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investment accountant Wisconsin

7 investment accountant 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  
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
R&R Insurance
06/08/2026  
Interested in Joining R&R Insurance? Let's Start the Conversation
We know that finding the right role is a two-way street — sometimes, the right opportunity just hasn’t been posted yet. If you’re passionate about what you do, curious about a career with one of Wisconsin’s largest independent insurance agencies, and think R&R could be the place for you, we encourage you to apply here. This general application is for individuals who don’t see a specific opening that fits their experience right now, but want to be considered for future opportunities across any of our teams — including: Client Services (Personal, Commercial, Employee Benefits, or Wealth Management) Sales & Business Development Marketing & Communications HR & Talent Acquisition Finance & Accounting Administrative Support Claims, Risk Management & Safety Technology & Systems Support Whether you’re experienced in the insurance industry or just starting your career journey, we believe the right fit starts with the right people....
R&R Insurance Waukesha, WI Full Time
Markel
06/05/2026  
Regulatory Compliance Analyst
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This role supports regulatory compliance across assigned insurance products and jurisdictions while enabling efficient product development, filings, and ongoing lifecycle management. The Regulatory Compliance Analyst partners closely with internal stakeholders and external regulators to interpret and apply state insurance laws, evaluate regulatory impact, and ensure filings, forms, and practices align with legal requirements and business objectives. The role operates with moderate autonomy under general...
Markel Milwaukee, 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
SECURA Insurance Companies
05/05/2026  
Senior Accountant
This role serves as a senior-level accountant position within the Financial Reporting Team. The individual in this role will also have the opportunity to support the finance division in a broad range of activities, gain valuable experience, and have exposure to various finance leadership levels and other business functions.       RESPONSIBILITIES:     Leader in monthly general ledger closing process, including addressing issues, identifying and implementing improvements Maintains general ledger which may include preparing, posting and reviewing monthly journal entries, reconciling and analyzing accounts, or coordinating the reconciliation of accounts to the general ledger Performs quarterly or annual procedures to support financial statement integrity, and researches ad-hoc technical accounting questions  Serves as a resource to the Finance division by providing support and analysis over general technical accounting questions and procedures Fully...
SECURA Insurance Companies Neenah, 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

 

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