UNKNOWN

ADAPTED_NOW

You’ll use data, forecasting, and modern tools to spot trends early, flag risks, and help our President and leadership team make smarter decisions about operations, technology, investment, and growth. Build forecasts and three- to five-year models, and evaluate capital investments and growth opportunities while balancing margins, productivity, and risk.

Gunderson Inc

Chief Financial Officer

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American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success.  For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans. 

Our employees are continually growing with our ongoing, coaching culture,  training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.

Confidential

J-Vers Cloud

Provide day-to-day consultation to the Office on financial management through review and execution of: annual budget creation (including projections) and a 3-5 year rolling plan, monitoring Office line-of-credit usage, including overages related to MD or FR debt, regular review of year-to-date budget to actual results, active comparison of Office revenue and expense levels against peer group, addressing Field business partner questions related to financial matters and compensation, in collaboration with home office colleagues, and financial consulting project participation. Consult directly with field business partners, primarily Chief Financial Officers and Managing Office Partners, and may lead cross-departmental initiatives related to financial consulting, reviewing to assess current financial state/trends, including in-depth research/analysis of revenue sources, expense management, profitability, cash flow and debt structure/leverage.

YEAR

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Senior Financial Analyst

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Define and manage the platform scorecard for the organization, including adoption, reuse, availability, change failure rate, mean time to restore, incident trends, onboarding and provisioning time, unit cost, security and risk posture, developer satisfaction, and delivery cycle time. This is a leadership role for someone who understands the technology deeply, sets clear direction, and builds the operating model that helps teams deliver faster, safer, and with greater consistency.

VP, Infrastructure Platforms

FEED

Copies of the Request for Proposals or any proposal documents can be obtained from: College of Menominee Nation: Finance Office Attn: George Otradovec, Chief Financial Officer Keshena Campus N172 Hwy 47/55 PO Box 1179 Keshena, WI 54135 (715)799-5600 rfp@menominee.edu. Major items of Work: The project consists of discretionary investment management and advisory services implemented through an Outsourced Chief Investment Officer (OCIO) model for the College's investable assets.

College of Menominee Nation

RFP for Outsourced Chief Investment Officer Services

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As a Wealth Planning & Investment Analyst, you will: Analytical Work closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.

Nicolet National Bank

Wealth Planning & Investment Analyst

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1.5 Ensure that financial operations meet all HRSA program requirements; 1.6 Ensure that financial information is shared for effective operations, management decision-making, and oversight by the Board of Directors. The Chief Financial Officer is responsible for strategic and day-to-day financial and clinical operations of the organization, accounting, billing, cash management, investment management, and financial reporting.

Lake Superior Community Health Center

CFO (Chief Financial Officer)

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Our Risk Management Division will assess, evaluate, and monitor both Investment Risk, Counterparty Risk, Liquidity Risk, and Operational Risk, and establish dashboards of key risk metrics to report to Executive Director/Chief Investment Officer (ED/CIO), Investment Committee and Supervisory Board. The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $178 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds.

State of Wisconsin Investment Board

Investment Risk Analyst Intern

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Deloitte

Investment Management - Business Strategy Manager

U.S. Bank's Investment Services business includes Global Corporate Trust, providing trustee, custody and agency services that support bond issuances and other financing transactions for corporate, municipal and structured finance clients and Global Fund Services providing fund administration, accounting, transfer agency, tax, custody and depositary services in the U.S. and internationally. Responsible for writing clear, well-supported detailed memos for assigned issues that clearly articulate the corrective actions taken by the business, link them to the root cause, summarize the results of WCIB Issue Management validation and sustainability testing, and why the fix will hold over time, so it can be easily followed and clearly understood to a reader.

U.S. Bancorp

Issue Management Coordinator - Investment Services

US Bank

Highly engaged, mission-driven and results-oriented, ability to build a high-performing team through delegation of responsibility and authority while challenging, motivating, stretching and supporting university leadership and the finance department; impacting a positive succession culture of engagement, accountability, innovation, empowerment and collaboration. Partner with the President and University leadership to evaluate strategic initiatives, new programs, revenue opportunities, investments, and operational decisions through financial analysis, cost-benefit analysis, and long-range projections.

