Portfolio Analyst
$42k - $55kWintrust Financial Corporation
TRICOM, a payroll funding and staffing services provider, seeks a Portfolio Analyst to manage and protect its accounts receivable portfolio. What You’ll Do Monitor, analyze, and protect TRICOM’s portfolio of receivable collateral by managing and assisting in the collection of our staffing client’s accounts receivables; while maximizing the accounts receivable performance, minimize and prevent delinquencies and bad debt write‑offs. Timely, effective and professional client communication and customer Accounts Receivable collection activities using appropriate persuasion, negotiation, follow‑up and problem‑solving skills. Work independently with self‑motivation while demonstrating the ability to prioritize conflicting collection activities demands using excellent organizational and time‑management skills to accommodate rapidly changing priorities while meeting company customer service standards and one‑hour response time. Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques and Tricom expectations and protocol through appropriate analysis of risk criteria present in the assigned portfolio of accounts receivable. Qualifications 1–3 years business‑to‑business accounts receivable collection and/or cash application experience preferred. High school diploma or equivalent required. General computer skills required. Benefits Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short‑term and long‑term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance Compensation The estimated annual salary range for this role is $42,000–$55,000, along with eligibility to earn an annual bonus. Equal Opportunity Employer Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. #J-18808-Ljbffr Wintrust Financial Corporation
- ...Wisconsin Foundation and Alumni Association (WFAA) seeks a Portfolio Management Analyst to turn prospect data into actionable insights for fundraising strategies. The role supports development officers in managing portfolios and improving prospect management practices...SuggestedWork at office2 days per week
- ...Portfolio Management Analyst The Wisconsin Foundation and Alumni Association (WFAA), the private fundraising and alumni relations organization for UW-Madison, is seeking a Portfolio Management Analyst to join our Prospect Development & Decision Support team! In...SuggestedWork experience placement
$50 - $60 per hour
...A technology company specializing in AI is seeking an Investment Operations Analyst to evaluate AI models' outputs and enhance their correctness. This role offers the flexibility of remote work, allowing individuals to set their own schedules. Ideal candidates will have...SuggestedHourly payFull timePart timeRemote workFlexible hours$88.8k - $152.3k
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared...SuggestedWork experience placementWork at office3 days per week- Job Description About the Team The Funds and Liquidity Operations team is responsible for providing analytical and operational support and oversight of SWIB’s investments. The primary functions of the team are to support SWIB’s collateral management, asset allocation, ...SuggestedWork at officeRemote workRelocation
- ...providing financial information, analysis, and support all divisions of the Company. Prepare monthly and ad hoc financial reporting, analysts, forecasts and budgets for divisional and corporate leadership. Support select accounting activities, including journal entries,...For contractorsWork at officeLocal area
- The Finance Manager, FP&A (Sales&Standard Margin) at Kohler Co. oversees sales and standard margin forecasting with driver-based financial modeling, delivering forward-looking insights and governance to enterprise planning. The role partners with business and Finance leaders...
- ...CVS Health in Madison, WI is seeking an FP&A Senior Analyst to support budgeting, forecasting, and labor‑cost analysis for Retail Store Payroll. You will partner with Finance and Operations to deliver timely insights and communicate results to senior leadership. The role...
$46.99k - $122.4k
...helping to simplify health care one person, one family and one community at a time. The Financial Planning & Analysis (FP&A) Senior Analyst will play a key role in supporting the financial planning, forecasting, budgeting, and performance management processes for Retail...Hourly payFull timeTemporary workLocal area- ...A tech company specializing in AI is seeking a Buy-Side Analyst to evaluate AI Assistant performance and enhance financial understanding in AI models. This position offers flexibility with remote work, allowing candidates to choose projects and set schedules. Ideal candidates...Hourly payRemote work
$75.2k - $90.5k
...inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. About the Role Financial Analyst for Entegral is responsible for creating and maintaining financial reporting, metrics, processes and procedures relevant for software...Work experience placementRemote workWork from homeFlexible hours- Highmark Health is seeking a qualified candidate for a role focused on financial management related to grants and clinical trials. The incumbent will handle compliance management, invoicing, and prepare detailed financial reports. Successful candidates will possess a Bachelor...
