Finance Consultant Jobs in Oshkosh, WI

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  • Financial Advisor

    Employment Resource Group, Inc. An EOS Company

    Finance Consultant Job 28 miles from Oshkosh

    Be the guiding force in members' financial journeys. Our client is seeking a Financial Advisor who will help members navigate life's financial complexities through personalized investment planning, retirement strategies, and risk management solutions. You'll make a real difference in the communities they serve by providing expert financial guidance tailored to individual goals. Home base for this position is in Green Bay or Fox Cities, with travel between branches required. Job Duties Conduct consultations with members to understand their financial objectives Analyze financial situations and develop personalized strategies and advice Create and implement comprehensive financial plans, including investment portfolios and retirement strategies Monitor and recommend adjustments to members' financial plans as needed Stay current on industry regulations and market developments Maintain detailed records of client financial information and transactions Apply knowledge of financial and insurance products offered by the organization Utilize financial software to monitor accounts, verify transactions, and schedule reviews Travel between branch locations as necessary Qualifications FINRA Series 7, 66, or 65 license Life and health insurance licenses Minimum 5 years experience in investments In-depth knowledge of investment and insurance products Strong problem-solving and decision-making abilities Clean U-4 record Valid driver's license for travel requirements Excellent business writing and document interpretation skills Desired Traits Exceptional interpersonal skills for working with diverse clients, often in complex situations Outstanding communication and listening abilities Meticulous attention to detail with high degree of accuracy Ability to handle multiple variables and apply common-sense solutions Capacity to maintain professionalism in stressful environments Commitment to ethical financial practices and member-focused service Adaptability to work in standard office environment with moderate noise levels This exempt-level position offers the opportunity to transform members' financial futures while building meaningful relationships within the communities they serve. The organization upholds a mission of doing the right thing for every member, every time.
    $57k-108k yearly est. 10d ago
  • Financial Analyst

    Robert Half 4.5company rating

    Finance Consultant Job 43 miles from Oshkosh

    We are offering an exciting opportunity for a Financial Analyst in the Manufacturing industry, based in Green Bay, Wisconsin. As a Financial Analyst, you will be involved in various financial tasks such as preparing key financial metrics, conducting variance analysis, assisting in financial reporting, and participating in business process improvement planning. Responsibilities: Prepare key financial metrics and analyses for management review. Conduct trend and variance analysis Assist in the preparation of monthly, quarterly, and annual financial reports. Participate in the year-end closing process Support internal and external audit functions. Review expenditures to identify potential cost-saving opportunities. Contribute to planning for business process improvements. Conduct due diligence for potential acquisitions. Undertake special projects as assigned Requirements: • Proficiency in Accounting Software Systems • Comprehensive understanding of Accounting Functions • Skills in Auditing • Knowledge of Budget Processes • Expertise in Capital Management • Ability to handle Month End Close • Capability to Analyze Variance • Experience with Cost Variance • Understanding of Manufacturing Variance • Strong Financial Analysis skills • Proven track record of identifying Cost Savings in a manufacturing environment
    $41k-63k yearly est. 22d ago
  • Financial Analyst I

