What Jobs are available for Financial Reporting in Madison?

Showing 16 Financial Reporting jobs in Madison

Senior Financial Reporting Accountant

53719 Madison, Wisconsin $90000 Annually WhatJobs Direct

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Job Description

full-time
Our client, a reputable and growing organization in Madison, Wisconsin, US , is seeking a highly skilled and detail-oriented Senior Financial Reporting Accountant to join their finance team. This hybrid role offers a balanced approach to work, combining in-office collaboration with remote flexibility. You will be responsible for preparing accurate and timely financial statements in accordance with GAAP, managing the month-end and year-end close processes, and assisting with external audits. Your duties will include performing account reconciliations, analyzing financial data, and ensuring compliance with internal controls and regulatory requirements. The ideal candidate will possess a strong understanding of accounting principles, financial reporting standards, and internal control frameworks. Experience with accounting software and advanced Excel skills are essential. You will work closely with various departments to gather financial information and ensure the integrity of financial data. Strong analytical, problem-solving, and organizational skills are crucial for success in this position. We are looking for a proactive individual who can contribute to process improvements within the accounting function and demonstrate a commitment to accuracy and excellence. This is an excellent opportunity to enhance your accounting career within a supportive and dynamic work environment.

Key Responsibilities:
  • Prepare and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP.
  • Manage and execute the month-end and year-end closing processes.
  • Perform detailed account reconciliations and ensure accuracy of the general ledger.
  • Assist with the preparation of audit schedules and facilitate the external audit process.
  • Ensure compliance with internal controls and SOX requirements.
  • Analyze financial results, identify variances, and provide explanations to management.
  • Support the development and implementation of accounting policies and procedures.
  • Assist in the preparation of tax filings and other regulatory reports.
  • Contribute to the automation and improvement of accounting processes and systems.
  • Provide support and guidance to junior accounting staff.
Qualifications:
  • Bachelor's degree in Accounting or Finance.
  • CPA designation or actively pursuing CPA is strongly preferred.
  • Minimum of 4 years of progressive experience in accounting, with a focus on financial reporting.
  • Strong knowledge of U.S. GAAP and financial reporting standards.
  • Proficiency in accounting software (e.g., SAP, Oracle, NetSuite) and advanced Microsoft Excel skills.
  • Experience with internal controls and SOX compliance is highly desirable.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Strong organizational skills with meticulous attention to detail.
  • Effective written and verbal communication skills.
  • Ability to work independently and collaboratively in a team environment.
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Senior Accountant, Financial Reporting

53701 Madison, Wisconsin $85000 Annually WhatJobs Direct

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Job Description

full-time
Our client is seeking an experienced Senior Accountant specializing in Financial Reporting to join their dynamic finance department. This hybrid role, primarily based in our Madison, Wisconsin office, offers a chance to contribute significantly to the accuracy and integrity of financial statements. You will be responsible for preparing and reviewing monthly, quarterly, and annual financial reports, ensuring compliance with GAAP and other regulatory requirements. Key duties include journal entry preparation, account reconciliations, variance analysis, and supporting internal and external audits. The ideal candidate will possess a Bachelor's degree in Accounting or Finance, coupled with at least 5 years of progressive accounting experience, with a strong emphasis on financial reporting. CPA certification or progress towards CPA is highly desirable. Proficiency in accounting software (e.g., NetSuite, QuickBooks Enterprise, SAP) and advanced Excel skills are essential. Excellent analytical, organizational, and communication skills are required to effectively present financial information and collaborate with various departments. You will play a crucial role in month-end and year-end close processes, contributing to the overall financial health of the organization. We are looking for a detail-oriented professional with a strong understanding of accounting principles and a commitment to maintaining high standards of accuracy. The ability to manage multiple tasks, meet deadlines, and work effectively in both an office and remote capacity is necessary. This position offers excellent growth opportunities within a stable and reputable company.
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Senior Financial Analyst - Corporate Reporting

