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Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Overview: The Finance Director, Marvin Operations will be responsible for leading a team of professionals whose primary focus will be to partner with and support the operations team with the ultimate goal of delivering on key strategic, operational, and financial objectives. In this role, the Finance Director, Marvin Operations will serve as the primary finance business partner to the Vice President of Operations. This will require providing timely and relevant support and analysis, acting as a trusted adviser, and adding value by assisting in decision making and strategy setting. To this end, the Finance Director, Marvin Operations will be the finance representative on the Window and Door Operations Leadership Team. Why This Role is Built for Growth-Oriented Leaders • Executive Visibility: Work closely with senior leaders across operations, finance, and strategy., • Strategic Impact: Influence decisions that shape the future of our manufacturing and supply chain operations., • Leadership Development: Lead and mentor a high-performing team, with opportunities to expand your scope and responsibilities., • Career Trajectory: This role is designed for a leader with the ambition and capability to grow into a senior leader. This job is located in Warroad, MN. If you're considering relocating to Warroad, you may be eligible for a relocation benefit package to assist with your move. Marvin offers an extensive relocation benefit package that includes the movement of your household goods, temporary housing, and much more – in addition to a relocation counselor to assist you throughout the entire journey. Highlights of your role: • Leadership, • Lead a finance team that works in concert with the operations team., • Deliver periodic career development conversations and conduct regular 1:1 sessions., • Provide regular guidance and direction to the team while accepting input, ideas, and information from them., • Ensure the finance team supporting Marvin Operations creates usable budgets for the business that facilitate achievement of annual and long-term goals as well as targeted financial results., • Ownership, • Ensure adequacy of reporting models and tools to support operational objectives., • Prepare and outline complex models into simple terms that others can work with., • Analyze trends to reduce financial risks associated with making investments or spending decisions., • Offer advice to the Vice President of Finance and Vice President of Operations regarding operational opportunities., • Create alignment across the organization so that we have the systems, tools, and reporting mechanisms in place needed to generate needed reporting and analysis., • Accountability, • Challenge performance based on past performance, best internal achievements, and improvement programs to help deliver or exceed the operational and financial commitments., • Perform/review monthly variance review of P&L results. Prepare Management presentation material and present for monthly forecast/close meetings, & operational meetings., • Provide insights into all cost components (direct labor, plant overhead, production yields). Recommend and implement techniques to improve productivity, increase efficiencies, cut costs, take advantage of opportunities, and maintain best-in-class practices., • Other duties and special projects as necessary You're a good fit if you have (or if you can): • Ability to cultivate and build critical relationships across all levels of the operations team and broader enterprise., • Effective verbal and written communication skills, • Possess strong strategic and critical thinking skills., • Experience supporting an operations team and leading a finance team in a lean manufacturing environment, • Demonstrated and superior mathematical, analysis, and modeling skills, • Experience developing financial reports and KPI metrics., • Interpersonal and communication skills with the ability to interact with various management levels, lead teams and individuals, as well as the ability to work in cross-functional teams., • Knowledge of analysis and financial software, • Strong creative skills to develop new and innovative solutions., • Ability to create and deliver unbiased budget expectations for different departments., • Consistently promote, model, and live the Marvin Values Also want to make sure you have:, • MBA or bachelor’s degree in accounting or finance with extensive and progressive on-the-job experience at lean manufacturing companies that includes both operational and technical responsibilities., • Demonstrated leadership experience, with 10+ years of experience or equivalent cross-functional project leadership. For more than 100 years, we've been designing, building, and engineering premier products. Today, in our 16 locations across North America, we manufacture Marvin's portfolio of products, which includes Infinity Replacement Windows, TruStile Doors, and Marvin Coastline brands. Together, we live our values and enjoy a culture that feels like home. Our better living approach to benefits supports you at work and beyond. From day one, you receive health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match and more! A few unique offerings include: • $300 annual wellbeing account to spend on whatever makes you happy + healthy, • Better Living Day! (a paid day off to go have some fun), • $$ Annual profit sharing - get rewarded for the role everyone plays in making Marvin a success, • Giving at Marvin - join coordinated volunteer opportunities #LI-CM1 Compensation: $174,000 - $230,000 annually, plus bonus eligibility!

Job Overview: The Accounting Compliance Program Manager will be responsible for supporting all aspects of the payroll accounting compliance activities in accordance with applicable state and federal regulations and reporting requirements. Highlights of your role: • Work closely with compensation, benefits, and accounting teams to ensure compliance with the implementation of new or expanded programs., • Identify and resolve complex payroll and accounting compliance issues., • Implement and monitor payroll tax payment processes and quarterly and annual payroll tax filings., • Manage monthly and annual payroll-related general ledger entries, including tax postings and reconciliations., • Provide active support during the annual external and internal audit processes, • Develop, analyze, and communicate ad-hoc reporting in support of the Sr. Manager, Accounting compliance and accounting team You're a good fit if you have (or if you can):, • Strong knowledge of employment tax rules in a complex payroll accounting environment, • Advanced analytical skills and strong Excel reporting skills, • Ability to develop strong working relationships with internal and external business partners, • Demonstrated initiative and ability to manage multiple projects, • Detail-oriented with strong organizational skills Also want to make sure you have:, • Bachelor’s degree in accounting, CPA preferred, • 5 years of relevant experience working with payroll compliance and accounting processes, including payroll processes with a complex multi-state and organizational structure, • Experience with an ERP system using Microsoft Dynamics 365 highly preferred For more than a century, we’ve been at the forefront of designing, building, and engineering premium, award-winning products. Today, Marvin is also proud to have been named a Top Large Employer by Forbes Magazine two years in a row, in 2024 and 2025. With operations in 19 cities across North America, we manufacture Marvin’s quality products, including Infinity Replacement Windows and Doors, and TruStile Doors. Together, we uphold our values and foster a culture where safety and the wellbeing of our people comes first. We take a better living approach with benefits to support you at work and beyond. From day one, you will enjoy health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match and more! Some of our unique and most popular benefits include: • $300 annual wellbeing account to spend on what helps you feel happy + healthy, • Better Living Day! (a paid day off to go have some fun), • Annual profit sharing – recognizing everyone’s contribution to Marvin’s success, • Giving at Marvin – participate in organized volunteer opportunities Compensation: $100,000 - $115,000 annually

Job Overview: The Accounting Compliance Program Manager will be responsible for supporting all aspects of the payroll accounting compliance activities in accordance with applicable state and federal regulations and reporting requirements. Highlights of your role: • Work closely with compensation, benefits, and accounting teams to ensure compliance with the implementation of new or expanded programs., • Identify and resolve complex payroll and accounting compliance issues., • Implement and monitor payroll tax payment processes and quarterly and annual payroll tax filings., • Manage monthly and annual payroll-related general ledger entries, including tax postings and reconciliations., • Provide active support during the annual external and internal audit processes, • Develop, analyze, and communicate ad-hoc reporting in support of the Sr. Manager, Accounting compliance and accounting team You're a good fit if you have (or if you can):, • Strong knowledge of employment tax rules in a complex payroll accounting environment, • Advanced analytical skills and strong Excel reporting skills, • Ability to develop strong working relationships with internal and external business partners, • Demonstrated initiative and ability to manage multiple projects, • Detail-oriented with strong organizational skills Also want to make sure you have:, • Bachelor’s degree in accounting, CPA preferred, • 5 years of relevant experience working with payroll compliance and accounting processes, including payroll processes with a complex multi-state and organizational structure, • Experience with an ERP system using Microsoft Dynamics 365 highly preferred For more than a century, we’ve been at the forefront of designing, building, and engineering premium, award-winning products. Today, Marvin is also proud to have been named a Top Large Employer by Forbes Magazine two years in a row, in 2024 and 2025. With operations in 19 cities across North America, we manufacture Marvin’s quality products, including Infinity Replacement Windows and Doors, and TruStile Doors. Together, we uphold our values and foster a culture where safety and the wellbeing of our people comes first. We take a better living approach with benefits to support you at work and beyond. From day one, you will enjoy health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match and more! Some of our unique and most popular benefits include: • $300 annual wellbeing account to spend on what helps you feel happy + healthy, • Better Living Day! (a paid day off to go have some fun), • Annual profit sharing – recognizing everyone’s contribution to Marvin’s success, • Giving at Marvin – participate in organized volunteer opportunities Compensation: $100,000 - $115,000 annually

Payroll Specialist (41670) Our client is an organization in the Madison area looking for a Payroll Specialist. This client is looking for someone with 1-2 years of payroll experience, strong attention to detail, and highly organized. The Payroll Specialist will be responsible for, but not limited to, the following: RESPONSIBILITIES • Process bi-weekly, semi-monthly, or monthly payroll accurately and on time., • Prepare and submit payroll tax filings, including federal, state, and local returns., • Maintain employee payroll records, including deductions, benefits, and garnishments., • Reconcile payroll accounts and resolve discrepancies in a timely manner., • Respond to employee inquiries regarding payroll, taxes, and deductions., • Assist with year-end processes, including W-2s and 1099s., • Ensure compliance with all payroll regulations and company policies., • Support audits and internal controls related to payroll processes., • Collaborate with HR and finance teams to update payroll data for new hires, terminations, and changes in employment status., • Maintain confidentiality of all payroll and employee information., • Additional general duties and special projects as requested/assigned. The Payroll Specialist will possess the following: EXPERIENCE REQUIRED • 1-2 years of payroll experience., • Strong problem-solving skills., • Experience with payroll software., • Strong attention to detail., • Excellent written and verbal communication skills Equal Opportunity Employer The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

CFO Requirements: • Bachelor’s degree in Accounting or business-related field with major in Accounting., • Minimum 3 years successful CFO experience in a healthcare setting desired., • Previous Behavioral healthcare experience highly preferred., • Previous experience with a proprietary healthcare system highly preferred., • CPA or Master’s degree a plus., • Proven financial analysis skills., • Experience working with information technology and proficiency with software packages including Excel and Word., • Demonstrated leadership ability., • Demonstrates excellent communication skills, both written and verbal., • Ability to think strategically and solve problems., • Ability to establish and maintain effective working relationships with facility staff, physicians and corporate staff., • Ability to lead with a high degree of emotional intelligence and ethics.

