11 Results for Financial Analyst Jobs in Milwaukee, WI

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Manager, Finance (FP&A)

Waukesha, WI
onsite
Permanent / Full Time
130000.00 - 170000.00 USD / Yearly
We are looking for a strategic finance leader to support operations and supply chain performance for a growing architectural metals business based in Waukesha, Wisconsin. This role partners closely with cross-functional leaders to guide planning, improve visibility into financial results, and turn complex data into practical business recommendations. The position offers the opportunity to influence decision-making across multiple sites and brands within a well-established public company environment. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Direct annual budgeting, recurring forecasting, and long-range financial planning activities for operations and supply chain functions across a multi-site organization.• Deliver timely analysis of spending, productivity, and business performance to help leaders make informed decisions and improve financial outcomes.• Build and refine reporting tools, dashboards, and data models using Power BI and related systems to strengthen insight into key operational and financial trends.• Partner with manufacturing, supply chain, and finance leadership to identify cost improvement opportunities, monitor performance drivers, and support operational efficiency initiatives.• Lead monthly and quarterly financial reviews, highlighting variances, risks, and opportunities with clear recommendations for action.• Oversee and develop a small team that includes finance managers and controllers, fostering accountability, collaboration, and strong analytical execution.• Support system and reporting integration efforts, including the use of SAP and related planning platforms, to improve consistency, accuracy, and accessibility of financial information.• Contribute financial leadership to strategic projects such as business assessments, process improvement efforts, and potential acquisition-related analysis when needed.
2026-09-15T16:18:40Z

VP/Director of Finance

Germantown, WI
onsite
Permanent / Full Time
140000.00 - 175000.00 USD / Yearly
We are looking for an experienced finance leader to oversee treasury and finance operations for a global organization in Germantown, Wisconsin. This role will guide cash strategy, strengthen operational performance, and improve financial visibility across the business. The ideal candidate brings strong leadership, a sharp command of cash flow planning, and the ability to build efficient processes that support growth and control. Responsibilities: • Direct worldwide finance operations and treasury activities, including invoicing, receivables, payables, payment execution, banking administration, and day-to-day cash oversight. • Shape the company’s liquidity strategy by improving cash visibility, coordinating funding needs, managing bank account structures, and supporting debt-related planning. • Oversee short-term cash forecasting by maintaining a rolling 13-week model, evaluating forecast accuracy, analyzing variances, and presenting insights to leadership. • Drive stronger working capital results through improvements in billing quality, collection performance, payment timing, cash application, and overall cash conversion. • Enhance quote-to-cash and procure-to-pay workflows through process redesign, standard practices, automation opportunities, and clear operational ownership. • Reinforce financial controls by refining approval structures, supporting audit preparedness, promoting policy adherence, and maintaining appropriate segregation of duties. • Lead and develop a global team by setting expectations, establishing service standards, clarifying escalation paths, and encouraging continuous improvement. • Partner with cross-functional leaders in finance and business operations to improve cash performance, lower operating costs, and support scalable business growth. • Provide consistent reporting and forward-looking analysis related to debt obligations and revolving credit activity to ensure alignment with financial plans.
2026-09-22T20:34:09Z

CFO

Gurnee, IL
onsite
Permanent / Full Time
250000.00 - 300000.00 USD / Yearly
The salary range for this position is $250,000-$300,000 base plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. Relocation assistance is an option. To apply to this role please send your resume to [email protected] Time to bust out the sweaters and ditch the job that doesn’t pay you what you’re worth. SUMMARY: Responsible for the effective management, operation, results and strategic advancement of the Finance, Accounting, and Operations departments. Job Description: <ul><li>Manages the overall financial activities of the financial institution, including the preparation and interpretation of financial statements, asset liability management, investing and budgeting</li><li>Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives</li><li>Prepares all credit union financial statements in accordance with GAAP and applicable federal and state regulatory laws for financial reporting</li><li>Produces all financial and statistical reports for presentation to the Board of Directors</li><li>Provides management with analysis and advice on the financial implications of business activities</li><li>Responsible for the preparation of the annual budget along with financial forecasting</li><li>Provides CEO with recommendations to strategically enhance financial performance and business opportunities</li><li>Manages and optimizes the organization’s investment portfolio in order to achieve the organizational investment goals of liquidity, safety and return</li><li>Oversees and manages the preparation and submission of the 5300 Call Report</li><li>Prepares monthly reports and analysis to the ALCO committee</li><li>Reports financial results at monthly board meetings</li><li>Supervises the budget for the Finance, Accounting, and Operations departments to ensure they are consistent with the overall strategic plan and budget of the credit union</li><li>Negotiates significant vendor contracts and completes the vendor management process </li></ul>
2026-09-28T18:28:47Z

