Current jobs related to Senior Financial Professional - Milwaukee, Wisconsin - Tandym Group


  • Milwaukee, Wisconsin, United States PNC Financial Services Group, Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Services Professional to join our team at PNC Financial Services Group, Inc.About the Role: As a Personal Banking Specialist, you will be responsible for engaging customers in sales conversations to identify appropriate financial solutions. You will work closely with customers to understand their...


  • Milwaukee, Wisconsin, United States Creative Financial Staffing Full time

    VP of Finance OpportunityCreative Financial Staffing is seeking a seasoned finance professional to lead the finance division of a global, publicly traded manufacturing company. This is a key position within the division and company, and holds a lot of influence.Why Work for the Company?Stable and growing company with tremendous professional growth and...


  • Milwaukee, Wisconsin, United States Truity Partners Full time

    Senior Financial AnalystTruity Partners is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to our business units.Responsibilities:Assist in the development of consolidated annual and monthly forecasts.Collaborate with FP&A...


  • Milwaukee, Wisconsin, United States Truity Partners Full time

    Senior Financial AnalystTruity Partners is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance team, you will be responsible for providing financial analysis and insights to support business decisions.Key Responsibilities:Assist in the development of consolidated annual and monthly forecasts.Collaborate with...


  • Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Job Title: Certified Financial Planning InternAt Northwestern Mutual, we are committed to building a talented team of professionals who share our passion for delivering exceptional financial services. As a Certified Financial Planning Intern, you will play a key role in providing financial planning services to our clients and developing your skills in...


  • Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Job Title: Certified Financial Planning InternJoin Northwestern Mutual Life Insurance as a Certified Financial Planning Intern and embark on a rewarding career in financial services. As a member of our home office team, you will provide financial planning services to our financial representatives and gain hands-on experience in investment research, portfolio...


  • Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Job Title: Certified Financial Planning InternJoin Northwestern Mutual Life Insurance as a Certified Financial Planning Intern and embark on a rewarding career in financial services. As a member of our home office team, you will provide financial planning services to our financial representatives and gain hands-on experience in investment research, portfolio...


  • Milwaukee, Wisconsin, United States Fiserv Full time

    Senior Financial Analyst Job DescriptionFiserv is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a critical role in overseeing global processes related to capital expenditure forecasting, consolidating, and reporting.Key Responsibilities:Deliver financial planning and reporting...


  • Milwaukee, Wisconsin, United States Farther LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team to deliver exceptional results for our clients.As a pioneering member of our advisor team, you'll have the autonomy to...


  • Milwaukee, Wisconsin, United States U.S. Bank Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team as a Mutual Fund Administrator. In this role, you will be responsible for supporting the day-to-day financial and compliance operations of a mutual fund, exchange-traded fund, closed end fund, and/or business development company client.Key ResponsibilitiesMonitor a...


  • Milwaukee, Wisconsin, United States A. O. Smith Corporation Full time

    About A. O. Smith CorporationWe are a leading manufacturer of water heating and water treatment technologies, with a rich history spanning 150 years. Our company has grown to become a $3.9 billion global enterprise, employing over 13,000 individuals who share a commitment to innovation and excellence.As a company, we value integrity, continuous improvement,...


  • Milwaukee, Wisconsin, United States TEKsystems Full time

    At TEKsystems, we're seeking a seasoned Senior Financial Operations Specialist to join our team in the Glendale Office in Milwaukee. This is an exceptional opportunity to leverage your financial expertise to drive business growth and excellence.The ideal candidate will possess a strong background in financial analysis, budgeting, and forecasting, with a...


  • Milwaukee, Wisconsin, United States Vaco Full time

    Job Title: Senior Financial AnalystVaco is seeking a highly skilled Senior Financial Analyst to join our team in the Milwaukee, WI area. This is a direct hire role with our client.Key Responsibilities:Provide in-depth analysis to the FP&A team and support the Sales VPs in partnership with the Sales Finance team.Identify opportunities for profit improvement...


  • Milwaukee, Wisconsin, United States Wintrust Financial Corporation Full time

    Senior Commercial Banker Job DescriptionWintrust Financial Corporation is seeking a highly skilled Senior Commercial Banker to join our team. As a Senior Commercial Banker, you will be responsible for managing and growing an existing portfolio of commercial banking customers, expanding existing customer relationships, and developing new business.Key...


  • Milwaukee, Wisconsin, United States Reilly Penner & Benton LLP Full time

    Job OpportunityReilly, Penner & Benton LLP is seeking a highly skilled Senior Financial Analyst to join their team.The ideal candidate will possess strong financial acumen and excellent analytical skills. This role involves maintaining financial records, analyzing data, and ensuring compliance with relevant regulations.Key Responsibilities:Prepare and...


  • Milwaukee, Wisconsin, United States Rockwell Automation Full time

    Rockwell Automation: A Global Leader in TechnologyAt Rockwell Automation, we're committed to helping manufacturers become more productive, sustainable, and agile. Our team of over 28,000 employees is dedicated to making a positive impact on the world.About the RoleWe're seeking a highly skilled Senior Financial Analyst to join our team. As a key member of...


  • Milwaukee, Wisconsin, United States Hotels Central Accounting Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Director to join our team at Hotels Central Accounting. As a key member of our leadership team, you will be responsible for guiding our financial planning and analysis function, providing strategic advice to our President and Executive Leadership Team, and overseeing the preparation...


  • Milwaukee, Wisconsin, United States Wintrust Financial Corporation Full time

    Senior Commercial Banker OpportunityWintrust Financial Corporation, a leading financial holding company, is seeking a seasoned Senior Commercial Banker to join our team. As a key member of our commercial banking team, you will be responsible for managing and growing an existing portfolio of commercial banking customers, expanding existing customer...

  • Senior Credit Analyst

    2 weeks ago


    Milwaukee, Wisconsin, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Credit Analyst to join our team at BMO Financial Group. As a key member of our commercial banking team, you will be responsible for analyzing and evaluating credit information to support lending decisions and processes.Key ResponsibilitiesConduct thorough credit analysis and risk assessments to inform lending...


  • Milwaukee, Wisconsin, United States Regal Rexnord Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Regal Rexnord. As a key member of our Gearing Division, you will play a critical role in optimizing and executing financial planning, reporting, and analysis to support our continued growth.Key ResponsibilitiesSummarize and present financial results, along with key sales...

Senior Financial Professional

2 months ago


Milwaukee, Wisconsin, United States Tandym Group Full time

A professional services firm, Tandym Group, is currently seeking an experienced Senior Accountant for a promising Senior-level opportunity with their growing team.

**Key Responsibilities:**

  • Plan, execute, and complete engagements in a timely and efficient manner.
  • Prepare complex individual, fiduciary, partnership, and/or corporate income tax returns for clients.
  • Review individual, fiduciary, partnership, and/or corporate income tax returns for clients.
  • Manage communication with clients and direct team members in same.
  • Correspond with taxing authorities to address inquiries and proposed adjustments.
  • Analyze all engagements to identify key points of technical focus and required procedural changes, as necessary.
  • Perform other duties, as needed.

**Qualifications:**

  • 2+ years of Accounting experience.
  • Bachelor's Degree in Accounting.
  • Experience in a Public Accounting setting.
  • Microsoft Excel proficient.
  • Proven skills in Project Management.
  • Solid analytical and problem-solving skills.
  • Great interpersonal skills.
  • Excellent communication skills (written and verbal).
  • Strong attention to detail.
  • Highly organized.

**Desired Skills:**

  • CPA or parts passed.