We are seeking a detail-oriented Accountant to join our team on a contract basis to support both day-to-day accounting operations and a large, company-wide initiative. You’ll be part of a collaborative team of 13 accountants, playing a key role in ensuring accuracy, compliance, and efficiency across financial processes.

This is a great opportunity for someone who thrives in a dynamic environment and enjoys balancing routine accounting responsibilities with project-based work.

What You’ll Do

• Perform financial accounting and control activities in accordance with statutory standards
• Prepare and post journal entries and support monthly close processes
• Complete account reconciliations and analyze financial data for accuracy
• Investigate and resolve reconciliation issues, imbalances, and open suspense items
• Ensure the integrity of accounting data from multiple systems and manual inputs
• Support a large-scale corporate project, including:
  • Creating new accounts, reports, and workflows
  • Testing system updates and assessing accounting impacts

What You Bring

Required Qualifications:

• Bachelor’s degree in Accounting or Finance
• Strong understanding of accounting principles, including debits and credits
• Experience preparing journal entries and performing reconciliations
• Strong organizational skills with the ability to prioritize in a fast-paced environment
• Proficiency with:
  • Microsoft Excel (data manipulation, maintaining accurate worksheets)
  • Microsoft Outlook (email and calendar management)

Nice to Have:

• Experience working in dynamic or project-driven environments
• Exposure to system implementations or testing within accounting

Why Join Us

• Be part of a collaborative, supportive accounting team
• Gain hands-on experience with a high-impact corporate project
• Flexible scheduling to support work-life balance

If you’re a motivated accounting professional looking to make an impact while expanding your experience, we’d love to hear from you!

We’re seeking a highly motivated Business Analyst to partner with cross-functional teams and help transform business needs into technology-driven solutions. In this role, you’ll work closely with Product Managers, Engineers, Designers, and Subject Matter Experts in an Agile environment to define requirements, improve processes, and deliver meaningful business outcomes.

This opportunity is ideal for someone who enjoys solving complex problems, driving clarity amid ambiguity, and serving as the bridge between business stakeholders and technical teams.

What You’ll Do

Business Analysis & Requirements Management

• Analyze business processes, identify opportunities, and recommend solutions that drive measurable outcomes.
• Gather, document, and refine business and functional requirements.
• Author detailed user stories, features, acceptance criteria, and supporting documentation.
• Conduct current-state, future-state, and gap analyses to support strategic initiatives.
• Act as a trusted resource for stakeholders and project teams throughout the development lifecycle.

Stakeholder Partnership

• Collaborate with business leaders, product teams, and technical partners to align priorities and ensure successful delivery.
• Facilitate workshops, requirement sessions, and solution discussions.
• Communicate complex concepts clearly to both business and technical audiences.
• Influence decision-making through thoughtful analysis and recommendations.

Agile Delivery & Execution

• Partner with Agile teams to translate business needs into actionable deliverables.
• Support sprint planning, backlog refinement, testing, and release activities.
• Coordinate business testing efforts and ensure stakeholder sign-off.
• Help identify risks, dependencies, and opportunities to improve delivery outcomes.

Leadership & Continuous Improvement

• Lead initiatives of varying complexity while managing multiple priorities.
• Mentor team members and share best practices when appropriate.
• Drive process improvements and contribute to a culture of continuous learning and operational excellence.

Required Qualifications

• Bachelor’s degree or equivalent experience.
• 4–5+ years of Business Analyst experience in a technology-driven environment.
• Proven experience gathering and documenting requirements.
• Strong analytical, problem-solving, and critical-thinking skills.
• Experience working in Agile/Scrum environments.
• Ability to influence stakeholders and drive alignment across teams.
• Excellent communication, facilitation, and relationship-building skills.
• Demonstrated success managing projects and delivering results independently.

Preferred Qualifications

• Experience with process improvement and continuous improvement methodologies.
• Strong data analysis and reporting capabilities.
• Experience creating business cases and supporting strategic initiatives.
• Familiarity with user research and customer-centered design practices.
• Experience working with executive stakeholders and navigating complex organizations.

Preferred Tools & Technologies

• Jira / Atlassian Suite
• SQL
• Power BI
• Adobe Analytics
• Microsoft Office Suite
• Process Mapping Tools

Key Skills

Required

• Independent Ownership & Accountability
• Project Leadership & Execution
• Requirements Gathering & Analysis
• Critical Thinking & Problem Solving
• Stakeholder Management & Influence

Preferred

• Data Analysis & Reporting
• Process Improvement & Lean Thinking
• Strategic Planning
• Technology & Digital Product Acumen

Why Join Us?