Are you a highly motivated professional with an appreciation for helping others increase the energy efficiency in their homes? Are you looking to start (or continue) a career in the field of Green Energy with an organization that has been growing by double-digits annually for over half a decade? If so, Accurate-Airtight Exteriors would love to welcome you to our team! We are seeking a trustworthy, enthusiastic, goal-oriented Energy Auditor to be part of our audit and sales team serving our clients in Madison, WI, and the surrounding areas. Accurate-Airtight Exteriors is an energy efficiency construction company, in business since 1998 with over 75 years of combined experience, licensed and insured. We work on existing and new construction buildings in both the residential and commercial markets. At A-A Exteriors, we test air barriers and reduce air infiltration to deliver energy savings throughout the Midwest. We approach each project with the determination to earn our customers’ business and do the job right the first time. With a deep commitment to the environment and sustainability, our vision is to become the premier weatherization and energy efficient consulting and construction company in the Midwest. Our ideal candidate is: • Customer focused, quality driven, detail oriented, deadline motivated, and PROACTIVE, • Articulate at conveying technical information regarding construction and installation projects to non-technical clients, • Driven by the mission and purpose of the company, • Ability and willingness to learn the growing building energy performance industry, • Confident and comfortable in conversing with potential clients via phone, email, and in person If this sounds like you, we would love to hear from you today! The right person will acquire experience through a combination of community outreach and prospect education. We will provide you with initial training by experienced auditing, sales and consulting staff with deep industry knowledge. Ongoing certification and career development opportunities are available and encouraged, including commercial building training for a motivated and interested Consultant. About the Position The Energy Auditor position performs and supervises the residential energy audits and assessments as well as supports and assists with commercial energy audits across Accurate-Airtight Exterior’s client portfolio. The Energy Auditor position routinely performs energy modelling of client sites and prepares reports and recommendations to clients based on findings, as well as helps educate clients on energy conservation and usage. Additionally, the position processes energy rebate and incentive paperwork as needed. As a member of A-AE’s professional energy audit team, a successful position incumbent is expected to demonstrate a strong customer focus, a high degree of initiative, professionalism, time management capabilities, and the ability to work both as an individual and part of a larger team to achieve project objectives and goals. As a part of the leadership team, this position will work proactively with the President and other leadership team members to plan and execute organization-wide initiatives and activities. The position will report to the President and CEO of the company. Key Duties and Responsibilities • Perform residential energy audits, • Assist with commercial energy audit under direction of Lead Commercial Auditor, • Energy modeling of residential homes with provided software and reporting, • Help Lead Air Barrier Technician with onsite air barrier testing, • Light construction and field work as needed to support construction team, • Follow up on residential sales and energy audit leads to ensure prospective client receives quality customer service, • Follow up with customers, vendors, and affiliates on behalf of sales team, • Assist sales team in looking for commercial air barrier testing work, • Assist office staff as needed. Duties may include scanning documents, drafting case studies, preparing materials for trade shows, researching product choices, or other tasks as they arise, • Assist staff with outreach presentation preparation and delivery, • Material, vendor, and product research to assist promoting optimum project solutions, • Work booth at trade shows as needed, • Other duties as assigned Position Requirements • 2+ years of residential and/or commercial energy auditing experience, • Valid Driver’s License and reliable transportation, • High school diploma or equivalent, • BPI (Building Analyst Certification) or willingness to become BPI certified within first three months of employment. We will cover the cost of your exam if you have a passing score., • Strong interest/desire in an energy efficiency career, • The ability to conduct energy audits on and offsite, • Strong customer service and client relationship management skills and enthusiasm for energy conservation, • Ability to work independently and in a team setting, • Must be a detail-oriented, organized, self-starter, and have ability to prioritize workload, • Ability to identify and resolve project application issues with customers and trade allies, • Sound business ethics, including the protection of proprietary and confidential information, • Proficient in Microsoft Office, specifically Word, Excel, Outlook, and PowerPoint, • Strong data entry skills in entering information in tracking systems/databases, • Ability to communicate effectively, both verbally and written, • Ability to analyze and interpret data and solve practical problems, • Knowledge of mathematical concepts such as fractions, percentages, and ratios, • Willingness and ability to work in confined spaces and at elevated heights, • Must be able to handle a wide work variety and work in a fast-paced environment, • Must also be able to regularly perform heavy physical work that includes moving objects up to 40 pounds Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee assistance program, • Flexible schedule, • Health insurance, • On-the-job training, • Paid time off, • Parental leave, • Professional development assistance, • Referral program, • Retirement plan, • Tuition reimbursement, • Vision insurance License/Certification: • Driver's License (Required) Ability to Commute: • Madison, WI 53714 (Required)

Insurance Underwriting - Hard to Place Risks - Madison, WI Insurance Underwriter Specialty Program Excess Surplus Commercial Lines Program Underwriter Hard to Place Risks _ . REMOTE WORK FROM HOME POSSIBLE Seeking underwriter with practical experience in the following, or similar hard to place risks: * Adult day care, child care, community centers, etc. * Group homes, home health care, hospices, etc. * Religious, non-profit, social service, or youth services organizations. * Pest control, security services, fitness centers, restoration contractors, or other. Responsibilities: * Source new business. * Develop quotes for clients. * Achieve revenue goals and retain existing accounts. * Represent company at key industry events. *** Lead cross selling efforts for product portfolio. Top-notch salary and bonus potential, company paid medical, dental, vision, and prescription drug coverage. Competitive PTO packages with vacation time, personal and sick days, and holidays. Retirement plan and pension with $1 for $1 matched 401(k) contribution. Access to upper executive management and ability to use your vision to grow your team and excel. For complete details contact Greg Foss at: (609) 584-9000 ext 270 Or submit resume online at: Or email to: Please reference #39412WI578 when responding. Diedre Moire Corporation Education Requirements: Bachelor DegreeMinimum Experience Requirements: 2-5 yearsJob City Location: MadisonJob State Location: WIJob Country Location: USASalary Range: $100,000 to $300,000 Diedre Moire Corporation, Inc. diedremoire.com WE ARE AN EQUAL OPPORTUNITY EMPLOYER and our employment decisions are made without regard to race, color, religion, age, sex, national origin, handicap, disability or marital status. We reasonably accommodate individuals with handicaps, disabilities and bona fide religious beliefs. Jobs Career Position Hiring. CONSIDERED EXPERIENCE INCLUDES: Insurance Underwriter Specialty Program Excess Surplus Commercial Lines Program Underwriter #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs #UnderwriterJobs DISCLAIMER: We will make every effort to consider applications for all available positions and shall use one or more of the contact methods and addresses indicated in resume or online application. Indicated location may be proximate or may be desirable point of embarkation for paid or unpaid relocation to another venue. Job descriptions may fit single or multiple presently available or anticipated positions and are NOT an offer of employment or contract implied or otherwise. Described compensation is not definite nor precise and may be estimated and approximate and is negotiable depending on market conditions and candidate availability and other factors and is solely at the discretion of employers. Linguistics used herein may use First Person Singular and First Person Plural grammatical person construction for and with the meaning of Third Person Singular and Third Person Plural references. We reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Response to a specific posting or advertisement may result in consideration for other opportunities and not necessarily the incentive or basis of the response. Nothing herein is or may be considered a promise, guarantee, offer, pledge, agreement, contract, or oath. If you submit an application or resume which contains your email address, we will use that email address to communicate with you about this and other positions. We use an email quality control service to maintain security and a remove and dead address filter. To cancel receiving email communications, simply send an email from your address with the word remove"" in the subject line to Or, visit the website at . If you have further concern regarding email received from us, call (609) 584-5499