    Elkay Interior Systems

    Finance Consultant Job 18 miles from Oshkosh

    FINANCIAL ANALYST I OPPORTUNITY IN OUR FOND DU LAC PRODUCTION FACILITY **************************** We are thinkers, innovators, and builders crafting extraordinary interior environments. Are you ready to join us? At Elkay Interior Systems (EIS), we work side by side, dare to reimagine the future of design and manufacturing, innovate nonstop, and put our people first. Recognized globally for their creativity, craftsmanship, and talent, our people enrich every project and partnership they serve. We provide a relaxed and flexible workspace inspired by our creative people. You'll play an essential role in keeping us at the forefront of global innovation and customer satisfaction. Join our thriving creative community where your ideas make a difference. OPPORTUNITY SNAPSHOT: As a key member of our Corporate Finance team, the Financial Analyst I in our dynamic environment will get exposure to a wide variety of enterprise projects, and will provide project and analytical support for brand, regional, customer, and national account groups within the sales channels for our business. This role will interface with all internal EIS departments and external customers and reps. This is a great chance to work in an entrepreneurial environment with a nimble organization that values new ideas - bring creative solutions and innovative thinking to the table! Will also have regular senior executive exposure! A DAY IN THE LIFE: Monitor financial performance on a regular basis, analyze variances, understand manufacturing business drivers and identify opportunities to impact results. Monitor and track burden expense trends and meaningfully impact cost control/reductions. Assist with product cost analysis and burden rate calculations. Perform financial forecasting and budgeting. Provide reporting and analysis to support business partner needs. Support cross functional projects. WHAT YOU NEED TO SUCCEED: Bachelor's degree in Accounting, Finance or related field required. 1+ years of experience in a financial analysis role required. Advanced Excel and database skills and MS Office skills essential; Epicor or equivalent ERP preferred. Must be proficient with data gathering and analysis tools to create meaningful reports with ability to draw conclusions and problem solve. Must be able to handle multiple projects at once and prioritize. Must be process driven with the ability to think critically required. Ability to work independently and take initiative while collaborating with on-site and remote business partners essential. Excellent analytical, communication and collaboration skills a must. Benefits Competitive Medical, Dental & Vision Plans Company Paid Long and Short-Term Disability Plans Paid Company Life Insurance Policy Attractive Paid Time Off (PTO) Policies 401K Program with Company Match 2 Volunteer Days each year (16 hours) 11 Paid Holidays per year It is the policy of Elkay Interior Systems to comply with all state and federal equal employment opportunity laws and regulations. EIS is committed to giving fair and equal treatment to all individuals. This policy applies to all matters relating to employment including, but not limited to, hiring, placement, promotion, transfer, demotion, recruitment, advertising or soliciting employment, training, compensation, selection for training, layoff or termination, and social or recreational programs. Equal opportunity, regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, familial status, or veteran status, is company policy.
    $48k-72k yearly est. 7d ago
  • Sr Finance Manager

    Borden Dairy 4.4company rating

    Finance Consultant Job 36 miles from Oshkosh

    The Senior Finance Manager (SFM) is responsible for all financial aspects of the Business Unit. This includes the monthly, quarterly and year-end financial statements and reporting, all local accounting processes, financial analysis for both past results and forecasting, annual budgeting, and financial analysis and presentation for customer pricing and capital project proposals. The SFM will be responsible for understanding the operations of the business to accurately establish standard costs for all products and estimate the impact on such standards related to anticipated changes in the business. The SFM will partner with the Operations Manager and General Sales Manager to ensure alignment and the financial results of the business unit, and in agreement on forecasting, margin impact from new business and plant projects. Assist as needed with other analysis as well as special projects. Qualifications Bachelor's degree in Accounting or Finance, CPA or advanced degree 7 to 10 years similar responsibilities in a manufacturing company. Strong communication and presentation skills Solid understanding of Generally Accepted Accounting Principles Strong analytical ability and attention to detail is required Strong aptitude in understanding enterprise systems and the inter-relationship of the various modules, JD Edwards experience a plus Advanced Excel and Access skills Decision making abilities commensurate with job responsibilities Must be able to handle multiple tasks and work under pressure to meet various deadlines Strong interpersonal skills to work in a collaborative environment on a daily basis to ensure key team members are aligned on financial results and expectations Responsibilities Responsible for accurate, timely and informative reporting of financial results of the business unit Prepare all required monthly, quarterly and annual financial reports Responsible for accurate standard costing based on actual plant activities, and reporting of standard cost variances Ensure accurate inventories on established periodic schedules Manage all areas of the monthly closing process Review and explain variances to budget and forecast, including Variances from standard due to costing or usage of materials Variances from standard due to labor or overhead Unplanned spending variances Lag and drag impact of Class II pricing on margins Any other variances Responsible for updating customer pricing on a monthly basis for changes in dairy markets or other cost components In coordination with production and sales teams, prepare quarterly balance of year forecasts and annual budgets Work with production and sales to prepare accurate pro forma analysis of customer proposals and capital or other plant projects Work with the local team to produce and update weekly forecasts, with explanations of significant variances from the prior week
    $107k-133k yearly est. 24d ago
  • Financial Advisor

