Financial Planning and Analysis

• Conduct onboarding, provide mentoring and follow-up training for all new hires.
• Create, update and maintain department training materials.
• Facilitate development training sessions to drive success and ensure high performance.
• Create and deliver newsletters, policy updates and training memos.
• Monitor and report employee development progress to leadership.

Finance Trainer

• The Sales Associate role is a full-time, salaried position with sales incentives, paid time off and best-in-class company-paid benefits
• The first-year salary is guaranteed with an uncapped incentive to market and sell the following products: Medicare Plans, ACA – Individual Health under 65, STM – Short-Term Medical, Travel Health Insurance, Dental, Vision, Long Term Care, Final Expense Life Insurance, Ancillary – Hospital/Cancer plans, Fixed Annuities
• Informed Choice provides inbound and outbound leads and cold calling is not required but highly encouraged to increase sales
• Informed Choice has licenses in 3 states with a numerous number of (large and small) carriers to allow you to find the right fit for your client’s needs
• Our incentive program is uncapped with many agents earning above $150,000 per year
• As a Sales Associate, you will be supported by Client Service Representatives to help you manage and sell to your clients.

Licensed Health & Life Insurance Financial Professional

• Coordinates the due diligence process for various financing arrangements.
• Serves as the liaison between Brookdale, the lender, and the attorneys.
• Supervises the finance assistants with the appraisal, engineering, and environmental firms.
• Prepares, verifies, and controls the entering of monthly and quarterly debt and lease accounting journal entries to the general ledger.
• Completes balance sheet account reconciliations by the established due dates.
• Prepares supporting schedules and work papers for the company’s quarterly and annual SEC filings.
• Prepares audit schedules and responds to auditor requests during financial audits, SOX audits, or any other audit.

Senior Financial Analyst

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Wisconsin Market

• Serve as primary FP&A partner for a Banking Segment P&L with significant annual revenue scale
• Analyze present and future financial performance to inform growth, investment, and pricing decisions
• Develop annual budgets, rolling forecasts, and long‑range plans aligned to growth targets
• Track monthly revenue and expenses; analyze variances and recommend corrective actions
• Partner with product, development, and professional services leaders on cost management
• Model business cases for new products, partnerships, and revenue initiatives
• Conduct economic and financial research on returns, depreciation, and capital requirements
• Prepare executive‑level reports highlighting insights, risks, and opportunities
• Establish timelines and methodologies for budgeting and forecasting across departments

Lead Financial Planning & Analysis Analyst

• Lead cross-functional financial reviews with stakeholders across Finance, Trade Management, Tax, Sourcing, Operations, and other business functions.
• Own the Annual Operating Plan (AOP), forecasting, monthly spend reviews, accrual management, and productivity reporting for Americas trade and duty spend.
• Deliver insights and recommendations that improve cost visibility, support strategic decisions, and strengthen financial discipline.
• Standardize financial processes, reporting, and best practices across the Americas region.
• Enhance analytics and reporting capabilities while driving continuous improvement through automation and AI-enabled solutions.
• Assess and communicate financial exposure related to trade regulations, tariffs, and import/export activities.
• Provide guidance on trade compliance analytics, financial controls, and best practices.
• Oversee brokerage spend audit activities and partner globally to support financial standardization efforts.
• Present financial impacts and recommendations to leadership and other key stakeholders.
• Build strong cross-functional partnerships and promote a culture of collaboration and continuous improvement.

Trade Financial Planning & Performance Analyst

• Applications will be considered for vacancies that occur from July 1, 2026 - June 30, 2027
• Respondents to this posting will be included in a general candidate pool for the department and may be contacted when positions become available

Short-Term Instructional, Accounting & Finance

• Join the compliance team that handles the establishment of controls in Bloomberg AIM to ensure adherence to investment limits and restrictions included in ETF disclosure documents for ETFs sponsored by Tidal Investments.
• The scope of this role will span the full lifecycle of the trading compliance process—from the implementation of investment policies in fund disclosure documents into the Bloomberg AIM system through to pre- and post-trade compliance monitoring.

