Portfolio Analyst
$42k - $55kWintrust Financial
Portfolio Analyst
The Portfolio Analyst will 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.
Responsibilities include:
- 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. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
Wintrust Financial$42k - $55k
...successful with our daily processes and tasks. Chances to learn and grow through new initiatives and multi‑tasking. What You'll Do The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of...SuggestedTemporary workFlexible hours- ...outcomes for our clients. The Investment Solutions Specialist is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking general information on the solutions available across the platform and will gain valuable...SuggestedFull timeWork at officeImmediate start
- ...processes, and models to provide meaningful information to internal customers. Develop peer relationships with other financial analysts to drive consistency in reporting, analysis, and operational procedures and rhythm. Demonstrate a commitment to continuous process...Suggested
- ...You'll work onsite from Monday through Thursday, with the option to work remotely on Fridays. About the Role As Financial Analyst, you will improve company profitability through leading value-add analysis, driving cross-functional collaboration and building business...SuggestedWork at officeRemote workMonday to Thursday
$87.91k - $125.71k
...Senior Program Financial Analyst Location: Fitchburg, MA, US, 01420 Job ID: 115460 The Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U.S. Navy and navies...SuggestedContract workFor contractorsWork experience placementLocal areaRemote workFlexible hours$105k
...transactions representing billions in transaction value across industries and borders.What You’ll Be Doing:Seeking an Investment Banking Analyst to help support the continued growth of CIBC’s U.S. Investment Banking platform. Analysts are expected to be active contributors...Full timeShift work$75.6k - $113.4k
...will focus on the data associated with NMC’s investment transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, portfolio performance, and reporting to clients.Manage, transform, and integrate portfolio and benchmark data to support...Full time$79.5k - $121.4k
....00 annually. Final compensation will be determined based on experience, skills, and qualifications.Location: RemoteThe Senior M&A Analyst will play a critical role in driving Rehlko’s end-to-end Business Development efforts. The Senior Analyst will support the Manager...Full timeLocal areaRemote work$65.7k - $98.4k
...Auto req ID: 59529 Title: Plant Financial Analyst Job Function: Finance Location: PILGRIM Company: Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small shed in Milwaukee, Wisconsin, four young men lit...Full timePart timeRelocationRelocation packageShift work- Ledcor Technical Services has been building and servicing communication networks for customers across North America since 1979. Utilizing our broad expertise and experience, we customize solutions to best meet our client's needs. We act as a key partner for our clients...Full timeWork at office
$60 - $64 per hour
Pride Health is hiring a Finance Information Systems Coordinator to support our client's healthcare facility in Menomonee Falls, WI . Interested? Apply Today! Job Details: Schedule: Monday-Friday, 40 hours/week, 5 days/week Location: Menomonee Falls...Hourly payContract workLocal areaMonday to Friday$56.64k
...those assets, with a focus on accuracy, efficiency, and risk management. What You'll Do: ~ Assist in monitoring investment portfolios by reconciling cash positions, investment holdings, and critical data attributes to ensure accuracy and timeliness. ~ Respond...- ...Job Description Job Description Investment Data Analyst - Financial Services Overview We are seeking a highly analytical Investment... ...capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public...
- Job Description Job Description A full-service business and litigation law firm seeks a highly qualified Corporate Associate to join their Financial Services & Capital Markets Industry group. The ideal candidate will have 3-7 years of general corporate and transactional...Work at officeImmediate start
$82k - $127.3k
Auto req ID: 54314 Title: Sr Financial Analyst - Product Development Job Function: Finance Location: PDCWorkplace Category: Onsite Company: Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small shed in Milwaukee, Wisconsin, four...Full timePart timeRelocationRelocation packageShift work$100k - $125k
...Senior Financial Analyst (43108) Our client is an organization in the Milwaukee area that is looking for a Senior Financial Analyst. Our client is looking for someone with 2+ years of experience, strong attention to detail, and an inquisitive mindset. This company...$90k - $130k
...Senior Financial Analyst (43072) Our client is an organization in the Milwaukee area that’s looking for a Senior Financial Analyst. Our client is looking for someone with 3+ years of experience, detail-oriented, and analytical. This company offers a collaborative team...$95k - $115k
...Senior Financial Analyst (43160) Our client is an organization in the Milwaukee area looking for a Senior Financial Analyst . Our client is looking for an experienced finance professional with a strong FP&A background and experience supporting a global manufacturing...Full time$75k - $100k
...Senior Financial Analyst (42990) Our client is an organization in the Milwaukee area that’s looking for a Senior Financial Analyst. Our client is looking for someone with 1+ years of experience, detail-oriented, and who has excellent communication skills. This company...$65k - $75k
...Financial Analyst (42659) Our client is an organization in the New Berlin area looking for a Financial Analyst . Our client is looking for someone with related experience, strong analytical and problem-solving skills. The salary range is $65k-75k. The...$80k - $95k
42869 Our client is an organization in the Greater Milwaukee area looking for a Financial Analyst . Our client is looking for someone with strong analytical skills, a solid foundation in financial analysis, and an interest in leveraging AI and technology to improve financial...$90k - $180k
...information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an...Full timeContract workPart timeWork experience placementWork at officeLocal area$81.28k - $121.92k
...utilize systems and maintaining expertise over financial reporting systems (Such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management).May be responsible for corporate expense projections, metrics, accounting for payroll, fixed assets and intercompany...Full time$91k - $115k
DescriptionKforce's client in the Northwest Side of Milwaukee, WI is looking for a Senior Financial Analyst-External Reporting. We are looking for a self-starter with exceptional foundational knowledge of the U.S. GAAP, SEC reporting requirements, and corporate close procedures...$82k - $127.3k
Auto req ID: 59527 Title: Sr Financial Analyst Job Function: Finance Location: JUNEAUWorkplace Category: Onsite Company: Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small shed in Milwaukee, Wisconsin, four young men lit a cultural...Full timePart timeRelocationRelocation packageShift work- ...statements and serves as the primary liaison with corporate auditors and regulatory examiners from the SEC and FINRA.As a Senior Financial Analyst - External Reporting and Regulatory, you will prepare financial statements, regulatory filings, government surveys, journal entries...Full timeCurrently hiringWork at officeRemote workWork visa3 days per week
$160k
Financial Risk Manager (43112) Our client is an organization in the Milwaukee area looking for a Financial Risk Manager . Our client is looking for an experienced finance professional who brings a strong combination of treasury and financial risk management experience...$66.24k - $114.26k
Anticipated End Date: 2026-11-06 Position Title: Actuarial Analyst I Job Description: Actuarial Analyst I Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support...Temporary workWork experience placementWork at officeLocal area1 day per week$105.6k - $158.4k
...GE, we combine a strong heritage of innovation with the agility of a new growth-oriented public company.Job DescriptionThe Sr. FP&A Analyst - Global Services will play a critical role in providing financial planning, analysis, and reporting support for GE Precision...WorldwideVisa sponsorshipWork visaRelocation package$91k - $115k
DescriptionKforce's client in the Northwest Side of Milwaukee, WI is looking for a Senior Financial Analyst-Corporate FP&A. We are looking for a self-starter that will serve as a key finance business partner supporting business units and functional areas Internationally...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!