Billing Analyst

Pleasant Prairie, WI
onsite
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
We are looking for a detail-oriented Billing Analyst to support billing operations and cross-functional projects in Pleasant Prairie, Wisconsin. This role focuses on evaluating financial and operational information, improving workflows, and helping teams stay aligned on priorities and timelines. The ideal candidate brings strong analytical ability, clear communication skills, and experience working with billing or accounts receivable processes in a fast-paced environment. Responsibilities: • Partner with internal teams to coordinate project objectives, share progress updates, and support improvements to billing-related workflows. • Review billing and operational metrics to uncover patterns, investigate underlying issues, and present findings in a clear, actionable format. • Monitor timelines and major deliverables to help keep projects on schedule and ensure appropriate support is available at each stage. • Maintain organized records, reports, and project materials so key information remains accurate and accessible. • Support billing functions and accounts receivable activities with a focus on accuracy, consistency, and timely resolution of issues. • Use systems and project tools to manage data, track initiatives, and contribute to process optimization efforts. • Assist with customer service needs related to billing, including coordination for export accounts when applicable.
2026-09-09T14:34:15Z

Trust Administrator

Milwaukee, WI
onsite
Temporary to Hire
26.00 - 29.00 USD / Hourly
We are looking for a detail-oriented Trust Administrative Assistant to support trust administration operations for a Financial Services organization in Milwaukee, Wisconsin. This contract position offers a path to a permanent role, is fully onsite, and provides the opportunity to contribute to a team that manages sensitive client and asset-related administrative work. The role partners closely with Trust Officers and internal departments to keep records accurate, coordinate reporting, and help maintain smooth daily operations. Responsibilities:• Provide daily administrative support for trust administration activities while partnering with Trust Officers to ensure work is completed accurately and on schedule.• Handle annuity and other manually tracked asset transactions, maintaining current values and organized supporting documentation.• Coordinate insurance-related records by collecting statements, reviewing policy information, and working with external vendors as needed.• Assist with the setup and maintenance of brokerage relationships, including account openings, online access arrangements, data connectivity, and authorized signer updates.• Support account administration tasks for payment card programs by opening and closing cards and preparing monitoring reports to identify unusual usage patterns.• Prepare board-related materials and operational reports, and help organize information needed for internal review and decision-making.• Provide backup coverage to cross-functional teams such as case management, wealth management, settlements, pooled trusts, and other administrative support areas.• Help maintain specialized files and systems access, including records that require additional software components or controlled access methods.• Contribute to team development by assisting with training for less experienced administrators and participating in committee-related work or special initiatives.• Update client activity and administrative records in internal databases while supporting mailing changes, software-related administrative updates, and trust reporting needs.
2026-09-15T02:24:07Z

