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Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financ
Posted 20 days ago
Develops and implements security measures for access to District technology systems, including network, Active Directory servers and LINUX/UNIX Operating System. Responsibilities include security analysis at the network, server, and application level on all computing platforms. Responsibilities on these systems include system administration, engineering and provisioning,
Posted 8 days ago
Pricing Strategy Development and Deployment Drive Pricing strategy by providing recommendations that align with market performance and competitive dynamics. Develops tactical and strategic pricing initiatives to maximize overall revenue while ensuring alignment with company objectives. Utilize price realization results, inflationary trends, 80/20 methodology and competiti
Posted 28 days ago
Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in depth conceptual and practical knowledge and case consultation, reviews tax and financial documentation, and assists in the delivery of customized comprehensive financial plans. Uses subject matter expertise to assist in the development
Posted 29 days ago
Take ownership of assigned customer portfolio, reviewing and following up on overdue accounts professionally through email and collection calls to minimize aging. Recommend, negotiate, and follow up on collection action plans for past due accounts . Work with customers and internal departments to resolve any potential disputes or issues with invoices. Provide regular upda
Posted 15 days ago
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you Are you FIS? About the role The Payment Software Professional Services pr
Posted 2 months ago
Personnel Evaluation, Inc.
- Menomonee Falls, WI / Cedarburg, WI / Mequon, WI
Dealership near Menomonee Falls area looking for an F&I Manager. Responsible for presenting and selling finance, warranty, and insurance products. Accurately submitting all state, federal, and dealer documents in a timely manner. Must have excellent customer service and communication with customers. Prefer candidates who have experience with Maximtrak program. Maintain hig
Posted 6 days ago
Coordinates, compiles and reviews the operating and capital expenditure budgets, both annually and for long range planning to achieve desired goals and objectives. Develops and refines budgeting techniques to provide leadership with optimum financial control and planning tools. Provides consultation to operating departments on financial modeling and forecasting to establi
Posted 2 days ago
Plans and prepares financial and statistical analyses for new programs, projects, and services. Plans, prepares, communicates, and monitors financial projections including but not limited to revenue and expense statements, balance sheets, cash flow statements, and key financial indicators. Thoroughly understands their inter relatedness and quickly assesses the impact of c
Posted 5 days ago
Prepares financial and statistical analysis for Aurora Health Care and affiliates. Prepares, communicates and monitors financial projections. Participates in the development of detailed cost accounting and productivity standards and utilizes them in financial proformas and budgeting. In addition, the incumbent must perform subsequent variance analysis on these standards.
Posted 14 days ago
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