    Capital Credit Union 4.1company rating

    Finance Consultant Job 43 miles from Oshkosh

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by being responsible for helping members plan and manage their financial goals, including investments, retirement planning, and risk management. You will work closely with members to understand their financial situation and provide them with personalized advice and strategies to help them achieve their objectives Essential Responsibilities Meet with members to understand their financial goals and objectives Analyze members' financial situation and provide personalized advice and strategies Create and implement financial plans for clients, including investment portfolios and retirement plans Monitor and review members' financial plans and make recommendations for adjustments as needed Stay up-to-date with changes in the financial industry and regulations Maintain accurate records of clients' financial information, contacts, and transactions. Have working knowledge of financial and insurance products and services, and understand products and services offered by CUSO Financial Services and Capital Credit Union Effectively use databases and software programs to monitor member accounts, verify transactions, schedule reviews, and perform other functions as needed Travels between branches as necessary. Necessary Experience and Qualifications FINRA Series 7, 66, OR 63 & 65 required Life insurance license required Minimum of at least 5 years working in the field of investments In-depth investment and insurance product knowledge Strong problem-solving and decision-making skills Clean U-4 Requires a comprehensive knowledge of the correct grammar and setup used for business documents. Ability to read and interpret documents such as excel spreadsheets and business written reports. Ability to write routine reports and correspondence. Must have interpersonal skills necessary to deal effectively and efficiently with a diverse group of people in sometimes stressful situations, while maintaining a professional demeanor and atmosphere. Requires excellent communication/listening skills necessary to instruct new and existing employees and deal diplomatically and effectively with difficult situations. Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation (including letters, memos, and reports). Requires a high degree of accuracy. Requires the ability to apply common-sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Must possess valid driver's license for travel to various branches, and also meetings, seminars, or conferences. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration Minimal lifting of up to 25 pounds The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $73k-113k yearly est. 16d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance Consultant Job 19 miles from Oshkosh

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati
    $68k-120k yearly est. 21d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI and Appleton, WI

    Jpmorgan Chase & Co 4.8company rating

    Finance Consultant Job 19 miles from Oshkosh

    JobID: 210548723 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $48k-94k yearly est. 2d ago
  • Finance Intern

    Rehlko

    Finance Consultant Job 43 miles from Oshkosh

    Why Work at Rehlko We have met today's energy needs while planning for tomorrow's for over 100 years. Beginning with the first modern generator, the Rehlko Automatic Power & Light, launched in 1920, Rehlko has been an innovative leader in energy resilience. Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, clean energy solutions, and much more that serve a broad spectrum of OEM, residential, industrial, and commercial customers. Our priorities are global: the stability from steady energy sources and reliable back-ups. The power to be able to harness energy, and the freedom of not being dependent on an aging centralized grid. The confidence that clean energy solutions offer when it comes to a sustainable world, and the commitment to keep innovating towards greater impact. Why You Will Love this Job: TermMay 2025- August 2025At Rehlko, our team members are the essential energy that powers our organization s success. As a Rehlko associate, your creativity, dedication and resilience help anchor our approach to creating an energy resilient world for a better future. What sets our Early Talent Program apart? Our Early Talent Program is designed to be a transformative experience, setting you on a path to success. Here s what makes it truly exceptional- Personalized Mentorship- Benefit from one-on-one mentorship with industry leaders who are dedicated to your growth and success. Impactful Projects- Engage in real-world projects that make a difference. Your work will contribute directly to our company purpose of creating an energy resilient world for a better future. Professional Development- Access a wealth of resources, including workshops, training sessions, and networking events, to enhance your skills and industry knowledge. Inclusive Culture- Join a diverse and inclusive community where every voice is heard and valued. We celebrate different perspectives and foster a collaborative environment. Continuous Feedback- Receive regular, constructive feedback to help you learn and grow. We believe in nurturing your potential every step of the way. TermMay 2025- August 2025At Rehlko, our team members are the essential energy that powers our organization s success. As a Rehlko associate, your creativity, dedication and resilience help anchor our approach to creating an energy resilient world for a better future. What sets our Early Talent Program apart? Our Early Talent Program is designed to be a transformative experience, setting you on a path to success. Here s what makes it truly exceptional- Personalized Mentorship- Benefit from one-on-one mentorship with industry leaders who are dedicated to your growth and success. Impactful Projects- Engage in real-world projects that make a difference. Your work will contribute directly to our company purpose of creating an energy resilient world for a better future. Professional Development- Access a wealth of resources, including workshops, training sessions, and networking events, to enhance your skills and industry knowledge. Inclusive Culture- Join a diverse and inclusive community where every voice is heard and valued. We celebrate different perspectives and foster a collaborative environment. Continuous Feedback- Receive regular, constructive feedback to help you learn and grow. We believe in nurturing your potential every step of the way. The hourly range for this position is $23.16- $26.26. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. Available benefits include medical, dental, vision & 401k. About Us Rehlko proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Rehlko at ********************************* In addition to the investment in your development, Rehlko offers a benefits package including a competitive salary, health, vision, dental, 401(k) with Rehlko matching, and more!? Rehlko is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination, without regard to race, creed, color, ethnicity, religion, sex, pregnancy, childbirth, or related medical conditions, genetic information, age, national origin, citizenship, ancestry, caste, mental or physical disability, marital or familial status, sexual orientation, gender identity or expression, genetic information, political belief or affiliation, union membership status, military status, veteran status, or any other characteristic protected by national, state, local, or other applicable laws. Americans with Disabilities Act (ADA) It is the policy of Rehlko to comply with all applicable provisions of the Americans with Disabilities Act (ADA) and corresponding national, state, local, or other applicable laws. Rehlko will not discriminate against any qualified associate or applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Rehlko will provide a reasonable accommodation to associates or applicants with disabilities, in accordance with applicable laws. If you have a disability and require an accommodation in the application process or during the course of employment, please contact *********************. Rehlko is an equal opportunity/affirmative action employer.
    $23.2-26.3 hourly 60d+ ago
  • Financial Analyst

