79 Finance jobs in Grafton

Finance Manager

53244 Milwaukee, Wisconsin Global Channel Management

Posted 2 days ago

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About the job Finance Manager

Finance Manager needs 4 years of experience in Financial Planning and Analysis or equivalent experience in Accounting/Finance

Finance Manager requires:

Bachelor's Degree in Accounting or Finance
4 years of experience in Financial Planning and Analysis or equivalent experience in Accounting/Finance
Advanced Excel skills (macros, pivot tables, and lookups)
SharePoint and PowerPoint proficiency
Experience with different ERPs (SAP or Oracle) is a plus
Experience in budgeting software (Hyperion, OneStream, Adaptive, etc.) is a plus

Finance Manager duties:

Provide analysis support for leadership to improve visibility and to drive decision making
Develop, standardize and automate financial and operational performance reports using different reporting tools and data sources
Drive centrialization for ERP Projects to capture the projects highlights, risks and opportunities
Document changes in project scope for financial implications
Continuous Improvement activities in reporting to ensure standardization, efficiency and best practice
Work with IT Finance team on various projects (Dashboard, policies, etc.)

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Finance Manager

53244 Milwaukee, Wisconsin Pro Mach

Posted 8 days ago

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At ProMach, we're looking for people who want to shine. You'll have opportunities to take your career in the direction you desire. You can be Strategic. Persuasive. Influential. Meticulous. A technical enthusiast. A futurist. ProMach offers rewarding Finance Manager, Finance, Manager, Accounting, Operations, Financial, Manufacturing, Banking

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Accounting and finance consulting - manager finance

53244 Milwaukee, Wisconsin RSM US LLP

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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.

RSMUS is currently seeking a Manager to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a companys life cycle via in-depth consulting and financial modeling.

The ideal Manager candidate has 5-8+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.

Responsibilities

  • Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations, and divestitures
  • Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data
  • Study economic and business trends
  • Be current with business and economic issues relevant to the client's business.
  • Utilize technology and tools to provide innovative high value services
  • Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge

Qualifications

  • Expert at developing and explaining fully integrated 3-Statement financial models in Microsoft Excel
  • Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event
  • Proficiency and experience creating board level and management ready presentations in Power Point highlighting key
  • Client deliverables, findings, and solutions
  • Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches
  • Strong fundamental valuation skills including exceptional understanding of both the income and market approaches
  • Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance,
  • Economics, Engineering, or a related field, plus five years of related work experience involving financial analysis
  • Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team
  • Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx
  • Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements
  • Willingness to travel up to 25% to meet client needs

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance lifes demands, while also maintaining your ability to serve clients.Learn more about our total rewards at

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSMs background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employees pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $88,900 - $168,300

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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Finance Director

53051 Menomonee Falls, Wisconsin Castolin Eutectic

Posted 12 days ago

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Job Description

Who we are:

We are Pioneering Industrial Sustainability. Castolin Eutectic is a global provider of surface protection applications and solutions. Since 1906, we have brought innovative products and solutions to our customers, challenging ourselves to extend useful life, reduce maintenance costs, and increase industrial productivity while upholding our deep-rooted belief in sustainability.

We employ a diverse team worldwide in over 25 countries who represent our core values of customer orientation, integrity, respect, team spirit, and trust. Our employees are part of a global family who work together to provide the best solutions for our customers.

Opportunity!

We are seeking a strategic, analytically minded Finance Director to lead our finance function in the United States. This role is a cornerstone in our regional finance transformation, focused on building a business-oriented, data-driven, and operationally supportive finance organization.

Rather than a traditional accounting profile, we are looking for a commercially curious thinker who can turn financial data into insights and actions. The ideal candidate is hands-on, thrives in a dynamic environment, and can drive process improvement while acting as a strong business partner to the local Managing Director and cross-functional teams. This is a high-impact position with clear visibility and ownership across controlling, reporting, business analysis, and performance management.

Position Overview

The Finance Director will be responsible for overseeing the organization's financial health by managing financial planning, reporting, budgeting, and risk management to support strategic decision-making and ensure long-term financial stability. The role focuses on building a business-oriented, data-driven, and operationally supportive finance organization.

