Top 28 Financial analyst/advisor Jobs in Milwaukee Wi

Financial Reporting & Compliance Analyst
Regal Holdings —Milwaukee, WI
- CPA
- ERP systems
- Mid-level
Quick Apply
Registered Client Relationship Analyst
Morgan Stanley —Milwaukee, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Commissions Data Analyst
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Research
- Mid-level
- Finance
Senior Finance Analyst
Versiti, Inc. —Milwaukee, WI
- Full-time
- Hybrid work
- Oracle
- Customer service
- Word processing
- Paid holidays
- Disability insurance
Account Transaction Specialist
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
7d
Wealth Management -Client Service Analyst
BMO Financial Group —Milwaukee, WI
- $41,714 - $77,500 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
Advisor, Compensation & Benefits
Saputo Inc. —Milwaukee, WI
- $70,000 - $80,000 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Employee stock ownership plan
Analyst Senior, Implementation
FIS Global —Brown Deer, WI
- Overtime
- Hybrid work
- 5 years
- Pass drug screening
- Analysis skills
Procurement Contract Services Negotiator / Senior Contract Analyst
U.S. Bank National Association —Milwaukee, WI
- $105,400 - $124,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Analysis skills
- Paid holidays
- Disability insurance
1d
Sr Tax Analyst
Molson Coors Brewing Company —Milwaukee, WI
- $83,200 - $109,200 a year
- Hybrid work
- CPA
- Customer service
- Office
- Wellness program
- Paid holidays
Implementation Specialist
HSA Bank —Milwaukee, WI
- $57,000 - $59,000 a year
- Customer service
- Mid-level
- High school diploma or GED
- Health savings account
- Health insurance
CAPITAL FINANCE MANAGER
City of Milwaukee —Milwaukee, WI
- $125,201 - $176,154 a year
- Background check
- CPA
- Word processing
- Wellness program
- Paid parental leave
Senior Specialist, Business Analysis
BetaNXT Inc —Brookfield, WI
- Full-time
- Remote
- 5 years
- Finance
- SQL
Quick Apply
13d
Institutional Sales Coordinator
Robert W. Baird —Milwaukee, WI
- Research
- Mid-level
- Office
Client Service Associate - NR
Stifel —Mequon, WI
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Director Investor Relations
Badger Meter —Milwaukee, WI
- Full-time
- Office
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Health Provider Revenue Cycle Manager
Accenture —Milwaukee, WI
- $87,400 - $293,800 a year
- Full-time
- Oracle
- HIPAA
- Bachelor's degree
- Paid holidays
- Disability insurance
5d
Fractional CFO
Lucida Tax and Accounting Solutions —Brookfield, WI
- Full-time
- CPA
- ERP systems
- Analysis skills
Quick Apply
Project Management Consultant - Technology
Deloitte —Milwaukee, WI
- $72,900 - $149,700 a year
- Full-time
- Marketing
- 5 years
- Analysis skills
1d
Tax Senior, Legal Business Services - Technology
Deloitte —Milwaukee, WI
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- Up to 50% travel
- 3 years

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Financial Reporting & Compliance Analyst

Regal Holdings
Milwaukee, WI

Quick Apply

Job Details

Qualifications

Debt covenant compliance
Accounting systems
Compliance with loan regulations
Presentation software
Spreadsheets
ERP systems
Financial statement analysis
Consolidated financial statement preparation
Data integrity and documentation
Bachelor's degree
Accounting and finance experience
Audit support
Excel data analysis
Transfer pricing management

Full Job Description

Description:

Regal Holdings is a fourth generation led, family-owned company based in the US Midwest for over 100 years. We produce and sell the best cookware products in the business and we’re always looking for what’s next in the kitchen. We believe the kitchen (and the family table) make up the hub of the home, where everyone belongs.

We are all working together to:

Support our divisions - when they grow, we grow
Positively impact the lives of over 1,000,000+ people each year with our innovative and entrepreneurial mindset
Create an environment where all employees can do their best work

You will love it here if you believe in the following:

Everybody matters
Do the right thing
We are in this together
Passion for our customers

If this sounds like the company for you, your seat at our Regal Holdings family table awaits.