Payroll & AP Manager

Milwaukee, WI
onsite
Permanent / Full Time
73000.00 - 95000.00 USD / Yearly
We are looking for a Payroll & AP Manager to lead payroll and accounts payable operations for a high-volume, multi-state environment in Milwaukee, Wisconsin. This position oversees accurate payroll execution, timely vendor and employee payments, and strong compliance with tax, reporting, and audit requirements. The role also partners closely with finance and human resources to improve processes, support staff development, and maintain reliable financial controls. Responsibilities: • Direct end-to-end payroll administration, including timekeeping review, earnings and deduction processing, tax withholdings, benefit-related entries, and third-party remittances. • Lead, mentor, and evaluate team members within payroll and accounts payable, while building documentation and training materials that support consistent performance. • Ensure payroll cycles and payment runs are completed accurately and on schedule, investigating exceptions and resolving discrepancies in a timely manner. • Partner with accounting and human resources to address payroll questions, reconcile issues, and maintain accurate financial reporting. • Oversee 401(k) activity, including contribution processing, reporting support, reconciliations, and audit-related coordination. • Review and balance payroll- and payables-related general ledger accounts to support month-end and year-end accuracy. • Manage accounts payable operations across vendor invoices, employee reimbursements, travel expenses, and other organizational disbursements. • Maintain vendor records, respond to payment inquiries, administer 1099 reporting, and oversee corporate card and incentive card activity in accordance with policy. • Support internal and external audit requests by preparing records, documentation, and responses needed for financial reviews and program monitoring. • Coordinate payable workflow changes involving movement from Sage to a new organizational system while preserving continuity and accurate posting of transactions.
2026-09-15T21:58:38Z

Epic Data Engineer

Milwaukee, WI
onsite
Permanent / Full Time
75000.00 - 90000.00 USD / Yearly
We are looking for a Data Analyst to turn complex healthcare, financial, and operational data into meaningful insights that guide leadership decisions. This position supports organizational performance by connecting information from clinical and business systems, building practical reporting tools, and highlighting trends that matter. Based in Milwaukee, Wisconsin, the role works closely with finance, operations, and clinical stakeholders to improve visibility, planning, and overall effectiveness. Local candidates to the Greater Milwaukee area with Healthcare Epic experience is desired. Responsibilities:• Create and maintain dashboards, scorecards, and recurring reports that combine Epic data with financial and operational information from connected platforms.• Work with leaders across finance, operations, and clinical teams to define measurable indicators and track performance in patient services, revenue activity, and resource use.• Gather, clean, and evaluate large datasets to support forecasting, monthly business reviews, and long-range planning initiatives.• Present findings in a clear, business-focused format so non-technical stakeholders can understand trends, risks, and opportunities.• Collaborate with IT and data governance partners to uphold data accuracy, reporting consistency, and compliance with organizational standards.• Identify patterns in clinical and administrative workflows and recommend improvements that increase efficiency and support better decision-making.• Contribute to reporting automation and process enhancements that improve speed, reliability, and access to timely performance data.
2026-09-28T19:53:45Z

Trust Officer - Settlement

Milwaukee, WI
onsite
Temporary to Hire
38.00 - 48.00 USD / Hourly
We are looking for a Trust Officer - Settlement to support a fiduciary services team in Milwaukee, Wisconsin within the Financial Services industry. This Contract to permanent opportunity and centers on managing settlement-related trust relationships with care, accuracy, and sound judgment. The person in this role will work closely with beneficiaries, families, attorneys, and other key partners to oversee trust administration, protect benefit eligibility, and ensure each account is handled in accordance with legal and fiduciary obligations. Responsibilities:• Manage a portfolio of settlement, special needs, directed, and court-supervised trusts, ensuring each account is administered according to governing documents and applicable regulations.• Advise beneficiaries and their support networks on distributions, trust processes, and planning considerations tied to major life events and ongoing care needs.• Review account activity, identify potential compliance or fiduciary concerns, and take proactive steps to address issues before they escalate.• Partner with attorneys, tax professionals, financial advisors, guardians, and care teams to coordinate trust-related matters and support effective case management.• Prepare and maintain detailed records of trust actions, client communications, and fiduciary decisions to support accurate administration and audit readiness.• Explain complex trust and benefit topics in a clear, respectful manner while delivering a high standard of service to beneficiaries and families.• Support preservation of public benefit eligibility by applying knowledge of Medicaid, Social Security, and other means-tested programs when evaluating distributions and trust activity.• Use trust accounting platforms, case management tools, and Microsoft Office applications to track activity, maintain documentation, and complete administrative tasks accurately.
2026-09-24T19:53:42Z