    Collabera 4.5company rating

    Finance Consultant Job 12 miles from Oshkosh

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Job Details: Industry: Life Care Location: Neenah, WI Job Title: Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: · This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner. · She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business. · Case examples will be used as a playbook by other markets to replicate success. Key Responsibilities: · Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs. · Work closely with global business teams to gather relevant data and insights. · Analyze regional sector data, develop insights and recommend courses of action to achieve project goals · Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent). Preferred Qualifications: · Experience working and influencing in a matrix organization · Previous work experience in a global / international environment Qualifications Qualifications: · High degree of financial competence and ability to operate independently · Bachelor's degree in Finance, Economics, or a related field · 5+ years of progressive financial / business analysis experience · Strong communication and influencing skills and ability to influence without authority · Demonstrable analytical skills with broad application of business, finance and economics principles Additional Information To apply for this position or gain additional insight, please contact: Ujjwal Mane ************ ****************************
    $59k-83k yearly est. Easy Apply 26d ago
  • Finance Intern - Operations

    Dr Power LLP 4.2company rating

    Finance Consultant Job In Oshkosh, WI

    We are Generac, a leading energy technology company committed to powering a smarter world. Over the 60 plus years of Generac's history, we've been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries. Our internship program at Generac is designed to give students a chance to develop their business and technical skills by assisting with ongoing and project related activities within our accounting department. This internship will introduce the candidate to the operation finance function. The candidate's time may include activities such as analyzing COGS variances, plant spend to forecast/budget and will support various “continuous improvement” projects. At the conclusion of this internship, the candidate will have a working knowledge of operation finances within a multi-billion dollar public company. The position is available as a full-time summer 2025 internship. Additional on-going hours during the school year will also be considered, depending on candidate preference. *This position requires onsite work at our Oshkosh, WI or Berlin, WI facility. The ideal candidate should be within a reasonable commute to one of these locations. Major Responsibilities Assist the Operations Finance team with daily/monthly close activity including but not limited to the following: Analyze E&O, blocked stock, cycle count and scrapping adjustments for accuracy. Also, work with the plants on cause of disposal and then ensure the proper process is being followed. Analyze Production Order Variances for the plants and work with the plant team on variances found and corrections needed. Prepare and analyze plant spend to forecast/budgets. Research any large variances and work with the plant teams on explanations. Work with the plant teams on WIP and COGI variances related to production orders and production. Validate the plants continuous improvement project ideas and then enter them into the tracking system. Project related work that might include: Inventory reduction team, fixed asset physicals, work with planning to decrease WIP orders, material flow, lean events Contribute to the month-end close process and forecasts for the team Other projects as assigned Minimum Job Requirements Education Currently enrolled in a bachelor's program with an emphasis in Accounting or Finance Minimum 3.0 GPA Knowledge / Skills / Abilities Microsoft Excel experience Conscientious, self-motivated worker with attention to detail Ability to work independently and in a group setting Dependable and organized Preferred Job Requirements Education Sophomore year status or higher Knowledge / Skills / Abilities Flexibility to work in a fast-paced environment with multiple demands requiring initiative and independence Proficiency in Microsoft Office programs Excellent written and verbal communication skills Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 - 50 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus. Occasional travel. “We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.”
    $32k-40k yearly est. 3d ago
  • Financial Analyst, FP&A

