Hybrid Finance Analyst — FP&A & Client Forecasting
Monks
Monks is seeking a Finance Analyst to support financial management and performance across client engagements. You will partner with Account Management, Operations, and cross‑functional teams to deliver forecasting, reporting, revenue recognition, and strong controls. The role requires analytical, detail‑oriented candidates who can translate data into actionable insights, communicate with both finance and non‑finance stakeholders, and thrive in a fast‑paced environment while maintaining rigorous #J-18808-Ljbffr Monks
- ...controls, and researching accounting issues while building strong client relationships. Ideal candidates have a bachelor’s in accounting,... ...of accounting experience. Travel to client sites up to 50% is required, with hybrid work arrangements. #J-18808-Ljbffr Wipfli LLPSuggested
$96k - $120k
...happen. WWT's work benefits clients and partners as much as it does... ...doing: Reporting to the FP&A Sales Analyst Manager, the Team Lead is a... ...with accounting and finance departments to resolve issues... ...risk and project the near-term forecast and annual budget, delivering...SuggestedFull timeWork experience placementFlexible hoursShift work- ...monks.com/careers). As a Finance Analyst , you’ll play a key... ...performance of our client portfolio. You’ll partner... ..., maintain accurate forecasting and reporting, support... ...experience in Finance, FP&A, Client Finance, Commercial... .... #LI-SJ2 #LI-Hybrid #ID12807 About Monks...Suggested
$84k - $105k
...happen. WWT's work benefits clients and partners as much as it... ...doing: Reporting to the FP&A Sales Analyst Manager, the Senior Financial... ...sales, operations, and finance departments to resolve issues... ...responsibilities focused on high level forecasting, assessing inventory...SuggestedFull timeWork experience placementFlexible hoursShift work- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build client relationships, deliver personalized investment solutions, and collaborate...Suggested
- Nicolet National Bank in Green Bay, WI, is seeking an Associate Financial Advisor to strengthen client relationships and deliver tailored financial guidance. You will work with Advisors to prepare meetings, analyze client information, and help develop plans that reflect...
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- CFBank in Fairlawn, Ohio, seeks a motivated individual to drive business growth by building client relationships and enhancing customer service. You will be vital in representing the bank's boutique model, engaging with clients proactively, and ensuring their needs are...
- JPMorgan Chase in Green Bay, WI seeks a Private Client Banker to serve affluent clients and manage full banking relationships. You’ll actively solicit referrals and coordinate with specialists to provide tailored financial solutions that meet each client’s needs and goals...Weekend workAfternoon shift
- JP Morgan Chase in Green Bay seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth across balances. You will actively solicit referrals and coordinate with specialists to meet complex financial needs and provide education and...Local area
- Laura Mossakowski LLC is seeking a licensed Financial Services Associate to guide clients toward their financial goals. You will work with a seasoned advisor to develop comprehensive financial plans and help clients feel supported and informed. This on-site role is based...Work at office
- Magellan Health, Inc. is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at Fort Buchanan, Puerto Rico. The role emphasizes one-on-one counseling, group workshops, and the development of educational...
- ...Senior Financial AnalystThe Senior Financial Analyst role will assist in developing and... ...simplify processes.This role offers a flexible hybrid work schedule (Monday-Friday) located at... ...to succeed:Bachelor's in Accounting, Finance, or Business3+ years' work experience, preferably...Extra incomeWork experience placementLocal areaRelocationHome officeRelocation packageMonday to FridayFlexible hours2 days per week3 days per week
- ...Advisor to collaborate with Advisors in delivering comprehensive financial planning and investment management. You will help deepen client relationships, foster trust, and ensure high-quality service in a small, client-centric office in Green Bay, Wisconsin. The role is...Full timeWork at office
- Fortifi Bank in Green Bay is seeking a Universal Banker to deliver proactive client service, open consumer accounts, process teller transactions, and refer customers for related services. The role focuses on building lasting relationships and ensuring accuracy in daily...
- ...accommodation or an alternative application process. Senior Accountant- Hybrid Full Time Professional Green Bay, WI, US 30+ days ago... ...IFRS subject matter expert, including advising colleagues and finance leadership of potential changes to policy or procedure to simplify...Full timeWork at officeNight shiftWeekend workAfternoon shift
$1,000 per month
...mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial...Full timeInternshipLocal areaFlexible hours- ...in De Pere, WI seeks an Associate Cost Accountant to join the Finance team. The role supports cost and inventory accounting, journal... ...improvements, audits support, and collaboration across cross-functional teams. Hybrid work is available. #J-18808-Ljbffr Treehouse Island, Inc.
- ...team! This full-time position offers a hybrid work schedule (3 days onsite, with 2 days... ...technology. Partner with the CFO and global finance stakeholders to strengthen treasury... ...Responsibilities: CASH MANAGEMENT & FORECASTING • Manage daily cash positioning and...Full timeWork at officeLocal areaRemote workNight shiftWeekend workAfternoon shift
- Chase is seeking an Associate Banker to provide exceptional hospitality and servicing at the branch. You will connect with clients, explain banking products, and help them meet financial goals using Chase technology and in-person service. You will participate in daily branch...
$64.28k - $68k
Position Title: Financial Aid Business Analyst Job Category: Academic Staff Employment Type: Regular Job Profile: Business Systems... ...: This position may have the option to work on-campus or a hybrid schedule, subject to approved telecommuting request. The home...Full timeH1bWork at officeImmediate startRemote workVisa sponsorshipWork visaFlexible hours- ...At Laura Mossakowski LLC, we're dedicated to empowering clients with financial clarity and confidence. As a licensed Financial Services Associate, you'll play a pivotal role in guiding clients toward their financial goals. You'll be part of a dynamic team that values innovation...Work at office
- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with... ...serve clients effectively. Qualifications Bachelor's degree in finance, accounting, or a related field. Experience in financial...
$35 - $44 per hour
...Our client, a leading organization in the Green Bay area, is seeking a Senior Accountant... ...Senior Accountant, you will be part of the Finance Department supporting the accounting and... ...Accountant **Location:** Green Bay, WI, US (Hybrid) **Pay Range:** $35 - $44 per hour (...Hourly payWeekly payTemporary workFlexible hours- ...growth and development. Wealth Planning & Investment Analyst is responsible for planning and client service support to the Managing Director of Wealth Management... ...Undergraduate degree in Business, Accounting, Finance, or Economics. Series 7 and 66 license preferred. 0-2...Work at officeLocal area
- ...in the local market and serves a diverse client base across nearly all industries, from small... ...role based in Puerto Rico with a hybrid work arrangement, combining on-site work... ...authorities. Bachelor’s degree in Accounting, Finance, or a related field; CPA license or equivalent...Full timeLocal areaWork from home
- Lakeshore Financial Group is looking for passionate individuals eager to help clients in Green Bay, Wisconsin. The role emphasizes a commission-based model with the flexibility to design your work style. Candidates should have exceptional communication skills and an entrepreneurial...Remote job
- ...Lakeshore Financial Group offers a supportive and rewarding environment. We’re seeking individuals who are passionate about helping clients, eager to learn and grow, and committed to providing exceptional service. Join our team and enjoy flexible work arrangements,...Remote workFlexible hours
- Equitable Advisors in Green Bay, WI seeks an entry-level Financial Advisor who will build client relationships, develop financial strategies, and discuss suitable products and services. The role requires in-office presence, a values-driven mindset, and a drive to help...Work at office
- ...Location UNITED STATES-WI-Green Bay Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve...Work experience placementWork at officeLocal areaFlexible hours
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