We are looking for a skilled Financial Analyst to join our team in Waukesha, Wisconsin. This role offers the opportunity to contribute to key financial operations, including forecasting, budgeting, and performance analysis. The ideal candidate will excel at providing actionable insights and supporting organizational leaders with data-driven recommendations.<br><br>Responsibilities:<br>• Evaluate financial performance and analyze variances against previous periods, budgets, and projections.<br>• Collaborate on the development of annual budgets and quarterly forecasting processes.<br>• Assist in preparing comprehensive monthly operational review reports.<br>• Offer financial insights and support to leaders across various business functions.<br>• Perform ad hoc analyses to address urgent financial questions and provide timely solutions.<br>• Develop and refine financial models to enhance decision-making processes.<br>• Utilize data mining techniques to uncover trends and improve financial strategies.<br>• Ensure the accuracy and integrity of financial data through detailed validation and review.<br>• Partner with cross-functional teams to align financial goals with broader organizational objectives.
<p>We are looking for an experienced Accounts Payable Specialist for a Brookfield, Wisconsin area organization. In this role, you will handle various aspects of the accounts payable process, ensuring accurate and timely processing of invoices and payments. The ideal candidate is detail-oriented, highly organized, and capable of maintaining compliance with financial regulations.</p><p><br></p><p>Responsibilities:</p><p>• Process invoices accurately and efficiently, ensuring proper coding and compliance with company policies.</p><p>• Conduct regular check runs to ensure timely payments to vendors and suppliers.</p><p>• Review and verify invoice details, including amounts and account codes, for accuracy.</p><p>• Collaborate with internal departments to resolve invoice discrepancies and payment issues.</p><p>• Maintain organized and up-to-date records of all accounts payable transactions.</p><p>• Prepare and analyze accounts payable reports for management review.</p><p>• Assist in month-end closing activities by reconciling accounts payable balances.</p><p>• Ensure adherence to financial regulations and company procedures.</p><p>• Support audit processes by providing necessary documentation and explanations.</p>
<p>We are looking for an experienced Senior Financial Analyst to join our team in Waukegan, Illinois. In this role, you will play a pivotal part in analyzing financial data, creating detailed reports, and providing actionable insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and expertise in financial modeling, forecasting, and cost analysis.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough financial analyses to evaluate business performance and trends.</p><p>• Develop and maintain complex financial models to support strategic planning and decision-making.</p><p>• Perform variance analysis to identify discrepancies between actual and forecasted results.</p><p>• Generate ad hoc financial reports to address specific business needs and provide valuable insights.</p><p>• Utilize data mining techniques to extract and analyze large datasets for actionable information.</p><p>• Collaborate with cross-functional teams to create accurate budgets and forecasts.</p><p>• Implement and oversee standard costing methods to ensure consistency and efficiency.</p><p>• Apply cost accounting principles to assess and optimize company operations.</p><p>• Present findings and recommendations to senior management through clear and concise reporting.</p><p><br></p><p>Salary: $85,000 - $95,000</p><p>Benefits: Health, dental, vision</p>
We are looking for an experienced Accounts Receivable Specialist to join our team in Brookfield, Wisconsin. This role involves handling key billing and accounts receivable operations while occasionally working on-site to manage physical check processing. As a Contract position, this opportunity offers the potential for long-term employment after an initial contract period.<br><br>Responsibilities:<br>• Manage accounts receivable tasks, including cash applications, payment tracking, and invoice follow-ups.<br>• Process and organize physical checks and lockbox items during scheduled on-site workdays.<br>• Extract and manipulate data using Oracle-based systems and advanced Excel functions, such as VLOOKUPs and pivot tables.<br>• Prepare and upload invoices, ensuring accurate transaction coding for audit purposes.<br>• Collaborate with the Shared Services team on billing workflows, cash reviews, and expense reporting.<br>• Take ownership of assigned accounts receivable and billing tasks for designated practice areas.<br>• Support financial operations across multiple entities, ensuring efficient and accurate processes.<br>• Assist in maintaining data integrity and organization for seamless financial reporting.<br>• Provide input and support during month-end and year-end financial close processes.
