Cost Accountant Salary in Wisconsin, USA

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.VP and Trust Officer - Milwaukee, WisconsinWhy join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewFamily-friendly work hoursPromote from within cultureWhy join this team? We are a growing team with a fast-paced, collaborative, team-centric, positive cultureWe employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves accountable to high standards, share wins, and operate ethicallyWhat you will doResponsible for the complete administration of personal trust accounts including estates, trusts, guardianships, agencies, and escrow up to and including moderately complex situations.Administers assigned accounts; studies and analyzes the trust instrument; determines and adheres to the responsibilities, duties, and terms of the governing trust document; monitors account activity ensuring compliance with established policies, procedures, rules, and regulations.Contacts, corresponds, advises, and resolves more complicated problems with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other professionals in the course of an administration of accounts.Obtains appropriate documentation on accounts; authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments following bank policies.Represents the bank in court appearances, in business-related activities including professional organizations, conferences, and seminars, and in other similar situations.Represent the company as a trustee with irrevocable and revocable trusts by reviewing documents, accepting a fiduciary role, and collecting cost and tax information through the investment process and final distribution. Preparations of annual tax returns are coordinated as are investment reviews and meetings with clients. Working with beneficiaries in the review and coordination of distribution requests, which will include budgeting and monitoring expenses.Open and coordinate investment roles with investment management accounts for personal and individual retirement account assets. Collect assets with cost basis and acquisition dates and review with client special investment requirements and investment objectives. Open, and collect assets, and tax information for custody accounts.  Review advantages of managed accounts and attempt to upgrade fee level.  Transfer cash and assets as requested.Develop opportunities to expand the Milwaukee office. As well as develop and maintain relationships with area lawyers, accountants, and centers of influence for business referrals. Generate new revenue within the market, for TCTC and retain existing client base. Monitor files for compliance with TCTC policies and procedures.  Initiate and monitor asset transfers. Review fees as to appropriateness. Maintain internal reviews of all accounts.   QualificationsBachelor’s degree.Minimum of 5 years of estate and trust administration experience.Exceptional verbal and written communication skills.Highly proficient in Microsoft Office Suite (Word, Outlook, Excel, etc.).Ability to effectively communicate and relate to professionals, clients, and partners with vastly different educational backgrounds, interests, and beliefsFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Prepares community financial statements and assists in the role of externally reporting the financial results of the company.Maintains the integrity of the general ledger by applying generally accepted accounting principles to all transactions.Assists and trains less experienced accountants.Completes balance sheet account reconciliations and bank account reconciliations by the established due dates. Researches and resolves reconciling items in a timely manner.Reviews cost center and chart of account structures. Makes recommendations as to cost center/account structure that will identify the nature of expenses to their proper area; assists in controlling annual expenditures and streamlines the data processing support required during month-end.Prepares, verifies, and controls the entering of journal entries to the general ledger.Evaluates subsidiary journals for obvious errors and omissions and enters corrected data into the general ledger, i.e., enters monthly journal entries, executes monthly closing entries, executes month-end general ledger (by cost center and by natural account).Reviews monthly balance sheet and profit-and-loss statements for accuracy.Coordinates monthly closing and production of statements to guarantee timely reporting.Reviews, redesigns, and enhances the on-line financial statements to ensure that the information reported properly reflects the company's financial position.Reviews and updates monthly closing procedures.Reviews supporting subsidiary schedules to ensure that the company's accounting practices are being maintained, i.e., insurance, fixed assets, amortization of prepaid; makes recommendations.Ensures all processes are appropriately documented and assists in the on-going documentation of accounting policies and procedures.Prepares audit schedules and responds to auditor requests during financial audits, SOX audits or any other audit.Monitors and tracks cash outflows. Provides necessary updates to management.Interacts with field personnel. Provides exceptional customer service in explaining and responding to questions regarding monthly operating activity, investigating variances, providing detail of charges and booking re-class entries.Corresponds with third party financial institutions and regulatory bodies.This job description represents an overview of the responsibilities for the above referenced position. It is not intended to represent a comprehensive list of responsibilities. An associate should perform all duties as assigned by his/her supervisor.Voted by Newsweek in 2024 as one of America's Greatest Workplaces for DiversityMake Lives Better Including Your Own.If you want to work in an environment where you can become your best possible self, join us! Youll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness.Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Additional benefits offered include, but are not limited to:Tuition ReimbursementPet InsuranceAdoption Reimbursement BenefitsVariety of Associate DiscountsVeterans, transitioning active duty military personnel, and military spouses are encouraged to apply.To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year.

