Current jobs related to Financial Services Specialist - Eau Claire, Wisconsin - Lutheran Social Service of Minnesota

  • Vice President of Taxation and Financial Management

    2 months ago

    Eau Claire, Wisconsin, United States Agstar Financial Services, ACA Full time

    Position Overview:This role is responsible for the development, implementation, and oversight of AgStar Financial Services' tax and accounting initiatives. The individual in this position will provide strategic guidance regarding the delivery of products and services, ensuring alignment with the organization's growth and profitability objectives. The role...

  • Accounting Specialist

    7 days ago

    Eau Claire, Wisconsin, United States Securian Financial Group Full time

    Financial Reporting and Analysis SpecialistAre you passionate about financial reporting and analysis? Do you have a keen eye for detail and a knack for problem-solving? We're seeking a highly skilled Financial Reporting and Analysis Specialist to join our team at Securian Financial Group.Key Responsibilities:Financial Reporting: Prepare and complete...

  • Accounting Specialist

    4 days ago

    Eau Claire, Wisconsin, United States Securian Financial Group Full time

    At Securian Financial Group, we are seeking a highly skilled Accounting Specialist to play a critical role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements and disclosures.This position requires a strong understanding of GAAP and statutory accounting principles, as well as...

  • Tax Manager

    2 weeks ago

    Eau Claire, Wisconsin, United States Wipfli Full time

    Job Summary:We are seeking a highly skilled Tax Manager to join our Financial Services industry group. As a Tax Manager, you will provide federal tax consulting and compliance services to clients in the banking and financial services industries. You will work directly with clients, manage tax engagement teams, and have access to an elite group of specialists...

  • Client Service Associate

    2 weeks ago

    Eau Claire, Wisconsin, United States Stifel Financial Full time

    Job SummaryThe Client Services Associate plays a vital role in supporting our Financial Advisors in the opening and maintenance of client accounts and records. This position requires a high level of administrative support, including word processing, preparing mailings, filing, and answering phone calls. The ideal candidate will have excellent customer...

  • Financial Services Professional

    1 month ago

    Eau Claire, Wisconsin, United States Baird Full time

    Financial Advisor In TrainingBaird is seeking talented individuals to join our Financial Advisor Training Program (FATP), a comprehensive 5-month training program designed to equip new Financial Advisors with the skills and knowledge necessary to succeed in the industry.Program OverviewThe FATP is a rigorous training program that covers four key areas of...

  • Diversity and Inclusion Specialist

    7 days ago

    Eau Claire, Wisconsin, United States Securian Financial Group Full time

    Job DescriptionWe are seeking a highly skilled and motivated individual to join our team as a Diversity and Inclusion Specialist. This role will play a critical part in shaping our company culture and ensuring that we maintain a workplace that is inclusive and equitable for all employees.Key ResponsibilitiesDevelop and implement strategies to promote...

  • Accounting Analyst

    2 weeks ago

    Eau Claire, Wisconsin, United States Securian Financial Group Full time

    Financial Reporting and Analysis SpecialistAre you passionate about financial reporting and looking to make a significant impact? As a Financial Reporting and Analysis Specialist, you will play a crucial role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements and disclosures....

  • Customer Service Representative

    2 weeks ago

    Eau Claire, Wisconsin, United States Security Finance Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, answering their questions, and resolving any issues they may have.Key ResponsibilitiesProvide outstanding...

  • Water Treatment Specialist

    6 days ago

    Eau Claire, Wisconsin, United States Aquarius Home Services Full time

    Job DescriptionAquarius Home Services is seeking a skilled Water Treatment Specialist to join our team. As a Water Treatment Specialist, you will be responsible for servicing water softeners, RO drinking water systems, and water heaters to ensure they are running at peak performance.Key Responsibilities:Service water softeners, RO drinking water systems, and...

  • Accounting Professional

    3 weeks ago

    Eau Claire, Wisconsin, United States Compeer Financial Full time

    Compeer Financial: Empowering Rural AmericaWe are seeking a talented and motivated individual to join our team as a Tax and Accounting Intern. As a member of our team, you will have the opportunity to work with a dynamic and collaborative group of professionals who are passionate about serving our clients and communities.Job SummaryThis internship will...

  • Tax and Accounting Professional

    4 weeks ago

    Eau Claire, Wisconsin, United States Compeer Financial Full time

    Compeer Financial Tax and Accounting InternshipCompeer Financial is seeking a collaborative and innovative professional to join our team as a Tax and Accounting Intern. This internship will provide the opportunity to learn and develop an understanding of tax return preparation, accounting processing, and consulting services for our clients.Key...

