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,

Provide first level preparation of quarterly and annual Securities and Exchange Commission filings and maintenance of the Sarbanes Oxley Act (SOA) 404 project through modifications to process documentation, employee training, and communications with various internal and external resources. DUTIES AND RESPONSIBILITIES Assists in the first level preparation of external cons

Your Job Phillips Medisize is seeking a Finance Manager with strong analytical and communication skills to join our team! This high exposure role will partner with cross functional teams to support and enable sound decision making by executive leadership. The selected candidate will be strong in financial modeling, economic thinking and effective decision support to ensur

United States of America Milwaukee (South 2nd Street) Twinsburg, Ohio, United States Mequon, Wisconsin, United States Cambridge, Ontario, Canada Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have someth

Perfect opportunity for those seeking financial services or experience in financial planning!

Review and organize client incoming tax documents. Assist with intake of tax information and prepare for routing. Ensure all client documents are being tracked and kept current. Organize, scan and process tax documents. Assemble client tax returns following established procedures. Assist team in meeting strict government deadlines. E filing and other final delivery type s

Hawkins Ash CPAs is looking to hire a Senior Audit Associate for our La Crosse office. At Hawkins Ash CPAs we place value on you and your career . We celebrate and encourage both personal and professional growth and empower leaders. We cultivate and preserve a strong culture of inclusivity where everyone is invited to boldly share their ideas and perspectives. Our culture

Job Location 29th Street Milwaukee, WI Position Type Full Time Education Level 4 Year Degree   Job Shift Day Description Position Overview Reports to the Vice President of Finance and Administration, directs the activities and functions of the Fiscal Department including responsibility for the budgeting, central accounting system, cash management, investment managemen

This position is primarily responsible for the valuation of commercial property in the City, and for assisting with the valuation of taxable business personal property. Hiring Range $28.1916 $38.0591 DOQ Schedule Monday Friday, 8am 4 30pm Tentative Interview Dates TBD Tentative Start Date TBD Explore the City of Waukesha benefit information at City of Waukesha Benefit Gui

The Actuarial Analyst will serve as a key member of our Pharmacy Analytics team. This individual will be expected to leverage foundational actuarial and analytical competencies to help the organization perform all actuarial functions required in support of our Pharmacy strategy. As an integral member of our Pharmacy team this position will be expected to work collaborativ

The Senior Corporate Strategy Analyst helps set long range corporate strategy, track industry trends, evaluate internal & external market opportunities, and support leadership in aligning resources to deliver on those strategies. This position works with leaders from across the company to establish and clearly communicate the company's long range strategy. On an ad hoc ba

Reporting to the Chief Financial Officer of C&W Services, the Strategic account finance leader will serve as a key business partner to the Senior Vice Presidents and Vice President, Client Services, to deliver valuable commercial insights across supporting a key strategic C&W Services client. This role will support approximately $350 million of revenue. It will provide th

As The Bank of You, North Shore Bank is about helping families thrive, businesses grow and communities flourish. And it's our employees that make the difference. With offices located throughout eastern Wisconsin, we offer a work culture that has been recognized as a Top Workplace eleven times by the Milwaukee Journal Sentinel. As a mutual company, North Shore Bank isn't p

Treasury and Payment Solutions Sales Support Develops proformas, proposals and customer profitability analysis for Treasury, Commercial Card and Integrated Payables opportunities. Coordinates proposal responses and works across business lines to gather response information (if needed) Assists with revenue forecasting for TM fees and Commercial Card revenue Understands and

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