Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Parish Financial Consultant

Full-time

Diocese of Green Bay

: Parish Financial Consultant Finance & Accounting Full-time, Benefit eligible PRIMARY RESPONSIBILITIES: This position performs financial, operational and compliance reviews of parishes and other diocesan entities to assess compliance with Diocesan standards. Review current and historical individual parish financial data and trends to be used in the proxy process. Act as a resource to parish business administrators, bookkeepers, finance councils, and parish Treasurer Trustees on implementation of diocese standard accounting policies and procedures. MINIMUM KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED: “Embrace the mission and vision of the Catholic Diocese of Green Bay and work in accordance with Catholic Teachings and the moral and ethical values of the Catholic Church.”
  • Bachelor's degree in Accounting required.
  • Two to five years of accounting experience required.
  • Must possess a valid driver's license.
  • MS Office, with strong Excel skills required.
  • Strong analytical and reasoning abilities, including planning, organizing and decision-making abilities with follow through.
  • Strong written and verbal communication skills.
  • Ability to multi-task with attention to detail.
  • Is ethical and honest in all interactions and keeps sensitive information confidential.
  • Ability to work independently.
  • Ability to be patient while working with individuals with a diverse skill set.
PERFERRED:
  • Certified Public Accountant designation.
  • Audit Experience.
  • QuickBooks knowledge.
  • Knowledge of Generally Accepted Accounting Principles for nonprofits.
If interested in this position, please apply at: These statements are intended to describe the general nature and level of work performed by employees assigned to this job classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Parish Financial Consultant in Green Bay, WI vacancy
  •  ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented  Financial Consultant  to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and... 
    Suggested

    WealthBridge Financial Group

    Howard, WI
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    De Pere, WI
    23 hours ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Green Bay, WI
    4 days ago
  •  ...Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless? Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore... 
    Suggested
    Remote work
    Flexible hours

    Lakeshore Financial Group

    Green Bay, WI
    4 days ago
  •  ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll... 
    Suggested

    Thrivent

    Green Bay, WI
    more than 2 months ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Work at office

    UNAVAILABLE

    De Pere, WI
    4 days ago
  • Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities... 

    Tri-State Wealth Advisors of Prudential Advisors

    Green Bay, WI
    2 days ago
  • About the Role LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial... 
    For contractors
    Local area
    Remote work

    LearnLux Financial Wellbeing

    De Pere, WI
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    De Pere, WI
    23 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area

    Unavailable

    De Pere, WI
    1 day ago
  • $41.71k - $65k

     ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...  ...Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Green Bay, WI
    1 day ago
  • $17 - $28.96 per hour

     ...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    De Pere, WI
    23 hours ago
  •  ..., insurance options, and securing appropriate solutions. Achieving assigned goals Providing members with sound guidance for their financial needs and referring as needed to partnering teams (i.e. Financial Well-being, Mortgage Lending, Investment Services, Treasury Management... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Fox Communities Credit Union

    De Pere, WI
    3 days ago
  •  ...processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across... 

    Associated Trust Company, NA

    De Pere, WI
    2 days ago
  •  ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and...  ...Relationship Building: Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels... 
    Temporary work
    Work at office
    Local area

    Nicolet National Bank

    Green Bay, WI
    23 hours ago
  •  ...-branch with hospitality and technology-enabled service. You will acquire, manage, and retain client relationships, applying your financial knowledge to offer thoughtful solutions that address their needs and enhance their banking experience. Responsibilities include engaging... 

    JPMorganChase

    Green Bay, WI
    1 day ago
  • $72k - $90k

     ...high-performance teams? Join WWT today! What is the Solutions Consulting & Engineering (SC&E) Team and why join? Solutions Consulting...  ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at... 
    Full time
    Remote work
    Shift work

    World Wide Technology

    Green Bay, WI
    4 days ago
  •  ...assistance to the Commercial Lenders as requested. As a Credit Analyst, you will: Spread and make interpretive analysis of financial statements, to include historical analysis and financial forecasting using the Baker Hill Statement Analyzer software; Analyze... 
    Work experience placement
    Work at office
    Local area

    Nicolet National Bank

    Green Bay, WI
    2 days ago
  •  ...Step into a role where your analytical instincts and financial curiosity drive smarter business decisions. As a Credit Analyst at Green Bay Packaging, you’ll dive deep into credit data, collaborate with teams across the country, and help shape smart, risk-aware decisions... 
    Work at office

    GB Packaging

    Green Bay, WI
    23 hours ago
  •  ...and analysis. Essential Duties and Responsibilities: Reviews credit application Establishes lines of credit Conducts financial analysis including 3 rd party report review Makes recommendations to the Manager of Credit. Prioritizes credit reviews for... 
    Full time

    The Bay Family of Companies

    Green Bay, WI
    3 days ago
  • $17 - $22.96 per hour

     ...interaction. In this front‑line role, you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values... 
    Hourly pay
    Part time
    Night shift

    Associated Banc-Corp

    Green Bay, WI
    2 days ago
  • Part‑Time Teller (20 hours per week) – Green Bay, Main Street Branch We currently have a career opportunity at our Main Street branch in Green Bay for a Part‑Time Teller (20 hours/week)! The Teller creates a positive first impression and establishes strong member relationships...
    Temporary work
    Part time
    Flexible hours

    Fox Communities Credit Union

    Green Bay, WI
    4 days ago
  • $17 - $22.96 per hour

     ...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values... 
    Hourly pay
    Night shift

    Associated Banc-Corp

    Green Bay, WI
    2 days ago
  • As an Armed Vault Tell-PM Shift, you work with your team to maintain inventory in our cash vaults for our Loomis customers. Shift: 11:30am-7:00pm Responsibilities: Check identifying numbers or seals on bags of deposits and/or change shipments against the receipts...
    Full time
    Flexible hours
    Shift work

    Loomis

    Green Bay, WI
    4 days ago
  •  ...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career... 
    Full time
    Part time
    Flexible hours
    Shift work

    Loomis US

    Green Bay, WI
    3 days ago
  • $19 per hour

    Lead Teller – Pay Starting at $19+ DOE Location: 1901 Main St, Green Bay, Wisconsin Job Summary Responsible for coordination of branch activities, performing office and administrative duties, resolving problems, and actively cross‑selling bank products and services. ...
    Work at office

    North Shore Bank

    Green Bay, WI
    3 days ago
  •  ...will: Assists retail bankers in screening customer loan applications to determine loan eligibility by compiling personal financial data daily. Log in required initial loan documents and review for compliance, discrepancies, and omitted data and follow up for resolution... 
    Self employment
    Local area

    Nicolet National Bank

    Green Bay, WI
    23 hours ago
  •  ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where... 
    Work at office
    Monday to Friday
    Day shift

    Community First Credit Union

    De Pere, WI
    4 days ago
  •  ...direct deposit, ACH, payroll deduction, wire transfers, and safe deposit boxes. Concentrates on building financial relationships with members, using a consultative approach. Discusses special promotions, and makes member referrals to Member Service Representatives, Mortgage... 
    Work at office
    Night shift

    Capital Credit Union

    Green Bay, WI
    4 days ago
  •  ...Bank in Green Bay is seeking a Teller to provide friendly, professional customer service while processing transactions and promoting financial solutions. You will help customers manage their banking needs and learn more about digital and self-service tools. The position... 
    Hourly pay

    Associated Banc-Corp

    Green Bay, WI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Parish Financial Consultant. Be the first to apply!