- Cardinal Health (Madison, WI)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... financial systems and safeguards the organization's assets. Financial Planning & Analysis provides...a strategic advisor to senior leadership on financial performance, planning , and decision-making. + Oversee… more
- Thrivent Financial (Milwaukee, 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
- 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
- FranklinCovey (Madison, WI)
- …schools and institutions. To learn more, visit franklincovey.com. **Title:** Vice President, Financial Planning & Analysis (FP&A) **Payroll Title:** VP, ... Financial Planning & Analysis **Division & Department:** Corporate **Status:** Full-Time Exempt **Reports...advisor to the CEO, CFO, and Board on financial matters ** Financial Reporting, Planning ,… more
- BMO Financial Group (Milwaukee, WI)
- …sales, etc. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, based ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Develops the business case by identifying needs, analysing potential… more
- Sanford Health (WI)
- …organization through disaster recovery, system resiliency and single-point of failure analysis , planning and preparedness. Builds, runs and maintains processes ... M365 systems. * Lead incident management and root cause analysis for complex issues affecting M365. * Prioritize and...MIM events. **Job Summary** The Principal Technology M365 Integration Advisor will serve as the technical authority and subject… more
- BMO Financial Group (Brookfield, WI)
- …trends, and competitive intelligence to provide actionable insights for strategic planning . + Identifies process improvements to meet client needs more efficiently. ... + Provides input into the planning and implementation of operational programs. + Participates in...- 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or… more
- Cardinal Health (Madison, WI)
- …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX)...Project management tools (eg, Jira, MS Project) + Data analysis and reporting (Excel, Power BI) **_Soft Skills:_** +… more
- Bausch + Lomb (Madison, WI)
- …to continue leading the advancement of eye health in the future. The Executive Director of Financial Planning & Analysis (FP&A) will serve as a key strategic ... portfolio prioritization, and resource deployment. + Serve as trusted advisor on financial performance and operational efficiency....CPA preferred. + 15+ years of progressive experience in financial planning & analysis , with… more
- BMO Financial Group (Milwaukee, WI)
- …risks and maximize risk-adjusted profitability. Provides expertise for the measurement, analysis , and oversight of the Bank's global regulatory and internal funding ... management. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- BMO Financial Group (Milwaukee, WI)
- …risks and maximize risk-adjusted profitability. Provides expertise for the measurement, analysis , and oversight of the Bank's global regulatory and internal funding ... and manages poor performance. + Acts as a trusted advisor to senior leaders for making business decisions and...funding related strategic initiatives to deliver on business and financial goals. + Recommends strategic priorities and leads the… more
- Humana (Madison, WI)
- …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... modules for: + **Finance** : Headcount cost modeling, compensation planning , forecasting, scenario analysis . + **HR** :...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
- ATI (Cudahy, WI)
- …team structures and processes to align with business goals and support organizational scalability. Financial Planning & Analysis (25%) + Lead the development ... Strategic Business Partnership (25%) + Serve as a trusted advisor to senior leadership, providing financial guidance...rolling forecasts. + Provide financial modeling, scenario planning , and investment analysis to support strategic… more
- World Insurance Associates, LLC. (Waukesha, WI)
- …development of recommendations, implementation, and ongoing portfolio management - within a financial planning context. + Assist advisors and clients in ... May buy and sell investments for clients at the advisor 's discretion + Maintain electronic filing system, clear folders...as necessary + In addition to participation in the Financial Planning and Investment Committee meetings the… more
- BMO Financial Group (Brookfield, WI)
- …decision and report on activity that indicates an exposure to financial crimes. Ensures potential threats and investigations are evaluated, documented, managed ... standards to ensure compliance as well as support trending, analysis and insights generation. + Fosters a culture aligned...and manages poor performance. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- Lumen (Madison, WI)
- … analysis , and ROI justifications + Coordinate with Finance on P&L analysis , pricing approvals, revenue forecasting, and budget planning + Partner with ... conducting on-site consultations at key conferences, and serving as a trusted advisor to broadcast operations managers and leadership. You'll work directly with the… 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 (Greendale, 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
- Emmi Roth (Stoughton, WI)
- …integration of sales forecasting, cost assumptions, and trade spend into financial planning . Qualifications/Minimum Requirements* Bachelor's degree, CMA or ... interpret and work with market data and have a good understanding of financial statements, business impact analysis and cost management.* Experience with ERP… more
- BMO Financial Group (Milwaukee, WI)
- …and leads the execution of strategic initiatives to deliver on business and financial goals. + Conducts independent analysis and assessment to resolve strategic ... + Works with stakeholders to ensure effectiveness of risk management controls, analysis and monitoring on a transactional and portfolio basis. + Provides credit… more