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Financial representative Jobs in Madison, WI

Last updated: 12 hours ago
  • Promoted
Financial Clerk

Financial Clerk

Power System EngineeringMadison, WI, United States
$23.03–$25.59 hourly
Full-time
Excellence Through People! Take your engineering career to the next level by working with energetic, talented, and forward-thinking colleagues and clients who invest in the collective good, take a ...Show moreLast updated: 1 day ago
Financial Services Operations Representative I, II, III (Remote)

Financial Services Operations Representative I, II, III (Remote)

SS&C Technologies HoldingsRemote - Wisconsin, US
Remote
Full-time
Financial Services Operations Representative I, II and III (GIDS Core Processing).Alabama, Arizona, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnes...Show moreLast updated: 30+ days ago
  • Promoted
FINANCIAL WELLNESS SPECIALIST

FINANCIAL WELLNESS SPECIALIST

Summit Credit UnionWI, United States
Full-time
The Financial Wellness Specialist (FWS) is responsible for servicing and growing corporate partner relationships to drive sales and service goals. The FWS will be a subject matter expert in Summits ...Show moreLast updated: 2 days ago
  • Promoted
Financial Analyst

Financial Analyst

Creative Financial StaffingMadison, WI, US
Full-time
FINANCIAL ANALYST - HYBRID in Madison, WI.ABOUT THE COMPANY AND OPPORTUNITY : .CFS is engaged with a RECORD BREAKING company seeking to add a Financial Analyst to their growing team! Company is a Lea...Show moreLast updated: 1 day ago
  • Promoted
Financial Services Professional

Financial Services Professional

Bankers Lifemadison, WI, United States
Full-time
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives.If you have a...Show moreLast updated: 5 days ago
  • Promoted
FINANCIAL REPRESENTATIVE TRAINEE (SALES)-MILWAUKEE, WI

FINANCIAL REPRESENTATIVE TRAINEE (SALES)-MILWAUKEE, WI

Mutual of OmahaWI, United States
$36,000.00 yearly
Full-time
Financial Representative Trainee (Sales)-Milwaukee, WI.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the finan...Show moreLast updated: 1 day ago
  • Promoted
Financial Analyst

Financial Analyst

Fermented Food Holdings, Inc.Madison, WI, US
Full-time
DELICIOUS FOOD THAT IMPROVES LIVES.At Fermented Food Holdings (FFH), we’re passionate about harnessing the transformative power of food to enhance lives through high-quality, delicious, ferme...Show moreLast updated: 3 days ago
  • Promoted
FINANCIAL ANALYST INTERN

FINANCIAL ANALYST INTERN

Bear Real Estate GroupMadison, WI, US
Full-time
The purpose of this internship is to gain Real Estate Development experience across over a diverse group of real estate assets by working as part of the finance / asset management team and as departm...Show moreLast updated: 18 days ago
Financial Consultant

Financial Consultant

Empower RetirementWI Milwaukee, Remote
$52,000.00–$64,000.00 yearly
Remote
Full-time
Grow your career with a growing organization.Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to ...Show moreLast updated: 30+ days ago
  • Promoted
FINANCIAL ANALYST

FINANCIAL ANALYST

ULINEWI, United States
Full-time
Uline Drive, Pleasant Prairie, WI 53158.Uline has seen decades of growth, creating a steady work environment our employees can depend on. We're looking for a Financial Analyst to help support our su...Show moreLast updated: 4 days ago
  • Promoted
  • New!
Financial Advisor

Financial Advisor

GallagherMadison, WI, United States
$50,000.00–$80,000.00 yearly
Full-time
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driv...Show moreLast updated: 12 hours ago
  • Promoted
ASSOCIATE FINANCIAL ADVISOR

ASSOCIATE FINANCIAL ADVISOR

Edward JonesWI, United States
$65,600.00 yearly
Full-time
Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor Assistant

Financial Advisor Assistant

Connect Search, LLCMadison, WI, United States
$55,000.00–$70,000.00 yearly
Full-time
Connect Search is recruiting a Financial Advisor Assistant for a client in Madison WI.This role offers work from home capabilities (up to 1 day a week), bonus opportunities, great benefits, and a t...Show moreLast updated: 3 days ago
  • Promoted
Financial Account Representative State Farm Agent Team Member

Financial Account Representative State Farm Agent Team Member

Dan Beilke - State Farm AgentMadison, WI, US
Full-time
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Account Representative State Farm Agent Team Member. We seek an energetic profess...Show moreLast updated: 30+ days ago
  • Promoted
Entry-Level Financial Representative

Entry-Level Financial Representative

Northwestern Mutual - Greater MadisonMadison, WI, US
Full-time
Join the Team at Northwestern Mutual Greater Madison!.We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