  • Tax and Accounting Professional

    2 months ago

    Eau Claire, Wisconsin, United States Compeer Financial Full time

    Compeer Financial Tax and Accounting Internship OpportunityCompeer Financial is seeking a highly motivated and detail-oriented individual to join our team as a Tax and Accounting Intern. This paid internship provides a unique opportunity to gain hands-on experience in tax return preparation, accounting processing, and consulting services for our clients.Key...

  • Tax and Accounting Professional

    7 days ago

    Eau Claire, Wisconsin, United States Compeer Financial Full time

    Compeer Financial is seeking a talented and motivated individual to join our team as a Tax and Accounting Professional. This is a paid internship that offers a unique opportunity to learn and develop an understanding of tax return preparation, accounting processing, and consulting services for our clients.Key Responsibilities:Assist Tax Consultants with...

  • Tax and Accounting Professional

    1 week ago

    Eau Claire, Wisconsin, United States Compeer Financial Full time

    Compeer Financial Tax and Accounting Internship OpportunityWe are seeking a highly motivated and detail-oriented individual to join our team as a Tax and Accounting Intern. As a member of our team, you will have the opportunity to learn and develop an understanding of tax return preparation, accounting processing, and consulting services for our clients.Key...

  • Financial Career Developer

    6 days ago

    Eau Claire, Wisconsin, United States Baird Full time

    Baird is a leading financial institution seeking highly motivated professionals to join its Financial Advisor Training Program (FATP). This 5-month intensive program is designed to equip new Financial Advisors with the necessary skills and knowledge to succeed in the industry.The program focuses on four key areas: Licensing & Certifications, Wealth Solutions...

  • Sales Leadership Position

    6 days ago

    Eau Claire, Wisconsin, United States Transparent Financial Full time

    Job Title: Outside Sales LeaderJob Description:We are seeking a highly motivated and results-driven Outside Sales Leader to join our team at Transparent Financial. As a key member of our sales organization, you will be responsible for driving new business and expanding our presence in the market.Responsibilities:Develop and execute sales strategies to...

  • Sales Leadership Position

    2 weeks ago

    Eau Claire, Wisconsin, United States Transparent Financial Full time

    {"h1": "Unlock Your Earning Potential", "p": "Are you a driven and ambitious sales professional looking to take your career to the next level? Do you have a passion for building relationships and driving business growth? We are seeking a highly motivated and results-driven Outside Sales Leader to join our team at Transparent Financial. As a Sales Leader,...

  • Financial Advisor Trainee

    2 months ago

    Eau Claire, Wisconsin, United States Baird Full time

    Financial Advisor Trainee OpportunityBaird is seeking talented individuals to join our Financial Advisor Training Program (FATP), a 5-month comprehensive training program designed to equip new Financial Advisors with the skills and knowledge necessary to succeed in the industry.Program OverviewThe FATP is a structured program that covers four key areas of...

  • Sales Leadership Position

    2 weeks ago

    Eau Claire, Wisconsin, United States Transparent Financial Full time

    Unlock Your Earning PotentialAt Transparent Financial, we're expanding our sales team and seeking a highly motivated and results-driven Outside Sales Leader to join our dynamic organization. As a key member of our team, you'll have the opportunity to drive business growth, build a successful sales career, and make a meaningful impact in the lives of our...

Financial Services Specialist

2 months ago

Eau Claire, Wisconsin, United States Lutheran Social Service of Minnesota Full time
Job Summary

Lutheran Social Service of Minnesota is seeking a highly skilled Senior Accountant to join our team. As a key member of our Financial Services Team, you will be responsible for providing exceptional customer service, ensuring accurate and timely financial information, and supporting the mission of our organization.

Key Responsibilities
  • Provide financial data and analysis to support business decisions
  • Ensure compliance with accounting standards and regulations
  • Design and implement internal control procedures to ensure proper transaction recording
  • Manage and maintain accurate financial records and reports
  • Prepare and review financial statements and reports
  • Collaborate with cross-functional teams to achieve business objectives
  • Develop and maintain effective relationships with stakeholders
  • Stay up-to-date with industry trends and best practices
Requirements
  • Bachelor's degree in Accounting or related field
  • Minimum 3+ years of financial accounting and/or auditing experience
  • Strong technical skills in financial data record keeping and financial reporting
  • Excellent customer service and communication skills
  • Ability to work in a team environment and prioritize tasks effectively
Preferred Qualifications
  • Certified Public Accountant (CPA) certification
  • Experience with financial software and systems
  • Strong analytical and problem-solving skills
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance
How to Apply

If you are a motivated and detail-oriented individual with a passion for finance, please submit your application, including your resume and cover letter, to [insert contact information].