Average salary: $226,773 /yearly

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  •  ...skills. ~ Excellent communication, negotiation, and stakeholder management skills. ~ CPA preferred; additional certifications such as CFA, MBT, or JD/LLM in Tax are a plus. ~ Proficient in Microsoft Office and financial/ERP systems. Summary The County Materials... 
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    Local area

    County Materials Corporation

    Wisconsin
    1 day ago
  • $60k - $165.1k

     ...required. More experience for higher level positions is required. Prefer familiarity with syndicated loan transactions. Prefer MBA, CFA, or CPA. Demonstrated ability to independently understand, analyze and interpret financial statements Understands and takes... 
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    Flexible hours
    Shift work

    Old National Bancorp

    Madison, WI
    4 days ago
  • $250k - $400k

     ...Series 7-Stockbroker Exam Required Other Series 63 / Series 66 or Series 65 Required CFP-Certified Financial Planner Preferred CFA-Charted Financial Analyst Preferred Must have access to reliable transportation and the ability to lawfully drive self, if... 
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    Relocation

    Associated Bank

    Neenah, WI
    2 hours agonew
  •  ...Requirements: Bachelor's degree in Finance, Economics, Investments, Mathematics, Actuarial Science, or related field; MBA and/or CFA designation strongly preferred. FINRA SIE, Series 7 and 63 required (will consider ability to obtain within six months). At least... 
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    Russell Investments

    Milwaukee, WI
    3 days ago
  •  ...or webinars on crypto topics. Traditional Finance Credentials: Advanced finance/quant degrees (Master's, PhD) or progress toward CFA charter. Product & Strategy Orientation: Experience translating research into product ideas or strategic initiatives (e.g. contributing... 
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    Sei Development Foundation

    Madison, WI
    2 hours agonew
  • $55k - $120k

     ...7 years of relevant trust administration experience * Strong teammate who enjoys collaboration with internal partners * CTFA, CFP, CFA, CES, or equivalent * Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative... 
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    Immediate start

    Gpac

    Madison, WI
    16 hours ago
  • $80k - $200k

     ...years of relevant trust administration experience. * Strong team mate who enjoys collaboration with internal partners * CTFA, CFP, CFA, CES, or equivalent * Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative... 
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    Local area

    Gpac

    Green Bay, WI
    13 days ago
  •  ...Economics, Business, or a related field required; candidates with advanced degrees, such as an MBA, will be considered favorably. CFA charterholder (or progress toward achievement) preferred; other relevant professional designations will also be viewed positively.... 
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    Internship

    Northwestern Mutual

    Milwaukee, WI
    2 hours agonew
  •  .... Education: An undergraduate degree is preferred, though relevant work experience is also valued. Certifications such as an MBA, CFA, CIM, CIPM, or CIMA will be considered as an added advantage. Diversity of experience is core to Oceans. You are expected to work... 
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    Oceans

    Madison, WI
    12 hours ago
  •  ...Qualifications & Skills: Education: Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus. Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or... 
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    Full time

    Timothy Jon & Associates

    Milwaukee, WI
    13 days ago
  •  ...leadership abilities and strategic thinking. Effective communication and presentation skills. Preferred: Additional certifications (e.g., CFA, CPA). DIVISION : Corporate U.S. Venture requires that a team member have and maintain authorization to work in the country in which... 
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    Permanent employment
    Visa sponsorship

    U.S. Venture, Inc.

    Appleton, WI
    3 days ago
  • $155.3k - $241.5k

     ...Economics, Business Administration, or related field Valuation credential or demonstrated progress towards a valuation credential such as CFA, ABV or ASA Minimum 7 years of demonstrated progressive experience delivering valuation services in a public accounting and/or... 
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    Remote work

    Wisconsin Staffing

    Madison, WI
    2 hours agonew
  •  ...and problem-solver. Minimum Requirements Education: Bachelors degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus. Experience: 4-7 years of experience in corporate finance, FP&A, treasury, cash modeling or strategic planning. Experience... 
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    Monday to Friday
    Flexible hours

    Wisconsin Staffing

    Menasha, WI
    3 days ago
  •  ...service pour établir une relation de confiance avec nos clients. Des qualifications supplémentaires, telles qu'une maîtrise en finances, une certification CFA ou une expérience dans un environnement bancaire ou financier, seraient un atout. #J-18808-Ljbffr Crelan Online
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    Crelan Online

    Sauk County, WI
    1 hour agonew
  •  ...of experience within Private Equity backed finance organizations, preferably mid-sized PE firms Proficient in Excel and ERP systems Bachelor's degree or higher in Finance, Economics, or similar. - PowerBI and data analytics skillset CPA, CFA, or MBA... 
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    Insight Global

    Pleasant Prairie, WI
    2 days ago
  •  ...experience Minimum of three years of accounting/finance experience Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) or Certified Management Accountant (CMA) preferred Experience with Power BI, Tableau, DOMO, or related software preferred... 