CPS, Inc.Madison, WI, US
$60,000.00–$70,000.00 yearly
Permanent
Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals.Local firm based in Madison, WI that has a proven team of experienced professionals and...Show moreLast updated: 30+ days ago
  • Promoted
Associate Financial Representative

Associate Financial Representative

Modern Woodmen of AmericaMadison, WI, United States
Full-time
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organi...Show moreLast updated: 22 days ago
Financial Clerk

Financial Clerk

Power System EngineeringMadison, WI, United States
1 day ago
Salary
$23.03–$25.59 hourly
Job type
  • Full-time
Job description

We want youto grow.We want youto learn.We want youto expand with us

Excellence Through People! Take your engineering career to the next level by working with energetic, talented, and forward-thinking colleagues and clients who invest in the collective good, take a balanced approach to sustainable solutions, are flexible to the realities of complex changes, and provide genuine effort to do the right by others.

Who We Are :

Power System Engineering (PSE) is an electrical energy expert that provides relationship-driven engineering and consulting services for forward-thinking partners who pursue long-term energy solutions. Check out our website at : www.powersystem.org

Our Point of View :

  • PeopleWe foster strong relationships with our clients, colleagues, and community through integrity and our spirit of teamwork to further our collective well-being, safety, and success.
  • Problem-SolvingWe thrive on the unique challenges that stretch our skills and expertise, where we can turn complex challenges into opportunities for collaborative achievements.
  • ProgressWe create safe spaces for experimentation, treating each relationship and project as an opportunity to positively shape the culture and collective advancement.

What We Are Looking For :

Power System Engineering, Inc. (PSE) is seeking a dedicated and detail-oriented Accounting Specialist to join our team. The Accounting Specialist will play a crucial role in managing various accounting functions, ensuring accuracy and compliance with company policies and regulations. This position requires a proactive individual with strong organizational skills and the ability to handle multiple tasks in a fast-paced environment.

What You Will Be Doing :

  • Core Values : Embrace, uphold, and live out PSEs core values around People, Problem-Solving, and Progress.
  • Accounts Receivable and Billing Prepare and distribute client billing according to contracts. Monitor and apply all cash receipts into the accounting system.
  • Accounts Payable Enter AP invoices and employee expenses into the accounting system, process cash disbursements, track and maintain W-9 vendor forms, and manage 1099 processing at each year-end.
  • Credit & Collections New client setup and continuous account monitoring to achieve the shortest AR collection periods.
  • Sales & Use Tax Filings File applicable sales and use tax filings within deadlines.
  • Banking Monitor daily cash activity to ensure accurate transactions and complete bank reconciliations. Research and resolve discrepancies.
  • Project Accounting Act as a liaison between project managers and clients to support client management. Monitor project metrics, including budgets, and collaborate with project managers and coordinators to address budget concerns when projects approach or exceed budget limits.
  • What You Will Need :

    Education and Experience

  • Associates degree in accounting or finance
  • Minimum of two years of Accounting or Finance experience
  • Advanced user of Microsoft Office 365 suite of products, including Excel, Outlook, Word, SharePoint, Teams, etc.
  • Experience with an ERP system, specifically Unanet, is a plus!
  • Experience in the consulting and / or engineering industry is a plus!
  • Knowledge and Skills

  • Ability to multi-task, adapt as priorities shift, and work in a fast-paced environment.
  • Excellent professionalism, interpersonal, organizational, and communication skills.
  • Exceptional attention to detail and passion for the highest level of accuracy possible.
  • Compensation & Benefits :

  • Hourly Range : $23.03 - $25.59
  • This salary range reflects the anticipated base salary for two minimum relevant years of experience to five maximum relevant years of experience. The successful candidate will be placed at a level that is commensurate with the candidate's relevant years of experience, education, and technical expertise.

  • Discretionary annual performance-based profit-sharing bonus
  • Cell phone reimbursement
  • 401(k) retirement plan and employer safe harbor contribution
  • Comprehensive health, health savings account (HSA), dental, vision, flexible spending account (FSA) & dependent care reimbursement account
  • Life insurance, short & long-term disability, and other voluntary coverages
  • Employee Assistance Program (EAP)
  • Paid time off, including holidays and volunteer time off (VTO) to serve our communities.
  • Professional development opportunities and educational assistance
  • PSE is anequal opportunity employerthat encourages all its employees to grow, learn, and expand their roles in ways they can be creative and best accomplish the clients needs. We assess qualified applicants without regard to race, color, religion, sex, disability, sexual orientation, gender identity, national origin, veteran status, and other legally protected characteristics.

    Disclaimer :

    We are committed to fairness and transparency in our hiring process. Compensation may be adjusted based on the candidates experience, education, qualifications, market conditions, and internal equity.

    People. Problem-solving. Progress

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