<p>We are looking for an experienced Tax Manager to support a client in the Milwaukee area for this coming tax season. This is a long-term contract position that offers the opportunity to oversee a high volume of tax returns and provide guidance to entry-level staff. The ideal candidate will possess a strong background in corporate and individual tax preparation, along with expertise in tax review and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Manage the review process for approximately 1,200 tax returns annually, ensuring accuracy and adherence to relevant regulations.</p><p>• Provide oversight and support during tax season, addressing complex tax issues and offering solutions.</p><p>• Prepare tax returns from start to finish when necessary, focusing on high-level or intricate cases.</p><p>• Supervise the work of entry-level staff, reviewing their tax return preparations and providing constructive feedback.</p><p>• Oversee the preparation of entity returns, including corporate, partnership, and other organizational tax filings.</p><p>• Utilize tax software such as Drake Tax Software and Ultratax CS to streamline tax processes.</p><p>• Assist with annual income tax provisions and ensure compliance with accounting standards.</p><p>• Offer expertise in entity formation and bookkeeping to support broader organizational needs.</p><p>• Ensure individual tax returns are completed accurately and on time.</p><p>• Collaborate with team members to improve efficiency and maintain best practices in tax management.</p>
<p>We are looking for a dedicated Billing Manager to oversee and enhance billing operations for a Waukesha, WI area organization. This role requires someone with strong leadership skills and a keen eye for detail to ensure the accuracy and efficiency of all billing processes. The ideal candidate will thrive in a fast-paced environment and demonstrate expertise in supervising teams and managing collections.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the billing department, ensuring processes are efficient and accurate.</p><p>• Oversee the preparation and distribution of invoices, ensuring timely and precise billing.</p><p>• Monitor collections activities to ensure outstanding payments are resolved promptly.</p><p>• Develop and implement strategies to streamline billing functions and improve overall efficiency.</p><p>• Train, mentor, and supervise billing staff, fostering growth and teamwork.</p><p>• Analyze billing trends and generate reports to support decision-making and operational improvements.</p><p>• Collaborate with other departments to resolve billing discrepancies and enhance customer satisfaction.</p><p>• Ensure compliance with company policies and industry regulations in all billing activities.</p><p>• Address and resolve escalated billing issues to maintain client trust and satisfaction.</p><p>• Evaluate and update billing systems to align with organizational goals and technological advancements.</p>
<p>We are looking for an experienced Tax Manager to join our team in Brookfield, Wisconsin. This role focuses on providing specialized tax preparation and planning services for high-net-worth individuals, with an emphasis on collaboration and efficiency. The ideal candidate will bring exceptional expertise in tax compliance, wealth management, and financial planning, while embracing technology to enhance client service.</p><p><br></p><p>Responsibilities:</p><p>• Review and oversee the preparation of complex individual income tax returns, ensuring accuracy and compliance.</p><p>• Develop customized tax strategies using financial planning software to optimize client outcomes, including techniques like Roth conversions and charitable giving.</p><p>• Collaborate closely with financial planners, wealth managers, and other tax professionals to deliver integrated tax planning and preparation services.</p><p>• Educate clients and wealth managers on intricate tax matters, offering guidance and solutions tailored to their unique needs.</p><p>• Stay updated on tax law changes and industry developments to maintain a high level of expertise.</p><p>• Utilize advanced technology tools to streamline tax preparation and planning processes.</p><p>• Participate in client meetings to address specific tax questions and provide strategic advice.</p><p>• Focus exclusively on tax-related tasks, without any sales, marketing, or business development responsibilities.</p>
We are looking for a motivated and detail-oriented Payroll and Accounts Payable Specialist to join our team in Pewaukee, Wisconsin. This is a Contract-to-permanent opportunity, offering a strong pathway to a long-term position following a 6–8 week evaluation period. The ideal candidate will assist with payroll processing and accounts payable functions while ensuring accuracy and compliance in all financial operations.<br><br>Responsibilities:<br>• Process weekly payroll, ensuring accuracy in employee data, hours worked, deductions, and tax reporting.<br>• Collaborate with payroll service providers to manage tax filings and compliance-related tasks.<br>• Investigate and resolve payroll discrepancies using analytical skills to maintain data integrity.<br>• Handle accounts payable tasks, including invoice processing, coding, and vendor payments.<br>• Perform reconciliations and maintain accurate financial records within accounting systems.<br>• Work closely with team members to streamline financial processes and enhance operational efficiency.<br>• Ensure compliance with local, state, and federal regulations related to payroll and accounts payable.<br>• Support audits and reporting requirements by providing organized and accurate documentation.<br>• Assist in onboarding new processes or tools related to payroll and accounts payable functions.
<p><strong>For immediate consideration, please contact Courtney Syverson, Recruiting Manager at 608-259-1164</strong></p><p><br></p><p>We are looking for an experienced and detail-oriented Full Charge Bookkeeper/Office Manager to join our team in Jefferson County, Wisconsin. This role requires a proactive individual who excels in managing financial operations, overseeing payroll, and ensuring accurate bookkeeping. The ideal candidate will also support administrative functions to help maintain smooth business operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable and accounts receivable processes, ensuring timely bill payments and accurate invoicing.</p><p>• Perform bank deposits and reconcile the company checkbook to maintain accurate financial records.</p><p>• Prepare and file sales tax reports, along with overseeing the completion of federal, state, and local tax returns.</p><p>• Process employee payroll with precision and compliance, while maintaining payroll documentation.</p><p>• Utilize QuickBooks to enter transactions, generate financial reports, and ensure up-to-date accounting records.</p><p>• Maintain organized financial documentation and ensure compliance with relevant regulations.</p><p>• Provide administrative support, including handling general office tasks and assisting with special projects.</p><p>• Collaborate with team members to address accounting and operational needs.</p><p>• Monitor and improve office processes to enhance efficiency and productivity</p>
