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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.


Financial Risk Analyst - Robert W. Baird 

The Financial Risk Management team applies strong analytical capabilities, critical thinking skills, technological prowess, and capital markets expertise to deliver business insights that help identify, assess, and manage—in partnership with internal stakeholders—key financial risks across Baird. The Financial Risk Analyst role is broad in scope and covers the areas of market, credit, and liquidity risks, with a primary focus on the firm’s equity and fixed income capital markets businesses. The position can be based in Milwaukee, Chicago, or Louisville, KY.

CLICK HERE TO VIEW FULL JOB DESCRIPTION & APPLY


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: Accountant I - Engineering Administration Job Group: Professional & Scientific Required Minimum Qualifications: Bachelorâ??s degree Preferred Qualifications: Bachelor's degree in Accounting, Finance, or related field Experience with Workday Strong experience with Excel including sorting, filtering, and pivot tables Experience working with grants/contracts on a financial level Job Description: Summary Applies generally accepted accounting principles and procedures in working with specialized accounting records and reports. Assembles, analyzes, and reconciles data and transactions. Processes financial transactions within university financial systems. Prepares statements and reports relating to an assigned area of responsibility. Monitors records of past and present operations. Example of Duties â?¢ Prepares both standard and non-standard accounting reports and statements, such as detailed cost and financial analysis, forecasts, and projections reflecting interrelationships of accounting data. â?¢ Prepares or assists in preparation of special accounting studies. â?¢ Interprets data and points out trends or deviations from standards. â?¢ Identifies informational needs of management and revises or refines account structures or data accordingly. â?¢ Prepares intricate journal entries, maintains complex ledgers, prepares detailed cost accounting information, and reconciles and analyzes reports and ledgers. â?¢ Decides proper handling of financial transactions and approves transactions within designated limits. â?¢ Interprets accounting data, analyzes reports, and recommends action to be taken. â?¢ Advises and counsels on complex accounting matters to the department and/or university staff. â?¢ Implements changes in procedures affecting assigned function. â?¢ Monitors compliance with generally accepted accounting principles and university regulations. â?¢ Reviews computer reports for errors or inconsistencies; investigates and corrects the problem. â?¢ Keeps informed by researching and evaluating appropriate professional and related legal literature as assigned. â?¢ Provides training to campus users as required. Level Guidelines â?¢ Individual contributor position with developing professional and/or technical skills working under immediate to general supervision â?¢ Grasps professional-level knowledge and concepts of field while working in a progressive learning mode â?¢ Works on problems and issues of somewhat limited scope â?¢ Follows standard practices and procedures in analyzing situations or data for which answers are available or can be obtained â?¢ Responds to inquiries and issues, escalating to manager or higher level workers as appropriate â?¢ May lead projects of limited scope and complexity â?¢ May provide guidance to students 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: July 26, 2021 Posting Close Date: August 9, 2021 Job Requisition Number: R5722
  • Ames, Iowa, Position Information: Position Title: Accountant I/II Job Group: Professional & Scientific Required Minimum Qualifications: Accountant I: Bachelor's degree Accountant II: Bachelor's degree and 2 years of related experience Preferred Qualifications: Bachelors Degree in Accounting Experience with Microsoft office Customer service experience in high volume office setting environment 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 I/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 filled as either an Accountant I or II. To qualify for the Accountant II, the candidate must have a Bachelorâ??s degree and 2 years of related experience. The Accountant II is a pay grade PS807. In addition to the Accountant I duties, the Accountant II handles more complexity and higher level of duties of the awards within their portfolio. 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: July 20, 2021 Posting Close Date: August 3, 2021 Job Requisition Number: R5690
  • 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. As a part of our national advisory team in Chicago, you will be an integral part in supporting accounting advisory projects in NYC, DC, Boston, SF, and Seattle. We are looking for someone who is passionate about delivering unique solutions around corporate transactions, financial reporting, and technical/operational accounting to our Fortune 500 clients across the country. This is an entrepreneurial role in a rapidly growing firm where you can have an immediately positive impact. Responsibilities: Provide guidance on all areas involving accounting/finance functions to include: financial reporting, operational accounting, technical accounting, transactions 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 Create presentations that effectively inform and influence client decisions Act as role model, supervisor, coach, and mentor to Managing Consultants, Senior Consultants and Consultants on projects and within coaching families Manage teams and individuals by tracking and directing performance against objectives Develop timely resolutions to issues, risks, and project team conflicts Foster a spirit of collaboration among team members Willingness to travel domestically up to 50% post-COVID (role will be remote to begin) Required Experience & Qualifications: 5+ years of experience advising commercial companies in one or more of the following areas: Financial Reporting (e.g. SEC reporting, restatements, correction of errors, 10-K, 10-Q) Operational Accounting (e.g. streamlining monthly close process, preparing/facilitating the external audit process, improving FP&A functions) Implementing new accounting policy (e.g. ASC 606 revenue recognition, ASC 842 leases) Prior experience in professional services (public accounting or advisory firm), preferably at the "Big Four" or global management consulting firm (e.g. Ernst & Young, Deloitte, KPMG, PWC, Navigant, FTI, Accenture, IBM) In depth knowledge of accounting standards (U.S. GAAP and/or IFRS) Consistent success in building and developing strong client relationships Strong leadership skills with the ability to foster an environment of collaboration and excellence Detail oriented 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 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 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: finance optimization, operations improvement, business process improvement, change management, program or project management, data analytics, robotic process automation (RPA) Certifications Desired: CPA, CIA, CFA, CA, CISA, CISM, CIPP, PMP 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. As a part of our national advisory team in Chicago, you will be an integral part in supporting accounting advisory projects in NYC, DC, Boston, SF, and Seattle. We are looking for someone who is passionate about delivering unique solutions around corporate transactions, financial reporting, and technical/operational accounting to our Fortune 500 clients across the country. This is an entrepreneurial role in a rapidly growing firm where you can have an immediately positive impact. Responsibilities: Provide guidance on all areas involving accounting/finance functions to include: financial reporting, operational accounting, technical accounting, transactions Participate in and/or lead teams providing Accounting Advisory services Communicate effectively with clients to convey project findings, updates, and recommendations Create presentations that effectively inform and influence client decisions Prepare high-quality deliverables for management review Collaborate with CrossCountry and client team members regarding business issues and potential solutions Assist Managing Consultants with project administration (e.g. project setup and planning, budgeting, account management, billing, etc.) Foster a spirit of collaboration among team members Participate in advancing the firm and Accounting Advisory practice through committees and internal initiatives (e.g. recruiting, business development, marketing, etc.) Willingness to travel domestically up to 50% post-COVID (role will be remote to begin) Required Experience & Qualifications: 3+ years of experience advising commercial companies in one or more of the following areas: financial reporting, operational accounting, implementing new accounting policy Prior experience in professional services (public accounting or advisory firm), preferably at the "Big Four" or with a management consulting firm In-depth knowledge of accounting standards (U.S. GAAP and/or IFRS) Consistent success in building and developing strong client relationships Strong leadership skills with the ability to foster an environment of collaboration and excellence Detail oriented 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 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 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: finance optimization, operations improvement, business process improvement, change management, program or project management, data analytics, robotic process automation (RPA) Certifications Desired: CPA, CIA, CFA, CA, CISA, CISM, CIPP, PMP Education: Bachelor's degree (or higher) in Accounting, Finance, Information Systems, or similar business or 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. 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 50% 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.