Investment Guideline Compliance Associate

• Audit, process, and reconcile financial and accounts payable transactions
• Maintain fiscal records, invoices, payment documentation, and supporting materials
• Review, enter, and verify accounts payable transactions
• Investigate payment discrepancies and respond to inquiries
• Prepare reports, correspondence, and payment status updates
• Provide customer service and guidance regarding financial processes
• Support workflow continuity through document management and quality assurance

Financial Specialist I

• Manages accurate, timely, and complete data supporting reporting and analysis
• Leads the facilitation of Excellerate’s financial reporting and analysis
• Assists in budget planning, facilitation, and consolidation
• Leads ongoing improvement and innovation of Excellerate's processes, procedures, and tools
• Facilitates accurate inventory management and transactions
• Analyzes Excellerate financial results, monitors variances, identifies trends, and makes recommendations
• Identifies project financial status (risk and opportunity) by analyzing actual results with plans and forecasts
• Leads ad hoc projects in support of creating value and efficiencies
• Develops new and actionable reporting, driving value through operational decision making
• Participates in the month-end close process and completes assigned month-end reporting
• Provides proactive financial analysis that delivers insight and helps drive better business decisions
• Facilitates provoking conversations and employs problem solving techniques to provide options, alternatives, and recommendations on budgets to department leads
• Performs other related duties as required and assigned

Operations Finance Cost Analyst II

• Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.
• Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.
• Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.
• Achieve assigned sales and growth goals while participating in incentive compensation programs.
• Manage warm referrals from branch partners and internal teams within defined service timeframes.
• Collaborate with business partners to support cross-sell opportunities and holistic client solutions.
• Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.
• Partner with Financial Advisors to develop sales, book-management, and relationship-building skills for future growth opportunities.

Financial Advisor

• Lead the preparation of annual budgets and monthly forecasts of all MMA National departments
• Prepare and distribute monthly financial performance materials to MMA National stakeholders
• Analyze variances to prior periods, budget and /or forecast as needed
• Approve expenditures for the MMA National departments
• Work with Marsh corporate, Marsh Tech and Marsh Risk to coordinate intercompany charges and allocations to MMA
• Lead the compilation & communication of MMA National allocated expenses to our regional operations

Corporate Financial Analyst

• Monitoring expenses and providing budget updates and projections
• Financial reporting and providing detailed information to sponsors
• Purchasing support, including holding a UW purchasing card (p-card)
• Reconciling transactions (p-card, post accounting adjustments, etc.)

Financial Coordinator

• Own the strategy and rollout plan for financing programs delivered through external lenders/tax equity partners
• Identify and assess banks, specialty lenders, tax equity investors, and platform providers
• Define the program requirements we bring to partners and translate partner offerings into clear internal sellable programs
• Own unit economics and pricing recommendations in partnership with Finance
• Identify, analyze and execute strategic transactions to grow the residential business
• Coordinate training and enablement for Sales, Operations, and installer partners
• Work with Legal/Compliance to ensure partner offerings align with applicable consumer finance requirements
• Lead the internal governance process for new financing partners/programs
• Lead end-to-end rollout of partner financing programs
• Serve as day-to-day business owner for key financing relationships
• Build and mentor a small, high-impact team

Director, Financial Products

• Serve as subject matter expert to Financial Advisors and Branch Associates to articulate information on mutual funds and ETFs
• Consult with Financial Advisors and Client Specialists to evaluate clients’ needs while navigating investment solutions including elements of financial planning
• Serve as a liaison between internal and external partners to ensure alignment with procedures and policies including but not limited to compliance, supervision and operations
• Maintain internal and external relationships and retain an in-depth familiarity with the investment products platform in support of Baird Financial Advisors and Portfolio Managers
• Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives
• Stay informed of industry and regulatory developments to help identify and address gaps within the investment products platform specific to mutual funds and ETFS
• Develop and deliver educational content that is relevant to Investment products specific to mutual funds and ETFs
• Proactively develop ideas and initiatives to sustainably grow the investment products platform
• Enhance internal processes to make investment products’ processes efficient and scalable
• Effectively partner on broader initiatives to grow, support and evolve the investment products platform
• Occasional travel is required for advisor/branch education and industry symposium education events

