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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: Accountant II/III â?? Accounts Receivable Job Group: Professional & Scientific Required Minimum Qualifications: Bachelor's degree and 2 years of related experience Preferred Qualifications: Bachelorâ??s degree in accounting or finance Experience managing a high work load and effectively using time to meet deadlines Experience with and knowledge of accounting principles, account reconciliation, fiscal controls and financial software systems Experience with compliance and reporting in accordance with state, federal and IRS regulation Designation as Certified Public Accountant (for Accountant III position) Job Description: The Accounts Receivable Office at Iowa State University is seeking candidates for an Accountant II/III position. The position will independently administer and reconcile university, federal and private funds as well as provide customer service to our students, parents, external customers, and university departments. This position will be responsible for all fiscal aspects of the department including: reconciliation, operational accounting journals, cash management, regulatory compliance, and audit assistance. This position will complete the financial reconciliation for institutional funds and provide monthly in-depth financial reporting concerning regulatory requirements of the U.S. Department of Education, Iowa Board of Regents, Senior Administration of Iowa State University and the Government of the Student Body. This position is expected to be the fiscal expert for the department and will advise university departments, senior management, internal and external auditors to ensure compliance with all University fiscal policies. This position will oversee transactions related to the operations of the Accounts Receivable Office. The incumbent will train university department staff relating to fiscal duties. This position will provide students, parents, employees and outside customers with information relating to billing, financial aid, payment options and their implications on enrollment and graduation. To qualify for the Accountant III position, the candidate must have a Bachelorâ??s degree and 5 years of related experience . In addition to the duties listed above, the Accountant III will have designation as a Certified Public Accountant and be responsible for creating financial processes and supporting audits/reviews. Responsibilities also include creation of accounting spreadsheets; review of accounting transactions and revenue/expense allocations, interpretation and preparation of reports regarding department and university financial activity. The successful candidate will possess strong organizational skills along with the ability to create complex spreadsheets using standard software. An in-depth understanding of accounting systems is essential due to the variety and complexity of the accounting functions performed. The candidate will possess excellent interpersonal communication skills to effectively provide customer service to students, parents, faculty, staff, vendors, and other account administrators. A strong work ethic and the ability to work independently along with working productively in a team setting. Appointment Type: Regular Number of Months Employed Per Year: 12 Month Work Period Time Type: Full time Pay Grade: PS807 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 15, 2021 Posting Close Date: April 29, 2021 Job Requisition Number: R4711
  • 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, DePaul University Job Identification: 55 Locations: , , , , Job Schedule: Full time Job Category: Finance and Accounting Multicultural Statement At DePaul University, we are looking for candidates who want to join us in our mission to provide access to education for all. Successful candidates welcome ideas and perspectives from colleagues and students representing a wide variety of cultures, backgrounds, religious beliefs, and experiences. We seek collaborative, open-minded and hard working professionals to work in a real world urban learning environment. Are you exceptional, yet modest and open to challenges? We seek achievers and leaders that want to bring their passion and skills to our well-respected community of approachable colleagues. Build your career with us. General Summary The Senior Accountant - Restricted Accounting is responsible for reviewing, reporting, analyzing, and interpreting complex grants-related accounting information and for monitoring compliance with sponsor and regulatory, GAAP and good internal control requirements. This position also serves as the Restricted Accounting lead on various grant audits and other special regulatory compliance. This position monitors related PeopleSoft system interfaces and budget controls and produces year-end audit work papers and monthly and annual analyses for assigned Statement of Activity and Balance Sheet Accounts. Education & Experience Bachelor's degree in Accounting or a related degree with equivalent experience. Minimum 2-5 years experience in Accounting. Preferred Requirements Blue Sky or other ERP experience. Prior experience with federal, state, and local regulatory requirements for grants. CPA or MBA Financial Responsibilities Manage 1/3 to1/2 of University's 200-300 grants accounts. Additional Information For consideration, please include a resume and cover letter. Salary & Benefits Package: DePaul offers a comprehensive package including competitive pay and benefits to attract and retain the best talent in order to further the University's mission. For more information, please visit the following pages: Full Benefits Part-Time Benefits Required Background Check: Employment at DePaul University is contingent on passing a background check. Only final candidates who are extended an offer of employment will undergo a background check. Title IX Contact Information Federal Title IX policy requires that all colleges and universities make known the contact information for the person responsible for coordinating its efforts to comply with Title IX responsibilities. At DePaul University, the Title IX Coordinator is Kathryn Statz. Her office is located in Lincoln Park on the 3rd floor of the Student Center, 2250 N. Sheffield Avenue. She can be reached at 312-362-8970, or titleixcoordinator@depaul.edu. DePaul University is an Equal Opportunity / Affirmative Action employer . All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, age, marital status, physical or mental disability, protected veteran status, genetic information or any other legally protected status, in accordance with applicable federal, state and local EEO laws. PI134289139
  • Chicago, Illinois, DePaul University Job Identification: 18 Locations: 1 E. Jackson Blvd, Chicago, IL, 60604, US Job Schedule: Full time Job Category: Finance and Accounting Multicultural Statement At DePaul University, we are looking for candidates who want to join us in our mission to provide access to education for all. Successful candidates welcome ideas and perspectives from colleagues and students representing a wide variety of cultures, backgrounds, religious beliefs, and experiences. We seek collaborative, open-minded and hard working professionals to work in a real world urban learning environment. Are you exceptional, yet modest and open to challenges? We seek achievers and leaders that want to bring their passion and skills to our well-respected community of approachable colleagues. Build your career with us. General Summary The Accountant is responsible, under supervision, for reporting, analyzing, and interpreting accounting information. The Accountant is also responsible for ensuring compliance with GAAP accounting and general internal control. Reporting requirements include provision of accurate, timely and complete data and financial reporting using the PeopleSoft system. The individual is also responsible for producing year-end audit work papers and monthly and annual analysis for the assigned Statement of Activity and Balance Sheet accounts. The position works with the development and enforcement of selected University financial policies and procedures, participates in People Soft patch testing and upgrades, and helps identify areas for process improvements. The position has frequent contact with multiple departments throughout the university. Education & Experience Bachelor's degree in Accounting. Minimum 1-2 years experience in Accounting, Audit, or Finance. Preferred Requirements PeopleSoft or other ERP experience. Financial Responsibilities Dollar Amount - This position is responsible for reconciliations, processes, and procedures on accounts totaling over $150 million in assets. Contacts - This position independently provides guidance on GAAP and compliance on policies and procedures to individuals at various levels throughout the university. Payments - This position is authorized to review and approve university wide payment requests. Information - This position requires access to information that is considered confidential. This may include employee, student, or university information. DePaul University is an Equal Opportunity / Affirmative Action employer . All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, age, marital status, physical or mental disability, protected veteran status, genetic information or any other legally protected status, in accordance with applicable federal, state and local EEO laws. PI133251982