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financial services analyst Wisconsin

65 financial services analyst jobs found

Sentry
06/12/2026  
Treasury Services Accountant-Associate Financial Analyst or Financial Analyst
Unlock your potential by joining an integrated team of accounting professionals in Treasury Services and learn the dynamic world of investments and banking. This position can be filled as an Associate Financial Analyst or Financial Analyst based on the selected candidate’s qualifications and experience. This position offers career growth opportunities for the right candidate. This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas. What You’ll Do As a member of our Treasury Services team, you will play an integral role to the continued success of our team by: Daily banking, cash positioning, wire transfers, and bank reconciliations Completing the accounting, processing, and reconciliations for various integrated systems for investments and banking Validating daily trading wires and...
Sentry Stevens Point, WI Full Time
Jewelers Mutual
06/10/2026  
Product Analyst II
Summary   Product Analyst II is responsible for product development and maintenance including identifying trends in product experience and making appropriate recommendations. This role will have a focus on compliance ensuring regulatory compliance primarily in insurance policy form development, form and rate filing, and other regulatory compliance areas such a service contract filings. Assist in the administration and development of company products, systems, and reports in such a manner to support the specialized protection and financial security provided to our customers.   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
Jewelers Mutual
06/10/2026  
Finance Information System Analyst
Summary The Finance Information Systems Analyst at Jewelers Mutual serves as a key partner to Accounting, Finance, and Technology teams by supporting and enhancing financial systems that enable accurate reporting, efficient processes, and strong data integrity. This role is responsible for analyzing business needs, maintaining finance-related applications, troubleshooting system issues, and helping drive continuous improvement across financial operations. The position combines accounting knowledge, systems expertise, and cross-functional collaboration to ensure financial technology solutions align with business objectives and operational requirements. 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...
Jewelers Mutual Neenah, WI Full Time
TruStage
06/10/2026  
Senior Campaign Design Analyst (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 executing all audience design and list selection activities within an assigned business segment across Unica Campaign and Salesforce Data Cloud.  This role will ensure best practices are established and leveraged in campaign design and delivery for both B2B and B2C marketing campaigns, using systems to the full extent of their...
TruStage Madison, 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
06/03/2026  
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
TruStage
05/29/2026  
Campaign Design Lead (Hybrid in Madison, W 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 is responsible for consulting and developing strategies around the “art of the possible” for audience design and list selection within assigned business segments across Unica Campaign and Salesforce Data Cloud. This role will drive business objectives through oversight of Analyst workload assignments, mentoring others, defining new technology requirements, as...
TruStage Madison, WI Full Time
TruStage
05/25/2026  
Cybersecurity Analyst III
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: The Cybersecurity Analyst III will be responsible for the following duties: Continuously monitor the internal and external landscape for relevant events, risks, and threats related to malicious code, vulnerabilities, and potential attacks in alignment with the MITRE ATT&CK framework. Remain current with emerging threats and share knowledge with...
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
TruStage
05/05/2026  
External Reporting Accountant (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: Responsible for analyzing and interpreting past and future business performance through financial reporting. Communicate findings and impacts effectively to customers and management. This position is responsible for providing comprehensive support to a broad customer group and has an aptitude for learning new technologies and applying them to improve processes within...
TruStage Madison, WI Full Time
QBE
05/05/2026  
Security Analyst
Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The Cyber Security Analyst is a key member of QBE’s Global Security Operations team, responsible for protecting enterprise systems, data, and services in an evolving threat landscape. This is a hands-on, technically focused role supporting advanced detection, investigation, and response activities across on‑prem, cloud, and SaaS environments. The analyst will investigate and respond to security alerts escalated from Tier 1, conduct in‑depth analysis of complex incidents, and proactively identify threats before they impact the business. In partnership with technology teams and business stakeholders, this role contributes to improving QBE’s security posture through continuous improvement, innovation, and practical risk reduction. We are looking for individuals who are passionate about cybersecurity, curious by nature, and motivated to continuously learn, challenge existing processes, and help shape...
QBE Sun Prairie, WI Full Time
Acrisure
04/11/2026  
Claims Analyst II
Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. JOB SUMMARY Acrisure is seeking a Claims Analyst II to manage multi-state workers’ compensation claims, including indemnity, employer’s liability, and subrogation exposures. This role is responsible for independently handling claims from assignment through...
Acrisure Middleton, WI
Risk Strategies
01/30/2026  
Employee Benefits Consultant
Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   Employee Benefits team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Employee Benefits Consultant will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities....
Risk Strategies Mount Pleasant, WI Full Time
Sentry
06/16/2026  
Claims Representative Senior - Commercial Liability
Investigate and resolve insurance claims in an efficient and accurate manner, independently manage a caseload, negotiate settlements, and communicate effectively with all parties. This position will be located in our Stevens Point, WI - Division Street Office; Madison, WI office; or Edwardsville, Il office locations under a hybrid work model. What You’ll Do: As a Senior Claims Representative on our Commercial Liability teams, you'll provide superior service by conducting prompt claim investigations, which includes evaluating coverage, determining liability, and settlement of damages across multiple lines of business. In addition, you will: Verify coverages by thoroughly reviewing the policy and interpreting policy terms, conditions, and language, which may require working with coverage counsel. Evaluate complex liability by taking recorded statements from involved parties and witnesses, reviewing police reports, and compiling other pertinent evidence. Analyze all...
Sentry Stevens Point, WI Full Time
Sentry
06/16/2026  
Associate Client Service Specialist
Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. This associate will utilize multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge. What You'll Do   As an Associate Client Services Specialist,   you will:  Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines  Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information  Collect, verify, and update required customer information accurately within Sentry systems...
Sentry Stevens Point, WI Full Time
AAA - Auto Club Group (ACG)
06/16/2026  
Life Insurance Specialist - Onalaska, WI
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1,000 paid after 30 days of employment, $1,500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay 25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually...
AAA - Auto Club Group (ACG) Onalaska, WI Full Time
WTW
06/16/2026  
Healthcare Financial/Actuarial Manager
As a Healthcare Financial/Actuarial Manager you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry.    The Role  With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team.  Develop working proficiency of core...
WTW Milwaukee, WI Full Time
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  
Financial Analyst
Summary This role is responsible for providing business partners, JM management teams and senior leaders in the organization financial analysis and information needed to make operational, financial, and strategic decisions. 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 embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We’re dedicated to fostering growth through collaboration, powered by bold thinking,...
Jewelers Mutual Neenah, 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

 

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