Job DescriptionSalary: $18-$25 FGC is seeking an Accounting Clerk to join its growing Accounting Team this position is Full Time. The ideal candidate should be self-motivated and detail oriented, have at least 2 years of relevant experience, and be well organized with a basic understanding of accounting principles. This position will be responsible for afternoon coverage of the accounting department and therefore will need to be available until 5:00 PM during the work week. Key Responsibilities: * Manage daily workload, ensuring that deadlines are met, and work completed accurately * Provide support to the accounting department * Creation of sales orders and purchase orders • Creation of Invoices, • Bill Entry Reviewing contracts as needed * Reviewing and authorizing customer credit applications * Sales order/purchase order review & clean up * Completing vendor credit applications * Credit card reconciliations * Other duties as assigned by Accountant or Controller Qualifications: • 2 years of relevant accounting experience and/or training Intermediate/advanced knowledge with all Microsoft Office programs, particularly Excel * Intermediate/advanced knowledge of QuickBooks * Knowledge of financial principles and accounting terminology * Excellent time management skills and ability to multi-task * Performance under pressure * Exceptional written and communication skills * Passion for business and finance * Self-motivated and self-directed * Attention to detail

Job Description Our Madison East Side client is seeking a highly detail-oriented professional with expertise in data analysis, accounting, and risk management. This role serves as the lead contact for our accountant and banking partners, manages financial accounts, oversees insurance programs, and supports compliance with state and local regulations. Key Responsibilities: • Monitor banking activity, process payments, and reconcile accounts, • Manage company credit cards and financial reporting, • Handle sales analysis, commission calculations, and cost analysis, • Oversee insurance audits and risk reduction strategies, • Liaise with attorneys and government agencies on compliance Qualifications: • Bachelor’s in Accounting, Finance, or Business, • 3+ years of related experience, • ERP system knowledge and advanced Microsoft Office skills, • Strong organizational skills and attention to detail, • Team-oriented with excellent time management About us: Celerity Staffing is a 100% locally owned staffing agency with seven locations throughout Wisconsin. Our commitment focuses on respect, collaboration, quality, utmost professionalism, and a real commitment to work that benefits our communities. We celebrate the unique qualities that every person brings to the job and our business.

Job DescriptionSalary: 20-25 Hourly FGC Real Estate is seeking an Accounting Clerk to join its growing Accounting Team this position is Part Time. The ideal candidate should be self-motivated and detail oriented, have at least 2 years of relevant experience, and be well organized with a basic understanding of accounting principles. Key Responsibilities: • Manage daily workload, ensuring that deadlines are met, and work completed accurately, • Provide support to the accounting department, • Set up new Renters in Yardi, • NNN Reconciliation of assigned properties, • Certificate of Insurance (COI) upkeep of all properties, • Lease review and lease charges, audit of all properties in Yardi, • HVAC PM spreadsheet upkeep of all properties, • 10-12 hours per week Qualifications: • 2 years of relevant accounting experience and/or training, • Intermediate knowledge with all Microsoft Office programs, particularly Excel, • Intermediate knowledge of Yardi (Accounting Software), • Knowledge of financial principles and accounting terminology, • Time management skills and ability to multi-task, • Performance under pressure, • Good written and communication skills, • Self-motivated and self-directed, • Attention to detail

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure. At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required

PROJECT ACCOUNTANT CFS is working with a reputable construction company who is looking to add a new Project Accountant to their team. They value integrity and have been in business for more than 80+ Years! WHY YOU SHOULD CONSIDER THIS OPPORTUNITY: • Family-Owned & Currently on their 4th Generation of Ownership!, • In Business 80+ YEARS!, • Great Leadership & Longevity, • Opportunity to make a direct impact company-wide, • Ensuring that information reported on projects is accurate, complete, and timely., • Working with Project Managers to ensure project expenses are tracked and billed according to contract terms., • Review contracts and identify contractual terms for billing purposes, • Monitor, track, and analyze all job costs, • Bachelors in Accounting/Finance preferred; Experience in lieu of degree welcomed, • 2+ Years of experience, • Construction experience; will consider all industries, • Ability to identify process improvements and make changes Compensation: $70,000 - $85,000 depending on experience

Senior Accounts Payable Specialist Pay $26.00-$28.00 based on experience A well-established construction company in the area is seeking a Senior Accounts Payable Specialist to join their finance team. This is a great opportunity for someone with strong AP experience in a fast-paced, high-volume environment who is looking to grow within a stable and respected organization. Key Responsibilities • Process a high volume of invoices accurately and efficiently, • Reconcile vendor statements and resolve discrepancies, • Ensure timely payments and adherence to company policies, • Collaborate with internal departments and vendors to resolve issues, • 3+ years of Accounts Payable experience, preferably in construction or a related industry, • Experience working with ERP systems (e.g., Sage, Viewpoint, or similar), • Strong attention to detail and organizational skills, • Ability to work independently and manage multiple priorities, • Join a company with deep roots in the local community and a reputation for quality work, • Be part of a collaborative and supportive team, • Opportunity for long-term growth and stability #INNOV2025

Billing Analyst A respected organization is seeking a Billing Analyst to join its growing team. This role offers the chance to work in a casual environment within a well-known business that values collaboration and stability. The Billing Analyst will play a key role in managing customer billing and supporting overall financial operations. Position Overview The Billing Analyst will handle assigned customer billing, assist with month-end processes, and gain a comprehensive understanding of the billing function. This position is ideal for someone who wants to grow into a leadership-support role within the department. Key Responsibilities • Manage assigned customer billing accurately and on time., • Take over telecom billing responsibilities from the Controller., • Perform month-end reconciliations., • Participate in monthly costing meetings with department supervisors to review and understand variances., • Process checks, prepare journal entries, and complete reconciliations., • Develop a broad understanding of overall billing operations Qualifications • 2+ years of experience in Accounts Receivable or Billing., • Strong attention to detail and ability to manage multiple priorities., • Excellent communication and organizational skills. Why This Opportunity Stands Out This Billing Analyst position offers stability, growth potential, and the chance to work in a casual, team-oriented environment. The organization is well-known and positioned for continued success, making this an excellent opportunity for professionals seeking long-term career development. Salary: $50,000 to $62,000 #INNOV2025

Lead Payroll Specialist Are you a payroll pro who loves keeping things accurate, compliant, and running smoothly? Do you thrive in a fast-paced environment where details matter and teamwork makes all the difference? If so, this opportunity is calling your name! Why You'll Love This Role Step into a key payroll position with a well-established, growing company that values precision, efficiency, and expertise. Join a supportive team where your payroll knowledge will be appreciated and make a real impact. What You'll Do • Process payroll for 500+ employees with accuracy and efficiency., • Handle certified payroll reporting and ensure compliance with prevailing wage laws., • Collaborate with HR and finance teams to ensure proper payroll allocations., • Stay ahead of multi-state payroll regulations and compliance requirements., • Address payroll discrepancies and employee inquiries with professionalism and care. What You Bring • 3+ years of payroll experience., • Proficiency in ADP, Paylocity, or similar payroll systems., • Strong attention to detail, problem-solving skills, and the ability to meet tight deadlines., • Excellent communication skills for working with employees, union reps, and leadership. Why Join Us? • Competitive salary: $65,000 - $85,000, • Growth opportunities within a stable, expanding company., • Collaborative and supportive work environment., • Make an impact in a key payroll role where your expertise is truly valued.

Project Accountant Join a top company today! Location: Madison, WI Work Environment: Onsite Join a respected construction company in Madison and take the next step in your accounting career with a team that values accuracy, collaboration, and continuous improvement. This full-time, onsite role offers the opportunity to contribute meaningfully to a fast-paced finance department. • Strong Company Culture: Join a collaborative and respectful work environment, with a focus on teamwork and shared goals., • Leadership Support: Management is frequently described as approachable and invested in employee development., • Work-Life Balance: Their company promotes a healthy balance between professional responsibilities and personal life., • Career Growth: There are mentions of opportunities for advancement and skill-building, especially for those early in their careers., • Prepare monthly reconciliations across multiple entities and departments, • Create recurring and adjusting journal entries, • Assist with monthly financial close, • Generate job profitability reports and analyze job cost variances, • Associates or Bachelor's degree in Accounting or Finance (or equivalent experience), • Experience in construction or real estate accounting preferred, • Intermediate Excel skills, • Professional casual dress code (nice jeans are acceptable), • Collaborative and supportive team environment, • Questions and communication are encouraged, • Structured department with clear roles and responsibilities Salary-$65-70k depending on experience Interested in learning more? Apply today or reach out to discuss how this opportunity aligns with your career goals. Keywords: Accounting, Construction Finance, Job Costing, Reconciliations, Excel, Financial Close #INOCT2025

Full-Charge Bookkeeper - Madison, WI A growing and well-respected company in the Madison area is seeking a Full-Charge Bookkeeper to join their team. This is a full-time, on-site opportunity for someone who enjoys taking ownership of their work and contributing to a collaborative, supportive environment. Employee Feedback Highlights: • "Great company to work for - they make you feel welcome, especially as a new hire.", • "The atmosphere is laid back but productive, and management is helpful.", • Prepare and file sales and use tax reports., • Manage accounts payable, including invoice processing and vendor communication., • Perform account reconciliations and maintain general ledger accuracy., • Create and post journal entries for monthly and year-end close., • Experience in full-charge bookkeeping or a similar accounting role., • Strong understanding of sales and use tax filing requirements., • Proficiency in accounting software and Excel., • Detail-oriented with strong organizational and communication skills., • Supportive and welcoming team environment - employees consistently mention feeling valued and respected., • Growing company with long-term stability and opportunities for advancement., • Ownership in your role - your contributions are recognized and make a real impact., • Consistent work and a variety of tasks to keep things engaging. #INNOV2025

