109 finance associate jobs at 70 companies in Monroe, WI
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Finance Specialist - Payroll
Madison, Wisconsin, United States
OnsiteFull Time
7+ YOERequires 7+ years payroll/accounting experience, associate or bachelor in accounting, strong payroll knowledge, GAAP, advanced Excel, payroll software administration, confidentiality and communication skills.
Microsoft Office, Microsoft Excel
1mo
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Senior Coordinator, Finance Support (Hybrid)
Greenville or Richardson or Cedar Rapids or Farmington or Rockford
$53k-$101k/yr HybridFull Time
6+ YOEAssociates degree plus 6+ years payroll/timekeeping/finance/auditing experience; intermediate Microsoft Word and Excel (VLOOKUP, pivot tables); knowledge of federal/state wage laws; U.S. citizenship required.
Microsoft Word, Microsoft Excel, SAP, EV5, WorkDay, ServiceNow
2mo
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Corporate Associate - Commercial Finance
Chicago or Indianapolis or Madison or Milwaukee or St. Louis or Phoenix
$175k-$280k/yr HybridFull Time
3+ YOE3+ years experience on sophisticated commercial loan transactions, strong drafting and analytical skills, excellent academics, and ability to collaborate; submit cover letter, resume, and law school transcript.
4w
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Accounts Receivable Associate
Cottage Grove, Wisconsin, United States
OnsiteFull Time
Perform accounts receivable, collections, reconciliations, reporting; high school diploma required, associate degree in accounting/finance preferred; strong communication, attention to detail, ability to work independently.
2d
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Accounting Associate
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOEBachelor's in business/finance/accounting required; minimum 2 years accounting experience preferred; proficiency with Microsoft Office and Excel; strong accounting knowledge; able to lift 25 lbs and perform desk tasks.
Microsoft Office Suite, Microsoft Excel
1mo
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AR Associate
Madison, Wisconsin, United States
HybridFull Time
Associate degree or equivalent experience; AR experience preferred (3+ years). Requires Excel and Word proficiency, strong verbal/written skills, attention to detail, Epicor experience a plus, and ability to handle deposits, collections, and customer communications.
Epicor, Microsoft Excel, Microsoft Word
3w
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Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete.
1mo
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Associate, Advisor
Madison, Wisconsin, United States
$60k-$70k/yr HybridFull Time
0+ YOE0-4 years relevant experience; bachelor's degree preferred or required; pursuing or completed CFP®, CFA, or JD; Series 65 or able to complete within 90 days; organized, detail-oriented, strong communication and initiative.
1mo
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Associate, Advisor
Madison, Wisconsin, United States
$60k-$70k/yr OnsiteFull Time
0+ YOEBachelor's degree required; 0-4 years relevant experience; pursuing or completed CFP/CFA/JD; Series 65 required or obtainable within 90 days; strong communication, organization, and financial planning skills.
6d
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Actuarial Associate
Minnetonka or Madison
$89k-$127k/yr HybridFull Time
5+ YOEBachelor's degree, ASA designation, 5+ years experience, strong actuarial analysis, statistical modeling, and forecasting skills; healthcare actuarial experience preferred.
4w
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
3w
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.
2w
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Tax Senior Associate
Madison, Wisconsin, United States
$75k-$99k/yr OnsiteFull Time
2+ YOE4-year degree required; license-eligible CPA, law license, or Enrolled Agent preferred. Minimum 2 years public accounting tax compliance experience. Strong communication, time management, project and analytical skills. Microsoft Suite proficiency. U.S. work authorization preferred.
Microsoft Suite
2w
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Assurance Associate - Fall 2027
Madison, Wisconsin, United States
$62k-$74k/yr OnsiteFull Time
BA/BS required (accounting preferred); ability to travel up to 25%; strong communication and MS Office skills; minimum 3.0 GPA preferred.
Microsoft Office
1w
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Accountant Associate
Rockford, Illinois, United States
$58k-$70k/yr OnsiteFull Time
3+ YOEBachelors in accounting/finance or equivalent, 3–5 years accounting experience, payroll experience preferred, Excel and Abila/MIP proficiency preferred, nonprofit/grant accounting and GAAP knowledge.
Microsoft Excel, Abila accounting system, Abila/MIP Fund Accounting
1mo
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Wealth Management Associate
Middleton, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and Series 66 (or Series 63 and Series 65); four-year degree preferred; strong MS Office/Excel skills; leadership, client service, and product knowledge.
Microsoft Office, Microsoft Excel, MS Online
2w
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Accounts Receivable Associate
Beloit, Wisconsin, United States
OnsiteFull Time
1+ YOEProcess invoices, apply payments, reconcile accounts, monitor collections; high school diploma required; 1+ years AR or accounting experience; ERP and MS Office proficiency; knowledge of government payment systems a plus.
IPP, WAWF, Taulia, Oracle, Exostar, ERP, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Wealth Management Associate
Middleton, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and Series 66 (or Series 63 and 65); four-year degree or professional certification preferred; strong client service, leadership, MS Office/Microsoft Excel proficiency.
Microsoft Office, Microsoft Excel, Microsoft Online
2w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Microsoft Office, Salesforce
2w
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Client Services Associate
Mt. Carroll, Illinois, United States
$17-$23/hr OnsiteFull Time
High school diploma or GED, age 18+, customer service experience; 6-12 months teller experience preferred. Ability to process transactions, open accounts, and maintain regulatory compliance.
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