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financial planning and analysis manager Wisconsin

17 financial planning and analysis manager jobs found

TruStage
06/14/2026  
Sr Manager, Creative Execution - Creative Strategy (Hybrid: Madison, WI)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is responsible for complex creative strategies that drive acquisition, retention and go-to-market of new products or capabilities and support the long-term and short-term business objectives of the organization. This role is also responsible for managing, leading, and developing the team of creative professionals (in-house and externally) on the...
TruStage Madison, WI Full Time
Jewelers Mutual
06/10/2026  
Jeweler Solutions Manager
Summary The Jeweler Solutions Manager serves as the operational owner of assigned programs, responsible for monitoring program performance, maintaining profitability, and ensuring overall program health. This role manages the day-to-day execution and performance of programs while identifying opportunities to improve operational efficiency, customer experience, and financial results. The position works closely with P&L leadership, Product Management, Relationship Management, Legal, and Sales to evaluate program performance trends and coordinate adjustments needed to support program sustainability and growth. The role provides indirect leadership by coordinating cross-functional efforts and driving program initiatives that support overall business objectives. The Jeweler Solutions Manager plays a key role in ensuring programs remain competitive, financially sound, and operationally effective. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting...
Jewelers Mutual Neenah, WI Full Time
TruStage
06/03/2026  
Treasury Analyst III (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Description Responsible for providing analysis and insight as it relates to assigned customer business needs. Communicate findings and impacts effectively to customers and management. Responsible for working with and influencing Manager and Director level customers. This position is responsible for providing comprehensive support to a broad customer group. Job...
TruStage Madison, WI Full Time
Jewelers Mutual
05/15/2026  
Product Manager II
Summary The Product Manager II supports product management and product analytics for Jewelers Mutual by helping identify trends in product experience, financial and operational performance, and market/competitor dynamics. This role translates data into clear insights and recommendations that improve profitability, customer value, regulatory compliance, and operational execution. The Product Manager II is a developing subject matter expert who contributes to cross-functional product initiatives, filings, and enterprise projects under guidance from senior product leaders.   Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we...
Jewelers Mutual Neenah, WI Full Time
TruStage
05/01/2026  
Investment Technology Application Developer (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: Under the general direction of the Investment Technology Manager, this advanced application developer role analyzes, designs, develops, and enhances investment technology solutions supporting TruStage Capital Advisors investment management, back-office operations, and affiliated teams. The position delivers increasingly complex application development and integration...
TruStage Madison, WI Full Time
Risk Strategies
03/25/2026  
Senior Account Executive, Relationship Manager
The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Senior Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Senior Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. In addition to standard Senior Account Executive responsibilities, this role also functions as a Relationship Manager, providing elevated...
Risk Strategies Green Bay, WI Full Time
Jewelers Mutual
06/17/2026  
Procurement Specialist
Summary The Procurement Specialist owns assigned category management responsibilities within Jewelers Mutual's Strategic Sourcing and Renewals function. This role is responsible for executing sourcing events, negotiating contract terms, processing requisitions and purchase orders within the enterprise resource planning (ERP) system, Oracle, and managing the contract lifecycle for vendor relationships within an assigned category portfolio. The Procurement Specialist serves as the primary point of contact for business stakeholders within their assigned categories, and partners closely with Legal, Risk, Finance, and Information Security to ensure procurement activities align with Jewelers Mutual's commercial, compliance, and risk management standards. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong,...
Jewelers Mutual Neenah, WI Full Time
TruStage
06/08/2026  
Marketing Capability Analyst (Hybrid: Madison, WI or Waverly, IA)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position solves complex problems and identifies innovative solutions, interprets business issues, and implements best practices. This position supports optimizing existing capabilities in marketing while identifying and implementing new capabilities to generate strong future growth. Additionally, this role will be a key player in executing the future state vision...
TruStage WI Full Time
TruStage
06/04/2026  
Technology Analyst
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   In an expert/ lead capacity, this position is accountable for providing leadership and business analysis consulting to IT managers, Agile teams, stakeholders, product owners and business owners for large, complex initiatives and day-to-day support. The incumbent performs needs assessments, feasibility analyses, and requirements gathering, and prepares basic...
TruStage Madison, WI Full Time
Crum & Forster
06/01/2026  
Regional Underwriting Director - Contract Surety
Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+"(Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award  for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.   For more information about Crum & Forster, please...
Crum & Forster Brookfield, WI Full Time
TruStage
06/01/2026  
Associate Counsel (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is an entry level attorney career position. This position has responsibility for completing assigned legal aspects of corporate projects for the businesses, operations and corporate affairs of TruStage. The position has responsibility in assisting in the handling of complex legal matters, under the supervision and guidance of senior attorneys. Job...
TruStage Madison, WI Full Time
TruStage
05/28/2026  
Commercial P&C Product Support Consultant (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition   The   Commercial P&C Solutions team   is responsible for management and growth of our Commercial Property & Casualty insurance business .   This position is responsible for the execution of strategic and functional activities   for the team , including   strategic   initiatives   and process improvement projects . This role will focus on identification,...
TruStage Madison, WI Full Time
TruStage
05/18/2026  
Senior Analyst, Analytics
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Responsibilities: List of general activities, duties and/or tasks typically performed within the job. Business Domain Analysis: Manage business relationship, understand business strategy and needs with an aim to create a trusted partnership. Participate in business planning discussions and provide guidance and recommendations. Communicate the analytics and/or data...
TruStage Madison, WI Full Time
NGL - National Guardian Life Insurance Company
05/05/2026  
Accounts Payable Specialist (Hybrid - In Office 10 days/Month)
We are adding an Accounts Payable Specialist !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...
NGL - National Guardian Life Insurance Company Madison, WI Full Time
Acuity Insurance
04/15/2026  
Director - Finance
Acuity is seeking a Director – Finance to support the Assistant VP, EVP–CFO, and the Accounting Department by leading and contributing to complex accounting, compensation, and software-related projects and tasks. This role plays a key part in special initiatives such as overseeing accounting planning and implementation for the creation of two new insurance subsidiary companies and completing a general ledger upgrade. In addition, the Director reviews long-term incentive and other non‑qualified plan calculations and serves as the preparer of Annual Statement and Quarterly footnotes. The position also acts as the key reviewer of complex accounting exhibits, including Annual Statement Schedule P, Management Discussion & Analysis, AM Best SRQ, Reinsurance Summary, and tax reserve discounting. ESSENTIAL FUNCTIONS: Assist and support the implementation of new accounting, tax, and financial software packages, including user testing, documentation, and end-user training as...
Acuity Insurance Sheboygan, WI Full Time
TruStage
04/02/2026  
Counsel (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: We are seeking a highly skilled attorney to join our dynamic legal team.   As Counsel you will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work mainly related to the legal needs of TruStage Investment Management, TruStage’s internal SEC-register investment adviser. You will work with an...
TruStage Madison, WI Full Time
Cottingham & Butler
08/15/2025  
Entry Level Sales Executive - Employee Benefits
Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its growth...
Cottingham & Butler Madison, WI

 

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