    Briggs & Stratton Corporation

    Milwaukee, WI
    2 hours agonew
  • $126.82k - $149.2k

     ...strategic advisor Ability to make critical decisions independently and act as a business owner Professional designation such as CFA or CFP is preferred Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to... 
    Temporary work
    Work experience placement

    U.S. Bancorp

    Milwaukee, WI
    2 days ago
  •  ...Administration (MBA) preferred. Bachelor's degree with an emphasis on finance, accounting, economics, statistics or other related area. CFA designation or progress towards attaining the CFA designation required. Strong analytical skills, particularly in performing... 
    Full time
    Work experience placement
    Work at office
    Flexible hours

    Northwestern Mutual

    Milwaukee, WI
    2 days ago
  • $238.3k - $316.45k

     ...experience relevant to the Company’s industry Existing relationships with institutional investors and sell-side analysts MBA or CFA strongly preferred The Salary range for this position is $238,300.00-$316,450.00.The specific Salary rate offered to a... 
    Full time
    Work at office
    Local area

    Rehlko

    Milwaukee, WI
    4 days ago
  • $120k - $150k

     ...degree is required from an accredited college or university with an educational background in finance or economics; CFP, CPA and/or CFA designation is preferred/lili5+ years of experience in the financial services industry with a focus on wealth advisory client service... 

    Kayne Anderson Capital Advisors

    Milwaukee, WI
    12 hours ago
  •  ...multiple projects with a strong attention to accuracy and detail Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) or Certified Management Accountant (CMA) preferred Fluent in English and primary language used in area of responsibility and/or... 

    Briggs & Stratton Corporation

    Milwaukee, WI
    4 days ago
  •  ...Risk Management team What You’ll Bring To Baird Bachelor's degree in finance, economics, accounting or business; graduate degree, CFA, FRM, or equivalent a plus Five years or more of experience in an analyst or related position; experience in front- or middle-... 
    Work at office
    3 days per week

    Baird

    Milwaukee, WI
    15 days ago
  •  ...Develop legislation for presentation to the Annual Conference based on the votes of the boards, committees and commissions staffed by CFA administrative areas. ·    Responsible for the direct supervision of designated staff members. ·    Establish and maintain positive... 
    Full time
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    Local area
    Remote work

    United Methodist Communications

    Sun Prairie, WI
    5 hours agonew
  • $22 - $35 per hour

     ...towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance. You must have passed your ACCA, CPA, CFA, or CIMA exam. N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience... 
    Full time
    Work at office
    Worldwide

    ITC Worldwide

    Wausau, WI
    4 days ago
  •  ...design and document business processes and operating models Preferred Experience with enterprise architecture tools (Ardoq or similar) Consulting or large-scale financial transformation background CFA or investment credentials #J-18808-Ljbffr Continuus Technologies LLC

    Continuus Technologies LLC

    Germantown, WI
    2 hours agonew
  •  ...process mapping and business requirements skills Preferred Experience with business process modeling tools or EA platforms Consulting experience in asset management or pension environments Investment certifications (CFA or similar) #J-18808-Ljbffr Continuus Technologies LLC

    Continuus Technologies LLC

    Germantown, WI
    4 days ago
  • $190k - $269k

     ...lines of business: financial accounting, insurance, advisory services, preferred Accounting / finance designation (i.e., CPA, CFF, CFA), preferred IICRC certification, preferred Extensive experience with Xactimate, RS Means, Microsoft Excel and Word, on-screen... 
    For contractors
    Work experience placement

    BDO USA

    Madison, WI
    1 day ago
  •  ...analytics with other internal analytics functions and interpreting data science outputs. Certificates, Licenses, Registrations CFA certification strongly preferred Prolonged periods sitting at a desk and working on a computer. Occasionally required to stand;... 
    Full time
    Contract work

    Jewelers Mutual Group

    Neenah, WI
    8 hours ago
  •  .... Ideal candidates must have completed over 90 credit hours towards a B.A./B.S. in Accounting or Finance and passed their ACCA, CPA, CFA, or CIMA exam. This position offers an opportunity to contribute to a company aiming to enable transformation in a changing world. #J... 
    Worldwide

    ITC WORLDWIDE

    Green Bay, WI
    3 days ago
  •  ...the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase

    Milwaukee, WI
    4 days ago