- Responsibilities Performs complex financial analysis and reporting at a senior level. Performs statistical, cost and financial analysis of data extracted from various internal sources. Prepares reports based on findings, including health care costs, provider contracts,...
$101.3k - $168.7k
...Sr Program Financial Analyst demonstrates deep expertise in contract financial management. They lead and administer overall budget preparation/estimating and tracking expenditures against large complex contracts/programs. They are key members of the program management...Contract workWork experience placementFor subcontractorH1bWork at officeRemote work$85k - $95k
...Senior Financial Analyst We are partnering with a well-established and growing organization to identify a Senior Financial Analyst to support financial planning, analysis, and strategic decision-making across the business. This role is ideal for someone who enjoys digging...Flexible hours$43.89k - $102.08k
Position Summary The Volume team is a key part of the Finance organization, responsible for developing non-specialty volume forecasts that inform planning, performance management, and strategic decision-making. In this role, you will support the creation and refinement...Hourly payFull timeTemporary workWork experience placementLocal area- Epic in Madison, WI, is seeking a Financial Analyst to enhance operations within the company. Candidates should expect to take ownership of financial aspects of customer relationships and collaborate cross-functionally. Qualifications include a Bachelor's degree in Finance...Relocation package
- Santander is seeking a Trade Finance Origination Associate in the United States to support origination and execution of trade and working capital transactions for US borrowers. You will identify opportunities, sell innovative solutions, and partner with Relationship Managers...
$90k - $130k
...Direct Hire Schedule: Monday - Friday, 8am - 5pm Pay Range: $90k - $130k + bonus Summary Connect Search is hiring a Senior Financial Analyst in Racine County. This position offers a hybrid work from schedule of 2 days per week. Responsibilities Lead the development of...Full timeMonday to Friday2 days per week$50 - $60 per hour
A tech-driven company is seeking an ESG Analyst to help train AI in financial decision-making. This role can be taken part-time or full-time, and offers the flexibility of remote work. Candidates should be fluent in English and possess skills in financial analysis, modeling...Hourly payFull timeContract workPart timeRemote workFlexible hours$115k - $120k
...Summary Looking to build your career and design your future? You have come to the right place. The Senior Financial Analyst provides financial analysis and guidance to the finance and operations teams of the company. This position is responsible for analyzing and interpreting...$71.67k - $88.74k
...Position Summary Financial Analyst – Finance Team, Madison Facility (WHEDA) Salary and Benefits Hiring Range: $71,670 to $88,735 annually. Benefits include medical, vision, and dental insurance; State Retirement plan; 457 deferred compensation; group term life insurance...Temporary work- Zoom is seeking an experienced Corporate FP&A professional to drive planning, forecasting, and analysis across Revenue, Billings, and Free Cash Flow. You will partner with cross-functional teams to build accurate models and deliver actionable insights that influence strategic...
- ...stability, and the chance to grow your career as part of a team that's always looking ahead. Rite-Hite is seeking a Senior Financial Analyst to join our team. In this role, you will be responsible for the administration, analysis, governance, and continuous improvement of...3 days per week
$75k - $85k
...Senior Financial Analyst About The Company And Senior Financial Analyst Opportunity Salary: $75,000 - $85,000 Join a family-owned organization with a strong reputation, long-term stability, and a people-first culture Support a rapidly growing division with a goal of doubling...Summer workWork from home1 day per week$50 - $60 per hour
...DataAnnotation is committed to creating high‑quality AI. We are looking for an Investment Strategy Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timePart timeWork experience placementRemote workFlexible hours- ...requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a financial analyst interested in improving how Epic does business. At Epic, you'll have the chance to work in a creative environment and collaborate with...RelocationVisa sponsorshipRelocation package
$81.91k
...log in to Workday to apply through the internal application process. Job Summary The Department of Radiology is seeking a Financial Analyst II to join their Budget Team! The Financial Analyst II provides comprehensive budget, compensation, and financial reporting support...Hourly payPermanent employmentTemporary workRemote workMonday to Friday$72.7k
Company : enGen Job Description : JOB SUMMARY This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate...For contractorsWork at officeLocal area- Senior Financial Analyst Job in Wausau Area We are working with a regional healthcare organization that is looking to hire a new Senior Financial Analyst. This position is open due to quick company growth, so it is a great time to be part of the company! Job Duties...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!