What you'll do:

1. Financial Leadership & Business Partner
Act as the lead finance partner for the US business, providing the Managing Director and functional leaders with clear performance insights and well-argued financial advice.
  • Analyze margins, pricing, and product/customer profitability to support better decision-making
  • Bridge actuals, budget, and forecasts to drive performance transparency and accountability
  • Challenge the status quo with data-driven insights and help management take action
  • Support commercial and operational decisions through business case development and scenario analysis
2. Reporting, Planning & Controlling
Ensure timely and insightful financial reporting, enabling effective control of the business.
  • Own the management reporting process (month-end, forecast, budget), in coordination with local accounting and global consolidation (OneStream)
  • Lead weekly/monthly KPI reporting and review routines with business stakeholders
  • Validate data integrity and ensure alignment between operational and financial metrics
  • Support audit and compliance activities
3. Process & Systems Improvement
Be the driving force behind process reliability, automation, and better data usage.
  • Support ERP (Infor LN) and reporting tool optimization in alignment with the regional roadmap
  • Standardize recurring reports and automate manual work wherever possible
  • Ensure internal controls are in place and adhered to - without overcomplicating processes
  • Simplify finance workflows to allow more time for value-added analysis
4. Team & Cross-functional Collaboration
Work seamlessly with other functions and regional teams to support group-wide improvement.
  • Partner with Sales, Operations, and Procurement to track KPIs and drive working capital efficiency
  • Coordinate with regional finance teams in Mexico and Canada for system and process alignment
  • Represent the US business in global finance projects and transformation initiatives


What you'll bring:
•Bachelor's or Master's degree in Economics, Finance, Business Administration, or a related field
•10+ years of experience in financial management, FP&A, or Controlling - preferably in a manufacturing or B2B environment
•Proven ability to analyze financial and operational data, build business cases, and translate numbers into actionable insights
•Experience in financial advisory (e.g., with a Big 4 or strategy/consulting firm) is highly valued
•Strong data modeling and analysis skills - able to build and own the models yourself
•Excellent communication and storytelling ability; can synthesize data into a clear and compelling narrative for senior stakeholders, including the Group CEO and CFO
•Hands-on mindset: thrives in lean organizations where initiative, autonomy, and execution matter
•Fluent in English; Spanish is a plus.
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VP Finance

53201 Milwaukee, Wisconsin Enerpac Tool Group

Posted 8 days ago

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Job Description

Permanent
Overview

About ENERPAC

Enerpac Tool Group Corp. is a premier industrial tools, services, technology, and solutions provider serving a broad and diverse set of customers and end markets for mission-critical applications in more than 100 countries. The Company makes complex, often hazardous jobs possible, safely and efficiently. Enerpac Tool Group's businesses are global leaders in high-pressure hydraulic tools, controlled force products, and solutions for precise positioning of heavy loads that help customers safely and reliably tackle some of the most challenging jobs around the world. The Company was founded in 1910 and is headquartered in Milwaukee, Wisconsin. Enerpac Tool Group common stock trades on the NYSE under the symbol EPAC. For further information on Enerpac Tool Group and its businesses, visit the Company's website at .

We believe that being in-office together strengthens relationships, builds trust, and fosters teamwork, creating a culture where both careers and our company thrive. Currently, our in-office schedule is Tuesday through Thursday in our beautiful, newly renovated, historic building in downtown Milwaukee at 648 N. Plankinton Avenue. Beginning September 1, 2025, we will transition to an in-office schedule of Monday through Thursday, with Friday as an optional work-from-home day, balancing collaboration and flexibility. Additionally, our dress code is always Business Casual, ensuring a professional yet comfortable work environment.

Summary - basic function of the role

The Vice President, Finance - Financial Planning and Analysis (FP&A) is a key strategic leader responsible for driving financial performance, business insights, and long-range planning within a dynamic manufacturing environment. This role oversees the company's budgeting, forecasting, financial reporting, and decision support activities. The VP of FP&A partners closely with operations, supply chain, commercial teams, and executive leadership to deliver meaningful analysis that supports business growth, margin expansion, and operational efficiency.

