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10 results for Financial Analyst Financial Services in Racine, WI
- Brookfield, WI
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- <p>We are looking for a Senior Financial Analyst to join our finance team in Brookfield, Wisconsin. In this role, you will serve as a key partner to business leaders by translating financial data into practical insights that support planning, performance management, and strategic decision-making. You will help strengthen forecasting, reporting, and analytical processes while contributing to a collaborative, improvement-focused environment.</p><p><br></p><p>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.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain revenue, sales, and backlog forecast models, and support the annual budget planning process with accurate and timely analysis.</p><p>• Create monthly reporting packages, financial narratives, and presentation materials for senior leadership and board-level reviews.</p><p>• Evaluate publication-level profitability, cost behavior, and margin performance to identify trends and recommend actions that improve results.</p><p>• Analyze sales activity, including renewals, cancellations, collections, and publisher performance metrics such as retention and churn.</p><p>• Assess progress against value creation initiatives, measure savings opportunities, and manage financial analysis related to incentive compensation programs.</p><p>• Build and refine automated Excel-based tools, collaborate with data partners to improve reporting workflows, and assist with Sage Intacct reporting and month-end close activities.</p><p>• Partner with cross-functional teams to explain financial results, highlight risks and opportunities, and support informed business decisions.</p>
- 2026-10-28T00:00:00Z
- Schaumburg, IL
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><em>The salary range for this position is $100,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Summary</strong></p><p>As a Senior Financial Analyst, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions. We are looking for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and brings deep expertise in financial modeling, business intelligence, and the mortgage industry.</p><p> </p><p><strong>Essential Duties</strong></p><ul><li>Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.</li><li>Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.</li><li>Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.</li><li>Prepare executive and management-level presentations that clearly communicate complex data and business insights.</li><li>Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.</li><li>Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.</li><li>Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.</li><li>Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.</li></ul><p><strong>Requirements</strong></p><ul><li>Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization.</li><li>Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary.</li><li>Skilled in cross-functional collaboration with both technical and non-technical colleagues.</li><li>Advanced financial modeling and analytical capabilities.</li><li>Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities.</li><li>A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies.</li></ul><p><br></p>
- 2026-10-23T00:00:00Z
- Northbrook, IL
- onsite
- Permanent / Full Time
- 95000 - 115000 USD / Yearly
- <p><em>The salary range for this position is $95,000-$115,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Financial Analyst position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p><strong><u>Job Summary</u></strong></p><p>We are seeking a highly motivated Senior Financial Planning Analyst to join our finance team. The ideal candidate will have a background in financial analysis, strategic planning, and a keen interest in the biotech sector. You will collaborate with cross-functional teams to provide accurate financial insights, support decision-making processes, and contribute to the overall financial health of the organization.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Develop and maintain detailed financial models to support budgeting and forecasting activities.</li><li>Work closely with department heads to understand project/program-specific financial requirements and ensure alignment with overall company goals.</li><li>Conduct comprehensive financial analyses, identifying trends, opportunities, and potential risks.</li><li>Provide actionable insights to senior management to drive informed decision-making.</li><li>Monitor and analyze financial performance against budget and forecast, investigating and explaining variances.</li><li>Collaborate with stakeholders to develop strategies for optimizing financial outcomes.</li><li>Assist in the development and implementation of financial strategies to support long-term business objectives.</li><li>Evaluate potential investment opportunities and assess their financial viability.</li><li>Prepare and present financial reports to management, highlighting key performance indicators and financial metrics.</li><li>Ensure accuracy and transparency in financial reporting processes.</li><li>Collaborate with various departments, including R&D, operations, and clinical ops, to gather relevant financial data and ensure alignment with corporate objectives.</li><li>Provide financial guidance and support for strategic initiatives and projects.</li></ul><p><br></p>
- 2026-10-21T00:00:00Z
- Rolling Meadows, IL
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- We are looking for a Business Analyst to support service-focused operations within our Financial Services team in Rolling Meadows, Illinois. This role works closely with stakeholders to evaluate business needs, improve customer service workflows, and translate findings into practical recommendations. The ideal candidate brings strong analytical thinking, experience reviewing operational documents, and the ability to contribute effectively within an Agile Scrum environment.<br><br>Responsibilities:<br>• Gather and interpret business needs from stakeholders to define clear objectives, process improvements, and support priorities.<br>• Analyze call center and customer service operations to identify inefficiencies, service gaps, and opportunities to improve the client experience.<br>• Review business and operational documentation to confirm accuracy, completeness, and alignment with established requirements.<br>• Perform gap analysis to compare current processes with desired outcomes and recommend actionable solutions.<br>• Create and maintain business requirements, process maps, user stories, and related project documentation for cross-functional teams.<br>• Partner with Scrum team members during planning, refinement, and review activities to help move initiatives forward effectively.<br>• Support testing and validation efforts by confirming that delivered solutions meet business expectations and documented needs.