    Essity Aktiebolag (Publ

    Finance Consultant Job 19 miles from Oshkosh

    Who We Are Essity is the leading global player in professional hygiene with the global TORK brand. We are a multibillion- dollar company that is paving the way towards being a digital shaper and transforming the business model for Professional Hygiene. This is a highly visible effort, with significant attention and investment over a multi-year period. It will require new thinking, capabilities and approaches to successfully "bridge" the activities that remain relevant today to the emerging ones required tomorrow. As part of this effort, Essity continues to build a best in class team that will support the identification, acquisition, and development of digital capabilities across the organization. We are also an award-winning company with a focus on and commitment to sustainability. In fact, Essity partners with the United Nations Foundation in support of Sustainable Development Goals to improve hygiene, health and well-being worldwide. About the Role Essity Professional Hygiene (PH) North America is seeking a Financial Analyst, FP&A; The Financial Analyst, FP&A will take a lead role with the financial processes for the PH North America (NA) business in terms of business partnering with the sales directors and managers of the sales section of the business. He/she will be responsible for supporting with business insights, strategy development and results follow up of the assigned sales teams. This role focuses on the financial performance of several sales teams within the PH NA business and works in close collaboration with other members of PH NA Finance teams to ensure that regional, distributor and customer performance results, as well as budgets, forecasts and outlooks are accurately and effectively presented and explained. This role can be based out of Philadelphia, PA or Neenah, WI or Harrodsburg, KY What You Will Do * Function as business partner to several sales directors with timely insights and strategy development to asses and monitor business performance * Support the controlling director in the development of presentations with respect to the sales performance, customer understanding and forecasting * Ensure timely, complete & accurate monthly financial sales reporting. * Prepare monthly & quarterly financial packages for sales senior management review and discussion * Monitoring and follow-up the PH NA regional sales performance and deviations/variances to plan including but not limited to volume/price/mix analysis * Ensure that the financial and business acumen level is on an adequate level among the sales team by leading regular financial training sessions * Insightful analysis of key financial performance trends and operating ratios * Support in the financial planning and analysis system, by providing insights of regional sales and customers performance Who You Are * Bachelor's Degree in Finance or relevant degree * 3-5 years experience in financial / business analysis. Experience in manufacturing environment a plus * Excellent analytical, issue & trend identification, and problem-solving skills * Strong Microsoft Excel, PowerPoint and PBI skills. SAP and database skills a plus * Good understanding of financial reporting, and basic concepts of accounting * Hands-on experience with budget / forecast preparation techniques * Capability to effectively lead and/or participate in business conversations / meetings, including financial results, forecasting discussions, etc. * Solid, effective communication skills (both written and verbal) * Ability to travel 10% of time to domestic locations About Our DEI Culture Guided by our Beliefs & Behavior, our culture is the foundation that connects our history with our future. At Essity, care, collaboration and inclusion are more than buzzwords, they are practiced on an everyday basis. And with a purpose of breaking barriers to wellbeing, promoting gender equality and enable customers and consumers to lead a fuller life at all stages of life, DEI is in our core. As we work in diverse teams across geographies, cultures and professional areas, inclusive leadership is something we expect from ourselves and each other. In our leadership platform, we express this as leveraging the power of differences. From experience we know that diverse and inclusive teams are key to innovate and profitably grow our business while simultaneously address our ambitious climate targets. What We Can Offer You At Essity, we believe every career is as unique as the individual and empower employees to reach their full potential in a winning culture motivated by a powerful purpose. Compensation and Benefits: Competitive annual salary + annual incentive bonus + benefits Pay offered may vary depending on multiple individualized factors such as knowledge, skills, and experience. Along with competitive pay you will be eligible for the following benefits: * United Healthcare PPO / EyeMed Vision Insurance / Delta Dental Insurance * Wellness program provided through Rally * Healthcare and Dependent Care Flexible Spending Accounts (FSA) * 401(k) with employer match and annual employer base contribution * Company paid Basic Life, AD&D, short-term and long-term disability insurance * Employee Assistance Program * PTO offering with Paid Holidays * Voluntary benefits to include: critical illness, hospital indemnity, and accident insurance * Employee discounts program * Scholarship program for children of Essity employees. Collaborative and Caring Culture | Empowerment & Engaged People | Work with Impact and A Powerful Purpose | Individual Learning & Career Growth | Health & Safety Priority | Sustainable Value Together| Innovation| Sustainable Working Life | Competitive Total Rewards Additional Information The Company is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process please contact ******************************* Together, we are improving lives, every day Working at Essity is not just a career; it is a chance to directly make the world a healthier, more hygienic and safer place. With impactful innovations coupled with sustainable solutions, we strive to reach more people every year with the necessary and essential solutions for well-being. Application End Date: Job Requisition ID: Essity251537
    $47k-72k yearly est. 36d ago
  • Senior Financial Analyst (5334)

