Waukesha, WI

Finance Jobs in Waukesha, WI

4 jobs found

Include remote jobs

2mo ago

Director, Financial Planning and Analysis

Five Star Energy Services Waukesha, WI

Waukesha, WI

2mo ago Closed

Full time Finance Director Manager Acumatica

This position is no longer accepting applications (closed Sep 18, 2026).

Job Description

Five Star Energy Services is seeking a Director, Financial Planning and Analysis to lead the Water Division FP&A function onsite in Waukesha, WI. In this role, you will report directly to the CFO and support the Divisional VP through day-to-day partnership, building scalable planning and reporting that helps the business grow.

You will own the Water Division’s budgeting, forecasting, financial modeling, reporting, and performance optimization as demand increases. The role also includes partnering across operations, accounting, technology, and project management, while helping to refine FP&A processes, tools, and systems.

Key Responsibilities

Lead and manage Water Division FP&A activities, including budgeting, forecasting, long-term planning, and performance analysis.
Analyze monthly margin performance across the Water Division by job and in total, then work with leadership to clarify key drivers.
Provide guidance and analysis to program management to strengthen understanding of program profitability, cost management, and tracking.
Manage and track timely pay application processing, invoicing, and payment through a team of Billing Coordinators.
Build annual budgets and quarterly forecasts using backlog management and collaboration with the production scheduling team.
Create complex financial models to support decision-making, evaluate business cases, and guide strategic initiatives.
Review and provide guidance on new business development and bidding, including estimating and strategy.
Use Power BI and other business intelligence tools to produce dynamic dashboards and visualizations that improve financial reporting and operational insights.
Design and track KPIs, identifying trends, risks, and opportunities to inform executive decisions.
Partner with operations, accounting, technology, and project management teams to maintain financial alignment with business objectives.
Prepare and present financial reports, board decks, and executive summaries with clear insights and recommendations.
Support M&A activities by conducting financial due diligence and helping with post-acquisition integration.
Continuously improve FP&A processes, tools, and systems to increase accuracy, speed, and strategic value.
Mentor junior analysts and help build an FP&A team positioned to scale across divisions.

Requirements

7+ years of progressive experience in FP&A, corporate finance, or strategic finance roles (construction, infrastructure, or capital-intensive industries preferred).
Advanced Excel skills, including financial modeling, complex formulas, and scenario analysis.
Strong knowledge of ERP systems (example: Acumatica) and financial reporting tools.
Ability to translate complex financial data into actionable business insights.
Excellent communication and presentation skills, including experience presenting to C-level executives and board members.
Proven leadership experience with the ability to mentor and develop talent.
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA is a plus.

Technologies

Excel
Power BI
Acumatica

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Job Details

Job type: Full-time
Work location: In person
Ability to commute: Waukesha, WI 53186 (preferred)

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3mo ago

Financial Advisor

Thrivent Waukesha, WI

Waukesha, WI

3mo ago Closed

Full time Advisor Client Relations Financial Advisor

This position is no longer accepting applications (closed Sep 5, 2026).

Job Description

Thrivent is offering an in-person Financial Advisor opportunity in Waukesha, WI, focused on helping clients create clarity and confidence through long-term planning. The role includes paid training to support you in obtaining state insurance licenses and FINRA registrations, with compensation delivered through commissions and incentives. If you value a practice built on trust, community connection, and a collaborative culture, this role is designed to help you grow your business with meaningful support.

What you’ll do

Build a financial practice by providing guidance to Christians on their journeys toward financial clarity, with an emphasis on empowering lives of service and faith.
Deliver personal, actionable, and achievable advice while connecting clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships across generations based on trust and understanding, including the ability to serve clients in your chosen community.
Schedule client appointments by leveraging your network and Thrivent’s reputation, participate in award-winning financial workshops, and market your practice.
Use flexibility to manage your schedule and support a sustainable work-life balance.
Work within a collaborative culture where colleagues want you to succeed and will help you do so.
Rely on support from specialists across the organization, including business development, marketing, technology, engagement, and experienced advisors as you grow your business.

Training, licensing, and compensation

You will receive paid training to obtain required state insurance licenses and FINRA registrations. Compensation is structured through commissions and incentive pay.

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.
Insurance coverage: medical, dental, vision, disability, and accidental death and dismemberment insurance.
Retirement options: pension, 401(k), and retiree medical plans.
Professional growth: ongoing support, training, and opportunity for continued development as you build your business.
Well-being programs to help you manage your physical, emotional, and financial health.
Gift matching program to double contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs designed to help you connect with clients and engage Christians to make a real impact in your community.