Lakeland University

Lakeland University Jobs

FULL_TIME

The CFO ensures the accurate and timely administration of budgeting, accounting, payroll, accounts payable, accounts receivable, purchasing, cash management, financial reporting, and auditing. Ensure timely and accurate submission of all required financial reports to the Georgia Department of Education, Georgia Department of Audits and Accounts, and other applicable agencies.

Dodge County Schools

Talent Acquisition

Lead cross-functional initiatives including ERP implementation, cost reduction, and process improvements to optimize productivity and profitability. Responsibilities Develop and implement financial strategies aligned with the company's long-term goals and lead strategic financial planning activities.

SoloPoint Solutions, Inc.

HaleyMarketing

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.

Investment Analyst - Private Debt & Equity

Carries out the vision, mission, and strategic goals of the organization as outlined by its articles, bylaws and philosophy of maintaining independence including situations that involve representing the organization in legal matters, addressing conflict of interest concerns, execution of documents and contracts on behalf of the organization, and protecting the 501(c)3 status. Exhibits considerable knowledge of Medicare cost principles and practices, understands implications of changes in Medicare and Medicaid rules, can communicate implications of legislative changes, and manage the annual report and audit processes.

Saint Croix Regional Medical Center

This executive will serve as a key member of the leadership team, responsible for overseeing the company’s financial operations while supporting scalable growth across manufacturing, supply chain, and business operations. This role requires a balanced leader who can operate strategically while remaining deeply involved in day-to-day financial execution.

Pathway Talent Partners

Outbound calling for appointment setting, internal and external referral follow-ups, onsite client and prospect meetings and represent Bankers' Bank at conferences and other targeted business development efforts. We deliver a full suite of correspondent banking and financial solutions, including leasing, commercial lending, bank holding company financing, payments, mortgage, investment and risk management services.

Bankers' Bank

Commercial Equipment Finance Officer (Title Commensurate with Experience) - WI

The Assistant CRA Officer provides leadership and oversight for the day-to-day management of the Bank's Community Reinvestment Act (CRA) Program, helping ensure compliance with regulatory requirements while supporting community development initiatives. This role partners closely with business leaders across the organization to monitor CRA performance, support examinations and audits, and advance strategic lending, investment, and outreach efforts.

Associated Banc-Corp

Assistant CRA Officer

Compliance oversight of service providers to the MST, specifically numerous independent investment advisers, U.S. Bank Global Fund Services as Transfer Agent, Fund Administrator, and Fund Accountant, U.S. Bank as Custodian, and external parties such as Distributor(s) to the Funds. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Investment Officer Jobs in Wisconsin

Chief Financial Officer Gunderson Inc

Chief Financial Officer Confidential

Senior Financial Analyst Northwestern Mutual

VP, Infrastructure Platforms Northwestern Mutual

RFP for Outsourced Chief Investment Officer Services College of Menominee Nation

Wealth Planning & Investment Analyst Nicolet National Bank

CFO (Chief Financial Officer) Lake Superior Community Health Center

Investment Risk Analyst Intern State of Wisconsin Investment Board

Investment Management - Business Strategy Manager Deloitte

Issue Management Coordinator - Investment Services U.S. Bancorp

Issue Management Coordinator - Investment Services US Bank

Chief Financial Officer Lakeland University

Chief Financial Officer Dodge County Schools

Chief Financial Officer SoloPoint Solutions, Inc.

Investment Analyst - Private Debt & Equity Northwestern Mutual

Chief Financial Officer Saint Croix Regional Medical Center

Chief Financial Officer Pathway Talent Partners

Commercial Equipment Finance Officer (Title Commensurate with Experience) - WI Bankers' Bank

Assistant CRA Officer Associated Banc-Corp

Multiple Series Trusts Chief Compliance Officer US Bank

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