Madison, WI

Finance Jobs in Madison, WI

8 jobs found

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1mo ago

Finance Data Analyst

UW Credit Union Madison, WI

Madison, WI

1mo ago Closed

$86k+/yr Full time Analytics Business Analytics Business Intelligence

This position is no longer accepting applications (closed Sep 24, 2026).

Job Description

UW Credit Union is hiring a Finance Data Analyst in Madison, WI to build analytics that translate finance data into actionable insights.

Responsibilities

Use advanced data analysis and visualization tools to translate insights into business processes
Contribute to the creation of new frameworks and data driven solutions
Work with complex datasets to identify trends, patterns, and data-driven recommendations
Apply SQL knowledge, including JOIN and aggregates
Build basic data pipelines using dbt
Create complex visualizations in Tableau
Validate outputs using reasonability checks, comparisons to historical results and benchmarks, end user validation processes, and other team-established methods
Maintain documentation for data structures, measures, metadata, assumptions, models, reports, analyses, and required client-focused training materials
Provide peer review for colleagues’ coding, results, analyses, and other deliverables
Maintain and update existing reports and tools as strategic priorities, external conditions, underlying software, data structures, or end-use workflows change
Collaborate with business partners to define problems and propose initial data-driven solutions
Apply business domain understanding to identify impactful ways to address business problems with data
Partner with business units to understand data needs, refine Use Case criteria, identify data sources, and profile data for appropriateness
Consult analytics clients with oral and written presentations to meetings and leadership
Develop and maintain working knowledge of organizational structure, decision makers, relationships across teams, and market context to optimize client engagement efficiency and success
Forecast workload volume to ensure capacity, set priority guidelines, and negotiate timelines with partners
Collaborate with colleagues by sharing experience and insight, including leading knowledge-sharing sessions with junior analysts
Build relationships with domain peers to understand business mechanics behind the data
Maintain awareness of advancements in analytic technologies
Provide technical assistance to business partners and staff for business intelligence tools
Participate in new vendor evaluations
Support active usage of vendor-provided resources, including technical support, education, compliance, reporting, and user groups
Maintain professional rapport with vendor contacts to facilitate issue resolution and product enhancement progress
Perform other duties as assigned

Requirements

Bachelor’s degree in Information Systems, Computer Science, Data Science, business, or a related field (or equivalent work experience)
Minimum 2 years of data analysis or analytics experience
2-3 years of experience in two or more of the following:
- Code development using SQL
- Performance measure development
- Organization, analysis, and modeling of multiple data sources
- Development of data visualizations, dashboards, KPI’s, etc.
- Tableau development
2-3 years of hands-on database querying experience
Experience in the financial services industry preferred
Advanced verbal and written communication skills
Advanced presentation skills, including storytelling to drive action
Advanced interpersonal skills for effective collaboration and teamwork
Ability to initiate and follow through on complex projects across short- and long-term durations
Advanced organization and time management skills
Advanced analytical, critical thinking, and problem-solving skills
Ability to work with a high degree of independence, assume responsibility for job development and training, research and resolve questions and problems, request leadership input, and keep leadership informed
Advanced skills creating, designing, and developing interactive dashboards and visualizations
Advanced ability to interpret business needs and translate them into actionable analytic deliverables
Must be able to work in a diverse, collaborative team environment
Must be self-driven, curious, and creative
Demonstrated attention to detail
Demonstrated ability to manage multiple tasks and meet deadlines

Technologies

SQL
dbt
Tableau

Benefits

21.5 days of annual time off (accrued per pay period)
2 weeks paid caregiver leave
2.5 weeks paid new child parental leave
2 days paid volunteer time
10 paid holidays (including your birthday!)
401k company match of up to 5%, plus approximately 4% discretionary match
Variable bonus reward
Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
Employee Assistance Program

Onsite Work Requirement

Onsite in Madison, WI working from the office 3 days per week
No relocation assistance will be provided

Work Authorization

All employees must possess valid work authorization to work for UWCU on the date of hire
UWCU does not provide immigration sponsorship or support for employment authorization (including H-1B, F-1 OPT, TN, or other visa categories)

Location: Madison, WI (onsite) | Salary: USD 86,400 per year | Experience: 2+ years | Education: Bachelor’s degree (or equivalent work experience)

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1mo ago

Financial Advisor

Thrivent Madison, WI

Madison, WI

1mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Sep 4, 2026).

Job Description

Thrivent in Madison, Wisconsin is seeking a Financial Advisor to help individuals and families build financial clarity grounded in faith. This onsite role centers on creating trusted relationships over time and guiding clients toward long-term financial well-being and service.

Thrivent provides paid training to support you in obtaining the required licenses and offers organizational resources, including specialists across business development, marketing, technology, engagement, and experienced advisors to help you grow your practice.