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attain FINRA SIE and life and health licenses (licensed role only) before contracting.
Complete a satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.

Desired characteristics

Willingness to live and engage in the communities where clients live, work, and worship.
Self-discipline, independence, and drive to succeed.
Motivation centered on helping others and supporting them in achieving goals.
Strong interpersonal skills and an ability to coach or guide.
A commitment to living a life of generosity through service to others, not only product sales.

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3mo ago

Finance and Insurance Manager

International Autos Group Waukesha, WI

Waukesha, WI

3mo ago Closed

$60k - $175k/yr Full time Auto Finance Automotive Finance Automotive Financing

This position is no longer accepting applications (closed Aug 16, 2026).

Job Description

International Autos Group in Waukesha, Wisconsin is seeking a dynamic Finance and Insurance Manager to lead our automotive financing operations. The role guides customers through the financing journey, structures deals, and ensures compliance with applicable financial regulations throughout the sales process. The ideal candidate brings a solid background in automotive sales, financial services, and customer relationship management, delivering professional service with energy to every interaction.

Responsibilities

Oversee the end-to-end finance and insurance workflow, including loan approvals, transaction structuring, and contract preparation to streamline vehicle sales.
Build and maintain strong customer relationships by delivering exceptional service, upselling insurance products, and clearly explaining financing options.
Manage loan processing, credit analysis, title processing, and deal structuring to maintain accuracy and efficiency across the sales cycle.
Lead negotiation sessions with customers to close deals while complying with dealership policies and financial regulations.
Keep current on automotive industry regulations, compliance requirements, and changes in credit laws to ensure all transactions meet legal standards.
Utilize financial software for credit applications, transaction tracking, and documentation management; perform basic math calculations accurately for deal analysis.
Head training initiatives for staff on automotive financing procedures, regulatory compliance, and customer service excellence.

Requirements

Proven success in customer relationship management (CRM), upselling insurance products, and delivering outstanding customer service.
Strong background in financial services such as credit analysis, transaction structuring, loan officer experience, and deal negotiation.
Familiarity with automotive financing software systems and proficiency in 10-key typing for accurate data entry.
Knowledge of financial regulatory compliance standards related to auto loans, including credit reporting laws and contract management.
Excellent math skills for calculating payments, interest rates, and deal structures accurately under pressure.
Ability to interpret contracts clearly while ensuring adherence to all legal requirements within the automotive sales industry.

Technologies

CRM
Automotive financing software systems
Financial software

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Vision insurance

Overview

We are seeking a dynamic and detail-oriented Finance and Insurance Manager to lead our automotive finance operations with expertise and focus. This pivotal role involves guiding customers through the financing process, structuring deals, and ensuring compliance with financial regulations. The ideal candidate will have a strong foundation in automotive sales, financial services, and customer relationship management, bringing professionalism and energy to each interaction.

Pay

USD 60,000 - 175,000 per year

Work Location

Onsite in Waukesha, Wisconsin

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7mo ago

Lead Financial Advisor

Vaco by Highspring Waukesha, WI

Waukesha, WI

7mo ago Closed

$80k - $85k/yr Full time Advisor Annuities Bachelor's Degree

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

Job Description

Vaco by Highspring is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive planning, and working with an established book of business, with no cold calling required.

Location: Waukesha, WI 53186

What You’ll Be Handling

Develop, present, and implement customized financial plans for clients
Provide comprehensive advice across investments, retirement, insurance, annuities, and long-term care strategies
Participate in firm-hosted workshops, seminars, and client presentations
Build and maintain long-term client relationships through proactive communication and planning
Manage and grow an existing book of business provided by the firm

Tools & Systems

CRM: Salesforce
Google Workspace
Mac-based environment

What We’re Looking For

Bachelor’s degree required
Active Series 65 or Series 66 and 7
Active Life and Health insurance license

What You Get

Established book of prospects provided
Competitive base compensation plus commission structure
Additional bonus opportunities
Supportive, collaborative leadership team
Modern office environment with complimentary food and amenities
Discretionary bonuses may be available; eligible for medical, dental, and vision benefits as well as the company’s 401(k) retirement plan

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Finance Jobs in Waukesha, WI

Director, Financial Planning and Analysis

Financial Advisor

Finance and Insurance Manager

Lead Financial Advisor

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