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4 results for Operations Manager Financial Services in Racine, WI

Office Service Manager

Elk Grove Village, IL
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
**REQUIRED SKILLS AND EXPERIENCE: HVAC/CONSTRUCTION, UNION AND QUICKBOOKS**We are looking for an experienced Office Manager to support the daily financial and administrative operations of a service-focused, UNION HVAC business in Itasca, Illinois. This role blends office coordination, accounting oversight, and team support, with a strong emphasis on accurate billing, receivables management, and responsive communication across field and office functions. The ideal candidate brings hands-on experience in a service industry environment and can keep workflows organized while maintaining high standards of accuracy and professionalism. Compensation: $70,000-$85,000Monday-Thursday Onsite 7:00am-3:00pmFriday Onsite 7:00am-12:00pm (get paid full day)Benefits: Medical, Dental, Vision, 401k, PTO Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster Responsibilities:• Direct daily office operations and monitor financial activity for the service department to keep processes efficient and well organized.• Manage service-related billing from initial preparation through final documentation, including waiver processing and customer invoicing requirements.• Oversee accounts receivable functions by tracking outstanding balances, following up on collections, and completing routine account reconciliations.• Process certified payroll accurately and maintain compliance with applicable union rules, reporting obligations, and payroll standards.• Use QuickBooks to record transactions, maintain financial records, and produce regular accounting reports for operational review.• Partner with technicians, dispatch personnel, administrative staff, and clients to coordinate work, address service issues, and support smooth day-to-day operations.• Supervise and coach team members while reinforcing consistent administrative practices and strong service support.• Identify opportunities to strengthen billing, collections, and related office procedures to improve accuracy and workflow efficiency.
2026-07-08T00:00:00Z

Manager, Finance (FP&A)

Waukesha, WI
onsite
Permanent / Full Time
130000 - 170000 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.
2026-06-12T00:00:00Z

Senior Financial Analyst- FP&A-Operations

Waukesha, WI
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Senior Financial Analyst- FP&A-Operations to support financial planning, performance analysis, and reporting for operations and supply chain activities in Waukesha, Wisconsin. This position works closely with plant and business leaders to turn financial data into practical recommendations that improve cost efficiency, productivity, and working capital results. The role also contributes to budgeting, forecasting, month-end close activities, and the development of reporting tools that strengthen visibility into operational performance. Responsibilities: • Partner with operations, supply chain, and plant leadership to evaluate financial results and identify opportunities to improve margins, efficiency, and cash flow. • Contribute to annual budgets, periodic forecasts, and longer-term planning by compiling inputs, reviewing assumptions, and aligning financial targets with operational priorities. • Assess plant performance through analysis of labor, overhead, productivity, inventory, freight, and cost of goods sold, then communicate meaningful drivers behind results. • Prepare clear variance reporting against budget, forecast, and prior-period performance, offering actionable insights to support business decisions. • Build and maintain dashboards and reporting tools in Power BI to give leaders timely visibility into key operational and financial metrics. • Support month-end close by extracting data from enterprise systems and subledgers, preparing schedules, and recording journal entries related to manufacturing and operations activity. • Review cost-reduction initiatives and capital-related analyses to help quantify business impact and distinguish realized savings from estimated opportunities. • Assist with reconciliations, compliance-related activities, and process reviews to improve reporting accuracy and financial control. • Work with cross-functional teams to strengthen data quality, standardize reporting practices, and improve consistency across business units and plants.
2026-06-17T00:00:00Z

Senior Manager Investor Services

Arlington Heights, IL
onsite
Permanent / Full Time
85000 - 98000 USD / Yearly
We are looking for an experienced Senior Manager Investor Services to lead client-facing mortgage servicing operations in the northwest suburbs of Chicago Illinois. This role combines strategic account leadership with oversight of servicing performance, helping ensure investor and client expectations are met through responsive support, strong execution, and consistent delivery. The position works closely with senior leaders and cross-functional teams to strengthen client partnerships, guide portfolio transitions, and advance service quality across the organization. Responsibilities:• Build and maintain strong relationships with investors, servicing clients, and external partners, acting as a trusted point of contact for high-level business needs.• Address complex client issues and escalations with urgency, coordinating internal teams to deliver effective and timely resolutions.• Contribute to client retention and growth by identifying service enhancements, supporting expansion opportunities, and sustaining a high standard of client experience.• Collaborate with sales and executive stakeholders on business development efforts, including presentations, prospect evaluations, and due diligence activities.• Establish and refine reporting approaches that highlight operational results, service trends, and client experience metrics for internal and external audiences.• Lead the planning and execution of portfolio onboarding, loan boarding, acquisitions, and servicing transfers while ensuring smooth implementation.• Direct cross-functional coordination during portfolio transitions to reduce risk, maintain service continuity, and support successful delivery.• Promote operational improvements that increase efficiency, strengthen controls, improve scalability, and elevate quality and client satisfaction.• Oversee quality management practices, compliance controls, and service commitments to ensure alignment with contractual, organizational, and regulatory standards.• Manage and develop department staff through goal setting, coaching, performance feedback, and accountability measures that support a collaborative, high-performing team culture.
2026-06-19T00:00:00Z