Job Duties and Responsibilities

  • Lead the corporate FP&A function, overseeing strategic planning, annual budgeting, monthly forecasts, and long-range financial modeling.
  • Serve as the financial business partner in the formulation and execution of business strategy
  • Develop and maintain robust financial dashboards, key performance indicators (KPIs), and operational metrics to drive accountability across business units.
  • Hire, lead and develop a high-performing FP&A team, ensuring effective collaboration, talent development, and succession planning.
  • Prioritization and building of the Finance function and developing key leaders and talent within the function is key
  • Collaborate with commercial and product teams to assess pricing strategies, customer profitability, and go-to-market investment returns.
  • Partner with manufacturing operations to analyze plant performance, cost structures, productivity trends, and capital investment returns.
  • Design and implement budget and planning processes that meet and enable the needs of business groups.
  • Support executive leadership with scenario modeling, risk analysis, and investment decisions that align with the company's strategic objectives.
  • Manage the monthly and quarterly business performance reviews, including variance analysis and board-level reporting.
  • Ensure alignment of financial plans with broader business strategies including supply chain, R&D, and capital planning.
  • Provide recommendations and analytic support to strategic corporate initiatives and projects, presentations, complex scenarios analyses, financial modeling, etc.
  • Drive continuous improvement in financial processes, systems, and tools to enhance forecasting accuracy, data transparency, and business agility.
  • Serve as a thought partner to the CFO and executive team, contributing to enterprise-wide financial leadership and transformation initiatives.

Skills and Competencies
  • Strong ability to lead and manage resources in Shared Services / COEs
  • Strong strategic financial leadership skills and experience with public companies
  • Knowledge and experience with global regulations affecting the finance function and business across various global regions and within manufacturing industry
  • Excellent, clear, concise communication skills, capable of presenting complex financial information in an easy-to-understand format and at all levels of an organization from Executive/Board level to entire organization
  • Strong business partnering skills, decision making as well as analytical thinking
  • Results driven as well as strong knowledge and leadership with change management
  • Must be able to organize/prioritize work, manage multiple tasks and projects and function effectively as a leader and coach at all levels of the organization
  • Impeccable integrity and confidentiality

Education and Experience
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
  • 15+ years of progressive experience in finance, with at least 5 years in a senior FP&A leadership role in a manufacturing or industrial environment.
  • Deep understanding of cost accounting, manufacturing performance metrics, and capital investment analysis.
  • Experience in M&A and complex transactions
  • Demonstrated ability to drive financial performance through data-driven insights, cross-functional influence, and strategic planning.
  • Strong leadership presence with a track record of developing and mentoring finance professionals.
  • Exceptional analytical, communication, and executive presentation skills.
  • Proficient in ERP systems (e.g., Oracle) and advanced financial planning tools (e.g., Adaptive, Anaplan, Power BI).

Work Environment

Primary work environment is temperature controlled office setting but may also be visiting different manufacturing facilities where following appropriate safety protocols at the location would be required. Employee will experience varying levels of noise based on the location.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

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Sales Manager / Finance Manager

53045 Brookfield, Wisconsin City CDJRF of Brookfield

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What We're Looking For:The Sales Manager / Finance Manager role is instrumental to our store's day-to-day operations, responsible for customer retention and profitability of the sales department. We want a candidate that is an expert in solving problems quickly and efficiently.As a Sales Manager, you are expected to hire, motivate, train, answer leads, talk to customers, and focus on CSI. As a Finance Manager you are expected to handle all documents and paperwork, selling of warranties and other ancillary products, funding deals with banks, and maintaining high CSI scores. Not only are you responsible for driving our team towards success you're also the person who guides them there. We Offer:$100,000 - $180,000Paid Training ProgramImmediate impact - quick on-boardingMajor Medical & Dental Insurance 401 K w/ Employer MatchPaid VacationEmployee discounts on vehicles and moreMonthly employee recognition 5-day work week, closed on SundaysOpportunity to grow and advance! Responsibilities:Coach sales team on proper closing techniques through training and active participationMaintain profitability of your teamsManage all showroom activitiesHire, motivate, and monitor the performance of New & Used team, Internet Sales teamConduct daily and weekly sales and sales training meetingsCoach both new and experienced sales reps on best practices for improving performanceEnsure proper follow up of all prospective buyers by developing, implementing, and monitoring a CRM systemEstablish delivery proceduresEnsure delivery includes an introduction to the service department and scheduling of the first service appointmentForecast goals and objectives for sales, gross, and key expenses on a monthly and annual basisArrange vehicle financing options for customers and sell after-market products and extended warrantiesMaintain high Customer Satisfaction Index scoreQualifications:Automotive sales management experience is requiredHigh ethical standards and strong attention to detailsExcellent customer service, communication, and decision-making skillsComputer proficient, a good work ethic and professional appearanceAble to prioritize tasks and have good time management skillsFully versed in leasing and special financeExperienced with state law requirements including registrations, tag, tax, and title paperworkValid driver's license TermsWe are an Equal Opportunity Employer

