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Bookkeeper Financial Operations Associate Jobs in Wisconsin

Finance Operations Associate Corporate Headquarters 12575 Uline Drive,Pleasant Prairie, WI 53158 Do you have strong customer service skills and an interest in finance? As a Finance Operations ...

Finance Operations Associate Corporate Headquarters 12575 Uline Drive,Pleasant Prairie, WI 53158 Do you have strong customer service skills and an interest in finance? As a Finance Operations ...

... financial operations. This position is responsible for maintaining accurate financial records ... Must pass all applicable background check Preferred Accounting Certificate or Associate Degree in ...

We are looking for a detail-oriented Part-time Bookkeeper to support day-to-day financial operations in Green Bay, Wisconsin. In this role, you will help maintain accurate records, assist with core ...

Adam Goetzka's growing financial planning and wealth management practice that puts clients first ... The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a ...

This onsite role supports the accounting operations for multiple European business entities and ... Record and maintain vendor information along with financial transactions in Microsoft Dynamics 365 ...

Post financial transactions into subsidiary books and general ledgers * Reconcile and balance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Post financial transactions into subsidiary books and general ledgers * Reconcile and balance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Post financial transactions into subsidiary books and general ledgers * Reconcile and balance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Bookkeeper

Madison, WI · On-site

$60K - $70K/yr

Bookkeeper - Lead Financial Accuracy and Accounting Support for Bachmann Pools & Spas Job Overview ... You will work alongside ownership to streamline vendor management and support overall operational ...

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Bookkeeper Financial Operations Associate information

What does a Bookkeeper Financial Operations Associate do?

A Bookkeeper Financial Operations Associate is responsible for recording financial transactions, maintaining accurate financial records, and supporting various financial operations within an organization. Their duties often include processing invoices, reconciling accounts, managing accounts payable and receivable, and assisting with payroll and financial reporting. This role ensures that financial data is organized and up-to-date, allowing businesses to make informed financial decisions and comply with regulatory requirements.

What are the key skills and qualifications needed to thrive as a Bookkeeper Financial Operations Associate?

To thrive as a Bookkeeper Financial Operations Associate, you need a solid understanding of accounting principles, attention to detail, and experience with financial recordkeeping, often supported by an associate degree in accounting or a related field. Proficiency with accounting software such as QuickBooks, Microsoft Excel, and enterprise resource planning (ERP) systems is typically required, and certifications like the Certified Bookkeeper (CB) can enhance credibility. Strong organizational skills, integrity, and effective communication are essential soft skills for managing multiple tasks and ensuring accurate reporting. These skills and qualities are crucial for maintaining precise financial records, supporting business decision-making, and ensuring compliance with financial regulations.

How does a Bookkeeper Financial Operations Associate typically collaborate with other departments within an organization?

A Bookkeeper Financial Operations Associate regularly works with various departments such as accounts payable, accounts receivable, and payroll to ensure financial data is accurate and up to date. They often communicate with department managers to clarify budget discrepancies, process invoices, and reconcile accounts. This role also involves supporting finance team projects, preparing financial reports, and sometimes assisting with audits, making cross-functional collaboration essential for maintaining the organization's financial health.

What is the difference between Bookkeeper Financial Operations Associate vs Accounts Payable Clerk?

AspectBookkeeper Financial Operations AssociateAccounts Payable Clerk
Primary ResponsibilitiesManaging financial records, reconciling accounts, processing transactionsProcessing vendor invoices, managing payments, maintaining accounts payable records
Required SkillsBasic accounting, data entry, attention to detailInvoice processing, vendor communication, data entry
CertificationsBookkeeping certification often preferredNot typically required, but familiarity with accounting software helpful
Work EnvironmentOffice setting, accounting departmentsOffice environment, finance or accounting teams

While both roles involve handling financial data, the Bookkeeper Financial Operations Associate manages overall financial records and reconciliations, whereas the Accounts Payable Clerk focuses specifically on processing vendor invoices and payments. Both positions require attention to detail and basic accounting skills, but the Bookkeeper often has broader responsibilities in financial recordkeeping.

What are popular job titles related to Bookkeeper Financial Operations Associate jobs in Wisconsin?

For Bookkeeper Financial Operations Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Bookkeeper Financial Operations Associate jobs in Wisconsin look for?

The top searched job categories for Bookkeeper Financial Operations Associate jobs in Wisconsin are:

What cities in Wisconsin are hiring for Bookkeeper Financial Operations Associate jobs?