Key Responsibilities

Build a financial practice that guides Christians on their journey to financial clarity, supporting lives of service and faith.
Deliver personal, actionable, and achievable financial advice, and connect clients to Thrivent products and programs.
Develop and sustain genuine, long-term relationships across generations through trust and understanding, with the ability to serve clients in your chosen community.
Schedule client appointments using your network and Thrivent’s reputation, including leading award-winning financial workshops and marketing your practice.
Use flexibility to manage your schedule and support work-life balance.
Work within a collaborative culture where colleagues support your success.
Leverage support from specialists in business development, marketing, technology, engagement, and experienced advisors as you build your business.

Requirements

Bachelor’s degree or equivalent experience; military veterans are encouraged to apply.
Attainment of FINRA SIE and life and health licenses prior to contracting (licensed role only).
Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability, and accidental death and dismemberment insurance.
Pension, 401(k), and retiree medical plans.
Ongoing support, training, and opportunity for professional growth as you build your business.
Well-being programs to help manage physical, emotional, and financial health.
Gift matching program to double contributions to eligible nonprofit organizations and volunteer programs that support your efforts.
Membership programs to help you connect with clients and engage Christians to make an impact in your community.

Desired Characteristics

Self-disciplined, independent, and driven to succeed.
Motivated by helping others and supporting them in reaching their goals.
A natural coach or guide with strong interpersonal skills.
Committed to a life of generosity through serving others rather than only selling products.

Work Location: In person (Madison, WI).

Education: Bachelor’s degree or equivalent experience.

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2mo ago

Licensed Office Professional (Financial Associate)

SCOTT HERRMANN SHORELINE GROUP Madison, WI

Madison, WI

2mo ago Closed

$20 - $28/hr Full time Administrative Assistant Administrative Support Analytical Skills

This position is no longer accepting applications (closed Aug 21, 2026).

Job Description

SCOTT HERRMANN SHORELINE GROUP offers a collaborative, team‑oriented environment in Madison, WI with a strong focus on work‑life balance and meaningful client impact. This onsite role provides growth potential through training and licensing support, along with competitive pay of $20 to $28 per hour. The Licensed Office Professional supports Financial Advisors by handling licensed administrative tasks, assisting clients, and performing a range of financial and administrative work to ensure excellent service.

Responsibilities

Act as the front line for clients by answering calls, greeting visitors, and delivering courteous, responsive service.
Handle client inquiries, research account questions, and provide timely updates.
Share fund values and address securities related questions; if licensed, assist with variable insurance and annuities.
Perform daily administrative duties such as managing office supplies, handling mail, and maintaining office systems.
Draft and coordinate routine correspondence, reports, and select projects as needed.
Support client engagement by scheduling meetings for Financial Advisors with clients.
Maintain the contact management system with client preferences and key details.
Assist Financial Advisors with meeting preparation, follow-ups, and product change support.
Contribute to marketing and outreach efforts, including direct mail, seminars, fraternal activities, and client events.
Manage client financial data and support research for securities recommendations or investment guidance.
Process securities trade orders, including unsolicited trades when licensed to do so.
Explain and assist with insurance coverage inquiries, including issuing certificates, endorsements, and contracts.
Support variable insurance and annuities transactions if licensed.
Adapt to additional responsibilities as business needs and licensure allow.

Requirements

Positive, service‑minded approach with a genuine enjoyment of helping people.
Minimum 2 years of administrative experience within a financial services organization.
Strong organizational skills with the ability to multitask and prioritize effectively.
Tech‑savvy, proficient with Microsoft Office (Word, Excel, PowerPoint) and willing to learn additional financial tools.
Life and Health insurance license is required.
Securities licenses Series 7 and 66, or Series 6 and 63, are required.

Technologies

Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Benefits

A fun, team‑oriented workplace where your contributions are valued.
Work‑life balance that respects your time and well‑being.
Growth potential with training and licensing support.
Competitive pay with bonus opportunities, insurance, and paid time off.
Meaningful work that makes a real difference in clients’ lives.

Background Check

Background verification is part of Shoreline Group's recruiting process. Fingerprinting may be required for FINRA registration and submission to the FBI for nationwide records checks. Thrivent Financial will conduct background checks and fingerprinting. If a candidate refuses or fails a background check, they remain eligible for hire.

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2mo ago

Associate Financial Advisor

Thrivent Madison, WI

Madison, WI

2mo ago Closed

$36k - $36k/yr Full time Advisor Associate Financial Advisor Client Relations

This position is no longer accepting applications (closed Aug 8, 2026).

Job Description

This in office, full time role supports Thrivent and Wisconsin Heartland Associates by assisting financial advisors and clients with financial planning, investments, insurance, and related services from our Madison, Wisconsin location.

Location

Madison, Wisconsin, onsite

Compensation

Base salary of USD 36,000 per year, plus a commission component based on sales revenue.