- 2026-11-09T00:00:00Z
- Evanston, IL
- onsite
- Permanent / Full Time
- 180000 - 200000 USD / Yearly
- <p><em>The salary range for this position is $180,000-$200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to [email protected]</em></p><p><br></p><p>The best way to beat this cold weather is with a new role that pays more and respects your work-life balance.</p><p><br></p><p>The role will require an ability to balance hands-on execution with effective delegation, coaching, and oversight. The individual will also be expected to play an active role in driving strategic initiatives across Fund Finance and the broader firm, partnering with senior Finance leadership, Portfolio Managers and cross-functional teams to improve processes, implement new capabilities, and advance key organizational priorities. </p><p>The position provides high visibility to various groups and exposure to a variety of hedge fund strategies and financial products employed therein. He or she will be expected to become familiar with the various investment strategies and financial products through interaction with Portfolio Managers, risk management, operations and other teams across the firm. </p><p> </p><p><strong><u>Job Description</u></strong></p><ul><li>Oversee financial reporting and analysis across assigned funds and investment strategies, including P&L, NAV, valuation and management reporting. </li><li>Lead Fund Finance support for private and negotiated transactions and participate in investment and asset-level diligence and monitoring. </li><li>Assist in the preparation and review of regular reporting requirements, including regulatory reporting, investor snapshots and ad hoc requests from the front office and investor relations. </li><li>Oversee the year-end audit and tax-related requests and queries at interim and yearend as well as review of the financial statements prepared by our fund administrators. </li><li>Provide day-to-day leadership and mentorship to junior team members, including delegation of responsibilities, review of work product, prioritization of deliverables and ongoing coaching and development. </li><li>Lead initiatives to improve processes, controls, reporting and scalability across Fund Finance. </li><li>Identify and implement opportunities to leverage technology, data and AI. </li><li>Lead cross-functional projects from initial assessment and design through implementation and adoption. </li><li>Manage key relationships with fund administrators, auditors, valuation specialists and portfolio company finance teams.</li></ul><p><strong><u> </u></strong></p><p><br></p>
- 2026-11-06T00:00:00Z
- Waukesha, WI
- onsite
- Permanent / Full Time
- 58000 - 73000 USD / Yearly
- We are looking for a detail-oriented Analyst to support finance technology platforms that enable reporting, consolidation, planning, and analysis activities in Waukesha, Wisconsin. This position works closely with Finance, Accounting, and FP&A teams to keep core applications running effectively, address user needs, and contribute to ongoing system improvements. The role is ideal for someone who enjoys combining technical troubleshooting with business collaboration in a manufacturing environment.<br><br>Responsibilities:<br>• Manage day-to-day support for finance applications, including workflow coordination, reconciliation tools, and consolidation-related processes.<br>• Update system settings, reporting objects, and foundational business logic within approved standards to maintain reliable performance.<br>• Maintain application structures such as metadata, hierarchies, dashboards, reporting components, workflows, and user security access.<br>• Investigate user questions, diagnose system-related issues, and escalate complex problems when additional expertise is needed.<br>• Provide systems support for close cycles, budgeting activities, forecasting processes, and recurring financial reporting needs.<br>• Work with Finance, Accounting, and FP&A stakeholders to understand business needs and help translate them into practical system solutions.<br>• Assist with month-end processing by supporting data imports, validating results, and maintaining transformation logic tied to financial information.<br>• Monitor integrations and scheduled system activity, resolve exceptions, and help improve reliability and efficiency across finance platforms.<br>• Contribute to enhancement initiatives by gathering requirements, supporting testing, documenting updates, and assisting with user training and implementation efforts.
