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Financial Inclusion Manager Jobs in Wisconsin (NOW HIRING)

Overview Johnson Financial Group (JFG) has an exciting opportunity available as a Branch Manager ... Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired.

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Financial Inclusion Manager information

What are the key skills and qualifications needed to thrive as a Financial Inclusion Manager, and why are they important?

To thrive as a Financial Inclusion Manager, you need expertise in financial services, regulatory knowledge, and a background in economics or business, often supported by a relevant degree. Familiarity with digital banking platforms, mobile payment technologies, and data analysis tools is commonly required, along with certifications such as CFA or financial inclusion-specific training. Strong communication, stakeholder engagement, and cultural sensitivity are crucial soft skills for building trust and promoting inclusive financial solutions. These skills enable managers to effectively design, implement, and scale financial products that reach underserved communities, driving both social impact and organizational success.

What are some common challenges faced by a Financial Inclusion Manager when implementing new programs in underserved communities?

Financial Inclusion Managers often encounter challenges such as building trust within underserved communities, overcoming regulatory and infrastructural barriers, and tailoring financial products to meet diverse local needs. Establishing strong partnerships with community organizations and local leaders is crucial for successful outreach. Additionally, navigating limited access to digital tools and ensuring financial literacy among target populations are ongoing priorities that require creative, culturally sensitive solutions.

What does a Financial Inclusion Manager do?

A Financial Inclusion Manager is responsible for developing and implementing strategies to increase access to financial services for underserved or marginalized communities. They work with banks, nonprofits, government agencies, and other stakeholders to design products, programs, and policies that promote economic participation. Their role often includes conducting research, analyzing barriers to financial access, and measuring the impact of inclusion initiatives. By fostering partnerships and creating innovative solutions, Financial Inclusion Managers help ensure that more individuals and businesses can participate in the formal financial system.

What is the difference between Financial Inclusion Manager vs Microfinance Officer?

AspectFinancial Inclusion ManagerMicrofinance Officer
CredentialsRelevant degrees in finance, economics, or development; certifications like CFEP or microfinance certificationsSimilar credentials; often requires finance or development background; microfinance certifications beneficial
Work EnvironmentStrategic roles in NGOs, banks, or government agencies focusing on policy and program developmentFieldwork in communities, client assessment, loan processing in microfinance institutions
Employer & IndustryFinancial institutions, development agencies, NGOsMicrofinance institutions, banks, NGOs

While both roles focus on improving access to financial services, the Financial Inclusion Manager typically develops strategies and policies at a higher level, whereas the Microfinance Officer works directly with clients to provide microloans and financial services. The roles often overlap in skills and certifications but differ mainly in scope and work environment.

What are popular job titles related to Financial Inclusion Manager jobs in Wisconsin? For Financial Inclusion Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Inclusion Manager jobs in Wisconsin look for? The top searched job categories for Financial Inclusion Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Inclusion Manager jobs? Cities in Wisconsin with the most Financial Inclusion Manager job openings:

Financial Planning and Analysis Manager-Home Energy

Rehlko, LLC

Milwaukee, WI • On-site

$103K - $136K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 20 days ago


Key responsibilities

  • Lead financial planning, forecasting, and long-range planning processes for the Home Energy business.

  • Provide actionable insights and strategic recommendations on financial performance, risks, and opportunities to business leaders.

  • Drive continuous improvement of FP&A processes, tools, reporting frameworks, and data integrity to support decision-making.


Rehlko rating

6.0

Company rating: 6.0 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

378th of 419 rated machine equipment manufacturers


Job description

Why Work at Rehlko
Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in energy resilience, delivering solutions critical to sustain and improve life.
Our teams have the opportunity to provide a critical resource - energy - that ensures safety, security, and independence for people around the world. Our team members are focused on pushing boundaries, continuing to innovate in an ever-changing landscape, and keeping up with the pace required to create solutions for today's world demands.
Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. At Rehlko, you have the freedom to identify, create, and deliver solutions - large and small - that help people and communities thrive in the moments that matter.
At Rehlko, our team members are the essential energy that powers our organization's success. We are committed to fostering a safe and sustainable work environment where safety is everyone's responsibility. We empower every team member to actively participate in our Zero Is Possible safety culture by encouraging open communication, proactively reporting hazards, following protocols, and suggesting improvements. Join us in creating an energy resilient world for a better future!
What We Offer
At Rehlko, our Total Rewards programs are designed to accelerate growth, energize performance, and support a culture of inclusion at every stage of life and work. We offer total rewards that are easily understood, recognize results, enable career mobility, and reflect our commitment to valuing diverse needs in a fast-moving world. We provide:
  • Competitive compensation and benefits
  • Work-life flexibility
  • Recognition and rewards
  • Development and career opportunities
  • A safe and inclusive workplace

