Wisconsin

Wisconsin Finance Jobs

27 jobs found

Brand Finance Manager

Trilliant Food Little Chute, WI

12d ago

Full time Manager Marketing Brand

Manager Marketing Brand

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Job Description

Trilliant Food & Nutrition seeks a Brand Finance Manager to partner with its onsite team in Little Chute, Wisconsin. The role turns strategic plans into forecasts, delivers financial insight, and weighs trade-offs across the business unit to drive profitable growth and stronger operational performance.

Responsibilities

Serve as the primary finance partner for the business unit, collaborating closely with the BU Lead and functional leaders.
Provide financial analysis to inform pricing and margin decisions, trade spend and promotional effectiveness, and the profitability of customers, channels, and products, as well as inventory management.
Identify key cost drivers across materials, labor, overhead, and logistics.
Partner cross-functionally to identify drivers behind forecasts, variances, costs, and productivity to strengthen insights and future forecasting.
Support the evaluation of new initiatives, business cases, and growth opportunities.
Lead the BU’s annual budget, rolling forecast, and periodic outlook updates.
Prepare and explain monthly financial results, including variance analysis vs. budget/forecast and highlighting cost drivers and trends; support monthly business reviews with risks, opportunities, and recommended actions.
Help improve forecast accuracy and financial transparency for the BU.
Act as the finance lead for the BU in the Integrated Business Planning (IBP) process, partnering with Demand Planning, Supply Planning, and Production, Materials, and Resource (PMR) planning.
Translate demand and supply scenarios into financial impacts such as revenue, margin, inventory, and net working capital implications.
Support scenario planning by quantifying tradeoffs related to capacity, service levels, inventory positioning, and cost and margin impacts.
Provide financial input and validation during IBP meetings to support fact-based decision-making, balancing margin and liquidity.
Partner with Sales, Marketing, and Operations to understand volume, mix, pricing, and end-to-end cost drivers.
Analyze manufacturing and supply chain impacts on BU financial performance.
Support continuous improvement initiatives by quantifying financial benefits tied to cost reduction, productivity, and efficiency efforts.
Track and report key KPIs, ensuring insights are clear, relevant, and actionable.
Develop and maintain financial models and reporting tools to support BU decision-making.
Identify opportunities to improve financial processes, data quality, and reporting efficiency.
Ensure alignment with finance policies, controls, and standard processes.
Work cross-functionally to ensure financial implications are understood and considered in BU decisions.
Clearly communicate financial information to non-finance stakeholders in a practical, business-focused way.
Escalate key risks or issues to finance leadership as appropriate.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5–7 years of progressive experience in accounting/FP&A supporting a CPG brand, BU, or scaled manufacturing platform.
Proven experience managing and analyzing the full P&L from gross sales to net revenue, with deep exposure to gross-to-net drivers, cost accounting, inventory and working capital management, and margin analysis.
Strong track record partnering cross-functionally with Sales, Marketing, Operations, Cost Accounting, and Supply Chain to support forecasting, budgeting, variance analysis, profitability initiatives, and inventory management.
Solid analytical and financial modeling skills; advanced Excel proficiency and modeling capabilities are essential.
Excellent written and verbal communication skills.
Ownership mindset for the brand.

Technologies

Microsoft Excel
ERP systems
Planning systems

Benefits

Competitive base pay
Comprehensive benefits package

Hours, Location and Pay

This is a full-time onsite role based at our Little Chute, WI manufacturing facility with standard business hours; additional time may be required based on business needs. The position offers a competitive base pay and comprehensive benefits.

Physical and Mental Demands

Frequently required to sit, hear, use hands to type data, and operate a computer and phone.
Close vision and ability to adjust focus; reasonable accommodations available.
Multi-tasking, decision making, problem solving, data comparison and analysis, coordination, and synthesis of information.
Potential exposure to chemicals, heights, loud noises, mechanical equipment, and wet environments.

Safety Statement

Safety is the top priority at Trilliant and Horseshoe. All employees are expected to follow safety practices, proactively stop unsafe acts, and promptly report unsafe conditions.

Disclosures

The statements describe the general nature of work; duties may vary and additional tasks may be assigned as needed.
Responsible for adhering to food safety and regulatory policies, executing SOPs, and reporting concerns to Production or Quality Management.
Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces; all applicants undergo a drug screen and background check.
Participation in E-Verify is required.
EEO/AA including veterans and individuals with disabilities.
Reasonable accommodation requests for any part of the employment process should be directed to HR.
Equal Opportunity Employers.
OECD and UN human rights guidance informs our practices.

About Us

Trilliant Food & Nutrition is a leading, vertically integrated manufacturer of premium coffees and powdered beverages, headquartered in Little Chute, Wisconsin. The company delivers branded and private-label solutions across retail, foodservice, and e-commerce channels. Horseshoe Beverage Company, based in Neenah, Wisconsin, is a premier ready-to-drink beverage manufacturer known for innovation and a vertically integrated supply chain. Our portfolio features Victor Allen’s, Dutch Bros beverages, and Nurri, a better-for-you protein beverage line. We are passionate about beverages and building a team that shares that energy.

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Salaried Financial Advisor

Investment Management Associates Eau Claire, WI

13d ago

$60k - $100k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Responsibilities

Serve and maintain a portion of the owner’s existing book of business, including client meetings, follow-ups, and ongoing financial planning support
Identify opportunities to expand relationships by understanding clients’ goals, values, and life changes
Build trusted, long-term relationships with clients by understanding their financial goals and delivering personalized advice
Prepare, process, and submit all client paperwork accurately and in a timely manner for clients personally advised
Collaborate closely with team members to deliver seamless client experience

Requirements

Series 7 license required, Series 66 license preferred but can be obtained within 6 months of hire date
Prior experience as a Financial Advisor or in a similar client-facing financial services role
Deeply client focused – you care about doing what’s right not just what sells
Organized, detail-oriented, and committed to follow through
Willingness to handle own client paperwork and administrative tasks
Strong communicator who can explain investing and wealth management in a clear approachable way
A team player who values collaboration and contributes positively to workplace culture

Benefits

Competitive base salary with commissions opportunities
Access to an existing book of business to help build recurring revenue
Supportive, relationship-focused work environment
Opportunity to grow within a stable, well-established firm
Potential future opportunity to have ownership in a portion of an existing book of business, subject to performance and mutual agreement

Compensation

Base Salary: USD 60,000 - 100,000 per year
Commission/Bonus Opportunity

Job Types

Full-time
Permanent

Pay

USD 60,000.00 - 100,000.00 per year

Compensation Package

Bonus opportunities

License/Certification

Series 7 (Required)

Ability to Commute

Eau Claire, WI 54701 (Required)

Work Location

In person

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Treasury Manager

Uline Pleasant Prairie, WI

16d ago

Full time Manager Banking Cash Flow

Manager Banking Cash Flow

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Job Description

Uline, a respected name in supply chain solutions, seeks a Treasury Manager to guide a team of treasury analysts from its Pleasant Prairie, Wisconsin campus. This onsite role focuses on leading cash flow efforts, safeguarding liquidity, managing banking relationships, and mitigating currency risk to support Uline's growing North American business.

Responsibilities

Lead and mentor a team of treasury analysts, assigning tasks and ensuring efficient cash flow operations.
Oversee daily cash management and investment activity, along with cash forecasts and liquidity reporting.
Manage banking relationships and advise on fee structures and financial service agreements.
Provide recommendations to manage foreign currency exposure and facilitate currency conversions.
Supervise the issuance of letters of credit and performance bonds.
Streamline treasury processes, strengthen system controls, and ensure compliance with documentation standards.

Requirements

Bachelor's degree (finance, accounting or economics preferred)
Minimum of five years of experience in managing treasury operations and leading teams
Experience overseeing investments and operating in a multi-currency environment
Certified Treasury Professional (CTP) designation preferred

Benefits

Health insurance
401(k) with 6% employer match
Bonus programs
Paid holidays and generous paid time off
Tuition assistance for continuing education

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Careers with potential. Backed by more than 45 years of success, Uline offers opportunities to grow your career within a stable organization you can rely on.

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Insurance Agent with Training

Northwestern Mutual - Greater Springfield Springfield, MA

19d ago

$98k - $132k/yr Full time Advisor Agent Business Development

Advisor Agent Business Development

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Job Description

The Insurance Agent with Training position at Northwestern Mutual - Greater Springfield is an onsite opportunity in Springfield, MA that emphasizes developing long-term client relationships and delivering personalized insurance and financial planning solutions, supported by structured training and sponsorship opportunities.

Responsibilities

Client consultation to understand clients' financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement considerations.
Recommend and implement insurance strategies to protect clients' assets and income.
Provide ongoing support by monitoring financial plans and delivering regular updates, adjusting strategies as circumstances change.
Grow and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

Education: Bachelor's degree.
Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses; training and sponsorship are available.

Benefits

Performance-based bonus
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training and development
Vision insurance
Professional development: Access to ongoing training and sponsorship for advanced certifications
Income potential: Competitive compensation with incentives and no predefined ceiling
Support and mentorship: Dedicated planning team, marketing resources, and experienced mentors
Work-life balance: Flexible scheduling to fit individual lifestyle and goals
Retirement benefits: Company-funded pension and contributions to PFGF, a profit-sharing retirement plan
Impact: Opportunity to guide individuals and families toward financial security and success

Office Location

One Monarch Place, Suite 2100, Springfield, MA 01144

A Glance at Northwestern Mutual

Northwestern Mutual is a Fortune 500 company providing a broad range of financial services to more than 5 million people. As a mutual company, it answers to policyowners rather than Wall Street. Founded in 1857 in Wisconsin, Northwestern Mutual is recognized by Fortune as one of the World’s Most Admired companies in 2024, with a culture dedicated to helping people achieve financial security.

Meet Our Team

Corey Caron – Managing Director
Time with Northwestern Mutual: Since 2001. Corey joined NM as a college intern while attending Western New England University, later transitioning to a full-time Financial Advisor role with experience in Investment Compliance. He currently focuses on recruiting, developing, and mentoring new Financial Advisors in the Downtown Springfield area.
Kim Cavalieri – Financial Advisor
Time with Northwestern Mutual: Since 2008. Began her NM career in fall 2008, quickly establishing a high-performing practice. Recognized as a top producer, NAIFA 4 Under 40 recipient, MDRT member for over a decade, and Female Advisor of the Year through notable recognitions.
Danielle DeLorge – Growth & Development Director & Financial Advisor
Time with Northwestern Mutual: Since 2016. Started as a college intern in June 2016 and advanced to a leadership role within the firm, currently serving as Growth & Development Director and Financial Advisor.

About the Role

As an Insurance Agent at Northwestern Mutual, you will join a team that assists individuals and businesses in reaching their financial objectives through customized insurance solutions and financial planning. The role centers on cultivating enduring client relationships, understanding each client’s unique needs, and delivering tailored financial solutions.

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Financial Management Officer

Thrivent Appleton, WI

19d ago

$82k - $110k/yr Full time Business Development Client Relations Client Service

Business Development Client Relations Client Service

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Job Description

Thrivent is seeking a Financial Management Officer to manage the daily administration of investment management agency and IRA relationships within Thrivent Trust. This onsite role in Appleton, Wisconsin centers on maintaining strong client ties, collaborating with financial advisors, and working with the business development team to uncover growth opportunities and cross-sell solutions.

Responsibilities

Deliver high-quality service to existing clients and Financial Advisors while cultivating new relationships to drive Thrivent Trust growth and profitability.
Provide consistent, excellent client service in writing and speaking, whether in person, by phone, or via Teams or Zoom.
Participate in client meetings as a primary relationship contacts.
Manage client requests for Agencies and IRAs.
Coordinate with external partners (Attorneys, CPAs) and internal teams (Compliance, Investments, Middle Office) to ensure accurate, timely administration and risk management.
Adhere to applicable regulations, including OCC requirements, and follow internal standards, policies, and procedures.
Engage current and prospective clients to identify and secure new business opportunities.
Model Thrivent leadership competencies by demonstrating resiliency, collaboration, and accountability in interactions with clients and colleagues.
Support an environment focused on continuous improvement, exceptional employee engagement, and a steadfast commitment to clients, reinforcing Thrivent’s purpose, promise, and values.

Requirements

Bachelor’s degree in business or a related field.
Minimum of 3 years of experience in trust administration, financial services, wealth management, or a related area.
Intermediate proficiency with Microsoft Office (Excel, Word, Outlook) and video conferencing platforms.
Strong client service or customer service experience.
Basic knowledge of investment products.
Approximately 5% travel required to meet prospective clients, attend meetings, support business development, and nurture long-term partnerships through client and committee engagement.

Technology

Microsoft Excel
Microsoft Word
Microsoft Outlook
Microsoft Teams
Zoom

Benefits

Bonuses and incentives, including annual or long-term rewards
Medical, dental, and vision insurance
Health savings account
Flexible spending accounts
401(k) plan and pension
Life and accidental death and dismemberment insurance
Disability and supplemental protection insurance
20 days of paid time off per year
Sick and Safe Time, 10 company holidays
Volunteer Time Off and paid parental leave
Employee assistance program and well-being benefits
Additional employee benefits

Compensation

The annual base salary range is $81,537 to $110,315, with actual offers determined by factors such as location, experience, and skills.

Location & Travel

Onsite role in Appleton, Wisconsin, with approximately 5% travel to engage with clients and support business development efforts.

Qualifications Snapshot

Required: Bachelor’s degree in business or a related field
Required: At least 3 years in trust administration, financial services, wealth management, or a related field
Required: Proficiency with Microsoft Office and video conferencing tools
Required: Strong client service experience and basic knowledge of investment products
Required: Approximately 5% travel
Preferred: CFP, CTFA, CISP or similar designations; OCC regulatory experience

Additional Information

This position supports flexible work arrangements, allowing on-site and/or remote work from the Appleton, WI area.

Pay Transparency

The listed compensation reflects a full-time role and will be influenced by location, experience, skills, and market factors. Thrivent is committed to equal employment opportunities and accommodating applicants with disabilities upon request.

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Financial Advisor

Resilient Wealth Planning Brookfield, WI

21d ago

$60k - $100k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Resilient Wealth Planning offers a hybridBrookfield, Wisconsin position with competitive pay, direct mentorship from seasoned senior advisors, and a clear path toward senior advisory responsibilities. The Associate Financial Advisor focuses on strengthening client relationships, applying planning recommendations, and advancing along a defined career track within a collaborative, professional culture. Salary ranges from $60,000 to $100,000 per year, plus performance-based incentives.

Responsibilities

Serve as the primary relationship manager for designated client households, ensuring proactive service and engagement.
Conduct regular reviews, refresh financial plans, and implement recommended strategies.
Address ongoing service needs, inquiries, and follow-ups to sustain a high level of client satisfaction.
Deliver an exceptional client experience aligned with the firm's values and planning approach.
Prepare meeting materials, planning analyses, and post-meeting summaries to support informed decisions.
Assist senior advisors with complex planning tasks across retirement, tax, insurance, and estate planning.
Identify planning gaps, uncover opportunities, and schedule proactive touchpoints with clients.
Collaborate with internal teams to provide integrated client solutions and coordinated service.
Engage in referral development and onboarding of new clients to support growth initiatives.
Progress toward leading full client relationships as performance and experience grow.

Requirements

3+ years of experience in wealth management or financial services.
Fully licensed (Series 7 and 66 or equivalent) with CFP not required but preferred or in progress.
Insurance License, Life/Health.
Proven track record of meeting directly with clients and prospects.
Demonstrated interest or experience in business development and relationship growth.
Strong communication, presentation, and interpersonal skills.
Team-oriented mindset with a high level of professionalism.
Desire to grow into a senior advisory role over time.

Benefits

Competitive compensation with performance-based incentives.
Direct mentorship from experienced senior advisors.
Defined career growth path toward senior advisor responsibilities.
Ownership opportunities within the firm.
Collaborative, team-based culture.
Long-term career opportunity within a stable and growing firm.

Why join our team

This role supports the firm’s ongoing growth and long-term succession plans. You will gain exposure to complex planning cases, build meaningful client relationships, and receive coaching to advance your career. If you are ready to take the next step in your advisory career and prefer a role with growth and mentorship over a traditional support position, this is a strong match.

Apply today

Submit your resume and a brief cover note highlighting your experience and interest in this opportunity.

Compensation and location details

Securities offered through Cambridge Investment Research, Inc., a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment adviser. Cambridge and Resilient Wealth Planning are not affiliated.

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Finance Leadership Trainee

Uline Pleasant Prairie, WI

23d ago

Full time Client Relations Communication Customer Service

Client Relations Communication Customer Service

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Job Description

Uline offers a structured path for finance professionals through its three-year Finance Leadership Trainee program, based onsite in Pleasant Prairie, Wisconsin. This immersive program rotates through core finance functions—Collections, Cash Applications, Accounts Payable, Tax, and Credit—while providing mentorship and culminating in a leadership placement upon completion.

Responsibilities

Review customer data and supporting documents such as invoices, tax exemption certificates, and financial statements.
Reach out to customers by phone and email to assist them with financial matters.
Develop leadership skills to guide team performance, deliver strong customer service, and build relationships with internal and external teams.

Requirements

Bachelor’s degree in Finance or Accounting is required.
Proficiency with Microsoft Office.
Able to multitask with strong analytical and problem-solving abilities.
Prior leadership and customer service experience is a plus.

Technologies

Microsoft Office

Benefits

Health insurance
401(k) with employer match
Bonus programs
Paid holidays and paid time off
Tuition assistance program

About ULINE

Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.