Responsibilities

Manage confidential member and customer communications, delivering clear verbal and written responses to maintain high satisfaction.
Advise prospective and current members on suitable financial products and investment advisory services.
Collect financial and suitability information from members and customers.
Receive and enter securities trade orders for clients, including unsolicited orders.
Explain or discuss insurance coverages, analyze policy exposures, and provide recommendations.
Support financial representatives in preparing for and following up on member or client meetings.
Additional duties may be assigned in line with licensure and business needs.
Meet with prospects or existing clients to review products and identify potential new business opportunities.

Requirements

Hold securities licenses (Series 7 and 66 or Series 7, 63 and 65) and state registrations for Life, Health, and Annuities.
Clear background check and fingerprinting, with verification of securities registrations and/or insurance licensing as applicable.
Must be registered/appointed in all states where support work will be performed for the sponsoring financial advisor, and be willing to complete state training to sell Long Term Care if required.
Ability to multitask and maintain high quality of work amid frequent interruptions.
Ability to maintain confidentiality of sensitive information.

Benefits

Base annual salary of USD 36,000, plus a commission-based component tied to sales revenue.
401(k) plan

Dependencies

Must be able to collaborate with all roles supporting the sponsoring financial advisor.
Must be capable of representing the organization when working with external clients.
Must be able to cultivate and maintain relationships with external organizations.

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3mo ago

Director of Finance

Edgewood High School Madison, WI

Madison, WI

3mo ago Closed

$120k - $140k/yr Full time Finance Director Senior Accounting

This position is no longer accepting applications (closed Jul 14, 2026).

Job Description

The Director of Finance provides mission-driven, strategic leadership over the school's financial health, guiding planning, reporting, and controls to sustain operations in alignment with the Catholic Dominican mission and the institution’s priorities.

Responsibilities

Lead the development of annual budgets, integrating departmental requests and setting institutional priorities in collaboration with the administrative team.
Forecast long-range financial outcomes tied to strategic initiatives and Board-approved priorities.
Offer strategic insights on enrollment trends, tuition strategy, compensation planning, and long-term sustainability to the President, Principal, and Board.
Provide timely, accurate, and transparent financial reporting and analysis to the President, Principal, administrative team, and Board committees.
Serve as the primary liaison with the external audit firm and direct the annual audit or financial review process.
Manage the operating budget, ensuring effective monitoring and control of expenses.
Identify and implement revenue-generating and cost-saving initiatives while balancing financial constraints with educational needs.
Supervise Business Office staff and oversee all accounting functions including general ledger, accounts payable and receivable, payroll and benefits, cash management, and financial systems.
Establish and maintain internal controls to safeguard assets and ensure compliance with applicable accounting standards and regulations.
Maintain accounting records for the endowment fund and report to the Investment / Endowment Committee.
Collaborate with the Director of Development to ensure accurate recording and stewardship of donor-restricted gifts and funds.
Coordinate with the Director of Admissions and the Registrar to ensure proper recording of student financial accounts, tuition charges, and payment plans.
Oversee the financial aid process, including application, analysis, and award recommendations, and serve on the Financial Assistance Committee.
Oversee human resources functions, ensuring compliance with employment laws and maintaining personnel and payroll records, while promoting fairness and ethical practice.
Oversee the school’s risk management framework, including policy development, exposure monitoring, insurance relationships, and regulatory compliance.
Review contracts and work with legal counsel to protect the school’s institutional interests.
Collaborate with the Director of Facilities and Safety to ensure maintenance recordkeeping aligns with industry standards.
Provide financial leadership for cafeteria operations, prioritizing sustainability, vendor accountability, and alignment with student nutritional needs.
Maintain professional relationships with bankers, auditors, attorneys, investment managers, insurance brokers, contractors, vendors, and regulatory agencies.
Maintain positive working relationships with Edgewood University and Edgewood Campus School employees and stakeholders.
Represent the school as a key member or officer of the three-school Edgewood Condominium Board.
Serve as an ex officio member of the Board’s Business and Finance Committee and Investment / Endowment Committee.
Provide clear financial reporting and insight to support Board governance and fiduciary responsibilities.
Demonstrate integrity, sound judgment, and ethical stewardship of institutional resources.
Communicate clearly across departments and stakeholder groups, fostering collaboration and transparency.
Contribute to a culture of lifelong learning through respectful collaboration and inclusion.
Think strategically with strong attention to detail, prioritizing effectively and managing multiple deadlines.
Integrate the mission of the school and a service-oriented approach into daily decisions and recommendations.

Requirements

Bachelor’s degree in accounting, finance, business administration, or a related field required.
CPA or advanced degree preferred.
Minimum of five to seven years of progressively responsible financial leadership experience.
Experience in nonprofit, educational, or mission-driven organizations strongly preferred.
Demonstrated experience working with Boards or Finance Committees.
Proficiency in financial management systems and advanced spreadsheet modeling.