Accounts Payable Specialist Salary: $55,000-$65,000 Why You'll Love Working Here: • 3 weeks PTO + holidays to start, • Family owned and operated business, • Strong health benefits with profit sharing options, • Process vendor invoices, ensuring accuracy and timely payment, • Manage AP aging and resolve discrepancies with vendors, • Maintain accurate financial records and assist in month-end closing, • Ensure compliance with internal controls and accounting policies, • Communicate with cross-functional teams to ensure smooth payment operations, • 2+ years of experience as an Accounts Payable Specialist, • Excellent organizational and communication skills #ZRCFS

Tax Accountant A growing investment and wealth management firm is seeking a Tax Accountant to join its expanding tax practice. This is a unique opportunity for a motivated Tax Accountant to take ownership of a substantial client base and grow into a leadership role. Why This Tax Accountant Opportunity Stands Out: • Take over a book of 300+ clients from a retiring Tax Accountant, • Make the role your own - lead and grow the tax practice, • Work-life balance:, • Busy season: ~60+ hours/week, • Non-busy season: ~40 hours/week, • Strong benefits:, • 401(k) match + profit sharing, • Health insurance, • Life and disability coverage Responsibilities as the Tax Accountant: • Prepare and file tax returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships, • Collaborate with the tax team and other Tax Accountants to ensure timely and accurate filings, • Lead efforts to scale operations and improve systems, • Support expansion into outsourced accounting and bookkeeping services, • Use tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions Candidate Profile for the Tax Accountant: • 1-3 years of experience as a Tax Accountant, • Bachelor's degree in Accounting preferred; Associate degree with relevant tax experience considered #ZRCFS

Payroll Specialist - Hybrid | Madison, WI We're partnering with a respected public agency in the Madison area to hire a Payroll Specialist. This is a fantastic opportunity for someone with a keen eye for detail and a passion for payroll processes to contribute to a mission-driven organization. Why You'll Love This Role: • Hybrid schedule offering flexibility, • Opportunity to support a mission-driven organization, • Collaborative and supportive team environment • Former Employee, Glassdoor Key Responsibilities: • Accurately process biweekly payroll for all employees, • Ensure compliance with federal, state, and local payroll regulations, • Maintain payroll records and documentation for auditing and reporting, • Respond to employee payroll inquiries with professionalism and confidentiality, • Collaborate with HR and Finance teams to ensure accurate employee data and benefits deductions, • Assist with year-end payroll tasks, including W-2 preparation and reporting, • Proven experience in payroll processing, • Strong knowledge of payroll laws and best practices, • Proficiency with payroll systems and Excel, • Excellent organizational and communication skills, • Ability to maintain confidentiality and accuracy If you're looking to specialize in payroll within a stable and meaningful organization, we'd love to hear from you! #INOCT2025

Position: Financial Analyst Department: Finance & Strategy Reports To: Controller Position Overview A dynamic and growth-oriented organization is seeking a Financial Analyst with a strong foundation in accounting to join its finance team. This role is ideal for a detail-driven professional who combines analytical acumen with a solid understanding of financial reporting and accounting principles. The Financial Analyst will play a key role in budgeting, forecasting, and financial modeling, while also ensuring alignment with accounting standards. Key Responsibilities • Develops and maintains financial models to support strategic planning and decision-making., • Prepares monthly, quarterly, and annual financial reports and variance analyses., • Collaborates with accounting to ensure accurate financial data and reconciliations., • Assists in the preparation of budgets and forecasts, providing insights into trends and performance drivers., • Supports month-end and year-end close processes with accounting teams., • Conducts ad hoc financial analysis to support business initiatives and investment decisions., • Identifies opportunities for process improvements and automation within financial reporting. Qualifications • Bachelor's degree in Finance or Finance Accounting, • 4+ years of experience in financial analysis, with a strong accounting background., • Solid understanding of GAAP and financial reporting standards. Benefits • Competitive salary and performance-based bonuses., • Comprehensive benefits package including health, dental, vision, and 401(k)., • Generous PTO and paid holidays., • A collaborative and inclusive workplace culture. Salary: $75,000 to $90,000 #ZRCFS

Payroll Administrator ABOUT THE COMPANY CFS is engaged with a well known organization in the Madison market seeking a Payroll Administrator to join their team. Why You Should Join this Organization: • In Business for greater than 30+ Years!, • Great Benefits like 401K and Paid Time Off, • Casual Working Environment - Fun & Family Oriented Culture, • Processes weekly payroll by conducting audits, verifying data and ensuring accuracy., • Uploads spreadsheets and validates all payroll deductions and separate checks have been included for the pay date., • Finalizes payroll, prints checks, prints invoices and creates Direct Deposit (ACH) file. Uploads files to Vista Viewpoint and verify dollar amounts., • Conducts payroll audits of departments entering in hours to ensure uniformity of pay practices every quarter., • At least 2+ years of relevant experience, • Associates Degree is preferred, • Excellent written and verbal communication skills, • Experience with ADP, Vista Viewpoint, or other large Payroll Software Salary: $65,000 - $80,000

Senior Tax Accountant A growing investment and wealth management firm is seeking a Senior Tax Accountant to join its established tax practice. With over 700 tax clients, this is a prime opportunity for a skilled tax professional to step into a leadership role and help shape the future of the firm. Why This Role Stands Out: • Take ownership of a existing client base, • Opportunity to lead and grow the tax practice, • Collaborative, forward-thinking team with a strong client service culture, • Strong work-life balance Responsibilities: • Prepare and review tax returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships, • Lead and mentor junior tax staff, • Collaborate with leadership to improve systems and scale operations, • Support expansion into outsourced accounting and bookkeeping services, • Utilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions Candidate Profile: • 3+ years of tax experience, • Bachelor's degree in Accounting, • CPA preferred; candidates actively pursuing CPA will be considered Salary: $75,000 to $90,000 #LI-AE4

Hybrid work model: You'll work remotely most of the time, with occasional on-site presence. Handle multi-state sales and use tax compliance and state registrations - a critical Staff Accountant responsibility.

ACCOUNTS RECEIVABLE SPECIALIST.CFS is partnered with an organization focused on great work/life balance seeking an Accounts Receivable Specialist to join their growing team.Why You Should Consider This Company:.Strong family-oriented culture.Growing Organization with lots of opportunity to make an i

Job Description The Kayser Automotive Group, a family owned & family focus dealer group is looking for a Finance Manager to join our team. We are looking for some additional assistance in our finance office. We are looking for someone who poses the following traits: • A high-character, good-attitude person who makes their team better., • A proven track records of sustained success in PVR production & product sales., • A process-driven person who is willing and able to assist in any step of the sales process., • Long-term employment history showing commitment to one’s company., • A demonstrated commitment to continuous improvement in their personal and professional life., • A person of integrity & high moral standards., • A person who values hard work and enjoys putting in the effort success often requires., • A truly top-of-market pay plan. We want the best and are willing to pay what the best deserve., • A benefits package similar to a fortune 500 company., • A peer network of 8 stores & 15 Finance Managers who can push you to excel and help you improve your craft., • A tenured sales & sales management team who can be relied upon., • A strong and engaged leadership team who truly want to see you become the best you can be., • A strong winning tradition of market leadership., • A trusted name in automotive retail for over 99 years. We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Our Robert Half Madison team recently partnered on a search for a Billing Analyst just north of Madison. Join a thriving construction company with a reputation for teamwork, longevity, and genuine people. Many of the organizations team members, including key leaders, have been with them for decades, reflecting a strong, positive culture. As a Billing Analyst, you will be responsible for assigned customer billing and support larger accounting projects within a ten-member accounting and payroll team. You’ll report directly to the Billing Manager and play a key role in accurate, timely billing and overall process improvement. If interested, please apply with your most up to date resume and call 608-716-5643. Key Responsibilities: • Review and interpret customer contracts to ensure billing and job accounting compliance, • Process incoming field reports weekly, research discrepancies, and verify job cost coding for revenue, payroll, and expenses, • Accurately price and verify billings before posting and routing for customer approval, • Manage customer receipts and monitor accounts receivable aging balances, • Provide weekly reporting to field supervisors and management, • Execute account reconciliations, • Associate’s degree in accounting or relevant field required; bachelor’s preferred, • 3–5 years’ experience in billing, payables, or similar accounting role, • Construction accounting experience strongly preferred, • Strong attention to detail and organizational skills, • Ability to work successfully in a deadline-driven environment with frequent interruptions, • Strong written and verbal communication skills, • Comfortable working both independently and as part of a team

