Average salary: $226,773 /yearly
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- ...or must complete testing within 90 days of start date. ~10 or more years of relevant experience. ~ Chartered Financial Analyst (CFA) certification is a plus. ~ Strong analytical and problem-solving skills. ~ Excellent presentation and communication skills....SuggestedRemote jobFull timeTemporary work
- ...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...SuggestedFull timeTemporary workWork at officeLocal area
County Materials Corporation
Wisconsin3 days ago - ...have supervisory responsibilities for a support team. Qualifications Required: CFP® designation (Certified Financial Planner) CFA® and/or CPA designations acceptable Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning...SuggestedFull timeTemporary workWork at office
JMG Financial Group
Pewaukee, WI27 days ago - ...client interactions and proficiency in modern financial planning tools (e.g., eMoney, RightCapital, or similar platforms), CFP® and/or CFA® designation preferred or a commitment to obtaining these certifications, excellent communication and problem-solving skills with the...SuggestedWork at office
Walkner Condon Financial Advisors
Madison, WI4 days ago - ...Job Description Manager of Investments - CFA Location: Brookfield, WI (Onsite) About the Role: Lauber Business Partners is recruiting a Manager of Investments for their client, a dynamic wealth management firm in Brookfield, WI. In this direct hire role, you...Suggested
Lauber Business Partners (Fractional/Interim Leadership, Con...
Brookfield, WI6 days ago - ...developing financial teams and implementing best practices. Bachelor's degree in Accounting, Finance, or a related field; CPA or CFA designation is highly preferred. Excellent leadership, communication, and organizational skills. Previous experience in a cooperative...SuggestedFull timeLocal area
River Country Co-op
Chippewa Falls, WI2 days ago $90k - $130k
...multiple priorities, and meet deadlines. Preferred Experience in a mid-size or enterprise-level corporate environment. Public Accounting experience Knowledge of Epicor, SQL, Tableau, Power BI, or similar data analytics tools. CPA, CFA, or MBA is a plus....SuggestedMonday to Friday2 days per weekConnect Search, LLC
Racine County, WI6 days ago- ...comprehensive planning, recognizing, and leveraging the full value of a complete plan Qualifications: Bachelor’s degree CFA designation required Proven experience in investment management with successful portfolio management and strategy development...SuggestedWork from home
Claire Myers Consulting
Mequon, WI22 days ago - ...abilities and attention to detail Bachelor’s degree in Finance, Accounting, Economics, or related field; a related master’s degree or CFA certification is a plus Ability to work independently in a fast-paced, on-site environment Excellent written and verbal...SuggestedPart time
Omega Fitness Holdings
Madison, WI4 days 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...SuggestedFull time
$90k
...the FP&A Manager. * Bachelor's degree from four-year College or University in Finance, Accounting, Economics or Statistics * CPA, MBA, CFA, CMA certification preferred * At least five years of experience working in a related finance or accounting position * Expertise in...Suggested$93k
...Requirements ~ A Master’s degree in Accounting. ~ CPA license ~ Other related professional certification including CMA, CIA, EA, CISA, CFA, or MBA. ~6+ years experience as a senior accountant or equivalent role. Prior experience with SEC registrants, international...SuggestedMTVS - Meimad TV Studios
Janesville, WI13 days ago- ...reviewing purchase agreements, LOIs, shareholder agreements, and term sheets. Experience That Would Be Great To Have MBA or CFA designation. Experience working with financial services regulatory and compliance environments (e.g., regulatory review implications...SuggestedFull timeTemporary workH1bWork at officeMonday to Friday
- ...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...SuggestedFull timeContract work
$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...SuggestedTemporary workWork experience placement- ...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...
$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 ~5+ years of experience in the financial services industry with a focus on wealth advisory client service...Flexible hours$76.65k - $142.35k
...Knowledge, Skills, & Abilities: ~ Bachelor's Degree in Accounting, Finance, Actuarial Science, Mathematics or Economics ~ MBA, CFA or other relevant advanced degree preferred, but not required ~ Minimum of 5 years of related business experience working with financial...Work at officeWork from homeHome office- ...Bachelor’s degree in Finance, Accounting, Economics, or a related field. ~ Relevant professional accounting certification (e.g., CPA, CFA). ~10+ years of demonstrable experience as a Finance Director, Chief Financial Officer, or in a senior finance leadership role. ~...Relocation packageWeekend work
Barr, Inc.
Oshkosh, WI4 days 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...Full timeLocal area- ...growing company, creating best practices, and developing team members. ~Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) designation, highly preferred. ~Experience in construction accounting, not required but highly preferred. ~Familiarity with...Full timeContract workLocal areaRemote workMonday to Friday
$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 contractorsWork experience placement- ...excellence. ~ Interest or experience in investment management, quantitative finance, and technology. Progress toward or completion of the CFA designation is preferred. ~ Ability to follow consistency in creating/updating documentation, maintain process (i.e., JIRA tickets)...Work at officeRemote workRelocation package3 days per week1 day per week
Gulf Coast Automation Group
Madison, WIa month ago $155k - $410k
...Actuarial Science, Finance, Data Processing/Analytics/Science preferred - Certification(s) preferred: Chartered Financial Analyst (CFA), Fellow of the Casualty Actuarial Society (FCAS), Amazon Web Services (AWS) or Azure or Google Cloud Platform (GCP) Specialized Certifications...Full timeTemporary workWork experience placementH1b- ...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 workWork experience placementLocal area
$140k - $180k
..., with at least 5 years in leadership roles. ~ Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred. ~ Expertise in ESOP administration, ERISA compliance, and advanced financial modeling. ~ Familiarity with construction...Truity Partners
Dane County, WI12 hours agonew- ...of approvalby Cardiovascular Surgery Department Medical Director. Certification inFirst Assisting by a board-certified exam (CST/CFA, or ST/SA-C). Possessesability to apply principles of asepsis and infection control. Possessesability to perform effectively in...Full timePart timeImmediate startShift work
Aspirus Health
Wausau, WI4 days ago