Benefits

Dental insurance
Disability insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Position Summary

Edgewood High School of the Sacred Heart seeks a mission-driven, strategic, and collaborative financial leader to assume the role of Director of Finance. This senior leadership position safeguards the school’s financial health through disciplined planning, transparent reporting, and robust internal controls, ensuring long-term sustainability and alignment with the Catholic Dominican mission, vision, and strategic priorities. The Director of Finance serves as a principal advisor to the President and Principal.

Work Environment

This is a full-time, year-round role. The Director of Finance may occasionally participate in evening or weekend meetings and events as required.

Job Type

Full-time

Pay

USD 120,000.00 – 140,000.00 per year

Work Location

Onsite in Madison, WI

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4mo ago

Financial Advisor

Thrivent Madison, WI

Madison, WI

4mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 1, 2026).

Job Description

Responsibilities

Establish and grow a faith-focused practice that helps Christians achieve financial clarity and support lives of service and faith.
Offer personal, practical, and achievable guidance while linking clients to Thrivent products and programs.
Develop and sustain authentic, multigenerational relationships built on trust and understanding, serving clients in your local community.
Schedule client meetings by leveraging your network and Thrivent’s reputation; lead engaging financial workshops and market your practice.
Maintain a flexible schedule to support work‑life balance.
Participate in a collaborative culture where colleagues are committed to your success and ready to help.
Access specialists across the organization—business development, marketing, technology, engagement, and experienced advisors—to help you grow your business.

Requirements

Bachelor’s degree or equivalent experience; military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.

Benefits

Unlimited earning potential through biweekly base commissions, bonuses, incentive pay structures, recurring revenue streams, and eligible planning fees.
Medical, dental, vision, disability, and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training, and opportunities for professional growth as you build your business.
Well-being programs to support physical, emotional, and financial health.
Gift matching program to double contributions to eligible nonprofit organizations and volunteer programs.
Membership programs to connect with clients and engage Christians to make a real impact in your community.

Desired characteristics

Self-disciplined, independent, and driven to succeed.
Motivated by helping others and enabling them to reach their goals.
Natural coach or guide with strong interpersonal skills.
Committed to generosity and serving others, not solely focused on selling products.

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5mo ago

Director of Finance

Madison Symphony Orchestra Madison, WI

Madison, WI

5mo ago Closed

$80k - $85k/yr Full time Finance Director Budgeting Director of Finance

This position is no longer accepting applications (closed May 25, 2026).

Job Description

The Director of Finance provides strategic financial leadership for the Madison Symphony Orchestra and its affiliated entities, partnering with the Executive Director and senior leadership to ensure financial resilience, operational discipline, and governance alignment. This on-site role is based in Madison, Wisconsin.

Position details

Location: Madison, WI (onsite)

Compensation: USD 80,000 - 85,000 per yearly

Responsibilities

Act as the organization's senior financial executive, overseeing all MSO, MSOF, and MSOL bank accounts, and ensuring robust financial reporting and internal controls. This role reports to the Executive Director and serves as the principal financial liaison to the Board of Trustees and its committees.
Provide staff support to the Finance Committee.
Collaborate with the Finance Committee Chair to prepare agendas, deliver analysis and recommendations, and present financial data as required.
Lead the creation of the annual operating budget, including forecasting, scenario planning, and multi-year financial modeling to advance the organization’s mission and strategic priorities.
Develop and maintain financial dashboards, scorecards, and KPIs to monitor performance across the organization.
Oversee treasury activities, including cash-flow planning and relationships with banks, custodians, and investment managers.
Direct risk management activities, including insurance coverage and review of contractual terms.
Participate in a small leadership group overseeing union relationships and negotiations.
Manage the external audit process and serve as the primary liaison to the shared services provider.
Collaborate with the Development team to oversee gift accounting, ensuring accurate records and proper documentation of donor intent for pledges, planned gifts, and restricted/endowment funds.
Partner with Development to provide financial modeling, budgets, reporting, and compliance documentation for grant proposals and post-award reporting, ensuring accuracy and funder compliance.
Work with Marketing, Orchestra Operations, and Education and Community Engagement to forecast and reconcile earned revenue streams such as box office, merchandise, and rentals, and lead show settlements to protect margins and maintain strong cash flow.
Collaborate with affiliated entities including the Madison Symphony Orchestra League, Friends of the Overture Concert Organ, and the Madison Symphony Orchestra Foundation to provide accounting services, write checks, maintain books, generate monthly reports, and prepare for audits.

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6mo ago

Financial Analyst I

Foremost Farms Madison, WI

Madison, WI

6mo ago Closed

Full time 401k Analyst Automation

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