Your seat at the table: Financial Reporting and Compliance Analyst

You will love this seat if you get, want, and have the capacity to:

Accurate & Timely Financial Reporting & Filings

Prepare and analyze monthly, quarterly, and annual financial reports to ensure accuracy, completeness, and compliance with applicable accounting standards and internal policies.
Support preparation and submission of required financial filings and reporting packages within established deadlines.
Perform variance analysis and investigate significant fluctuations in financial results.
Assist in maintaining and improving financial reporting processes, controls, and documentation.
Collaborate with cross-functional teams to ensure consistency and reliability of financial data.

Short-Term Financial Planning & Modeling

Develop and maintain short-term financial forecasts, cash flow projections, and operational models.
Analyze business trends, working capital, and liquidity needs to support management decision-making.
Provide scenario analysis and financial modeling to evaluate operational and strategic initiatives.
Support budgeting and forecasting activities through data analysis and reporting insights.
Identify financial risks and opportunities through ongoing monitoring and analysis.

ABL Reporting & Compliance

Prepare and submit Asset-Based Lending (ABL) borrowing base certificates and supporting schedules accurately and on time.
Monitor compliance with lending agreements, financial covenants, and reporting requirements.
Coordinate with lenders and internal stakeholders to resolve reporting questions and support audits or field examinations.
Ensure supporting documentation for collateral reporting is complete and accurate.
Assist in strengthening internal controls related to ABL reporting and compliance activities.

Audit, Tax & Regulatory Support

Support internal and external audits by preparing schedules, reconciliations, and requested documentation.
Assist with tax reporting support, including gathering information for income tax, sales tax, and other regulatory filings.
Maintain compliance with financial reporting regulations and internal control requirements.
Coordinate with external auditors, tax advisors, and regulatory agencies as needed.
Assist in implementing audit recommendations and process improvements.

Intercompany Reconciliation & Settlement Management

Perform intercompany account reconciliations and ensure timely resolution of discrepancies.
Coordinate intercompany settlements and monitor outstanding balances across entities.
Maintain accurate documentation and support for intercompany transactions.
Partner with accounting and finance teams to improve reconciliation efficiency and accuracy.
Ensure compliance with company policies and accounting standards related to intercompany activity.

This seat reports to: Accounting Manager

Our company believes leaders are critical to the success of each individual. Because of this, you will have a leader who:

Works with a sense of urgency and aligned purpose
Has a passion for our customers and a focus on end consumers
Is a servant leader who is collaborative and approachable
Has strong ethics and integrity
Is courageous and inspirational

There are so many benefits to being a part of the Regal Holdings Team! Our benefits package is built with you and your family in mind – and that starts with the things that are most important to you – your health, your lifestyle, and your future. Learn more at https://www.regalholdings.com/careers/

Regal Holdings is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Requirements:

We need this seat to have:

Bachelor’s degree in Accounting, Finance, or related field required.
Minimum of 3–5 years of relevant experience in financial reporting, consolidations, corporate accounting, audit, or compliance-related finance roles.
Strong understanding of financial statements, consolidations, and intercompany accounting.
Experience preparing management reporting packages and regulatory or lender reporting.
Strong analytical, organizational, and problem-solving skills.
Advanced proficiency in Microsoft Excel; strong PowerPoint and financial presentation skills preferred.
Excellent verbal and written communication skills.
Ability to manage multiple priorities and deadlines in a fast-paced, multi-entity environment.
High attention to detail and commitment to accuracy and data integrity.
CPA or CPA-track preferred.
Experience in a multi-company or multi-division environment.
Familiarity with ERP systems, reporting tools, and financial consolidation systems.
Experience with Board reporting, audit support, tax support, transfer pricing, and borrowing base reporting.
Knowledge of banking covenant reporting and government reporting requirements.

Quick Apply

Refine Your Search

financial analyst/advisor jobs in milwaukee wi

Financial Reporting & Compliance Analyst

Registered Client Relationship Analyst

Commissions Data Analyst

Senior Finance Analyst

Account Transaction Specialist

Wealth Management -Client Service Analyst

Advisor, Compensation & Benefits

Analyst Senior, Implementation

Procurement Contract Services Negotiator / Senior Contract Analyst

Sr Tax Analyst

Implementation Specialist

CAPITAL FINANCE MANAGER

Senior Specialist, Business Analysis

Institutional Sales Coordinator

Client Service Associate - NR

Director Investor Relations

Health Provider Revenue Cycle Manager

Fractional CFO

Project Management Consultant - Technology

Tax Senior, Legal Business Services - Technology

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