Job Description Wegner CPAs is partnering with a local non-profit organization hiring for a Senior Accountant to join the team in their Madison, WI office. This role is responsible for managing the day-to-day accounting operations, preparing financial statements, ensuring compliance with GAAP, and supporting audits and financial planning efforts. The ideal candidate will have a strong technical accounting background, excellent analytical skills, and the ability to thrive in a fast-paced environment. Responsibilities • Prepare and analyze monthly, quarterly, and annual financial statements., • Maintain the general ledger and ensure accuracy of all financial data., • Perform account reconciliations and resolve discrepancies in a timely manner., • Assist in month-end and year-end close processes., • Manage fixed asset accounting, accruals, and journal entries., • Support internal and external audits by providing documentation and analysis., • Ensure compliance with GAAP and company accounting policies., • Prepare and review balance sheet, income statement, and cash flow reports., • Collaborate with cross-functional teams on budgeting, forecasting, and financial analysis., • Identify and implement process improvements to enhance efficiency and accuracy. Qualifications Education: • Strong knowledge of GAAP and financial reporting., • Proficiency with accounting software (e.g., NetSuite, SAP, QuickBooks, or Oracle)., • Exceptional attention to detail and accuracy., • Strong analytical and problem-solving abilities., • Excellent communication and organizational skills., • Ability to manage multiple priorities and meet deadlines. This position offers meaningful work, competitive salary, and a monthly stipend for health insurance. This role is a full-time, onsite position in the beautiful downtown Madison, Wi. Job Posted by ApplicantPro

Job DescriptionBenefits: • License Reimbursement, • Salary Plus Commission, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • 401(k), • 401(k) matching, • Dental insurance Were looking for a motivated, sociable, and sales-driven professional who is excited to contribute to both your career growth and the betterment of the community. Join our team and make a positive impact! Key Responsibilities: • Provide clear, accurate information about State Farm insurance products and services to customers., • Assist clients with policy applications, renewals, and ensure their coverage meets evolving needs., • Respond promptly to customer inquiries, delivering excellent service and creating a positive experience., • Maintain organized and accurate records of client interactions to support ongoing relationships.Qualifications:, • Excellent communication and interpersonal skills, with the ability to connect with a diverse customer base., • Strong attention to detail and the ability to manage multiple tasks in a fast-paced environment., • Previous experience in customer service or sales is preferred but not required.If you're a self-starter who enjoys engaging with customers and wants to grow your career in a rewarding, supportive environment, wed love to hear from you! Apply today to start making a difference.

Job Description "It's go time!" The CEO of a leading financial institution in Madison recently shared with executive leaders that they are in growth mode and with that, are looking to add a Senior Accountant to their already stellar team. This direct-hire opportunity reports directly to the Controller and works alongside other accounting professionals and senior leadership. A highly collaborative team focused on challenging the status quo and innovation awaits! Please apply with your most up to date resume (in confidence) and call 608-716-5643 for consideration. This is a position with potential for a hybrid schedule. Key Responsibilities: • Prepare and review complex financial statements, ensuring regulatory compliance, • Assist with month-end and year-end close processes, • Participate in process improvement initiatives across departments, • Support budgeting, forecasting, and variance analysis processes, • Perform account reconciliations and ensure accuracy of general ledger transactions, • Respond to internal and external audit requests, supporting compliance activities, • Assist with implementation of new financial technology or software solutions, • Bachelor’s degree in Accounting, Finance, or related field required; CPA or banking experience preferred, • Demonstrated initiative and ability to work independently in a fast-paced setting, • Excellent communication and interpersonal skills, • Eager self-starter, with ability to lead and complete cross-departmental projects, • Adaptable, collaborative, and open to evolving team and business needs

Job Description BIOFerm, a Madison, WI based renewable energy company, is seeking a skilled and detail-oriented Project Accountant to join our team. This role will have responsibility for the organization's accounting practices, the maintenance of its fiscal and job records, the preparation and interpretation of its financial and job reports for management and external groups. With close direction from the Controller, this individual will also have responsibility for ensuring appropriate internal controls are maintained, relevant forecasting and financial reporting data is accurate, and budgetary constraints are monitored. Essential Job Functions: • Perform month-end functions timely and accurately, including assisting with preparation/review of journal entries, complex account reconciliations, and financial and management reports, • Maintain accounting ledgers by verifying and posting transactions to the appropriate intercompany entity, G/L accounts, project budget, and departments, • Interpret operating results as they affect the financial aspects of the organization and make specific recommendations for cost reduction and/or profit improvement, • Complete budget-to-actual analysis; ensuring actual expenditures do not exceed authorized amounts, • Determine and review prospective project write-off loss contingencies, • Prepare monthly project projections based on interactions with Project Manager and knowledge of the business, • Assist with project estimates, budgets, forecasts, actuals, and costs to complete, • Work with Accounts Payable and Purchasing regarding discrepancies between invoices and purchase orders, and responding to vendor inquiries, • Assist in the preparation and issuance of customer invoices and account statements, • Assist with the development of operational procedures and document data flow, • Alongside the Controller, work with external accounting software, audit, and tax vendors as necessary, • Assist other departments with accounting/finance questions when appropriate, • Complete other tasks as assigned by managerCompetencies & Qualifications:, • Bachelor's Degree in Accounting required, CPA or CMA a plus, • Acumatica ERP experience required, • Minimum three years of accounting experience with progressive experience, • Ability to analyze financial data and prepare financial reports, statements, and projections, • Knowledge of finance, accounting, budgeting, and cost control principles including GAAP, • Intermediate to advanced level of experience with Excel and other Microsoft Office programs, • Comfortable working with multi-entity financials, • Experience with construction or job cost accounting, • Strong organizational, time management, and interpersonal skills, • Self-starter, motivated to learn, and enthusiastic about continuous improvement, • Ability to work independently or as part of a team, • Excellent verbal communication and writing skills, • Valid US driver’s license, • Must be authorized to work for any company in the United States. Must not require sponsorship, or continued sponsorship to work for any company in the United States

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. 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., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • 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., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *

Job DescriptionSalary: $95,000 - $110,000 per year The Accounting & Finance Controller is responsible for leading the accounting department, managing employees, financial reporting, budgeting, compliance, and financial analysis for Facility Gateway Corporation (FGC). They play a key role in shaping the financial strategy of the organization and ensuring financial stability and compliance for FGC and its four entities Corporate, Construction, Manufacturing, and Field Services. Key Responsibilities: Financial • Oversee the preparation and presentation of accurate and timely financial statements, including balance sheets, income statements, and cash flow statements, as well as closing monthly and quarterly reports, • Able to perform revenue recognition tasks, • Ensure compliance with Generally Accepted Accounting Principles (GAAP) or relevant accounting standards, • Provide financial forecasts and analysis to support strategic decision-making, • Implement and monitor accounting policies and procedures, • Ensure compliance with tax regulations, financial reporting requirements, and other statutory obligations., • Stay updated on emerging financial technologies and best practices, • Collaborate with executive leadership to develop financial strategies that align with the organization's goals, • Run weekly meetings with ownership Employee Management • Manage accounting staff, consisting generally of 2-3 full-time and 1-2 part-time employees, • Approve/deny the weekly schedules and PTO requests of the department, • Perform employee evaluations and set performance objectives., • Promote professional development and team cohesion Qualifications: • Bachelors degree in accounting, finance, or a related field preferred, • CPA certification preferred but not required, • Must excel at interdepartmental communication, • 5 or more years of progressive accounting and finance experience, including managerial roles, • Strong knowledge of financial reporting standard, • Proficiency in accounting software and financial systems, • Excellent analytical, communication, and leadership skills, • Attention to detail and a commitment to accuracy Job Type: Full-Time Location: Corporate office located in Madison, WI 53716. Salary: $85,000 to $100,000 annually, based on experience. Benefits: • PTO / Paid Sick Time, • Paid company holidays, • 401(k) plan with employer matching, • Health / Dental / Vision insurance, • Health reimbursement plan, • Flex Spending Account, • Life Insurance