Why You Will Love this Job
The Financial Planning and Analysis Manager leads financial planning, forecasting, and performance analysis for the Home Energy business. This role serves as a key finance partner to functional and business leadership, driving improved forecasting capabilities, transparency, and actionable insights across a growing and increasingly complex operating environment.
The Finance Manager will enhance FP&A processes, tools, and reporting frameworks to support data-driven decision-making while ensuring alignment with broader Rehlko financial standards.
Specific Responsibilities:
Planning & Forecasting
  • Lead the annual operating plan (AOP), forecasts, and long-range planning (LRP) processes for the Home Energy business
  • Develop and maintain driver-based forecasting models across product lines and sales channels
  • Improve forecast accuracy through structured analytics and scenario modeling
  • Partner with business leaders to align financial plans with operational drivers

Business Partnership & Insights
  • Serve as a primary finance partner to Sales, Operations, and leadership teams
  • Provide actionable insights on financial performance, risks, and opportunities
  • Translate financial results into clear, strategic recommendations
  • Support pricing strategies, investment decisions, and cost optimization initiatives

Performance Management & Reporting
  • Lead monthly financial reporting and business review processes
  • Ensure accuracy, consistency, and clarity of financial data
  • Develop dashboards and performance metrics to enhance visibility
  • Align reporting deliverables with Corporate FP&A requirements

Process & Systems Improvement
  • Drive continuous improvement of FP&A processes, tools, and workflows
  • Support SAP and financial planning system optimization efforts
  • Improve data integrity and usability for forecasting and reporting
  • Ensure alignment with broader Rehlko FP&A best practices

Organizational Alignment & Collaboration
  • Influence stakeholders through data-driven insights and financial expertise
  • Build forecasting rigor and reporting discipline within the team
  • Collaborate with Corporate Finance and Controllership teams as needed

Requirements:
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred.
  • 5-8 years of progressive FP&A or finance experience.
  • Strong experience in forecasting, modeling, and financial analysis.
  • Experience working in ERP-based environments (SAP preferred).
  • Experience working in forecast/planning software (OneStream preferred).
  • Ability to influence cross-functional stakeholders.
  • Strong communication and presentation skills.
  • Strong analytical mindset connecting operational drivers to financial
  • Ability to improve forecasting discipline and predictability.
  • Credibility as a finance partner to leadership.
  • Balance of process rigor and flexibility.
  • Accountability for accurate and timely financial information.

Applicants must be authorized to work in the US without requiring sponsorship now or in the future.
The Salary range for this position is $94,400.00-$119,950.00.The specific Salary rate offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location.
About Us
Rehlko proudly offers a rich history steeped in creativity and commitment to our associates and communities, along with competitive benefits and compensation. Our Purpose-Creating an energy resilient world for a better future-and Values: Curiosity, Trust, Pace, and Excellence, are important cultural components that shape the way we work and relate to one another. Learn more about Rehlko at http://www.rehlko.com/who-we-are.
In addition to the investment in your development, Rehlko offers a benefits package including a competitive salary, health, vision, dental, 401(k) with Rehlko matching, and more!?
Rehlko is an equal opportunity employer that prohibits discrimination and will make decisions regarding employment opportunities, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination, without regard to race, creed, color, ethnicity, religion, sex, pregnancy, childbirth, or related medical conditions, genetic information, age, national origin, citizenship, ancestry, caste, mental or physical disability, marital or familial status, sexual orientation, gender identity or expression, genetic information, political belief or affiliation, union membership status, military status, veteran status, or any other characteristic protected by national, state, local, or other applicable laws.
Americans with Disabilities Act (ADA)
It is the policy of Rehlko to comply with all applicable provisions of the Americans with Disabilities Act (ADA) and corresponding national, state, local, or other applicable laws. Rehlko will not discriminate against any qualified associate or applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Rehlko will provide a reasonable accommodation to associates or applicants with disabilities, in accordance with applicable laws. If you have a disability and require an accommodation in the application process or during the course of employment, please contact EnergyJobs@rehlko.com. Rehlko is an equal opportunity/affirmative action employer.
Our Values
Curiosity - Seek, learn, share
Trust - Go farther together
Pace - Focus to go faster
Excellence - Find the win every day

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