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Oracle Cloud Finance - Manager

53208 Milwaukee, Wisconsin PwC

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**Specialty/Competency:** Oracle
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 40%
A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance.
As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Minimum Years of Experience** :
7 year(s) with at least 3 years directly involved in Oracle Cloud implementations and/or support
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following:
+ Displays a proven record of successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts;
+ Exhibits hands-on functional and technical knowledge of the Oracle Cloud product suite;
+ Understands and displays business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc.;
+ Designs, implements and supports complex business processes in an Oracle environment;
+ Understands the importance of a structured, controlled production systems environment;
+ Uses writing, communication, facilitation, and presentation skills cogently to all levels of industry audiences, clients and internal staff and management;
+ Communicates technical and functional concepts to client business users to facilitate business decision making;
+ Demonstrates intimate abilities and/or a proven record of success as a team leader:
+ Creates a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members;
+ Provides candid, meaningful feedback in a timely manner; and,
+ Keeps leadership informed of progress and issues.
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
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VP of Finance

53008 Brookfield, Wisconsin Insight Global

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Job Description
The Vice President of Finance will play a critical role in shaping and executing our clients financial strategy, with a strong emphasis on mergers and acquisitions and investor relations. This executive will be responsible for overseeing all financial operations, driving financial planning and analysis, managing relationships with stakeholders, and leading our M&A activities. The ideal candidate will possess a robust understanding of corporate finance, strong analytical skills, and a proven track record in successfully executing M&A transactions.
Duties and Responsibilities:
Financial Planning and Analysis:
Oversee budgeting, forecasting, and financial reporting processes to ensure accuracy and transparency.
Analyze financial performance and provide actionable insights to improve profitability and operational efficiency.
Prepare executive-level financial presentations for the board of directors and stakeholders.
Compliance and Risk Management:
Ensure adherence to financial regulations, corporate policies, and internal controls.
Develop and implement risk management strategies to protect company assets and ensure financial health.
Strategic Financial Leadership
Develop and execute the companys financial strategy in alignment with overall business objectives.
Provide strategic direction for financial planning, analysis, and forecasting.
Provide insights and guidance on financial implications of strategic decisions and initiatives, particularly related to M&A.
Team Leadership and Development:
Lead, mentor, and develop the finance team, promoting a culture of high performance and continual professional growth.
Foster collaboration within the finance department and with other departments to drive a unified approach to strategic goals.
Mergers & Acquisitions:
Lead all M&A activities, including target identification, due diligence, valuation, negotiation, and integration planning.
Collaborate cross-functionally with legal, operations, and business development teams to ensure successful execution of acquisitions.
Conduct financial modeling and scenario analysis to assess the impact of potential transactions.
Build and maintain relationships with investment banks, financial advisors, and other external partners involved in M&A activities.
Investor Relations:
Manage relationships with current and prospective investors, ensuring clear and effective communication of the companys financial performance, strategy, and future growth opportunities.
Prepare investor presentations, quarterly earnings releases, and annual reports.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form ( . The EEOC "Know Your Rights" Poster is available here ( .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
Skills and Requirements
Bachelors degree in Finance, Accounting, Business Administration, or a related field.
10+ years of progressive financial management experience, with at least 5 years in a senior leadership role.
3+ years focused on M&A.
Deep understanding of financial modeling, valuation techniques, and accounting principles.
Proven track record of successfully leading M&A transactions from inception to execution.
Proven expertise in financial planning and analysis, financial reporting, and financial management.
Strong financial modeling and analytical skills; proficiency in financial reporting tools and software.
Outstanding communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
Demonstrated ability to work collaboratively across departments and manage multiple priorities in a fast-paced environment.
High level of integrity and dependability; comfort in dealing with complex financial situations. MBA or advanced degree preferred. null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
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Associate - Underwriter, Dealer Finance

