Operations Support Services Specialist Sedgwick Claims Management Services, Inc.Operations Support Services SpecialistWI$39,536–$55,350 / yearPRIMARY PURPOSE: To support Operations Support Services leadership relating to all aspects of quality assurance; ensure service level agreements are maintained; research and resolve complex technical issues; manage and create escalation procedures; track and monitor issues ensuring a timely resolution; and to perform monthly quality and technical audits. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.
Guest Services Specialist Bank First NAGuest Services Specialistcedarburg, WIThis position is responsible for answering the main reception line and electronic banking phone lines to provide expert customer service and informational needs to customers, while focusing on the GUEST experience. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.
Intern, Financial Planning - Brookfield, WI MarinerIntern, Financial Planning - Brookfield, WIBrookfield, WisconsinThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Financial Liaison I- Finance & Accounting Department UMOSFinancial Liaison I- Finance & Accounting DepartmentMilwaukee, WisconsinWhether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures. Associate degree in accounting or financial related area, or credits equivalent to a two- year degree; Note: Additional years of work experience in a relevant field can be equivalent for one year of education.
Audit Consultant, Financial Operations Sun Life Financial IncAudit Consultant, Financial OperationsMilwaukee, WI$53,000–$80,700 / yearThis role conducts premium audits, analyzes census and billing data, identifies premium discrepancies, calculates financial impacts, and partners directly with clients and internal business partners to resolve premium variances. Collaborate with Premium Administration, Billing, Underwriting, Client Services, Finance, offshore partners, Technology, Reporting, IT, and other cross-functional teams to research issues, coordinate membership updates, refine analytical reporting, and strengthen controls.
Risk Manager - Institutional Services US BankRisk Manager - Institutional ServicesMilwaukee, WI$105,400–$124,000 / yearKnowledge in the following areas may include trustee and custodian services, Registered Investment Advisor rules, ERISA and retirement plans, fee administration and receivables, client asset pricing and valuation, cash management and disbursements, corporate actions, asset servicing, digital asset initiatives, and advisor and fiduciary services. Knowledge in the following areas: trustee and custodian services, Registered Investment Advisor rules, ERISA and retirement plans, fee administration and receivables, client asset pricing and valuation, cash management and disbursements, corporate actions, asset servicing, digital asset initiatives and advisor and fiduciary services.
Manager - Finance Managed Services Deloitte Touche Tohmatsu LtdManager - Finance Managed ServicesMilwaukee, WI$134,500–$265,100 / yearWe support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations. By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.
Associate Financial Analyst Molson Coors Brewing CompanyAssociate Financial AnalystMilwaukee, WI$58,700–$77,100 / yearJob Posting Total Rewards Offerings: $58,700.00 - $77,100.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). Crafted Highlights: In the role of Associate Financial Analyst-Payroll, you will support the accurate, timely, and compliant processing of payroll across North America.
Sr. Financial Analyst - Equipment Finance BMO (Bank of Montreal)Sr. Financial Analyst - Equipment FinanceMilwaukee, WI$88,800–$165,600 / yearAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
Forward Deployed Engineer - Databricks - Forensic Discovery & Financial Crime Deloitte Touche Tohmatsu LtdForward Deployed Engineer - Databricks - Forensic Discovery & Financial CrimeMilwaukee, WI$134,500–$265,100 / year3+ years of experience in software engineering, data engineering, data science, analytics engineering, or technical delivery roles, with experience in Amazon Web Services (AWS), Microsoft Azure, Google Cloud, or comparable cloud platform services. As a Senior Consultant - Forward Deployed Engineer (FDE) - Databricks on the Forensic, Discovery, & Financial Crime team, you will be responsible for designing, deploying, and scaling AI-enabled solutions that help clients address complex business and technology needs.
NewUS E ES - Lead Data Scientist Genai, Financial Planning & Analysis - Strategic Analytics DeloitteUS E ES - Lead Data Scientist Genai, Financial Planning & Analysis - Strategic AnalyticsMilwaukee, WI$102,500–$188,900 / yearThe team combines cloud computing, data science, artificial intelligence, strategic problem-solving, and institutional knowledge to deliver insights that inform critical business decisions and support the firm's growth. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewResident Financial Counselor (Senior Living) LindenGrove CommunitiesResident Financial Counselor (Senior Living)Mukwonago, WIWe own or manage over a dozen communities in Wisconsin and beyond, offering independent senior housing, assisted living and memory care, skilled nursing and rehabilitation, low-income senior housing, home health and hospice services via Commonheart, management support and consulting. Benefits Include: FREE Direct Primary Care (DPC) for employees enrolled in our health plan-no copays for primary care visits and personalized access to your provider.
Registered Client Care Services Rep (AMO) (s6/63 or s7 & 63) Northwestern MutualRegistered Client Care Services Rep (AMO) (s6/63 or s7 & 63)Milwaukee, WisconsinThis role supports Advanced Market Operations by servicing Universal Life, Variable Universal Life, and other advanced product lines, resolving complex policy and investment‑related inquiries, processing transactions, and educating clients and Financial Representatives on servicing options and digital tools. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience.
Registered Client Care Services Rep (Amo) (S6/63 Or S7 & 63) - Remote Northwestern MutualRegistered Client Care Services Rep (Amo) (S6/63 Or S7 & 63) - RemoteMilwaukee, WIRemoteThis role supports Advanced Market Operations by servicing Universal Life, Variable Universal Life, and other advanced product lines, resolving complex policy and investment‑related inquiries, processing transactions, and educating clients and Financial Representatives on servicing options and digital tools. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience.
US-Financial Counseling Representative I R1 RCM IncUS-Financial Counseling Representative IMilwaukee, WI$15.35–$23.13 / hourRequirements: High School Diploma or GED Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
NewResident Financial Counselor (Senior Living) Lindengrove IncResident Financial Counselor (Senior Living)Mukwonago, WIWe own or manage over a dozen communities in Wisconsin and beyond, offering independent senior housing, assisted living and memory care, skilled nursing and rehabilitation, low-income senior housing, home health and hospice services via Commonheart, management support and consulting. Benefits Include: FREE Direct Primary Care (DPC) for employees enrolled in our health plan-no copays for primary care visits and personalized access to your provider.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistMilwaukee, WI$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Advocate Advocate Aurora Health IncFinancial AdvocateGrafton, WI$22.90–$34.35 / hourHeadquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Milwaukee, WisconsinBaker 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.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficeMilwaukee, WisconsinResponsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker 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.