    Broan Careers 4.1company rating

    Finance Consultant Job 49 miles from Oshkosh

    Broan-NuTone leads the residential ventilation industry in North America with our innovative products, fulfilling our mission to improve people's lives through better air. We are present in more than 110 million homes in North America and are proud to move almost 13 trillion cubic feet of fresh air per year. Our 2,000+ entrepreneurs operate in four countries and our quality products are made by five manufacturing facilities we own and by trusted supply partners. Our leading brands include Broan, NuTone, Zephyr, Best, Venmar, and van EE. At Broan-NuTone we are all about growth, so we have a one-page Growth Agenda that serves as our true north at all levels in the organization. Founded in 1932, Broan-NuTone is the largest company in Madison Air, one of the world's largest privately held companies with 8,000 entrepreneurs, $10 billion in enterprise value, and 42 manufacturing facilities in 11 countries around the world. Madison Air's mission to make the world safer, healthier, and more productive through the transformative power of air brings us all together. We are also passionate about the safety of our entrepreneurs, a culture that promotes safety, innovation, growth, a bias for action, and building trust. Job Summary: The Senior Financial Analyst will proactively engage as a financial partner for the North American Supply Chain and Operations teams. The ideal candidate must be analytical, detail-oriented, deadline-driven, self-motivated, take imitative, have strong communication skills, and be able to communicate effectively to all levels of the organization. This position is not eligible for work sponsorship in the US. Job Responsibilities: Financial Partnership: Proactively engage as a financial partner for the North American Supply Chain and Operations teams. Contribute to cost savings projects by actively participating in project team meetings and updating financial calculations and forecasts. Provide support to site finance teams as required for monthly close process and reporting. Analysis and Reporting: Conduct monthly calculations and analysis of all active cost savings projects, providing valuable insights to respective teams. Analyze Supply Chain and Operations and segment department reports and metrics to identify risks and opportunities. Provide clear and concise monthly financial summaries, empowering teams to make informed decisions. Budgeting and Forecasting: Collaborate with department partners to develop comprehensive budgets and forecasts. Assure that stakeholders have a full understanding and ownership of their financial numbers. Assist Vice Presidents and Directors in budgeting, forecasting, and reviewing SG&A spend, actively participating in the strategic planning process. Project Involvement: Contribute to various projects as assigned by your manager, showcasing your adaptability and versatility. Job Requirements: The ideal candidate must be analytical, detail-oriented, deadline-driven, self-motivated, take initiative, have strong communication skills and be able to communicate effectively to all levels of the organization. Knowledge & Skills: Bachelor's degree in accounting, Finance, or a related field. 2-5 years of experience in accounting and/or Finance. Strong background in cost accounting and operations reporting. Analytical skills to decipher complex data and present actionable insights. Self-motivated with the ability to adapt to changing priorities. Excellent communication and people skills. Proficient in ERP systems, Financial Reporting, and advanced Microsoft Excel. Preferred skills and experiences: Experience in Manufacturing Cost/freight analysis experience Experience with Microsoft Power BI or other dashboard/Analytic tools At Broan NuTone, we take pride in offering exceptional benefit packages and a highly competitive pay structure to our employees. Our comprehensive benefits include health, dental and vision insurance, company paid life insurance, disability insurance, retirement plans, paid time off, wellness program, education assistance, maternity/paternity leave, and employee assistance programs. In addition, we provide a competitive pay structure that rewards our employees for their hard work and dedication, ensuring that they are compensated fairly for their contributions. Join our team and enjoy the peace of mind and financial stability that comes with our outstanding benefits and competitive pay.
    $67k-83k yearly est. 60d+ ago
  • Trade and Brand Finance Analyst

    Carnivore Meat Company

    Finance Consultant Job 43 miles from Oshkosh

    This is a newly created position to drive accountability in trade promotional activity by building and streamlining data in a structure needed to analyze promotions and trade spend. This position will be responsible for analyzing all sales, marketing and trade promotion to empower the entire team to be more productive and close the loop on planning, executing and analyzing trade promotional spend. ROLE ACCOUNTABILITY: Become subject matter expert in trade promotion system Analyze and manage our trade promotion spend (discounts and allowances) Timely and accurate entry and maintenance of trade promotions and volume forecast Maintain a strong control environment with accurate trade accruals, valid volume forecasts, and verified contract/promotion approvals Review event projections, actualizations, ROI, event resolution and evaluation of deduction balances and collaborate with sales to ensure that the planned volumes and spends are accurately represented in the system Participate in planning sessions with sales teams to provide insights into trade and promotional efficiencies Manage promotional activity in trade promotion system including approving deals submitted by Sales team Work closely with field sales to pre-event planning and post event actualization/reconciliation Collect, input, evaluate and report data in order to increase sales productivity Assist sales managers in developing and reviewing volume and trade spend trends Strive to improve volume and trade promotions forecasts and annual operating plan Create and analyze monthly, quarterly, and annual reports, as well as ensure all trade spend and deduction information is recorded accurately Create and maintain Power BI and Excel reports for sales and trade teams for quick access to relevant dashboards and spending estimates Instrumental in developing standardized tools, methodologies and business processes aimed at improving trade promotion efficiencies to meet current and future business needs Work with IT to implement system enhancements and other sales reporting tools Compile monthly trade review data for team and present/send out to field sales/management Benefits 4% 401k match Medical, Dental and Vision insurance Company paid Short Term and Long Term Disability 100% company-paid life insurance Paid holidays PTO Fitness reimbursement Employee discounts on pet food and treats and Pet Insurance Requirements Bachelor's degree in finance, Accounting or related field preferred; or 3-5 years business related experience, preferably in CPG industry Strong written and verbal communication skills, ability to convey complex information to broad audience Ability to solve problems, think logically to develop solutions and provide insight Sharp attention to detail and Intense sense of urgency Ability to capture and document business and reporting requirements from multiple sources Ability to coordinate and manage simultaneous data analysis requests of varying size and scope Excellent organizational skills with ability to prioritize work and meet deadlines Demonstrated knowledge of trade promotion tools (Promomash) and MS Office (Excel, Word, BI, and PowerPoint)
    $47k-72k yearly est. 17d ago
  • Intern - Corporate Finance