53701 Madison, Wisconsin $85000 Annually WhatJobs Direct

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Job Description

full-time
Our client is looking for a highly analytical and detail-oriented Senior Financial Analyst specializing in Corporate Reporting to join their team in Madison, Wisconsin, US . This hybrid role will be integral to the preparation and analysis of accurate and timely financial statements and reports for internal and external stakeholders. The ideal candidate will possess a strong understanding of accounting principles, financial modeling, and regulatory requirements. You will be responsible for assisting in the month-end and year-end close processes, preparing journal entries, and reconciling accounts. Key duties include developing and maintaining financial models, performing variance analysis, and supporting budgeting and forecasting activities. You will also play a key role in ensuring compliance with GAAP and other relevant accounting standards. The successful candidate will have excellent communication and presentation skills, with the ability to explain complex financial data clearly and concisely. Collaboration with various departments to gather financial information and support strategic decision-making will be essential. A Bachelor's degree in Finance, Accounting, or a related field is required; a CPA or CMA certification is highly preferred. A minimum of 5 years of progressive experience in financial analysis, corporate accounting, or a related field is necessary. Strong proficiency in Excel, financial reporting software, and ERP systems is expected. Experience with data visualization tools is a plus. This is a challenging and rewarding opportunity to contribute to the financial health and strategic direction of the organization.
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Senior Financial Accounting and Reporting Analyst

53786 Madison, Wisconsin Highmark Health

Posted 8 days ago

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Job Description

**Company :**
Highmark Health
**Job Description :**
**JOB SUMMARY**
This job is responsible for the accounting functions related to financial and regulatory reporting including preparing financial and regulatory reports in accordance with Generally Accepted Accounting Principles (GAAP) and/or Statutory Accounting Principles (SAP). The incumbent coordinates external audits with outside CPA firms and related projects as assigned by management. Detailed responsibilities vary by department but may include the following: financial statement preparation including footnotes, consolidation and other monthly close activities including journal entries, board reports, insurance department financial filings, general ledger account reconciliations, etc.
**ESSENTIAL RESPONSIBILITIES**
+ Ensure timely and accurate preparation of internal and external financial reportingdeliverables (e.g. audited financial statements, insurance department filings, board reports, debt covenant calculations and investor relations reports).
+ Prepare and record journal entries, prepare reconciliations and analytical and departmental reports, and ensure compliance with current accounting standards, company policies and procedures, and regulatory guidelines .
+ Prepare schedules and footnotes to support annual and interim reporting.
+ Coordinate annual audits with external audit firm; act as liaison with external audit firm during fieldwork.
+ Research and implement new accounting pronouncements, as well as US GAAP and/or SAP financial reporting requirements.
+ Implement financial reporting, systems, and process improvements to ensure best practices.
+ Other duties as assigned.
**EDUCATION**
**Required**
+ Bachelor's degree in Accounting, Finance, Business or closely related field, or relevant experience and/or education as determined by the company in lieu of bachelor's degree.
**Preferred**
+ None
**EXPERIENCE**
**Required**
+ 4 years in Accounting or Financial Statement Consolidation or Financial Reporting with a large Public Regulated Company, or 5 years in Finance and Accounting, and
+ 2 years in GAAP Accounting or STAT Accounting
+ 2 years in Financial Reporting
**Preferred**
+ 1- 3 years in Accounting/Reporting
+ 1 - 3 years Statutory reporting
+ 1 - 3 years in External Audit
+ 1 - 3 years in the Health Insurance Industry
**LICENSES AND CERTIFICATIONS**
**Required**
+ None
**Preferred**
+ Certified Public Accountant (CPA) - Non-Specific
**SKILLS**
+ Written & Oral Presentation Skills
+ Microsoft Excel
+ Problem-Solving
+ Oral & Written Communication Skills
+ Time Management
+ Analytical Skills
**Language (Other than English)**
None
**Travel Required**
0% - 25%
**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**
**Position Type**
Office-Based
Teaches / trains others regularly
Occasionally
Travel regularly from the office to various work sites or from site-to-site
Rarely
Works primarily out-of-the office selling products/services (sales employees)
Never
Physical work site required
No
Lifting: up to 10 pounds
Constantly
Lifting: 10 to 25 pounds
Does Not Apply
Lifting: 25 to 50 pounds
Does Not Apply
**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._
**_Compliance Requirement:_** _This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._
As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.
**Pay Range Minimum:**
$57,700.00
**Pay Range Maximum:**
$107,800.00
_Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at
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Advisor, Financial Planning & Analysis

