Lead Financial Analyst What you will do Under the general direction of the Director of Financial Operations, our Lead Financial Analyst is responsible for providing in depth financial planning, accounting and business analysis related to the Corporate Function Finance support. Must be able to effectively and professionally work with stakeholders at all levels of the organ

Calculates and provides patients with personalized estimates of their financial responsibility based on their insurance coverage prior to service. Communicates patient liability clearly and accurately while adequately explaining concepts such as deductibles, coinsurance, and/or copayments and how they may affect the cost of care. Explains how non covered and out of networ

Dealership near Menomonee Falls area looking for an F&I Manager. Responsible for presenting and selling finance, warranty, and insurance products. Accurately submitting all state, federal, and dealer documents in a timely manner. Must have excellent customer service and communication with customers. Prefer candidates who have experience with Maximtrak program. Maintain hig

Assist in the driving of KPIs for the Financial Planning and Consultation (FPC) team with your assigned target audience. Partner with the FPC leadership team to ensure alignment of objectives and establish expectations for assigned offices and advisors. Engage with advisors and staff in person to provide personalized coaching to master the software and the related process

Fluent in Spanish Responsible for conducting client history telephone interviews by interview type and can handle moderately complex calls with guidance. Escalates most complex calls and refers requests by underwriters and/or field office staff to a higher level position. Provides service to specific customer groups. Interacts with proposed insureds accordingly by determi

Communicates with guests for transactions, to process registration and complete orders. Educates guests on the Ropes Course, Rock Wall and other physical experiences, proper technique and use of equipment, and safety guidelines Educates guests on game play and wand operation for MagiQuest Maintains the daily operation of the MagiQuest game; documents and/or escalates any

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

Responsible for conducting client history telephone interviews by interview type and can handle moderately complex calls with guidance. Escalates most complex calls and refers requests by underwriters and/or field office staff to a higher level position. Provides service to specific customer groups. Interacts with proposed insureds accordingly by determining appropriate f

Ideate and draft new investment product content, including but not limited to pitchbooks, sales sheets, primers, web content, podcast scripts, videos, brochures, etc. Analyze and organize data as needed to create compelling stories and unique positioning in marketing collateral. This includes leveraging performance data and charts, Morningstar Direct, and/or Bloomberg out

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

Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in depth conceptual and practical knowledge and case consultation, reviews tax and financial documentation, and assists in the delivery of customized comprehensive financial plans. Uses subject matter expertise to assist in the development

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

MARS Solutions Group is seeking a dynamic Customer Service Rep Client Interviews on Remote basis to join our Client's team. Our client, a leading financial services firm, provides an array of financial solutions, spanning wealth management, asset management, investment banking, and private equity. Fluent in Spanish Responsible for conducting client history telephone inter

Pricing Strategy Development and Deployment Drive Pricing strategy by providing recommendations that align with market performance and competitive dynamics. Develops tactical and strategic pricing initiatives to maximize overall revenue while ensuring alignment with company objectives. Utilize price realization results, inflationary trends, 80/20 methodology and competiti

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