    KI Bonduel

    Finance Consultant Job 43 miles from Oshkosh

    KI is searching for a college student to participate in a paid, full-time Customer Financial Services summer internship at our Corporate headquarters in Green Bay, WI. This internship is anticipated to start in May, or early June, and last through the duration of the summer. As a CFS Intern, you will provide support to the Customer Financial Services Department. Your responsibilities will consist of a wide range of duties split between the Customer Financial Services Analysts and the invoice processing/data management role including: phone contact with commercial trade and bank references, organizing trade information and financial statement information, and providing timely responses to all incoming credit inquiries, among other requests. Qualified students will be working towards their Associates or Bachelor's degree. The ideal candidate will possess strong time management, communication, and organizational skills. Pay rate will be determined based on experience (years completed towards degree program) and will range from $17.20 through $18.75. Apply today!
    $29k-39k yearly est. 25d ago
  • Finance & Pricing Intern

    Current External

    Finance Consultant Job 18 miles from Oshkosh

    This position is responsible for supporting various projects and initiatives working closely with the finance and pricing teams. Essential Duties and Responsibilities: Collaborate with the pricing team to develop and implement pricing strategies for our products or services, involving researching market trends, analyzing competitor pricing, and making recommendations for pricing adjustments. Organize and maintain financial and pricing data in an accurate and efficient manner, ensuring data integrity and consistency across different systems and databases. Conduct market research to gather insights into industry trends, customer preferences, and competitive landscape, using this information to inform pricing decisions and strategic initiatives. Assist in conducting financial analysis to support decision making processes, including analyzing financial data, preparing financial reports, and identifying trends and insights. Assist with ad-hoc projects and tasks as assigned by the finance and pricing teams, involving conducting special analyses, supporting process improvements, or contributing to strategic initiatives. Other job activities as assigned. Essential Education, Knowledge, Skills, Abilities and Experience: Pursuing a Bachelor's degree in Finance, Marketing, Business or related. Strong analytical skills with the ability to interpret complex financial and numerical data. Proficiency in Microsoft Excel and other financial modeling tools Ability to multi-task working calmly and effectively under pressure with multiple priorities and deadlines. Effective interpersonal skills. Proactive attitude and willingness to learn in a fast-paced environment. Equipment Used: Computer and misc. office equipment Personal Protective Equipment/Clothing Required (PPE): Safety glasses and hearing protection as required. ESD smock and grounding equipment as required. Physical Demands: (Not Applicable, Occasionally [1-33%; 0-2.5 hrs./day], Frequently [33-66%; 2.5-5.5 hrs./day], Constantly [>66%; 5.5+ hrs./day]) Physical Abilities Stand - Occasionally Walk - Occasionally Sit - Constantly Climb - Not Applicable Crawl - Not Applicable Squat - Occasionally Kneel - Occasionally Bend - Occasionally Twist - Occasionally Use of Hands/Fingers - Constantly Reach Outward - Constantly Reach Above Shoulder - Occasionally Lift/Carry 10 lbs. or less - Occasionally 11-20 lbs. - Occasionally 21-50 lbs. - Not Applicable 51-100 lbs. - Not Applicable Push/Pull 10 lbs. or less - Occasionally 11-20 lbs. - Occasionally 21-50 lbs. - Not Applicable 51-100 lbs. - Not Applicable Sensory Requirements Speech - Yes Vision - Yes Touch - Yes Hearing - Yes Smell - No
    $29k-39k yearly est. 9d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI and Appleton, WI