53786 Madison, Wisconsin Cardinal Health

Posted 2 days ago

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Job Description

**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**Responsibilities**
+ Lead the FP&A function for the Packaging Solutions business unit, serving as a strategic advisor to senior leadership on financial performance, planning, and decision-making.
+ Oversee the design, development, and continuous improvement of standardized reporting and consolidation tools for actuals, budgets, and forecasts.
+ Drive the annual budgeting and forecasting processes, ensuring alignment with corporate objectives and business unit strategies.
+ Deliver high-quality, timely financial reporting and performance analysis to enable data-driven decisions that support business growth and profitability.
+ Partner cross-functionally with business leaders, finance teams, and operational stakeholders to support strategic initiatives and optimize financial outcomes.
+ Lead month-end close activities, ensuring accuracy and integrity of financial results.
+ Lead and manage the end-to-end Order-to-Cash (OTC) process, ensuring efficient invoicing, collections, and cash application while driving process improvements, compliance, and cross-functional collaboration.
+ Support ad hoc financial analysis, scenario modeling, and executive presentations as needed.
**_Qualifications_**
+ 4-8 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900-$115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 11/28/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
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Senior Financial Planning & Analysis Analyst

53786 Madison, Wisconsin FranklinCovey

Posted 1 day ago

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Job Description

**"We enable greatness in people and organizations everywhere.** "
FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com.
**Title:** Senior Financial Planning & Analysis (FP&A) Analyst
**Payroll Title:** Sr Financial Planning & Analysis Analyst
**Division & Department:** Enterprise Finance
**Status:** Full-Time Exempt
**Reports to:** Director, Financial Planning & Analysis (FP&A), Enterprise
**Location:** Remote - Anywhere in the contiguous United States
**Compensation:** Anticipated compensation for this position is a base salary of $105-130k* plus an 8% incentive target tied to Enterprise financial targets.
**Job Summary**
The Senior Analyst Financial Planning & Analysis (FP&A) will be a key member of the FP&A team reporting to the Director of FP&A, Enterprise and responsible for supporting financial planning, budgeting, forecasting, and analysis activities, with an additional focus on administering and analyzing sales and sales support compensation plans through CaptivateIQ. This role will involve working closely with Finance, Sales, Revenue Operations, and HR teams to ensure that sales incentive structures are aligned with company goals.
The ideal candidate will bring strong analytical and financial modeling skills, a solid understanding of finance principles, and hands-on experience managing and analyzing commission or sales compensation plans in a high-performance environment.
**Essential Job Functions**
+ **Budgeting and Forecasting**
+ Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
+ Drive monthly/quarterly forecasts budgets (same categories as above), highlighting risks and opportunities.
+ Monitor budget vs. actuals and update forecasts monthly.
+ **Financial Analysis and Reporting**
+ Prepare monthly, quarterly, and annual financial reports for senior management, including actuals vs budget/forecast, variance analysis, and forecast changes month over month.
+ Provide explanations for variances, including those related to sales compensation, and suggest actions to address discrepancies.
+ Identify and analyze key drivers impacting financial performance, including sales performance and compensation metrics, to identify trends, variances, and opportunities for improvement.
+ Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPI's) to key stakeholders and monitor performance.
+ **Sales & Sales Support Compensation Analysis and Administration**
+ Administer and analyze sales and sales support compensation plans, ensuring alignment with company objectives and driving sales performance.
+ Manage the commission calculation process through CaptivateIQ, ensuring all monthly, quarterly, and annual payouts are accurate, timely, and compliant with policy.
+ Collaborate with sales, finance, and Total Rewards leadership to review, adjust, and optimize commission plans based on performance data and market benchmarks.
+ Provide insights and recommendations on sales incentive structures and evaluate their impact on overall financial performance.
+ Maintain and continuously improve CaptivateIQ workflows, reporting, and integrations to increase accuracy, transparency, and scalability of the commission process.
+ **Financial Modeling**
+ Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and enhance financial performance.
+ Perform scenario and sensitivity analyses to support decision-making.
+ Translate model outcomes into clear, actionable insights for business partners and executives.
+ **Ad-Hoc Analysis and Special Projects**
+ Support ad-hoc financial and sales compensation related analysis and projects, including cost-cutting initiatives and profitability assessments.
+ Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.
+ **Continuous Improvement**
+ Serve as project lead for design and implementation of cloud-based FP&A forecasting tool for the business.
+ Maintain, identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality.
+ Assist in automation and streamlining financial reporting and compensation processes.
**Basic Qualifications**
+ Bachelor's or advanced degree in Finance and/or Accounting
+ 5+ years of experience in financial analysis and/or sales compensation analysis
**Preferred Skills & Experience**
+ 3+ years of experience in an FP&A function
+ Strong background with quantitative data analysis, with experience building and maintaining financial models
+ Advanced proficiency in Excel, PowerPoint
+ Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
+ Clear and concise written and verbal communication skills, with the ability to present complex information effectively
+ Strong interpersonal skills and the ability to work effectively with cross-functional teams
+ Exceptional attention to detail and commitment to producing high-quality, accurate work.
+ High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
+ Solid understanding of GAAP accounting principles.
+ Proficiency with CRM tools (Salesforce preferred)
+ Experience with ERP systems (Microsoft Dynamics AX preferred)
+ Experience using data visualization tools (Domo preferred)
+ Experience with sales compensation tools (CaptivateIQ preferred)
+ Experience working in a SaaS business environment
+ Strong accounting knowledge and financial acumen
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
For an overview of our Interview Process, please visit is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
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Financial Planning & Analysis Manager - REMOTE