• Work on high-impact initiatives that directly influence business outcomes.
• Collaborate with talented product, engineering, and business teams.
• Gain exposure to enterprise-level projects and digital transformation efforts.
• Contribute to meaningful solutions in a fast-paced, Agile environment.

We’re seeking a strategic Communications Consultant to drive clarity, alignment, and engagement across critical enterprise and workplace initiatives.

In this role, you will partner with leaders and cross-functional teams to design and deliver communications that simplify complex ideas, guide employees through change, and enhance the overall workplace experience.

This is an excellent opportunity for a communications professional who enjoys blending strategy and execution while influencing at all levels of an organization.

What You’ll Do

Shape Communication Strategies

• Develop and execute communication plans aligned to key initiatives and timelines
• Translate complex operational updates and change initiatives into clear, engaging messaging
• Deliver communications across channels including email, intranet, presentations, and leadership messaging

Enable Leaders & Drive Engagement

• Create communication toolkits, talking points, and FAQs for leaders
• Advise stakeholders on communication strategy, timing, and audience engagement
• Equip leaders to communicate and reinforce changes confidently

Support Change & Transformation

• Partner with change management teams to support large-scale initiatives
• Ensure employees are informed, prepared, and engaged throughout change efforts
• Align messaging across teams to create a consistent and seamless experience

Create Meaningful Employee Experiences

• Plan and facilitate meetings and engagement forums (e.g., town halls, leadership sessions)
• Manage and optimize content across intranet and collaboration platforms
• Ensure employees have access to clear, relevant, and timely information

Measure & Improve

• Monitor communication effectiveness and employee engagement
• Gather feedback and continuously refine strategies and messaging
• Adapt quickly to evolving priorities and organizational needs

What You Bring

• 8–10 years of experience in internal or organizational communications
• Strong writing, editing, and storytelling skills
• Experience supporting executive and leadership communications
• Proven ability to manage stakeholders and influence across teams
• Experience working in fast-paced, complex environments
• Ability to manage multiple priorities and adapt with agility

Nice to Have

• Experience with change management or organizational transformation
• Experience working in matrixed organizations
• Familiarity with intranet platforms, collaboration tools, and employee engagement channels

Work Environment

• Hybrid schedule with onsite collaboration 3 days per week
• Flexible core business hours between 7:00 AM – 6:00 PM
• Opportunity to work on high-visibility initiatives impacting employee experience

Why Join This Opportunity?

• Contribute to meaningful, large-scale initiatives that shape the employee experience
• Collaborate with leaders and cross-functional teams on strategic priorities
• Apply both creative and analytical skills to drive measurable impact

This role sits within a growing group focused on transforming how financial advisors manage retirement income strategies. You’ll work alongside experienced investment professionals to analyze retirement plans, support trade execution, and help scale a cutting-edge platform designed to improve retirement outcomes for clients.

If you’re detail-oriented, analytical, and passionate about retirement planning and investment operations, this is a unique opportunity to get in early on a fast-evolving initiative.

What You’ll Do

• Analyze financial plans to assess retirement withdrawal strategies and cash flow
• Prepare and support execution of investment trades aligned to client plans
• Monitor daily cash levels and identify discrepancies or risks
• Partner directly with financial advisors to clarify requests and provide support
• Assist with retirement distribution decisions using advanced planning tools and software
• Track and maintain client retirement data and generate reporting insights
• Contribute to process improvements and operational efficiencies
• Support onboarding of new advisor relationships

What We’re Looking For

Required:

• 5+ years of experience in financial services (investment operations, advisory, or similar)
• Strong understanding of investment products and retirement accounts (IRAs, distributions)
• Experience analyzing financial data and supporting trade decisions
• High attention to detail and accuracy
• Strong communication skills (email and occasional advisor interaction)

Preferred:

• Experience with Envestnet, Next360, or similar platforms
• FINRA SIE, Series 6 or 7 (nice to have, not required)
• Background in retirement planning or financial planning support
• Advanced Excel skills (formulas, data analysis)

Work Environment

• Hybrid (Milwaukee-based)
  • 5 days onsite during training
  • Transition to ~3 days onsite per week
• Standard business hours (no evenings/weekends)
• Small, collaborative team environment

Why This Role?

• Be part of a pilot program shaping the future of retirement services
• Work closely with highly experienced investment professionals
• Gain exposure to complex, real-world financial planning scenarios
• Opportunity for contract extension or longer-term growth depending on program success