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NABA Milwaukee Job Board

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Featured job postings are available for our chapter partners. Contact Sydney Nelson to learn more at Sydney4naba@gmail.com.


Portfolio Analyst EQ 2 (Menomonee Falls-Based) - Wells Fargo

At Wells Fargo Asset Management, we put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to help meet clients’ goals. With more than $607 billion in assets under management and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe—be it institutions or intermediaries whose focus on the client is akin to our own.

The Heritage Growth Equity Team at Wells Fargo Asset Management is seeking to hire an equity research analyst. Conducts research for the Heritage Growth Equity Team. Applies the team’s pure growth research approach of Robust, Sustainable, and Under-appreciated to analyze individual stocks. Based on findings, makes buy, sell, and hold recommendations.

CLICK HERE TO VIEW FULL JOB DESCRIPTION & APPLY


Tax Analyst (Milwaukee-Based) - Robert W. Baird 

The Tax team is responsible for external and internal corporate tax reporting, compliance, provision and audit defense as well as providing strategic consulting for the Firm. The team today consists of one director, one manager, three senior analysts, and two interns. This role will report to one of the Senior Tax Analysts and is a result of growth and development within the team. Tax is viewed internally as a ‘value generating’ function. Tax has significant interaction with other associates within the Finance Team and other Corporate Resource Groups to achieve these primary objectives.

The Tax Analyst supports the overall function through assisting with the federal income, multi-state income and indirect tax compliance effort and being involved in many other tax projects and initiatives.

CLICK HERE TO VIEW FULL JOB DESCRIPTION & APPLY


Financial Analyst - Reporting (Milwaukee-Based) - Robert W. Baird 

The Finance Reporting team manages the monthly financial close process and the presentation and distribution of external and internal financial statements. The team prepares annual audited financial statements and disclosures and serves as the primary liaison between the firm and its outside corporate auditors. The team also prepares recurring and periodic regulatory reports filed with various governmental agencies and serves as the primary liaison between the firm and regulatory examiners from the SEC and FINRA. Reporting oversees the preparation and ongoing management of the firm’s key accounting policies and monitors rule changes and/or new filing requirements. The team provides advisory services to Baird’s businesses, CRG groups and has significant interaction with the other Finance teams on accounting and regulatory guidance surrounding new business initiatives and events, new products, and significant transactions.

The Financial Analyst – Reporting supports the Senior Financial Analysts in the preparation of financial close, balance sheet reconciliations, internal reporting, internal client requests, along with ad hoc initiatives and improvement efforts.

CLICK HERE TO VIEW FULL JOB DESCRIPTION & APPLY


Sr. Treasury Analyst (Milwaukee-Based) - Robert W. Baird 

The Treasury team is responsible for monitoring Baird’s liquidity and balance sheet, cash flow, funding sources and uses, foreign currency exposures and returns on capital. The Treasury team works closely with outside credit providers and other groups within Baird, including risk management, operations and capital markets, to support Baird’s growing business. The Treasury team prepares forward looking models supporting future financing decisions and dividend policies, oversees hedging strategies and manages Baird’s balance sheet including cash and debt activity.

CLICK HERE TO VIEW FULL JOB DESCRIPTION & APPLY


Financial Analyst - FP&A (Milwaukee-Based) - Robert W. Baird 

This role supports our Asset Management business unit (AM) and Baird’s Corporate Resource Groups (CRG). By using key metrics and operating results, the team provides financial analysis and advice to assist with operating and strategic decisions. In addition to current results, FP&A-CRG/AM prepares forward looking information including the budget to illustrate future trends in the business. The team works with other Baird departments gathering information to evaluate trends and business opportunities.