53208 Milwaukee, Wisconsin BMO Financial Group

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Job Description

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
+ Identifies new sales opportunities for prospects and existing commercial clients through analysis.
+ May participate in on-site client visits with other internal stakeholders.
+ Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations.
+ Recommends credit according to sound credit-granting principles.
+ Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Evaluates clients' ability to repay loans and consults on loan structure and collateral.
+ Identifies trends in client activities which may be predictive of deteriorating credit quality.
+ Performs periodic reviews of credit where more frequent monitoring may be appropriate.
+ Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc.
+ Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts.
+ Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.
+ Provides accurate financial analysis and risk assessment of new and existing customers.
+ Partners with internal stakeholders for accurate, detailed client information.
+ Develops credit information to make lending decisions on new, renewal and extension loans.
+ Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
+ Prepares summary, present facts and offer opinions concerning credit worthiness.
+ Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
+ Provides input into the planning and implementation of operational programs.
+ Builds effective relationships with internal/external stakeholders.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$69,000.00 - $127,800.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
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Finance Risk Compliance Consultant

53208 Milwaukee, Wisconsin Accenture

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Job Description

In Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
We are:
Finance Risk Compliance (FRC), and we give Chief Control Officers, Chief Compliance Officers, Chief Risk Officers, CFOs and their execs the sounding board they need. We've got the deep industry experience, the functional insights, the data power, and the digital tech leadership to help our clients make important changes. Through our capabilities in Finance, Risk, Compliance, Data, Controls, GenAI and Transformation we solve our clients' toughest problems, to get ready for the future. Visit us here to find out more about Finance Risk Compliance. ( are:
An expert decision-maker and a clear communicator. You're always looking for better and more efficient ways to manage risk. When you say its time to bring in new solutions or change the way things are done, clients listen. They know you'll walk them through the process - in person and on paper. Everyone's happy, because they have the right tools to stay compliant and new ways to create value.
The work:
+ Assess risk and develop mitigation strategies cross industry with focus on top-tier financial services, life sciences, software and platform, communication, media and telecom companies
+ Support and share knowledge with project teams and use analytics to find new ways of working that put people and process first
+ Manage project teams, deliverables and budgets across workflows
+ Attract new business by creating thoughtful proposals and building strong client relationships
+ Show clients where and how to benefit from a more flexible workforce
+ Use design-led thinking to improve customer experience
+ Help grow the practice by championing Accenture initiatives and products
+ Stay on top of how new regulations and technologies affect our clients' businesses - and ours
Travel
With all our roles, there is some in-person time for collaboration, learning and building relationships with clients, peers, leaders, and communities. Travel may be required. The amount of travel will vary from 0 to 100% depending on business need and client requirements.
Here's what you need:
+ A minimum of 2 years of experience in risk and regulatory management consulting from a competitive firm
+ A minimum of 3 years of experience working in risk and regulatory compliance, including one or more of the following:
+ Finance: forecasting and planning, balance sheet management, treasury management
+ Risk: financial risk management; non-financial risk management including technology risk, third party, resiliency, enterprise & operational risk; risk governance
+ Compliance: Financial Crime - AML, KYC, Sanctions, Transaction Monitoring; Fraud, consumer protection
+ Data: risk data governance, data lineage, reporting (incl. regulatory)
+ Controls & Audit: platform controls, control design, issue and control remediation, automation, testing and monitoring
+ GenAI: deployment and governance
+ Finance, Risk and Compliance Transformation
+ Experience should include one or more of the following:
+ Developing and advising on risk operating models, data strategy, business and IT risk frameworks and compliance standards
+ IT and business industry-specific regulations and the mapping of those across policy, risk, control and issue spectrum
+ Bachelor's degree
Bonus points if:
+ GenAI and governance experience
+ Board reporting
+ Experience working in Financial Services, Software and Platform, Media, Communications, Telecom, Life Sciences industries
+ For banking, capital markets and/or insurance industries, working knowledge of Basel Accord, Dodd Frank, FBO, FINRA, SEC, FinCEN, OCC, FDIC, CCAR, etc.
+ Operating model and transformation experience from front- and back-office
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $63,800 to $05,800
Colorado 63,800 to 177,800
District of Columbia 68,000 to 189,300
Illinois 59,100 to 177,800
Minnesota 63,800 to 177,800
Maryland 63,800 to 177,800
New York/New Jersey 59,100 to 205,800
Washington 68,000 to 189,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 ( , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
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