Accounting Manager

Milton, WI
onsite
Permanent / Full Time
105000.00 - 125000.00 USD / Yearly
Accounting Manager role with hybrid flexibility in Milton, WI. For immediate consideration contact Jon Wright at 608-338-1052. Robert Half is looking for an experienced Accounting Manager to oversee core accounting operations for a manufacturing company in Milton, Wisconsin. This role will guide the monthly close process, produce reliable financial reporting, and provide meaningful analysis that supports business decisions. The position also partners with operational and executive leaders, strengthens compliance practices, and helps build an efficient, high-performing accounting function. Responsibilities:• Direct daily corporate accounting activities and lead a timely, well-organized month-end close process.• Prepare and review monthly financial statements and management reports to ensure accuracy, consistency, and usefulness for leadership.• Maintain the general ledger by overseeing journal entries, account reconciliations, and proper application of U.S. GAAP.• Analyze financial results against budget and prior periods, identifying key variances and explaining business drivers.• Support annual budgeting and periodic forecasting by delivering financial data, trend analysis, and planning insight.• Oversee tax-related accounting activities and help ensure adherence to regulatory requirements and internal control standards.• Coordinate audit preparation and respond to requests from external auditors to support efficient financial statement audits.• Supervise and develop a small accounting team while promoting accountability, collaboration, and continuous improvement.• Work closely with plant controllers and company leadership to improve financial visibility, reporting quality, and decision-making.• Participate in process enhancements and operational changes that affect accounting workflows, including system-related updates when needed.
2026-09-21T16:58:51Z

Accounting Manager/Supervisor

Sussex, WI
onsite
Permanent / Full Time
125000.00 - 140000.00 USD / Yearly
We are looking for an experienced Accounting Manager to lead accounting operations for a manufacturing organization in Waukesha County. This role is responsible for maintaining accurate financial records, guiding month-end activities, and delivering clear reporting that supports business decisions. The ideal candidate will combine strong technical accounting knowledge with leadership ability, helping the team meet deadlines, strengthen processes, and support collaboration across departments. Responsibilities:• Direct daily accounting operations, including oversight of the general ledger, journal entry activity, account reconciliations, and the timely completion of financial reporting.• Prepare and evaluate monthly and periodic financial results, identifying variances, unusual movements, and key business drivers for leadership review.• Maintain reliable internal controls across financial reporting, inventory, and related accounting procedures to support accuracy and compliance.• Utilize the company ERP platform and reporting tools to interpret financial and operational data and provide meaningful analysis.• Apply advanced Excel capabilities, such as pivot tables, lookup formulas, data validation, and basic modeling techniques, to improve reporting and decision support.• Supervise accounting personnel and oversee accounts receivable activities to ensure work is completed accurately and on schedule.• Delegate assignments, monitor progress, review completed work, and provide coaching and training to strengthen team performance.• Foster accountability through clear expectations, constructive feedback, and consistent follow-through with staff members.• Contribute as a hands-on leader by balancing day-to-day accounting execution with process enhancements and effective communication across functions.
2026-10-07T19:28:50Z

Tax Manager - Public

Janesville, WI
onsite
Permanent / Full Time
100000.00 - 140000.00 USD / Yearly
We are looking for an experienced Tax Manager to join a client-focused accounting team in Janesville, Wisconsin. This role is suited for a detail-oriented tax specialist who can oversee return reviews, guide client engagements, and lead staff development with confidence. The position offers the chance to contribute to a collaborative environment while helping improve efficiency, service quality, and long-term departmental success. Responsibilities:• Oversee the review of individual, business, fiduciary, and related tax filings to ensure accuracy, completeness, and compliance with applicable regulations.• Serve as a primary point of contact for clients by addressing tax-related questions, requesting outstanding information, discussing planning strategies, and presenting completed returns.• Coordinate engagement flow by assigning work across team members, balancing priorities, and keeping projects moving efficiently through completion.• Provide coaching, feedback, and day-to-day guidance to tax team members to support skill development and strengthen team performance.• Evaluate client situations to uncover tax-saving opportunities and deliver practical recommendations aligned with their financial goals.• Track filing calendars and engagement milestones to help maintain on-time delivery during both peak and non-peak periods.• Contribute ideas that enhance internal procedures, increase operational efficiency, and improve the overall client experience.• Partner with firm leadership to manage workload distribution, maintain strong client relationships, and support departmental objectives.
2026-09-11T01:14:01Z

11 results for Financial Analyst in Milwaukee, WI