Job Description POSITION OVERVIEW The Sr. Financial Analyst is responsible for collaboratively developing, implementing, and delivering the financial planning and analytics for Oakwood Village to ensure awareness of the financial position and the respective opportunities and risks. This encompasses supporting processes, systems, modeling, reporting, and communications. This position also works with department managers as a consultant in driving understanding and delivering financial goals and objectives; is responsible for preparation of the annual budget, encompassing the Statement of Operations, Statement of Financial Position, and Statement of Cash Flows; produces monthly variance analysis in collaboration with the Accounting Team; benchmarks data for opportunities and growth; prepares SEC budget filings; and prepares and delivers related presentations to senior management. This position is responsible for assisting in the oversight of the operations of information technology. This position reports to the Chief Financial Officer. MISSION STATEMENT We are Called to serve a thriving community where seniors live with dignity, connection and purpose. CORE VALUES Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values: • Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another., • Faith: We have a commitment to remain true to the vision and mission of Oakwood., • Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all., • Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers., • Delivers the annual operating and capital budget. Plans, facilitates, and develops the budgeting and financial planning processes for the organization through business partner collaboration. Establishes operational department budgets in alignment with organizational strategies. Prepares the Statement of Operations, Statement of Financial Position, and Statement of Cash Flows with associated analysis telling the story of the financial picture., • Furthers the financial analytics. Provides financial perspectives, insights, and actionable options for Oakwood decision makers. Analyzes current performance, identifies and interprets trends and opportunities, and reviews results with respective business partners., • Assesses and delivers on the opportunities to infuse artificial intelligence (AI) into the analytics and reporting processes., • Collaborates on initiatives. Partners with the CFO and management team on the development and reporting of key performance indicator, financial, and statistical information; and models future programs/services. These may include financial planning for initiatives, financial performance evaluation of care communities, occupancy mix impact, rate vs volume vs mix impact, etc., • Leads the development and analysis of pricing policies for programs and services., • Partners with the Controller on delivery of financial results and financial planning., • Facilitates and/or participates on cross-functional teams to evaluate and implement operational improvements and/or business growth opportunities. Prepares needed operational analyses to assist in the decision-making process, including cost-benefit, lease vs buy, etc.; utilizing NPV, IRR, payback, and break-even measures., • Maintains continuous improvement mindset; assessing future needs and applying and integrating technology to enhance the completeness, accuracy, and timeliness of systems and processes., • Guides management and staff on financial stewardship and profitability., • Partners with Treasury function to maximize investment return and limit risk on cash by minimizing cash balances and making investments., • Embraces a servant approach. Utilize strong customer service skills when engaging with constituents, including managers, board members, residents, and other stakeholders; presenting Oakwood’s mission, vision, and values in all aspects of responsibility., • Provides informal leadership for members of the Finance department with emphasis on the empowerment of staff to be creative, to offer input into the decision-making process, and to develop as an accountable member of the Oakwood team. Provides input on staff selection, orientation, evaluation, and growth., • Partners with the outsourced information technology service provider to support advancing complete, accurate, and dynamic technology across Oakwood. Aligns technology resources with business initiatives supporting Oakwood growth and efficient and effective operations. Manages Microsoft Office 365, VPN, and other licenses to ensure business user needs are met while upholding financial stewardship of Oakwood resources., • Intellectual curiosity; proactive approach to responsibilities to uphold completeness, accuracy and timeliness in support of sound decision making and accurate financial statements., • Embraces continuous improvement; engage staff and business partners in the journey., • Creative, curious, detail-oriented problem solver with the ability to take a step back and view the big picture., • Committed to supporting residents and business partners., • Sets priorities, meets deadlines., • Communicates professionally., • Handles confidential information., • Exercises independent judgment, makes recommendations for progress, and make sound decisions., • Bachelor's degree in Accounting, required; MBA preferred, • Minimum ten years accounting and management experience required. Healthcare or long-term care accounting experience, a plus, • Advanced Excel skills - vlookup, pivot tables, charts, data sourcing/PowerPivot; SQL experience reporting tools, a plus, • Experience with Oracle NetSuite or similar accounting software

Job Description Exciting Full Time Relationship Banker Opportunity in Waunakee, WI Are you ready for an exciting career opportunity in the banking industry? Look no further! One Community Bank in Waunakee, WI is seeking a skilled and motivated Full Time Relationship Banker to join our team. As a Relationship Banker, you will have the opportunity to build strong relationships with our valued clients and provide them with exceptional banking services. This role will allow you to showcase your excellent communication and interpersonal skills, as you assist clients with their financial needs and guide them towards the best banking solutions. At One Community Bank, we believe in investing in relationships and trust our team to deliver exceptional client service. As a Relationship Banker, you will have the chance to make a positive impact on the lives of our clients and the community. We encourage new ideas and thinking big, allowing you to be innovative and forward-thinking in your approach. Join our flexible and customer-focused organization and see the upside of a fulfilling career in banking. Apply today and be part of our professional and forward-thinking team at One Community Bank. You will be offered great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Flexible Spending Account, Competitive Salary, Paid Time Off, and Short-term and long-term disability. We can't wait to meet you! Day to day as a Relationship Banker As a Full Time Relationship Banker at One Community Bank, you will have the opportunity to embody the core value of exceeding client expectations. This role is unique as you will work with a larger number of clients on a daily basis compared to any other position within the bank, allowing you to make a significant impact. You will have the chance to foster strong relationships with clients, providing them with exceptional client service and going above and beyond to meet their needs. At One Community Bank, we believe in making a difference in the communities we serve, and as a Relationship Banker, you will have the opportunity to contribute to the growth and success of your local community. Embracing change and seeking out opportunities for improvement are also key aspects of this role, as we believe in forward-thinking and constantly striving for excellence. Join our team and be part of a role that allows you to make a difference and grow both personally and professionally. Requirements for this Relationship Banker job To excel in the role of a Full Time Relationship Banker at One Community Bank, certain skills and qualifications are essential. A high school diploma or GED is required, along with strong organizational skills. As a Relationship Banker, you will be responsible for performing a wide range of tasks, so a meticulous attention to detail is crucial. You should possess excellent problem-solving abilities, as well as strong interpersonal and communication skills to effectively address client questions and concerns with warmth and a collaborative spirit. Previous cash handling experience is preferred, but not mandatory. At One Community Bank, we value individuals who are customer-focused, proactive, and adaptable to change. If you thrive in a fast-paced environment and enjoy providing exceptional service to clients, then this is the perfect opportunity for you to showcase your skills and make a positive impact. Get started with our team! So, what do you think? If this sounds like the right position for you, go ahead and apply. Good luck!

Job Description Why Join Us? As a Senior Cost Accountant, you will play a critical role in supporting accurate cost reporting and financial analysis that impacts key business decisions. This position offers broad exposure to Finance and Operations leadership, the opportunity to develop deep expertise in cost accounting, and a clear pathway for career growth within a dynamic and sustainability-focused manufacturing organization. About the Role We are seeking a detail-oriented and analytical Senior Cost Accountant to support the cost accounting function. This role will be responsible for standard cost maintenance, inventory valuation, variance analysis, and supporting financial reporting processes for our manufacturing operations. The Senior Cost Accountant will work closely with Finance and Operations to provide accurate, timely, and actionable cost insights, ensuring alignment with GAAP, internal controls, and business objectives. Industry: Thermoforming / Packaging / Manufacturing Key Responsibilities Cost Accounting & Analysis • Maintain and update standard costs, BOM accuracy, and labor/overhead rates in ERP (Oracle)., • Develop and maintain Oracle material and resource rates to support pricing and GAAP inventory costing compliance., • Prepare and analyze manufacturing variances (material, labor, overhead) and provide clear explanations to Finance and Operations leadership., • Perform cost modeling and margin analysis to support new product developments, pricing decisions, and special projects., • Reconcile inventory across facilities to ensure accuracy and proper valuation., • Support physical inventory counts, cycle counts, and year-end inventory observations., • Review Oracle EAM internal labor and material costs for appropriateness and fiscal control., • Prepare journal entries, account reconciliations, and cost allocations during monthly close., • Assist with publishing and reviewing monthly financial packages, including cost and spending analysis., • Partner with Operations and Finance teams to provide cost insights that drive operational improvements., • Champion effective use of Oracle PBCS and Power BI for reporting and analysis., • Identify and implement process improvements within cost accounting and reporting workflows. Qualifications Required: • Bachelor's degree in Accounting, Finance, or related field., • 3–5 years of progressive cost accounting or manufacturing finance experience., • Strong knowledge of GAAP, standard costing, inventory valuation, and manufacturing operations., • Proficiency in Excel and experience with ERP systems (Oracle preferred)., • CPA or CMA certification or progress toward certification., • Experience in plastics, thermoforming, or medical/food-grade manufacturing., • Public accounting experience (e.g., audit or assurance) is preferred and valued for the strong technical foundation and analytical skills it provides., • Experience with Power BI and Oracle PBCS., • Strong analytical and problem-solving skills, • High attention to detail and accuracy, • Effective communication across functions, • Ability to manage multiple priorities and meet deadlines, • Proactive approach to process improvement, • Commitment to operational excellence and continuous learning Placon employment offers are contingent upon the successful completion of a pre-employment drug test, basic physical, background check, educational verification, and reference checks (as applicable). Placon requires that employees have and maintain authorization to work in the country in which the role is based. In general, Placon does not sponsor candidates for non-immigrant visas or permanent residency unless based on business need. Placon is committed to equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity, or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristics.