- 2026-10-12T00:00:00Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 50000 - 60000 USD / Yearly
- <p>We are looking for an Investor Services Specialist to support servicing clients and help deliver a high standard of account and portfolio administration in northwest suburbs of Chicago IL. This role partners with internal teams and external stakeholders to manage portfolio setup, client communications, reporting support, and service-related requests. The ideal candidate brings mortgage servicing knowledge, strong organization, and a client-focused approach to maintaining smooth day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• Build productive relationships with assigned clients by providing timely updates, dependable follow-through, and detail-oriented support.</p><p>• Organize activities related to new portfolio setup, loan boarding, servicing transfers, and release coordination to ensure accurate execution.</p><p>• Partner with internal departments to launch new client portfolios and keep implementation tasks on schedule.</p><p>• Deliver guidance and training to clients on servicing portals, reporting tools, system features, and available services.</p><p>• Manage audit confirmation requests, portfolio review support, and other client-driven servicing needs.</p><p>• Research account activity and prepare payment histories, servicing summaries, and detailed loan analyses as needed.</p><p>• Act as a central communication link between clients and internal teams to resolve issues and maintain service continuity.</p><p>• Contribute to service-level tracking, operational reporting, quality efforts, and ongoing process enhancements.</p><p>• Use servicing platforms, workflow applications, and reporting tools to complete work accurately and efficiently.</p>
- 2026-10-23T00:00:00Z
- Milwaukee, WI
- onsite
- Permanent / Full Time
- 75000 - 90000 USD / Yearly
- <p>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. <strong><em>Local candidates to the Greater Milwaukee area are encouraged to apply. </em></strong></p><p><br></p><p>Responsibilities:</p><p>• Applicants must have experience building data pipelines. </p><p>• Create and maintain dashboards, scorecards, and recurring reports that combine Epic data with financial and operational information from connected platforms.</p><p>• Work with leaders across finance, operations, and clinical teams to define measurable indicators and track performance in patient services, revenue activity, and resource use.</p><p>• Gather, clean, and evaluate large datasets to support forecasting, monthly business reviews, and long-range planning initiatives.</p><p>• Present findings in a clear, business-focused format so non-technical stakeholders can understand trends, risks, and opportunities.</p><p>• Collaborate with IT and data governance partners to uphold data accuracy, reporting consistency, and compliance with organizational standards.</p><p>• Identify patterns in clinical and administrative workflows and recommend improvements that increase efficiency and support better decision-making.</p><p>• Contribute to reporting automation and process enhancements that improve speed, reliability, and access to timely performance data.</p>
- 2026-11-04T00:00:00Z
- Evanston, IL
- onsite
- Permanent / Full Time
- 150000 - 180000 USD / Yearly
- <p><em>The salary range for this position is $150,000 - $180,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Upgrade your sweater weather season with a role that pays more, and respects your work-life balance.</p><p><br></p><p>The ideal candidate will possess a high level of intelligence and drive coupled with an ability to work both independently and in multi-disciplinary teams toward specific objectives. He or she has an optimistic attitude with a willingness to contribute however and wherever possible and seeks out an environment with the potential to rapidly assume additional challenges and responsibility based on performance.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><ul><li>Manage day to day fund accounting responsibilities, including:</li><li>Prepare daily analysis of fund product/desk trading position/profit and loss and firm management reports.</li><li>Assist in managing the monthly NAV process with the administrator to ensure timely completion of NAV closes within SLA.</li><li>Contribute to the monthly investment valuation process for consistency with GAAP and the private placement memorandum and prepare reporting for the quarterly Valuation Committee.</li><li>Assist in the preparation and review of regular reporting requirements, including regulatory reporting, investor snapshots and ad hoc requests from the front office and investor relations.</li><li>Manage the year-end audit and tax-related requests and queries at interim and year-end as well as review of the financial statements prepared by our fund administrators.</li><li>Provide transaction support to the trading desk as it relates to private negotiated transactions.</li><li>Assist in portfolio monitoring during various life cycles of an investment and participate in the asset diligence function.</li><li>Recommend, develop, and implement new practices, procedures and systems, including identifying opportunities to deploy AI systems or technologies to enhance operating efficiency, reporting capabilities and improve internal control.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Milwaukee, WI
- onsite
- Temporary / Contract
- 24 - 27 USD / Hourly
- <p>We are looking for an Accounting Specialist to support day-to-day finance operations for an School in Milwaukee, Wisconsin. This Long-term Contract position offers a flexible part-time schedule of approximately 16 to 20 hours per week for the remainder of the school year. The role focuses on maintaining accurate payable and receivable records, supporting payroll-related customer service needs, and helping keep accounting documentation organized and up to date.</p><p><br></p><p>Responsibilities:</p><p>• Manage the full accounts payable cycle, including reviewing invoices, preparing entries, maintaining vendor records, and resolving discrepancies.</p><p>• Support accounts receivable activities by recording incoming payments, monitoring outstanding balances, and assisting with follow-up on collections.</p><p>• Reconcile accounting records and ledger activity to ensure financial information is complete, accurate, and properly documented.</p><p>• Maintain organized digital and physical files related to invoices, payments, tax forms, and other financial records.</p><p>• Process and track W-9 and 1099 documentation to support vendor setup and year-end reporting requirements.</p><p>• Provide responsive support to internal stakeholders on accounting and payroll-related questions while communicating clearly and professionally.</p><p>• Use Google Workspace and Skyward to complete accounting tasks, update records, and generate needed financial information.</p><p>• Contribute to additional accounting assignments as business needs evolve and incorporate feedback to improve accuracy and efficiency.</p>
- 2026-11-10T00:00:00Z