53786 Madison, Wisconsin Molina Healthcare

Posted 13 days ago

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Job Description

**JOB DESCRIPTION**
**Job Summary**
Provides subject matter expertise and leadership for financial planning and analysis activities including developing the organization's short and long-term financial plans and identifying financial opportunities to improve profitability.
**Essential Job Duties**
+ Manages timely submission of analytics and reports required for the financial planning and analysis function.
+ Ensures the integrity and completeness of financial data and information contained in financial reports.
+ Reviews and develops analysis of financial trends and results of both internal and external financial data.
+ Oversees and develops forecasts and budgets to project future capital spend and/or profitability.
+ Assesses and develops models to evaluate risk and return of various business scenarios.
+ Effectively communicates financial planning and analysis findings and recommendations to senior leadership and customers.
**Required Qualifications**
+ At least 5 years of health care finance and/or analytical experience, or equivalent combination of relevant education and experience.
+ Bachelor's degree in finance, accounting or a related field.
+ Advanced training or experience in health care analytics.
+ Ability to convert data to meaningful reports.
+ Strong critical-thinking and attention to detail.
+ Ability to effectively collaborate with technical and non-technical stakeholders.
+ Strong time-management skills and ability to manage simultaneous projects and tasks to meet internal deadlines.
+ Strong verbal and written communication skills.
+ Proficient in Microsoft Office suite products, including key skills in Excel (VLOOKUPs and pivot tables), and applicable software program(s) proficiency.
**Preferred Qualifications**
+ Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA).
+ Health insurance industry experience.
+ Experience with specialized financial analytics software.
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
#PJCorp
#LI-AC1
Pay Range: $77,969 - $142,549 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
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Advisor, Financial Planning and Analysis