Job Description Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you! Why Join Lakeshore Financial Group? • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies, • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life., • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed., • Professional Development: Gain valuable experience in sales, finance, and client relationship management., • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisionsQualifications:, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Job Description We're Changing the Rentals Industry We're a profitable, growth-stage company building industry-leading martech and data products for the rentals industry. While originally known for building and operating one of the U.S.'s largest rental marketplaces - Rentable, our focus has shifted to our category-leading AI and data SaaS products with triple-digit growth rates. We're a fully remote team of 100+ spread across the U.S. from coast to coast. We operate on a strict no a**holes policy and are proud to have built a community of highly performing people that take our work seriously, but not ourselves. While we've raised $30MM+ to date from some of the world's best investors, we're profitable with a strong balance sheet and an indefinite runway. We pride ourselves on achieving rapid growth without having to incinerate capital. If you like the idea of joining an industry-changing company made up of people who genuinely like each other, Rentable could be a great fit for you. The Role As an Accounts Receivable Specialist at Rentable, you will play a crucial role in managing the financial health of the company. You will be responsible for overseeing the accounts receivable process, ensuring accurate and timely invoicing, and collaborating with internal teams to resolve any billing discrepancies. This position requires a strong understanding of accounting principles, excellent communication skills, and a proactive approach to problem-solving. You'll be part of a small but mighty team where collaboration is essential. While you'll have core responsibilities, a significant part of this role involves being a cross-functional player, ready to jump in and support teammates on various tasks across financial operations. Responsibilities: • Accountable for improving AR performance through concise AR Aging metrics, • Identify and resolve customer issues related to slow pay or non-payment of invoices through proactive communication with clients and with internal teams, • Develop and maintain a professional relationship with Rentable customers, • Become proficient in understanding the company's AR-Collections life cycle, especially related to root cause analysis and AR aging prevention within a 3-month time frame, • Record and document daily outreach calls/emails, • Own and monitor the accounts receivable email inbox and respond to emails and voicemails promptly, • Meet and exceed monthly AR collection goals, • Bachelor's degree in Accounting, Finance, or a related field, • Proven experience in accounts receivable or a similar finance role, • Experience working in Multifamily or Proptech space preferred, • Strong understanding of accounting principles and billing processes, • Excellent communication and interpersonal skills, • Detail-oriented with strong analytical and problem-solving abilities, • Proficient in accounting software and Microsoft Office Suite, • Knowledge of and/or experience with QuickBooks Online, • Ability to work autonomously and prioritize workload, • 100% remote workplace, • Competitive Compensation Package, • Flexible Vacation Policy, • Medical, Dental, and Vision Insurance, • 100% paid Short-Term Disability, Long-Term Disability, and Life Insurance Program, • 401k Program Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We want to alert you to potential recruiting scams targeting job seekers. Please note that our company will never request payment, personal information, or any confidential details during the interview process.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn, Financial Representative • How long with NM? Since August 2020., • Previous experience? Banking and retail., • Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,Elijah Holmes, Financial Representative, • How long with NM? Less than 1 year., • Previous experience? Pre-college advisor for a college prep program., • Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.William Jordan, Financial Advisor, • How long with NM? 7 years., • Previous experience? Intern at NM and pizza delivery driver during college., • Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.Sandy Botcher, Managing Partner, • How long with NM? 24 years., • Previous experience? Junior high teacher and litigation attorney., • Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.Michael Ciske, Financial Representative, • How long with NM? Started September, 2023., • Previous experience? Army medic for 16+ years and office manager at a dental office. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, with training and sponsorship available.Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Job Description Billing Specialist Location: Madison, WI Position: Full-time (37.5hrs/week) Schedule: Mon-Fri, 8:30AM-4:30PM, NO WEEKENDS! Compensation: $22/hr Why Community Living Alliance? Community Living Alliance (CLA) is a nonprofit, community-based organization providing services for older adults and persons with disabilities and chronic illnesses. We offer great autonomy, as well as personal and professional harmony. • CLA has been rated among the top 20% of employers on indeed for our Indeed Work Wellbeing Score., • CLA was recognized as an inclusive employer in Dane County in 2024 and 2025! Position Summary: This position will be responsible for client authorizations, processing claim submissions, posting payments and follow up, reconciling billing units with electronic visit verification (EVV) data and resolving any coverage and/or denial issues. Process and calculate monthly revenue amounts for posting to financials. Providing backup daily payroll duties. What We Offer: • Work-Life Balance: M-F, No weekends, Flex Time, • Time Off: 10 Paid Holidays, Vacation, Sick time, • Mileage Reimbursement: Any traveling done on behalf of CLA, • Competitive Benefits Package: Health, Dental, Vision, Retirement Plans, Life Insurance, Pet Insurance, Tuition Assistance, Eligibility for Public Student Loan Forgiveness Program (PSLF), Flex Spending Account and AAA discount, • Collaborative Team Environment: Work alongside dedicated professionals who value mentorship and teamwork, • Leadership & Growth Opportunities: Continuous training and development opportunities. Primary Duties: • Process Prior Medical Authorization and renewal submissions for Wisconsin Medicaid and Managed Care Programs., • Maintain client authorizations in accounting systems., • Generate electronic billing files for submission to various payor portals., • Reconcile paid hours verses authorized hours for billing and EVV (electronic visit verification), • Ability to navigate payor portals for claim/billing information and payment remittances., • Ability to navigate and run reports from the time and attendance system and reconcile with EVV aggregator data., • Enter payments on patient accounts in billing system and reconciliation as requested., • Assist Revenue Manager with outstanding and denied claims in a timely manner., • 18 Years or Older, • Associate degree in accounting or related field or other equivalent education, • Three (3) years experience in a billing or accounting position, • Must be willing to undergo and pass a background check., • Authorized to work in the United States., • Capable of lifting/moving/pushing/pulling 35 pounds CLA is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. CLA proudly celebrates diversity, equity, and inclusivity! Powered by JazzHR 6MaTtc8lue

Job Description ABOUT THE COMPANY Capitol Tax & Accounting Group has been providing comprehensive financial services to residential and commercial clients in Madison, WI and the surrounding areas since 2013. We’re a small, growing firm with a long history of success in the areas of individual, corporate, trust, estate, and gift tax return preparation, along with consulting, bookkeeping, and payroll. Our focus is to deliver tax, accounting, and specialized solutions that provide the information needed to successfully manage our client’s business and everyday life. We assist our clients with creating a growth plan combined with a tax strategy to leverage any potential tax benefits that may exist. JOB SUMMARY • Prepare income tax preparation for individuals, small businesses, and trusts, • Provide bookkeeping services to clients using QuickBooks and QuickBooks Online, • Assist in month-end and year-end close processes, • Manage fixed asset accounting, accruals, and journal entries, • Supply general ledger entries by compiling and analyzing information, • Produce balance sheets, profit and loss statements, and other supplemental reports, • Summarize account information and identify trends to assist business leaders in decision making, • Assist senior staff in preparing tax projections to assist clients with tax planning, • Assist with analyzing client financial records to identify potential accounting and tax issues, • Associate or bachelor’s degree in accounting or finance, • Bookkeeping and payroll experience, • Basic understanding of tax concepts, • Understanding of Generally Accepted Accounting Principles (GAAP), • Excellent analytical skills with attention to detail, • Integrity with an ability to handle confidential information, • Strong verbal and written communication skills, • A positive team player able to work with others to achieve results, • Proficient in Microsoft Suite (Excel, Word, Outlook), • Medical insurance, • Dental insurance, • Vision insurance, • Life insurance, short-term and long-term disability, • Retirement plan with employer match, • Unlimited PTO, • Company paid educational materials and expenses, • Bonus Program, • Hybrid work environment Salary range: $60,000 - $65,000 Capitol Tax & Accounting Group is dedicated to creating a supportive employment environment irrespective of race, color, age, sex, religion, national origin, sexual orientation, veteran status, or non-disqualifying disability.

Job DescriptionSalary: $23 - $26 an hour Facility Gateway Corporation (FGC) is seeking an organized, detail oriented Accountant to join our team! The ideal candidate should be self-motivated, a fast learner, have at least two years of relevant experience, and a solid understanding of accounting principles. This position works directly with the Controller, as well as the Accounting Clerk and Accounting Assistant. Our team regularly interfaces with other departments as well. This position will be responsible for afternoon coverage of the accounting department, and therefore will need to be available to work a schedule of 8:30 -5:00 during the work week, with a 30 minute lunch. This is a salaried position, on average 40-45 hours per week. The position will report to FGCs Controller. Key Responsibilities: • Manage daily workload, ensuring that deadlines are met, and work completed accurately, • Oversee accounting process for multiple companies across different accounting platforms, • Able to perform revenue recognition tasks (accruals/deferrals), • Understand reoccurring revenue model, • Ensure compliance with Generally Accepted Accounting Principles (GAAP) or relevant accounting standards., • Creation of sales orders and purchase orders, • Reviewing contracts, • Sales order/purchase order review & clean up, • Managing vendor relationships as it relates to payments, • Oversee collections process, • Implement and monitor accounting policies and procedures, • Manage customer relationships - both external and internal - as it relates to accounting, • Familiar with A/P & A/R practices/functions, • Completing vendor credit applications, • Credit card reconciliations, • Other duties as assigned by Controller Qualifications: • Bachelors degree in accounting, finance, or a related field preferred - or comparable work experience., • Intermediate/advanced knowledge with all Microsoft Office programs, particularly Excel, • Intermediate/advanced knowledge of QuickBooks, • Knowledge of financial principles and accounting terminology, • Excellent time management skills and ability to multi-task, • Performance under pressure, • Strong interpersonal skills, • Exceptional written and communication skills, • Passion for business and finance, • Self-motivated and self-directed, • Attention to detail and a commitment to accuracy Salary: $50,000 to $60,000 annually, based on experience. Benefits: • PTO / Paid Sick Time, • Paid company holidays, • 401(k) plan with employer matching, • Health / Dental / Vision insurance, • Health reimbursement plan, • Flex Spending Account, • Life Insurance

