconsin$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Consultant I UW Credit UnionFinancial Consultant I53705, WisconsinFull timeJoin one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive: Responsibilities: Develop and maintain an active sales pipeline built with referrals from the Credit Union, existing clients, and through conducting outreach to lead lists and other prospecting activities.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramWausau, Wisconsin$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Analyst I/II Greenheck Fan CorpFinancial Analyst I/IISchofield, WI$69,581–$105,903 / yearAs an innovative, environmentally responsible manufacturer of commercial HVAC systems, Greenheck Group designs and manufactures industry-leading air movement and ventilation solutions through our family of trusted brands. The person is required to have close visual acuity to perform an activity such as: preparing and analyzing data, and figures; transcribing; viewing a computer terminal; extensive reading.
Medical Economics Analyst, Health Plan Sanford HealthMedical Economics Analyst, Health PlanMarshfield, WI$29–$46.50 / hourWork closely with accounting, actuarial, underwriting, clinical, health services delivery and network management teams to provide analytical support for decision-making and strategic planning, such as informing payer negotiations and risk adjustment strategies. Create clear, concise reports, dashboards, and presentations using data visualization tools to communicate complex findings and actionable insights to a variety of stakeholders, including senior management and clinical departments.
Financial Analyst I/Ii GreenHeckFinancial Analyst I/IiSchofield, WI$69,581–$105,903 / yearAs an innovative, environmentally responsible manufacturer of commercial HVAC systems, Greenheck Group designs and manufactures industry-leading air movement and ventilation solutions through our family of trusted brands. The person is required to have close visual acuity to perform an activity such as: preparing and analyzing data, and figures; transcribing; viewing a computer terminal; extensive reading.
Personal Financial Counselor - Wausau, WI Magellan Health ServicesPersonal Financial Counselor - Wausau, WIWausau, WIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Consultant- Milwaukee, WI FidelityFinancial Consultant- Milwaukee, WIWisconsinRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Financial Analyst I/II Greenheck GroupFinancial Analyst I/IISchofield, Wisconsin$69,581–$105,903 / yearAs an innovative, environmentally responsible manufacturer of commercial HVAC systems, Greenheck Group designs and manufactures industry-leading air movement and ventilation solutions through our family of trusted brands. The person is required to have close visual acuity to perform an activity such as: preparing and analyzing data, and figures; transcribing; viewing a computer terminal; extensive reading.
HEALTHCARE ECONOMICS ANALYST - ASPIRUS HEALTH PLAN Aspirus IncHEALTHCARE ECONOMICS ANALYST - ASPIRUS HEALTH PLANWausau, WIFurthermore, they focus on problem-solving and strategic initiatives by interpreting drivers of healthcare trends, identifying opportunities for cost reduction, developing analyses for strategic initiatives, and communicating findings to management. They also develop models and reports, including building datasets for analyzing medical cost trends, creating statistical models and financial reports, and developing repeatable Excel models and self-service dashboards.