53786 Madison, Wisconsin Cardinal Health

Posted 14 days ago

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Job Description

**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Support Global Supply Chain Transportation Finance team in achieving financial goals, managing key Partner closely with transportation systems and operations teams to provide financial insights and support strategic initiatives
+ Support and maintain financial models to forecast transportation costs, assess performance, and identify cost-saving opportunities
+ Prepare monthly, quarterly, and annual financial reports related to transportation spend and operational KPIs
+ Analyze variances between actual results, budgets, and forecasts, providing actionable recommendations to stakeholders
+ Support budgeting and planning cycles for transportation and logistics functions
+ Monitor and report on transportation trends, regulatory changes, and market dynamics impacting financial performance
**_Qualifications_**
+ Bachelor's degree in Finance, Accounting, or a related field, preferred
+ Minimum of 3 years of experience in finance preferred. Experience within transportation, logistics, or supply chain environments preferred.
+ Proven track record of building strong business partnerships with systems and operations teams
+ Solid understanding of financial principles, cost accounting, and budgeting processes
+ Strong analytical and problem-solving skills with attention to detail
+ Excellent communication skills and ability to present complex data to non-financial stakeholders
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 12/13/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
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Financial Services - Global Compliance and Reporting - Real Estate - Tax Senior

53786 Madison, Wisconsin EY

Posted 9 days ago

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Job Description

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Real Estate Tax Practice is comprised of a dedicated team of tax professionals strategically positioned across the country providing top notch tax consulting services to our clients. As a senior in our practice, you'll work on multiple tax engagements and will contribute to the delivery of quality tax planning and compliance services for our real estate industry clients. In return, you can expect the support of some of the most engaging colleagues around, as well as plenty of opportunities to progress your career.
**The opportunity**
Our tax function is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.
**Your key responsibilities**
Your main priority will be providing first-level reviews of tax returns, all while constantly keeping in touch with our clients. You'll be looking at, and analyzing complex tax issues and structures, so everything will come down to producing outstanding work. And with plenty of variety, it's certain that you'll always have innovative ideas and processes to keep you focused.
**Skills and attributes for success**
+ Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
+ Learning and researching current market trends, to maintain your credibility as a trusted advisor
+ Building client relationships and demonstrating your knowledge of the real estate, hospitality and construction industry.
+ Developing clear, intelligent plans and approaches to improve our clients' tax activities
**To qualify for the role, you must have**
+ A bachelor's degree in Accounting, Finance, Business or a related discipline
+ A CPA certification or be a member of a state bar.
+ CPA required for advancement
+ A minimum of 3 years relevant experience
+ Knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring.
+ A proven record of excellence in a professional services or tax organization
+ Technical writing and research experience in a tax context
+ The ability to prioritize when working on multiple complex projects
+ Influencing skills, and the confidence to question existing processes
+ Willingness to travel as needed, and working in a balanced hybrid environment
**What we look for**
We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $80,700 to $33,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 96,800 to 151,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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Financial Services - Global Compliance and Reporting - Real Estate - Tax Manager

53786 Madison, Wisconsin EY

Posted 9 days ago

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Job Description

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Handling tax in such a large, sophisticated organization takes more than just a technical understanding of current tax practices. As a Real Estate Tax Manager, we will look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of engaging colleagues, as well as plenty of opportunities to progress your career.
**The opportunity**
Our tax function is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.
**Your key responsibilities**
There isn't an average day for a Real Estate Tax Manager - so you're likely to spend your time on a diverse array of tax consulting and compliance projects, responsibilities, and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
**Skills and attributes for success**
+ Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights.
+ Identifying potential opportunities and risks and communicating these to our clients.
+ Learning and researching current market trends, to maintain your credibility as a trusted advisor
+ Building client relationships and demonstrating your knowledge of the real estate, hospitality and construction industry.
+ Developing clear, intelligent plans and approaches to improve our clients' tax activities.
+ Researching our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs.
+ Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential.
**To qualify for the role you must have**
+ A bachelor's degree in Accounting, Finance, Business or a related discipline.
+ CPA required, or be a member of a state bar.
+ CPA required for advancement
+ A minimum of 4 years relevant experience.
+ Professional knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring.
+ Experience managing budgets, people and projects.
+ A proven record of excellence in a professional services or tax organization.
+ Technical writing and research experience in a tax context
+ The ability to prioritize when working on multiple complex projects.
+ Strong influencing skills, and the confidence to question existing processes.
+ Willingness to travel as needed, and working in a balanced hybrid environment
**What we look for**
We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $116,200 to $12,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 139,400 to 242,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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