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Pricing Strategy Development and Deployment Drive Pricing strategy by providing recommendations that align with market performance and competitive dynamics. Develops tactical and strategic pricing initiatives to maximize overall revenue while ensuring alignment with company objectives. Utilize price realization results, inflationary trends, 80/20 methodology and competiti
Posted 3 days ago
Lead Financial Analyst What you will do Under the general direction of the Director of Financial Operations, our Lead Financial Analyst is responsible for providing in depth financial planning, accounting and business analysis related to the Corporate Function Finance support. Must be able to effectively and professionally work with stakeholders at all levels of the organ
Posted 3 days ago
We Are Inspired to Serve. Join us! This position is located at the Corporate office and will support the planning, forecasting, reporting and analysis for several Communities within the organization. This position will work collaboratively with the Regional Operations Director and help support Community leadership with understanding actual results compared to Plan, and pr
Posted 3 days ago
Perfect opportunity for those seeking financial services or experience in financial planning!
Posted 19 days ago
Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Posted 30 days ago
An employee in this classification performs work of moderate difficulty by overseeing the day to day process flow of students successfully applying for financial assistance. Work is distinguished by the ability to represent the financial aid office at various on campus functions. General supervision is received by the assigned manager. Required Knowledge, Skills & Abiliti
Posted 18 days ago
Job Location Southwest YMCA Greenfield, WI Position Type Part Time   Salary Range $11.00 $13.00 Hourly Description GENERAL FUNCTIONS Under the direction of the Membership Director and in accordance with Association policies, the Member Representative is a subject matter expert on the value of Y memberships and program options. The Member Representative will use their
Posted 23 days ago
The Department of Finance at Marquette University invites applications for a full time, tenure track Assistant Professor position for Fall 2025. Candidates should have a Ph.D., or be close to completing one, in Finance or a related discipline. An ideal candidate will demonstrate potential for publication in high quality journals and have a strong commitment to teaching. D
Posted 1 month ago
Assist in the driving of KPIs for the Financial Planning and Consultation (FPC) team with your assigned target audience. Partner with the FPC leadership team to ensure alignment of objectives and establish expectations for assigned offices and advisors. Engage with advisors and staff in person to provide personalized coaching to master the software and the related process
Posted 3 days ago
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you Are you FIS? About the role The Payment Software Professional Services pr
Posted 15 days ago
Demonstrates an understanding of the Wealth Management Company (WMC) investment philosophy and process, and provides day to day administrative and operational support to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff. Primary Duties & Responsibilities Creates security analyses utilizing Bloomberg,
Posted 3 days ago
Reporting to the Assistant Vice President ( AVP ), the Associate Director of Financial Aid will be a key member of the leadership team providing oversight of customer service and training support to the entire financial aid team. This particular role may directly manage up to five FTEs including one Sr. Assistant Director and three Assistant Directors. This role will work
Posted 3 days ago
Take ownership of assigned customer portfolio, reviewing and following up on overdue accounts professionally through email and collection calls to minimize aging. Recommend, negotiate, and follow up on collection action plans for past due accounts . Work with customers and internal departments to resolve any potential disputes or issues with invoices. Provide regular upda
Posted 1 month ago
Personnel Evaluation, Inc.
- Menomonee Falls, WI / Cedarburg, WI / Mequon, WI
Dealership near Menomonee Falls area looking for an F&I Manager. Responsible for presenting and selling finance, warranty, and insurance products. Accurately submitting all state, federal, and dealer documents in a timely manner. Must have excellent customer service and communication with customers. Prefer candidates who have experience with Maximtrak program. Maintain hig
Posted 8 days ago
Responsible for the operational and performance aspects of the Billing, Insurance Receivables and Cash application Departments. Drive compliance with laws, regulations, and guidelines across all functions. Coordinate activities in the patient financial services department to maximize cash flow through the efficient and compliance driven management of business operations.
Posted 2 days ago
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