Investment Products Consultant

• Leads the bank's liquidity management and funding operations
• Oversees daily liquidity positioning and maintains funding strategies
• Ensures compliance with internal policy limits and regulatory expectations
• Partners with finance leadership and ALCO to align treasury activities
• Provides expert analysis, reporting, and recommendations for liquidity and interest rate
• Monitors daily liquidity position and manages funding sources
• Prepares liquidity forecasts and performs stress testing
• Supports ALCO process and assists with interest rate risk modeling
• Analyzes deposit trends, loan growth, and cost of funds
• Supports month-end and quarter-end processes through financial reporting

• Assist in managing financial activities across SEMSS departments
• Serve as the Lead Worker for SEMSS financial staff and department clients
• Coordinate data management, budget preparation, and financial reporting
• Serve as subject matter expert on financial operations and recommend process improvements
• Evaluate funding strategies and make recommendations for enhancement
• Audit financial transactions and authorize payments
• Ensure compliance with fiscal policies and procedures
• Prepare monthly reports and financial statements
• Support procurement and travel processes
• Provide troubleshooting and support for financial systems

Financial Manager

• Provides comprehensive budget, compensation, and financial reporting support for the Department of Radiology
• Oversees complex physician compensation structures and related financial reporting
• Manages budgets with multiple funding sources
• Conducts detailed financial analyses and prepares complex reports
• Ensures compliance with institutional policies and regulatory requirements
• Develops short- and long-term budget projections

Financial Analyst II

• Providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products
• Calculating net asset value(s) and disseminating financial and performance information to the investment advisor and their investors
• Acting as primary fund accountant on multiple relationships, ensuring all fund accounting functions are completed in accordance with Generally Accepted Accounting Principles (GAAP)
• Recording trade information, income/expense activity and applying valuation of securities in the portfolio accounting system
• Entering and reconciling all investor contributions and withdrawals in the partnership accounting system
• Allocating fund level profits to individual investors for preparation and distribution of investor statements
• Reviewing and coordinating fund expense analysis and expense processing
• Preparing fund financial statements, audit and tax schedules

Senior Alt Investments Accountant

• Identify patterns in payment processing success, chargeback, and fraud rates by analyzing large quantity of data
• Monitor and forecast payment related metrics, such as acceptance rate and fraud rate, and predict customer behaviors through data analysis and modeling
• Understand the key drivers of company KPIs (Key Performance Indicators such as conversion rate, life time value of a customer, chargeback rate, and fraud rate) and the relative contribution of those drivers to the business performance through financial and statistical modeling
• Monitor payment acceptance rates and track performance trends to proactively recommend adjustments to our payment processor allocation strategies when shifts occur
• Review transaction and chargeback data across various card brands, processors, and gateways to monitor performance trends, proactively identifying anomalies and recommending solutions to address issues.
• Make recommendations to improve operations, anti-fraud processes and system enhancements

Financial Planning and Analysis jobs in Wisconsin

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Finance Trainer

Licensed Health & Life Insurance Financial Professional

Senior Financial Analyst

Financial Advisor – Wisconsin Market

Lead Financial Planning & Analysis Analyst

Trade Financial Planning & Performance Analyst

Short-Term Instructional, Accounting & Finance

Investment Guideline Compliance Associate

Financial Specialist I

Operations Finance Cost Analyst II

Financial Advisor

Corporate Financial Analyst

Financial Coordinator

Director, Financial Products

Investment Products Consultant

Senior Financial Analyst

Financial Manager

Financial Analyst II

Senior Alt Investments Accountant

Senior Financial Analyst, Payments