Financial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerMequon, WIConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Market Financial Center Manager - Wisconsin Market Bank of America CorpMarket Financial Center Manager - Wisconsin MarketOak Creek, WIThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Clinical & Financial Performance Manager Accenture PlcClinical & Financial Performance ManagerMilwaukee, WILead with the Best: Join an industry-recognized healthcare consulting leader with a global team of over 20,000 professionals, collaborating to drive large-scale healthcare transformation across the globe. Continuous Learning & Growth: Take advantage of unmatched professional development opportunities, including interactive courses, real-world client simulations, and ongoing mentoring, to expand your healthcare consulting expertise.
Financial & Regulatory Reporting Manager U.S. BankFinancial & Regulatory Reporting ManagerMilwaukee, WisconsinIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
Financial Reporting Manager Baker Tilly Virchow Krause, LLPFinancial Reporting ManagerMilwaukee, WI$98,230–$186,220 / yearBaker 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.
Financial Analyst (HHS - Accounting Services) Waukesha County WIFinancial Analyst (HHS - Accounting Services)Waukesha, WI$30.32–$42.11 / hourWaukesha County offers a perfect blend of urban and rural living where one can enjoy the benefits of quiet rural lake communities or opt for nearby attractions that the greater Milwaukee area offers including vast beach and park systems, public markets, performing arts, music festivals, and sports including the Milwaukee Admirals, Brewers, Bucks, Wave, Marquette University Golden Eagles and the UW-Milwaukee Panthers Basketball programs. Waukesha County provides a comprehensive compensation and benefits package including excellent health/dental/vision, life insurance, generous paid time off (vacation, 10 holidays, 3 floating holidays, ample accrued sick time that rolls over each year), an exceptional pension plan with employer match and lifetime retirement payment plus an optional tax advantaged 457 retirement savings plan.
Financial Analyst (Hhs - Accounting Services) Waukesha County (WI)Financial Analyst (Hhs - Accounting Services)Waukesha, WI$30.32–$42.11 / hourWaukesha County offers a perfect blend of urban and rural living where one can enjoy the benefits of quiet rural lake communities or opt for nearby attractions that the greater Milwaukee area offers including vast beach and park systems, public markets, performing arts, music festivals, and sports including the Milwaukee Admirals, Brewers, Bucks, Wave, Marquette University Golden Eagles and the UW-Milwaukee Panthers Basketball programs. Waukesha County provides a comprehensive compensation and benefits package including excellent health/dental/vision, life insurance, generous paid time off (vacation, 10 holidays, 3 floating holidays, ample accrued sick time that rolls over each year), an exceptional pension plan with employer match and lifetime retirement payment plus an optional tax advantaged 457 retirement savings plan.
Financial Relationship Manager - Milwaukee / Green Bay, WI Advisor Talent SolutionsFinancial Relationship Manager - Milwaukee / Green Bay, WIMilwaukee, WisconsinIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first.
Corporate Financial Reporting Manager Potawatomi Hotel & CasinoCorporate Financial Reporting ManagerMilwaukee, WIWhile performing the duties of this job, the team member is required to talk, hear, stand, sit, walk, climb, balance, stoop, kneel, crouch, and move freely throughout the office and property for duration of scheduled shift for prolonged periods of time in a physically demanding, fast-paced environment. Responsibilities include but are not limited to interviewing, hiring, and training team members; scheduling and motivating team members; planning, assigning, and directing work; appraising performance; rewarding and disciplining team members; addressing complaints; and resolving problems.
NewFinancial Services Tax - Real Estate Director PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate DirectorMilwaukee, WI$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Healthcare Financial/Actuarial Manager Willis Towers Watson PLCHealthcare Financial/Actuarial ManagerMilwaukee, WI$90,000–$130,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc.
Trade Financial Planning & Performance Analyst Rockwell Automation IncTrade Financial Planning & Performance AnalystMilwaukee, WIIn this role, you will partner with Trade Compliance, Tax, Sourcing, Operations, and Finance to deliver data-driven insights that improve cost visibility, support strategic decision-making, and help manage financial exposure related to global trade regulations and tariff changes. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerMilwaukee, WIThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Chief Financial Officer SoloPoint Solutions, Inc.Chief Financial OfficerHartland, WILead cross-functional initiatives including ERP implementation, cost reduction, and process improvements to optimize productivity and profitability. Responsibilities Develop and implement financial strategies aligned with the company's long-term goals and lead strategic financial planning activities.
Financial Service Representative Heights Finance CorporationFinancial Service RepresentativeGreenfield, WI$16.75–$23.25 / hourAs a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Bilingual Financial Service Representative Heights Finance CorporationBilingual Financial Service RepresentativeOak Creek, Wisconsin$16.75–$23.25 / hourFull timeResponsibilities: As a Bilingual Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Commercial Financial Analyst Bank of MontrealCommercial Financial AnalystMilwaukee, WI$54,000–$99,600 / yearPerform Income Statement, Balance Sheet, and Cash Flow analysis, including cash flow/debt service coverage and operating leverage analysis. In this role, the Commercial Financial Analyst analyzes financial and credit information to support lending decisions for new and existing commercial banking relationships.
Financial Analyst (HHS - Accounting Services) Waukesha CountyFinancial Analyst (HHS - Accounting Services)Waukesha, WisconsinWaukesha County offers a perfect blend of urban and rural living where one can enjoy the benefits of quiet rural lake communities or opt for nearby attractions that the greater Milwaukee area offers including vast beach and park systems, public markets, performing arts, music festivals, and sports including the Milwaukee Admirals, Brewers, Bucks, Wave, Marquette University Golden Eagles and the UW-Milwaukee Panthers Basketball programs. Waukesha County provides a comprehensive compensation and benefits package including excellent health/dental/vision, life insurance, generous paid time off (vacation, 10 holidays, 3 floating holidays, ample accrued sick time that rolls over each year), an exceptional pension plan with employer match and lifetime retirement payment plus an optional tax advantaged 457 retirement savings plan.
Financial Reporting Manager Strattec Security Corp.Financial Reporting ManagerMilwaukee, WisconsinPartner closely with the FP&A team to bridge actual financial results to prior period, forecast, and budget, providing clear, well-supported explanations of variances that connect reported results to the underlying business drivers. This role is a key contributor to both external and internal financial reporting functions, supporting the integrity and accuracy of Strattec's public financial disclosures and internal management reporting processes.
Premier Financial Advisor Bank of MontrealPremier Financial AdvisorMilwaukee, WI$51,800–$95,900 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.