CLICK HERE TO VIEW FULL JOB DESCRIPTION & APPLY


NABA Milwaukee Area Jobs

  • Ames, Iowa, Position Information: Position Title: SPA Accountant Job Group: Professional & Scientific Required Minimum Qualifications: Bachelorâ??s degree Preferred Qualifications: Experience in high workload environment Accounting Degree Experience with Microsoft Office including Excel, Access and Word Job Description: The Controllerâ??s Department at Iowa State University is seeking qualified candidates for an Accountant I/II position within the department of Sponsored Programs Accounting. This position will manage the fiscal requirements of assigned contracts and grants. Responsibilities of this position include invoicing sponsors, follow-up and collection of delinquent A/R, filing fiscal reports and other reports by specified deadlines, monitoring accounts, documenting cost share, and reviewing new contracts and grants for applicable fiscal requirements. This position will also provide support to researchers and departmental administrative staff, including advising staff on applicable federal and state regulations and university policies; research various questions/issues and negotiate mutually acceptable solutions; and may also lead special projects. The successful candidate will have exceptional oral and written communication skills, organizational and time management skills, and the ability to comprehend and explain legal documents and regulations. The successful candidate will also work well with others as a team member and a provider of customer service; and will have excellent presentation skills for training seminars given to ISU staff.    The Accountant II will provide excellent customer service by answering complex questions related sponsored programs based upon an overall understanding of federal regulations, ISU costing policy, and other relevant ISU policies. The successful candidate at this level will also have a good understanding of the cost allowability guidelines and administrative regulations included in the OMB Circulars 2 CFR 200 (Uniform Guidance) as well as the ability to interpret those guidelines as they relate to the federal sponsored awards; and the ability to read and understand terms and conditions incorporated into sponsored program agreements and identify those which may affect the financial administration of the award such as reporting requirements, unique cost allowability terms, equipment purchases and ownership. This position will be hired at either the Accountant I or Accountant II level. The Accountant I required minimum qualifications are listed above. Accountant II Required Minimum Qualifications: Bachelor's degree and 2 years of related experience Appointment Type: Regular Number of Months Employed Per Year: 12 Month Work Period Time Type: Full time Pay Grade: PS806 Application Instructions: To apply for this position, please click on â??Applyâ?? and complete the Employment Application. Please be prepared to enter or attach the following: 1) Resume/Curriculum Vitae 2) Letter of Application/Cover Letter If you have questions regarding this application process, please email employment@iastate.edu or call 515-294-4800 or Toll Free: 1-877-477-7485. Original Posting Date: April 7, 2021 Posting Close Date: April 6, 2021 Job Requisition Number: R4634
  • Ames, Iowa, Position Information: Position Title: Accountant I Job Group: Professional & Scientific Required Minimum Qualifications: Bachelorâ??s degree Preferred Qualifications: Bachelorâ??s degree in accounting or finance Experience auditing accounting transactions for compliance with policies, regulations and procedures. Experience in a high-volume, team-oriented accounting environment. Experience which demonstrates knowledge of accounts payable and practices Job Description: The College of Human Sciences at Iowa State University is seeking candidates for an Accountant I. The fiscal officers within the College of Human Sciences Administration budget, monitor, review, and approve financial transactions within the college. This position works under the supervision of the Senior Manager of Budget and Finance. Responsibilities include: Applying generally accepted accounting principles and procedures in processing financial transactions within university financial systems. Monitoring records of past and present operations, assisting college faculty and staff in completing financial transactions, and initiating corrections to past transactions. Submitting changes to payroll costing allocations and projecting the budget impact of staffing changes and unplanned expenditures. The successful candidate will have: Excellent verbal and written communication skills. The ability to exercise good judgement in evaluating requests and reviewing expenditures. Outstanding organizational skills, strong attention to detail, and the ability to work with stakeholders of all levels in order to be effective in this role. Appointment Type: Regular Number of Months Employed Per Year: 12 Month Work Period Time Type: Full time Pay Grade: PS806 Application Instructions: To apply for this position, please click on â??Applyâ?? and complete the Employment Application. Please be prepared to enter or attach the following: 1) Resume/Curriculum Vitae 2) Letter of Application/Cover Letter If you have questions regarding this application process, please email employment@iastate.edu or call 515-294-4800 or Toll Free: 1-877-477-7485. Original Posting Date: April 5, 2021 Posting Close Date: April 19, 2021 Job Requisition Number: R4582