    Jpmorgan Chase & Co 4.8company rating

    Finance Consultant Job 43 miles from Oshkosh

    JobID: 210548723 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $49k-96k yearly est. 2d ago
  • Financial Analyst

    Collabera 4.5company rating

    Finance Consultant Job 12 miles from Oshkosh

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Job Details: Industry: Life Care Location: Neenah, WI Job Title: Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: · This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner. · She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business. · Case examples will be used as a playbook by other markets to replicate success. Key Responsibilities: · Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs. · Work closely with global business teams to gather relevant data and insights. · Analyze regional sector data, develop insights and recommend courses of action to achieve project goals · Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent). Preferred Qualifications: · Experience working and influencing in a matrix organization · Previous work experience in a global / international environment Qualifications Qualifications: · High degree of financial competence and ability to operate independently · Bachelor's degree in Finance, Economics, or a related field · 5+ years of progressive financial / business analysis experience · Strong communication and influencing skills and ability to influence without authority · Demonstrable analytical skills with broad application of business, finance and economics principles Additional Information To apply for this position or gain additional insight, please contact: Ujjwal Mane ************ ****************************
    $59k-83k yearly est. Easy Apply 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance Consultant Job In Oshkosh, WI

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly 21d ago
  • Financial Analyst I

    Elkay Interior Systems In

    Finance Consultant Job 18 miles from Oshkosh

    FINANCIAL ANALYST I OPPORTUNITY IN OUR FOND DU LAC PRODUCTION FACILITY **************************** We are thinkers, innovators, and builders crafting extraordinary interior environments. Are you ready to join us? At Elkay Interior Systems (EIS), we work side by side, dare to reimagine the future of design and manufacturing, innovate nonstop, and put our people first. Recognized globally for their creativity, craftsmanship, and talent, our people enrich every project and partnership they serve. We provide a relaxed and flexible workspace inspired by our creative people. You'll play an essential role in keeping us at the forefront of global innovation and customer satisfaction. Join our thriving creative community where your ideas make a difference. OPPORTUNITY SNAPSHOT: As a key member of our Corporate Finance team, the Financial Analyst I in our dynamic environment will get exposure to a wide variety of enterprise projects, and will provide project and analytical support for brand, regional, customer, and national account groups within the sales channels for our business. This role will interface with all internal EIS departments and external customers and reps. This is a great chance to work in an entrepreneurial environment with a nimble organization that values new ideas - bring creative solutions and innovative thinking to the table! Will also have regular senior executive exposure! A DAY IN THE LIFE: Monitor financial performance on a regular basis, analyze variances, understand manufacturing business drivers and identify opportunities to impact results. Monitor and track burden expense trends and meaningfully impact cost control/reductions. Assist with product cost analysis and burden rate calculations. Perform financial forecasting and budgeting. Provide reporting and analysis to support business partner needs. Support cross functional projects. WHAT YOU NEED TO SUCCEED: Bachelor's degree in Accounting, Finance or related field required. 1+ years of experience in a financial analysis role required. Advanced Excel and database skills and MS Office skills essential; Epicor or equivalent ERP preferred. Must be proficient with data gathering and analysis tools to create meaningful reports with ability to draw conclusions and problem solve. Must be able to handle multiple projects at once and prioritize. Must be process driven with the ability to think critically required. Ability to work independently and take initiative while collaborating with on-site and remote business partners essential. Excellent analytical, communication and collaboration skills a must. Benefits Competitive Medical, Dental & Vision Plans Company Paid Long and Short-Term Disability Plans Paid Company Life Insurance Policy Attractive Paid Time Off (PTO) Policies 401K Program with Company Match 2 Volunteer Days each year (16 hours) 11 Paid Holidays per year It is the policy of Elkay Interior Systems to comply with all state and federal equal employment opportunity laws and regulations. EIS is committed to giving fair and equal treatment to all individuals. This policy applies to all matters relating to employment including, but not limited to, hiring, placement, promotion, transfer, demotion, recruitment, advertising or soliciting employment, training, compensation, selection for training, layoff or termination, and social or recreational programs. Equal opportunity, regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, familial status, or veteran status, is company policy.
    $48k-72k yearly est. 5d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance Consultant Job 36 miles from Oshkosh

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly 49d ago

Learn More About Finance Consultant Jobs

How much does a Finance Consultant earn in Oshkosh, WI?

The average finance consultant in Oshkosh, WI earns between $52,000 and $109,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average Finance Consultant Salary In Oshkosh, WI

$75,000
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