1471 Finance Analyst jobs in Milwaukee,WI

3+ years of experience
BA degree in accounting
Bachelor Degree in Accounting is required
Journal entries(credits/debits)
Understand accounting principles
Technology savvy
Excel: Ability to maintain and manipulate a worksheet accurately
Outlook: Email and calendaring
The schedule can be flexible with appropriate cover and notice
Must be able to commit to the role for at least a year
Training typically takes 2+months
The candidate has to be able to organize and prioritize their task while working in dynamic environment
The Accountant is to perform transactional accounting for field offices
Accountant will work in JD Edwards processing vouchers, entering journal entries, processing commissions and period closing reconciliations on a monthly basis
They will also be involved in payroll, 1099 processing, training of new contractors, maintaining relationships with offices assigned and office specific accounting projects
This role supports the Field Offices across the country
The work schedule is 7:30 am to 4:00 pm, or 8:00 am to 4:30 pm with a half of hour break for lunch

Vice President of Sales– Financial Services

Fisher Investments Careers

Milwaukee, WI 53215

Northwestern Mutual

Franklin, WI 53132

Associate's degree in business or a related field, or an equivalent combination of education and experience, specifically in customer service
Minimum of 4 years of customer service experience preferably with a focus on asset movement, related transactions, or financial services demonstrating proven customer service skills
Advanced written and verbal communication skills, with the ability to clearly explain complex asset movement processes and resolve client inquiries effectively
Strong ability to multi-task and handle a high volume of asset movement calls and caseloads with a high degree of accuracy and attention to detail
Excellent organizational skills with the ability to prioritize tasks related to asset movement and manage time efficiently to meet deadlines
A strong desire to continuously learn about asset movement processes and improve personal and team performance
Computer experience with solid keyboarding skills, and the ability to quickly learn and adapt to new software systems
Fingerprinting and completion of required form.Non- Registered Fingerprinted - FINRA

BMO Financial

Milwaukee, WI 53244

Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
In-depth / expert understanding of portfolio management principles and asset mix determination.
In-depth / expert understanding of fiduciary law and applicability to trust investment accounts.
In-depth / expert knowledge of equity and fixed income markets.
In-depth / expert understanding of tax-related issues affecting investments.
In-depth / expert knowledge of the regulatory environment.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.