  • Chicago, Illinois, CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations, and technology consulting services to leading organizations facing complex change. We partner with our clients to help them navigate pressing business challenges and achieve goals related to improving operations, minimizing risks, and enabling future growth. Our people are our most valuable asset and our individual differences are our greatest strength. At CrossCountry, we embrace and value our individual experiences, capabilities, talents, and perspectives by fostering and promoting a culture of diversity and inclusion. Join our team where Excellence is a priority, Collaboration and teamwork are the norm, Energy is contagious, and the opportunity to make an Impact is endless. We love to help our clients and our people succeed... and it shows! Click here to see why we were awarded Glassdoor's Best Places to Work Employees' Choice Award for the second consecutive year. At CrossCountry, we share a vision for creating a distinctly new type of advisory firm, one that brings the best aspects from our Big Four and Arthur Andersen roots along with an unwavering commitment to building the right culture. We take pride in our ability to provide customized solutions that fit our client's unique and specific set of needs. As a Director, you will partner with the National Accounting Advisory Partner and be aligned to the National Accounting Advisory service line. You will serve as a member of our leadership team to create, develop, and build our US presence. Companies are constantly faced with evolving accounting standards. In this role, you will lead Team CrossCountry in helping our employees and clients anticipate, understand, and respond to the ever-changing world of accounting policies and standards. You will also be accountable for other practice-related activities, including business development, client relationship management, account management, project oversight, recruiting, and other office operations. Client Delivery Provide high-quality consulting services by taking personal ownership for successfully delivering on client engagements that are fact-driven, solution oriented and meet CrossCountry's standard for quality. Supervise execution teams, providing senior project leadership and managing evolving client management needs for operational and technical accounting such as: Preparation of financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. Support IPO Program Management Assist in the in the design and implementation of new accounting policies and procedures Assess and design reporting processes to adhere to and support SEC reporting (10-K, 10-Q, 8-K etc.) and management reporting requirements Streamline the financial accounting close process; including accelerating and streamlining monthly and quarterly reporting processes Oversee and manage financial reporting and operational system implementations Lead large finance and business transformation initiatives for clients Partner with our clients and delivery teams to enable, lead and manage various technical accounting deliverables Manage client accounts, projects, and engagements, including work plans, staffing, deadlines, and budgets throughout all lifecycle phases - strategy, goal-setting, deliverables, and maintaining an integrated project plan Practice Leadership As a leader for the Accounting Advisory practice, including setting the growth strategy in line with CrossCountry's Core Values and other operational areas: Account management: oversee client engagements, maintain strong relationships with senior client personnel, have a solid understanding of clients' business, and ensure quality of deliverables and satisfaction on engagements Coaching and Development: provide coaching and training opportunities for team members leveraging individual skills and the firm's people first culture. Recruiting and Retention: take an active role in attracting, interviewing, hiring and retaining top talent Thought leadership: share expertise in technical domain(s) with team members and clients, including case studies, white papers, learning materials, and other resources Serve as a key leader in our Accounting Advisory practice by guiding and directing strategic firm initiatives around technical accounting policies and standards Lead marketing and business development efforts in support of creating and building the firm's Accounting Advisory presence Business Development Actively purse business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities Support the business development team with client delivery or sector specific expertise Foster culture of growth and a business development mindset Act as a thought leader in the market Travel Willingness to travel domestically up to 40% Required Experience & Qualifications 15 - 20+ years of relevant accounting experience advising publicly traded companies on various technical accounting policies and standards (e.g. ASC 606, ASC 842, ASC 326) Prior experience in professional services (public accounting or advisory firm), preferably at a large, global accounting firm or with a management consulting firm In depth knowledge of accounting standards (U.S. GAAP and/or IFRS) Desired Experience and Qualifications Certified Public Accountant (CPA) Demonstrated track record of establishing credibility both internally and externally Proven leader with the ability to foster an environment of collaboration and excellence Passionate about building, developing, motivating, and leading others Strong attention to detail with the ability to think from a "big picture" perspective Creativity, confidence, and flexibility High energy, enthusiasm, and an entrepreneurial spirit Education Bachelor's degree (or higher) in Accounting, Business, Finance or other technical discipline #LI-IG1 CrossCountry Consulting provides equal employment opportunities (EEO) to all employees and applicants and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws. A ll qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws.
  • Chicago, Illinois, CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations, and technology consulting services to leading organizations facing complex change. We partner with our clients to help them navigate pressing business challenges and achieve goals related to improving operations, minimizing risks, and enabling future growth. Our people are our most valuable asset and our individual differences are our greatest strength. At CrossCountry, we embrace and value our individual experiences, capabilities, talents, and perspectives by fostering and promoting a culture of diversity and inclusion. Join our team where Excellence is a priority, Collaboration and teamwork are the norm, Energy is contagious, and the opportunity to make an Impact is endless. We love to help our clients and our people succeed... and it shows! Click here to see why we were awarded Glassdoor's Best Places to Work Employees' Choice Award for the second consecutive year. Responsibilities Assists with various Business Transformation projects including (but not limited to): process or finance optimization, operations or performance improvement, business process improvement, change management, program or project management, data analytics, business analysis, system design, Robotic Process Automation (RPA) Helps to identify, assess, and analyze business problems for area of responsibility, where analysis of situations or data requires an in-depth evaluation of variable factors Supports projects across the project lifecycle from current state documentation, gap analysis, requirements gathering, future state design, and implementation across the organizational, process, technology and data dimensions while performing one or more of these areas Possesses knowledge of key business processes (e.g. Procure-to-Pay, Order-to-Cash, Financial Close, etc.) Manages their own work while collaborating with the project lead Defines project strategy, goals, and deliverables that support client goals Develops and helps conduct effective meeting and interviews Provides project status to all stakeholders Excellent communication skills required - must develop, implement, and maintain sources of project information, and communicate and distribute appropriate information to client and team members Identifies issues, risks, and project team conflicts and develops solutions for timely resolution Serve as counterpart to junior client resources Review status, manage schedules, monitor progress, and prepare status reports Assess and escalates project issues to leadership and suggests resolutions Support CrossCountry's leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, training and organizational development Qualifications 5+ years of relevant professional experience advising commercial companies in one or more of the following areas: finance optimization, operations improvement, business process improvement, change management, program or project management, data analytics, robotic process automation (RPA) Prior experience in professional services (public accounting or advisory firm), preferably at a large, global accounting firm or with a management consulting firm Working knowledge of various project management methodologies (e.g. Agile, Scrum, Lean, Waterfall) Business acumen with a strong understanding of accounting and business processes, as well as information systems Consistent success in building and developing strong client relationships Strong leadership skills with the ability to foster an environment of collaboration and excellence Strong attention to detail with the ability to think from a "big picture" perspective Creativity, confidence, and flexibility High energy, enthusiasm and an entrepreneurial spirit Certifications & Technical Experience Desired PMP, CPA, CIA, CFA, CA, CISA, CISM, CIPP Exceptional quantitative and statistical ability, with experience using programming languages (e.g. SAS, MATLAB, R, Python) and data query languages (e.g. SQL) Knowledgeable of reporting/visualization software (e.g. Business Objects, Tableau), databases (e.g. SQL), and/or RPA solutions (e.g. UiPath, Automation Anywhere, Blue Prism) Education Bachelor's degree (or higher) in Business, Finance, Information Systems, Accounting or other technical discipline #LI-SM1 CrossCountry Consulting provides equal employment opportunities (EEO) to all employees and applicants and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws. A ll qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws.