Cities in Wisconsin with the most Bookkeeper Financial Operations Associate job openings:

Compliance & Financial Operations Associate

UMH Properties, Inc

Milwaukee, WI • On-site

$85 - $110/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago


UMH Properties rating

6.2

Company rating: 6.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

170th of 206 rated real estate companies


Job description

Compliance & Financial Operations Associate

7 days ago Requisition ID: 1245

Salary Range: $85,000.00 To $110,000.00 Annually

Location

Memphis or Milwaukee, (Hybrid/Remote)

Reports To

President & CEO

About UMH American Dream

UMH American Dream, LLC is the finance subsidiary of UMH Properties, Inc., a publicly traded REIT specializing in the ownership and operation of manufactured housing communities.

Our mission is to provide responsible, technology-driven financing solutions that make homeownership more accessible while delivering an exceptional customer experience.

Position Summary

The Compliance & Financial Operations Associate will be responsible for overseeing the implementation of the Company’s compliance program and financial operations while serving as the primary liaison with regulators and auditors. The Associate will also serve as the Consumer Contact to respond to complaints from consumers, regulatory agencies and third parties in a timely manner and to log and track all such complaints in accordance with the Company’s Complaint Resolution Plan.

This unique opportunity is ideal for a strong accounting and/or consumer finance background who is seeking broad exposure to consumer finance, regulatory compliance, financial operations and executive leadership.

The successful candidate will work directly with the President & CEO of UMH American Dream and chair the Compliance Committee to supervise the compliance activities and manage its quality assurance and compliance risk. The candidate will play an integral role in ensuring UMH American Dream operates with the highest standards of regulatory compliance, financial integrity, and operational excellence.

Primary Responsibilities Compliance
  • Lead the day-to‑day compliance function for a growing multi‑state consumer finance company.
  • Coordinate mortgage lender and loan servicing licensing across multiple states.
  • Monitor changes in federal and state consumer lending laws and regulations and recommend necessary policy or procedural changes.
  • Maintain corporate records, compliance documentation, and licensing files.
  • Coordinate regulatory examinations, audits, licensing renewals, and responses to regulatory inquiries.
  • Assist in the development and maintenance of compliance policies and procedures.
Financial Operations
  • Lead loan accounting, servicing accounting, reconciliations, and financial operational processes.
  • Coordinate monthly reporting, reconciliations, and operational controls.
  • Partner with accounting, auditors, regulators, banking partners, and third‑party vendors.
  • Develop and document financial operations procedures and internal controls.
  • The position includes all other responsibilities that may be necessary to fulfill the duties associated with the position or as may be assigned.
Qualifications Required
  • Accounting, consumer finance, or business background strongly preferred. Candidates with an accounting degree or meaningful financial operations experience are highly encouraged to apply.
  • Strong analytical, organizational, and problem‑solving skills.
  • Excellent written and verbal communication skills.
  • High attention to detail and the ability to manage multiple priorities in a fast‑paced environment.
  • High ethical standards, sound judgment, and strong professional integrity.
  • Proficiency with Google Office Suite and/or Microsoft 365/Office and the ability to quickly learn lending, compliance, and financial technology platforms.
Preferred Qualifications
  • Experience supporting a mortgage lender, consumer finance company, bank, manufactured housing lender, or loan servicer.
  • Familiarity with federal consumer lending regulations, including TILA, RESPA, ECOA, FCRA, Fair Housing, UDAAP, and related compliance requirements.
  • Experience with loan accounting, servicing reconciliations, financial reporting, or operational controls.
  • Desire to grow into a senior leadership role overseeing compliance and financial operations.
Physical requirements of the job
  • Frequent use of computer, keyboard, mouse and phone during the workday.
  • No Heavy lifting is required.
  • Working indoors in an office environment
Travel
  • Minimal travel to Headquarters one to two times per year.
Work Schedule
  • Full‑time schedule, Monday through Friday, 40 hours per week
Job classification
  • This is an exempt position under the Fair Labor Standards Act
Why Join UMH American Dream?

This is a unique opportunity to join a newly established captive finance company backed by a publicly traded REIT and help shape the future of manufactured housing finance.

You will work directly with executive leadership and gain hands‑on experience across compliance, financial management, lending, loan servicing, technology implementation, and strategic decision‑making. As the company grows, this position offers exceptional opportunities for professional advancement into senior leadership.

  • Competitive salary ranging from $85,000 - $110,000 commensurate with experience.
  • Annual performance bonus opportunity.
  • Paid time off and company holidays.
  • 401(k) with company match.
  • Medical/Rx, dental, and vision insurance.
  • Voluntary benefit plan options
  • Employee Assistance Program
  • Professional development and continuing education support.
To Apply

Qualified candidates should submit a resume and cover letter describing their experience and interest in compliance, consumer finance, legal operations, accounting, and financial services.

UMH American Deam will explore and provide reasonable accommodations to assist any qualified individual with a disability in performing the essential functions of his/her job. Please speak with human resources should you require an accommodation or have any questions.

UMH American Dream is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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