RESPONSIBILITIES:Kforce's client in the Milwaukee, WI area is looking for a Senior Accountant.Summary:As a Senior Accountant you will be responsible for the generation and reporting of critical data on a timely basis. This role will be responsible for detailed analysis and preparation of complex journal entries: Percentage of Completion, Cost of Sales Accrual, Intercompany Transactions, and Revenue Recognition.REQUIREMENTS: Bachelor's degree in Accounting CPA preferred Experience in Public Accounting, 2-3 years of experience Experience in Technical Accounting topics in GAAP Working Conditions: Hybrid The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future. We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law. This job is not eligible for bonuses, incentives or commissions. Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.Are you ready to join us?Job Summary:This position is responsible for managing HSA Bank's relationships with key strategic Partners. These Partners include health plans and strategic organizations who are promoting and working directly with HSA Bank's clients and products. The Executive Relationship Manager is deemed the subject matter expert in all Partner details and works independently yet is required to engage cross functionally with Consultant Relations, Account Executives, Partner Services, Sales, and other areas of HSA Bank to develop strategic plans and initiatives to increase accounts, deposits, revenue, and relationship satisfaction. The Executive Relationship Manager will carry out these duties by working with the Partner's senior leadership, field personnel, sales and account management, operations, IT, Legal and other areas to recommend and seek agreement on strategies and activities that will drive revenue growth and Partner satisfaction. This position will be responsible for engaging the right personnel at HSA Bank and Partner to resolve issues that arise. As an Executive Relationship Manager, it is expected that this person will have approximately 5+ years of spending account, health plan and/or partnership experience and will serve as a mentor to the other Relationship Managers.Job Responsibilities:Identify and maintain frequent and consistent interactions with Partner contacts, key decision makers, and influencers who are responsible for driving partner new business. The nature of these contacts is to provide compelling reasons for recommending HSA Bank products, industry insight, Partner specific insight, best practices, and other information that will lead to HSA Bank being the preferred administrator.Promote activities that drive opportunities to HSA Bank. Monitor RFP activity to provide insight and assistance in getting the RFP to Closed/Won status.Strong pulse of partner organization, leadership, organizational change initiatives, and strategic plans are necessary to build and maintain relationships that will be required for partnership growth.Foster efforts to effectively source and gain feedback on our service levels; recognize client issues and initiate resolutions while working with internal parties for corrective action and management for process improvement.Monitors and reports on account growth progress against the plan.Effectively trains HSA Bank members on Partners and large groups to expand bank-wide knowledge.Ability to develop and execute growth activities with limited feedback and direction from others.May participate in Open Enrollment meetings by answering questions and presenting the HSA Bank value and platform functionality.Achieve Partner account, deposit, and revenue growth goals.Maintains all interactions, Partner contacts, Partner characteristics, opportunities, and other information as requested in Salesforce.Mentor other team members with developing and executing growth activities.Manages travel and expense budget.Education/Experience/Job SkillsBS preferred - Marketing, Communications, or related Business degree. Related experience considered in lieu of degree.5 - 8 years of related experience - Prior experience in account/relationship management, partnerships or in employee benefitsApproximately 5+ years of spending account and health industry experience. Prior sales experience is a plus.Approximately 3+ years of partnership experience.Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.Keen ability to interact with sales, consultants, and account management professionals at all levels of their organization.Excellent interpersonal skills needed.Energetic, results-oriented professional.Must be ""take charge"" type that can effectively problem solve.Attention to DetailConsistent and accuratePhysical Demands & Working Conditions: List requirements not found in a typical office environment which includes sitting, standing, computer use, lifting up to ten pounds, using office equipment, speaking on a telephone, and serving customers. Examples of non-typical environment include business travel, driving a car, non-standard business hours, on-call duties, lifting more than ten pounds, testifying in regulatory matters, working in extreme weather conditions, etc. Travel is required and requires a valid driver's license with a safe driving record. Longer distance travel via airline will also be required.The estimated salary range for this position is $95,000USD to $125,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.#LI-BY1#LI-REMOTEAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

This position reports to the Director of Finance and sits in the corporate office in Milwaukee, Wisconsin. If you’re up to the challenge, the reward is satisfaction . . . and knowing you helped build something real. Join our passionate team and help build something you can be proud of – a future filled with passion, pride, and satisfaction. Essential Job Functions: Lead technical accounting expert for the US Distribution team.  Responsible for detailed analysis and preparation of complex journal entries: Percentage of Completion, Cost of Sales Accrual, Intercompany Transactions, and Revenue Recognition.            Leads the US Distribution control environment. Main contract for policies and procedures. Manages ERP approval workflows and interfaces with IT.  Fulfills internal and external audit documentation requests.           Prepares regular and ad-hoc analysis for the Finance director or VP/GM of the business unit.  Prepares key account reconciliations.   Develop tracking, reporting, and revenue recognition processes for new product offerings. Job Requirements/Working Conditions: Bachelor’s degree in accounting/finance with a minimum of 1 year accounting experience required.  Experience in public accounting preferred.        Experience in technical accounting topics in US GAAP.  CPA preferred.                                  Must be willing to learn, take ownership of projects & processes, and be a strong communicator. Should be able to influence others without a direct reporting relationship and work independently to research technical accounting topics.    

This position reports to the Director of Finance and sits in the corporate office in Milwaukee, Wisconsin. If you’re up to the challenge, the reward is satisfaction . . . and knowing you helped build something real. Join our passionate team and help build something you can be proud of – a future filled with passion, pride, and satisfaction. Essential Job Functions: Lead technical accounting expert for the US Distribution team.  Responsible for detailed analysis and preparation of complex journal entries: Percentage of Completion, Cost of Sales Accrual, Intercompany Transactions, and Revenue Recognition.            Leads the US Distribution control environment. Main contract for policies and procedures. Manages ERP approval workflows and interfaces with IT.  Fulfills internal and external audit documentation requests.           Prepares regular and ad-hoc analysis for the Finance director or VP/GM of the business unit.  Prepares key account reconciliations.   Develop tracking, reporting, and revenue recognition processes for new product offerings. Job Requirements/Working Conditions: Bachelor’s degree in accounting/finance with a minimum of 1 year accounting experience required.  Experience in public accounting preferred.        Experience in technical accounting topics in US GAAP.  CPA preferred.                                  Must be willing to learn, take ownership of projects & processes, and be a strong communicator. Should be able to influence others without a direct reporting relationship and work independently to research technical accounting topics.