  • Chicago, Illinois, CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations, and technology consulting services to leading organizations facing complex change. We partner with our clients to help them navigate pressing business challenges and achieve goals related to improving operations, minimizing risks, and enabling future growth. Our people are our most valuable asset and our individual differences are our greatest strength. At CrossCountry, we embrace and value our individual experiences, capabilities, talents, and perspectives by fostering and promoting a culture of diversity and inclusion. Join our team where Excellence is a priority, Collaboration and teamwork are the norm, Energy is contagious, and the opportunity to make an Impact is endless. We love to help our clients and our people succeed... and it shows! Click here to see why we were awarded Glassdoor's Best Places to Work Employees' Choice Award for the second consecutive year. COVID-19 update: The safety and well-being of our candidates, employees, and clients continues to be a top priority. We are currently operating remotely while restrictions are in the place and are considering applicants in the following cities: Washington D.C., Chicago, Austin, Dallas, and Houston. Responsibilities Assists with various Business Transformation projects including (but not limited to): process or finance optimization, operations or performance improvement, business process improvement, change management, program or project management, data analytics, business analysis, system design, Robotic Process Automation (RPA) Helps to identify, assess, and analyze business problems for area of responsibility, where analysis of situations or data requires an in-depth evaluation of variable factors Supports projects across the project lifecycle from current state documentation, gap analysis, requirements gathering, future state design, and implementation across the organizational, process, technology and data dimensions while performing one or more of these areas Possesses knowledge of key business processes (e.g. Procure-to-Pay, Order-to-Cash, Financial Close, etc.) Manages their own work while collaborating with the project lead Defines project strategy, goals, and deliverables that support client goals Develops and helps conduct effective meeting and interviews Provides project status to all stakeholders Excellent communication skills required - must develop, implement, and maintain sources of project information, and communicate and distribute appropriate information to client and team members Identifies issues, risks, and project team conflicts and develops solutions for timely resolution Serve as counterpart to junior client resources Review status, manage schedules, monitor progress, and prepare status reports Assess and escalates project issues to leadership and suggests resolutions Support CrossCountry's leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, training and organizational development Required Experience & Qualifications 3+ years of relevant professional experience advising commercial companies in one or more of the following areas: finance optimization, operations improvement, business process improvement, change management, program or project management, data analytics, robotic process automation (RPA) Prior experience in professional services (public accounting or advisory firm), preferably at a large, global accounting firm or with a management consulting firm Working knowledge of various project management methodologies (e.g. Agile, Scrum, Lean, Waterfall) Business acumen with a strong understanding of accounting and business processes, as well as information systems Consistent success in building and developing strong client relationships Strong leadership skills with the ability to foster an environment of collaboration and excellence Strong attention to detail with the ability to think from a "big picture" perspective Creativity, confidence, and flexibility High energy, enthusiasm and an entrepreneurial spirit Additional Experience Desired in One or More of the Following Areas Experience supporting internal audit and/or risk services in one or more of the following areas: internal audit, Sarbanes-Oxley Compliance, governance Experience advising commercial companies in one or more of the following areas: financial reporting, operational accounting, implementing new accounting policy Experience supporting transactions as a result of, or in preparation for, one or more of the following areas: mergers and acquisitions, divestitures, spin-off, carve-out, IPO Certifications & Technical Experience Desired PMP, CPA, CIA, CFA, CA, CISA, CISM, CIPP Exceptional quantitative and statistical ability, with experience using programming languages (e.g. SAS, MATLAB, R, Python) and data query languages (e.g. SQL) Knowledgeable of reporting/visualization software (e.g. Business Objects, Tableau), databases (e.g. SQL), and/or RPA solutions (e.g. UiPath, Automation Anywhere, Blue Prism) Education Bachelor's degree (or higher) in Business, Finance, Information Systems, Accounting or other technical discipline #LI-BF1 CrossCountry Consulting provides equal employment opportunities (EEO) to all employees and applicants and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws. A ll qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws.