• Advisor , Financial Planning…

    Cardinal Health (Madison, WI)
    **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
    Cardinal Health (10/17/25)
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  • Financial Advisor Trainee

    Raymond James Financial, Inc. (Waukesha, WI)
    …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as...abreast of investment products, industry rules and regulations, and financial planning . + Performs other duties and… more
    Raymond James Financial, Inc. (10/15/25)
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  • Virtual Financial Advisor

    Thrivent Financial (Milwaukee, WI)
    …Life, Health, Annuities, and other investment products etc.) + Ability to provide in-depth financial analysis and planning . + Ability to effectively ... The Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary… more
    Thrivent Financial (08/29/25)
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  • Financial Advisor

    BMO Financial Group (Beaver Dam, WI)
    …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... Provides financial and investment planning and advice...sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates… more
    BMO Financial Group (11/04/25)
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  • Principal Technology M365 Integration…

    Sanford Health (WI)
    …organization through disaster recovery, system resiliency and single-point of failure analysis , planning and preparedness. Builds, runs and maintains processes ... M365 systems. * Lead incident management and root cause analysis for complex issues affecting M365. * Prioritize and...MIM events. **Job Summary** The Principal Technology M365 Integration Advisor will serve as the technical authority and subject… more
    Sanford Health (10/11/25)
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  • Senior Manager, Financial Planning…

    Indeed (Milwaukee, WI)
    …Build and promote scenario analysis frameworks that enable proactive planning . + **Insight & Storytelling:** Translate financial results and forecasts ... accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation.… more
    Indeed (10/23/25)
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  • Senior Engineer, Cyber M&A Advisor

    Cardinal Health (Madison, WI)
    …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX)...Project management tools (eg, Jira, MS Project) + Data analysis and reporting (Excel, Power BI) **_Soft Skills:_** +… more
    Cardinal Health (09/03/25)
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  • Principal Sales Strategy & Planning Analyst

    UKG (Madison, WI)
    …UKG solutions, and ensure that value is realized post-sale. The position involves complex analysis of business goals, financial data, and key metrics to optimize ... Presales organization as part of the GTM Strategy & Planning team. This Principal role will partner with Sales...key stakeholders and leadership * Serve as the trusted advisor and go-to-resource for the Customer Value Advisory team… more
    UKG (11/04/25)
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  • Director, US Liquidity Management

    BMO Financial Group (Milwaukee, WI)
    …risks and maximize risk-adjusted profitability. Provides expertise for the measurement, analysis , and oversight of the Bank's global regulatory and internal funding ... and manages poor performance. + Acts as a trusted advisor to senior leaders for making business decisions and...funding related strategic initiatives to deliver on business and financial goals. + Recommends strategic priorities and leads the… more
    BMO Financial Group (10/23/25)
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  • Lead Anaplan Architect

    Humana (Madison, WI)
    …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... modules for: + **Finance** : Headcount cost modeling, compensation planning , forecasting, scenario analysis . + **HR** :...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
    Humana (11/04/25)
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