- Cardinal Health (Madison, WI)
- …strategic value that influences key business decisions. **_Job Summary_** The Advisor , Financial Planning and Analysis serves as a key business partner ... **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the… more
- Cardinal Health (Madison, WI)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- Cardinal Health (Madison, WI)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans, and policies of the ... oversees financial systems, and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- Cardinal Health (Madison, WI)
- …chain service offering. Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and ... partner to business operations director(s) + Own monthly results analysis , focused on volume, rate, mix analysis ...results analysis , focused on volume, rate, mix analysis + Build cross functional businesses cases / deal… more
- Thrivent Financial (WI)
- …Life, Health, Annuities, and other investment products etc.) + Ability to provide in-depth financial analysis and planning . + Ability to effectively ... The Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary… more
- PNC (Knapp, WI)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Investment division you will be based in our ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf… more
- BMO Financial Group (Watertown, WI)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... Provides financial and investment planning and advice...sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates… more
- American Family Insurance - Corporate (Madison, WI)
- …pricing and product management. *Solid knowledge and understanding of advanced financial and data analysis techniques. *Demonstrated experience leading projects ... profit and growth linkage for all company and alliance products. Provides analysis of data and information, identification of root causes of deviations, development… more
- BMO Financial Group (Stevens Point, WI)
- …delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter ... and recommends enhancements; makes changes as required. + Uses an advisory-based financial planning approach to manage opportunities and relationships. +… more
- Kohler Co. (Kohler, WI)
- …the coordination of the strategic, financial , budgeting, capital, and manpower planning processes. + Provide monthly in-depth operational analysis and review ... of the business operating team. Provide support for the planning and budgeting processes. Provide analysis of...Estate Group by being a true business partner and financial advisor . **Specific Responsibilities** Financial … more
- CBRE (Madison, WI)
- …in-depth knowledge of financial terms and principles. Reviews complex financial /business analysis and reports prepared by subordinates. Ability to analyze ... Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with… more
- Evolent (Madison, WI)
- …with Operations Finance, Client Finance, Talent, and other teams to align financial planning with business execution. * Synthesize complex financial ... part of a centralized corporate FP&A team focused on financial intelligence, analysis , and forecasting, with a...stakeholders at all levels. * Act as a strategic advisor , building trusted relationships with business leaders and providing… more
- BMO Financial Group (Madison, WI)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning , delivering solutions that are tailor made for ... Services is to help mass affluent clientele make real financial progress by understanding and planning for...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Lumen (Madison, WI)
- …alignment on objectives, tracking progress, and driving accountability for deliverables. + Financial Analysis to Ensure Long Term Profitable Growth: Lead and ... Finance organization, you will report to the SVP, Enterprise Planning and play a critical role in supporting the...the commercial business. This position will be a trusted advisor to business leaders and finance teams to ensure… more
- Grifols Shared Services North America, Inc (Green Bay, WI)
- …resources for customer engagement and to use technology for call planning /targeting, field communications, field reporting, sales data analysis , reporting ... analytical data to generate field and commercial insights and monthly business planning discussions with Regional Sales Director *Better use of existing tools like… more
- GE HealthCare (Waukesha, WI)
- …their staff to fully own $60M+ of annual costs and support decision-making as their financial advisor . + Work with Advanced Technology GMs and their staff to ... Global STO FP&A Finance Leader, who also supports GEHC's World-Wide Product Planning (WWPP), a critical component in R&D investment decisions. This hybrid position… more
- Adecco US, Inc. (Milwaukee, WI)
- **Project Manager** $62hr M-F, 8am-5pm Looking for your next career move in the Financial Services arena? We are hiring for a Project Manager who will help lead ... and the integration of risk response efforts into business planning processes. . Identifies and solves a range of...transformation within ERMR and the Company. . Data & Analysis : Established ability to gather, analyze, use, draw conclusions… more
- Zurich NA (Madison, WI)
- …complex ideas, data-driven insights, and strategic recommendations. + Conduct ongoing analysis of competitors, market trends, and financial statements to ... execute multiple assigned projects to support strategic initiatives and operational planning and support the leadership in developing long-term business, … more
- Anywhere Real Estate (Milwaukee, WI)
- …Methodologies** : Familiarity with agile methodologies and project management tools. + ** Financial Analysis :** Strong understanding of financial analysis ... as a 'SWAT team' on prioritized projects. **Key Responsibilities:** + **Strategic Planning :** Develop and execute strategic plans to drive corporate strategy and… more
- Deloitte (Milwaukee, WI)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more