Job Description This is a remote position for someone in the Midwest Region. We may consider someone for a Senior Underwriter role with the right experience At CapSpecialty, we are a specialty underwriting company being driven by well-informed, entrepreneurial and proactive employees. Come join our exciting company where you can really make an impact, and each individual's unique skills and talents are recognized and valued. You will find an accessible leadership team that welcomes opinions and ideas. We owe much of our success to our collaborative environment and set of three guiding principles rooted in customer-centricity, employee excellence and corporate culture. We offer competitive compensation and benefits packages – including an innovative open vacation plan, generous paid sick and parental leave, fully vested matching 401k, company-paid group term life insurance and short- & long-term disability plans, professional and educational growth opportunities, flexible and casual work environment, and recognition for exceptional performance. Please see our full list of Total Rewards here. CapSpecialty is seeking an Underwriter for our Midwest Surety Team who will generate profitable commercial Surety & Fidelity business by managing the book of business through underwriting assigned territory, building working relationships with agents and co-workers, and participating in account underwriting and manager’s meetings. Duties/Responsibilities: • Independently produce more complex accounts/programs from startups to Fortune 500 account types. Analyze all facets of a financial statement and forecast the future impact the financial results will have on any account within its industry., • Independently compile all underwriting information to assess overall risk, making a sound credit decision w/appropriate pricing, collateral, or other security. Approve and maintain good accounts for profitability by underwriting new submissions, renewals, and credit drawers., • Research and generate new business leads & independently develop business relationships, cultivating them through strong customer service. Articulate CapSpecialty’s risk appetite & business philosophies to assigned agents/brokers., • Demonstrate leadership skills in everyday business environment by training and mentoring underwriting team in underwriting concepts & corporate philosophies. Exhibit understanding of the “big picture” and overall goals of our organization. Review and respond to recommendations of Underwriters, working with them to help them learn more in depth principles of underwriting to advance in their respective careers., • Determine what underwriting guideline changes are needed by investigating and reporting on bond claims and losses., • Participate in the account underwriting meetings to assist in the approval of large risks and the establishment of departmental policies and procedures., • Participate in off-site training seminars to develop leadership skills. None. Core Competencies: • Knowledge of bonds, procedures, and rates as well as knowledge of specified territory including agency plant, accounts, and competition and general business climate. Working knowledge of Capitol’s reinsurance treaty (ies) and limitations., • Ability to utilize word processing and spreadsheet software and communicate effectively, both verbally and in writing., • Ability to effectively collaborate in a team environment, while working independently., • Advanced ability to analyze all facets of a financial statement and tie together all statements including the statement notes., • Advanced knowledge on how to apply both vertical and horizontal financial trending (i.e. liquidity, profitability, and debt coverage ratios, etc.) to forecast the future impact the financial results will have on any account within its industry., • Bachelor’s Degree, or equivalent., • 1+ years of direct underwriting experience., • Prolonged periods of sitting at a desk and working on a computer., • May be required to lift up to 10 lbs. at times. Apply today! Equal Employment Opportunity Employer Powered by ExactHire:182275

Job Description Rural Mutual Insurance is seeking a detail-oriented Personal Lines Insurance Underwriter to join our growing team and support our Homeowners and Personal Auto lines of business. This hybrid role based in Madison, WI involves evaluating risk, making underwriting decisions, and collaborating with agents and internal teams to ensure compliance with company guidelines. If you're ready to grow with a company that values teamwork and your expertise — apply today! Compensation: $55,000 - $70,000 yearly Responsibilities: • Evaluate risk for acceptance, rejection, or modification in compliance with underwriting guidelines for Homeowners and Personal Auto policies., • Review agent requests for exceptions to underwriting standards and provide timely decisions., • Assess incoming policy change requests and determine appropriate action., • Analyze risk alerts from claim adjusters and decide on renewal impacts., • Respond promptly to emails, phone calls, and correspondence from agents, assistants, and internal staff., • Manage daily, weekly, and monthly underwriting tasks via workbench systems., • Make decisions within your letter of authority and follow department service standards., • Provide input on product development and underwriting procedures., • Perform other duties as assigned.Qualifications:, • Required 2+ years experience working in an insurance underwriter role, preferably in personal lines., • Associate degree or equivalent from a two-year college or technical school., • Strong team player., • Self-motivated with the ability to work independently and multitask., • Demonstrated proficient personal computer skills, with working knowledge of Microsoft Suite., • Additional education in insurance or other industry-related coursework is preferred. Interest in pursuing additional education in the insurance industry., • Bilingual abilities (Spanish, Hmong, etc.) are a plus.About Company What You'll Love About Rural Mutual Insurance: We are a leading property and casualty insurance company based in Wisconsin, well known for our financial strength and longevity in the insurance industry. Our reputation in the marketplace ensures stability and opens up numerous growth opportunities for our employees. We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff, our agents, and our customers. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference through the work that we do. We believe in a healthy work/life balance and, to that end, offer a competitive and comprehensive compensation package including health, dental, life, LTD, and vision insurance as well as an employee bonus plan, matching 401(k) plan, and generous time off benefits.

Job DescriptionAbout San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. • Privately owned, well capitalized and strong balance sheet for our size, • Experienced senior management team, • Over $1 Billion of Customer Assets under management, • In-house CIO, • Top Tier Clearing, Custody and Technology, • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives, • Onboarding Incentives including upfront forgivable transition loans, • BD, RIA, and Insurance Platforms, • We will consider both W2 and 1099 affiliations, • Custody & Clearing with RBC & Schwab, • We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications:, • 5+ years of proven success, • Series 7 (6) and 63 licenses are required, • Self-starter with a strong work ethic and ability to work independently Powered by JazzHR 35soV1qrOg

Job Description Financial Client Associate Summary The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships. Under direct supervision, the Financial Client Associate assists the Financial Advisor by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Essential Duties & Responsibilities • Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution., • Assist Financial Advisor (s) with opening new accounts and send required account and transaction documents to clients., • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients., • Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items leveraging tools such as Salesforce, Orion, Microsoft Bookings, etc., • Assist in financial planning efforts by entering client data in MoneyGuidePro (financial planning software) and walking clients through account set up and review options in the client portal., • Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, prepare correspondence and assist with mailing and client requests., • Act as liaison between the branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc., • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars., • Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines., • Perform administrative duties as required by the Financial Advisor(s) or branch manager., • Provide backup support as required to other branch support personnel., • Perform other related duties as assigned. Qualifications: • Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus., • Professional presence with strong customer service and interpersonal skills experience., • Detail oriented, excellent organizational skills and able to manage a variety of tasks., • Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills., • Excellent communicator across a wide variety of communication channels (in-person, phone and virtually)., • Ability to seek new ways to improve processes, suggest new ideas and approaches., • Exercise discretion in handling confidential information. Education and/or Work Experience: • Minimum Required: Bachelor’s Degree, and/or equivalent work experience, • Minimum Required: 1+ year of work experience in client services, preferably within the financial industry. Licenses/Registration • N/A About Benjamin F. Edwards If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $45 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future. We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement. We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off. Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer. #LI-Onsite

Job Description WREA Financial and Membership Facilitator—July 2023 Office Administration: · maintain confidentiality of membership records and other WREA business · proficient in Word, Excel, Outlook, Power Point and Cloud based receptacle Financial: · assist Executive Director and WREA Treasurer with budget development for the WREA and the WREA Foundation · responsible for maintaining financial records for the WREA and the WREA Foundation · prepare both the WREA and the WREA Foundation monthly report · prepare both the WREA and the WREA Foundation budget worksheets · work with the WREA and the WREA Foundation treasurers to review investments · prepare both the WREA and the WREA Foundation bank deposits · reconcile both the WREA and the WREA Foundation bank statements · assume primary responsibility in facilitating both the WREA and the WREA Foundation annual compilation · post, record and mail receipts for all donations, memorials, legacy funds and special foundation project activities · prepare backup of both the WREA and the WREA Foundation Quick Books system after posting · responsible for Accounts Payable and Receivable Communication/Information/Reports/Correspondence: · respond to emails, mail and phone calls, when appropriate Membership: · work with membership chairs and treasurers to resolve dues issues · maintain YourMembership records · responsible for membership records: posting of new members, entering names of retirees, change of address, dues payments and membership status · verify AMBA members Convention: · responsible for event registration of participants, host unit volunteers, vendors, guests, delegates/alternates, tours and meals Spring District Meetings: • responsible for event registration of participants As an employee of the WREA, the Financial and Membership Coordinator will perform other duties as assigned. H:\WORD\Job Descriptions\2023 07 17 Financial and Membership Coordinator Job Description.doc