As a Manager Financial Planning and Analysis your goal is to lead the financial planning and analysis function for the Energy Solutions business unit. You'll work on areas including, but not limited to financial modeling, weekly and monthly P&L forecasting, annual budgeting process, analysis and reporting of month end results, new product development analysis, and other p

The Financial Counselor reports to the Front End Support Manager under the leadership of the Chief Financial Officer, and supports the goals of PCHC by assisting in the daily operations of the fiscal operations of the organization. The Financial Counselor is responsible for all aspects of providing customer service to patients and assisting with self pay and Medicaid/Badg

Demonstrates an understanding of the Wealth Management Company (WMC) investment philosophy and process, and provides day to day administrative and operational support to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff. Primary Duties & Responsibilities Creates security analyses utilizing Bloomberg,

Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

Position Specific Responsibilities Responsible for resolving customer related issues with a favorable outcome. Performs mortgage loan administration duties including answering incoming customer phone calls, responding to customer inquiries, balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions an

Want to make a difference at a fast growing organization known across Wisconsin for boosting financial education and wealth across entire communities especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for! In this role, you'll help Summit Credit Union's larg

The Department of Finance at Marquette University invites applications for a full time, tenure track Assistant Professor position for Fall 2025. Candidates should have a Ph.D., or be close to completing one, in Finance or a related discipline. An ideal candidate will demonstrate potential for publication in high quality journals and have a strong commitment to teaching. D

Job Location Southwest YMCA Greenfield, WI Position Type Part Time   Salary Range $11.00 $13.00 Hourly Description GENERAL FUNCTIONS Under the direction of the Membership Director and in accordance with Association policies, the Member Representative is a subject matter expert on the value of Y memberships and program options. The Member Representative will use their

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Career Distribu

We strive every day to exemplify our CLA values curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a that welcomes differen

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. The Senior Private Wealth A

None Required Qualifications (these are the minimum requirements to qualify) Education (include minimum education and any licensing/certifications) Bachelor degree in Accounting, Business, Finance, Mathematics, Statistics or Economics. Experience equivalent to a senior position within Finance/Accounting or other related fields developing complex financial models using mac

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwe

Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financ

Plans and prepares financial and statistical analyses for new programs, projects, and services. Plans, prepares, communicates, and monitors financial projections including but not limited to revenue and expense statements, balance sheets, cash flow statements, and key financial indicators. Thoroughly understands their inter relatedness and quickly assesses the impact of c