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Remote Ex Financial Advisor Jobs in Milwaukee, WI

Audit Manager

Waukesha, WI · Remote

$106K - $139K/yr

Advise. Build relationships. Grow people.We are seeking an experienced Audit Manager to join our ... Review financial statements and workpapers as part of the firm's quality control process.Serve as a ...

A bright and energetic culture where your ideas are valued * 75+ years of financial stability Derse ... Work closely with the Company's outside tax advisors/consulting firm to support audit defense ...

A bright and energetic culture where your ideas are valued * 75+ years of financial stability Derse ... Work closely with the Company's outside tax advisors/consulting firm to support audit defense ...

Pricing Manager

Hartford, WI · On-site +1

$90K/yr

Remote Job Type: Full-time Pay Range: $90,000+ Annually Company: Arise Industrial Manufacturing ... This newly created position will serve as a key link between Commercial, Finance, Operations and ...

Showing results 21-40

Remote Ex Financial Advisor information

See Milwaukee, WI salary details

$35.5K

$100.6K

$141.9K

How much do remote ex financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for remote ex financial advisor in Milwaukee, WI is $100,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $129,100.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What job categories do people searching Remote Ex Financial Advisor jobs in Milwaukee, WI look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Remote Ex Financial Advisor jobs?

Cities near Milwaukee, WI with the most Remote Ex Financial Advisor job openings:

Lead Accountant, Consolidations and Reporting

CDK

Milwaukee, WI • Remote

$115K - $140K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago


CDK Global rating

7.4

Company rating: 7.4 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

170th of 247 rated software companies


Job description

Remote USA

About Us:

CDK Global is a leading provider of cloud-based software to dealerships and Original Equipment Manufacturers ("OEMs") across automotive and related industries. The Company's cloud-based, software as a service ("SaaS") platform enables dealerships to manage their end-to-end business operations including the acquisition, sale, financing, insuring, repair, and maintenance of vehicles. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance.

Position Summary:

The Consolidations and Reporting Lead Accountant is responsible for the monthly consolidation of CDK's financial statements in Oracle and in performing reviews of financial statement results to ensure the integrity of the consolidated financial statements and their compliance with GAAP and CDK accounting policies. This role supports CDK's financial reporting and interacts with the financial systems team, accounting, financial planning and analysis, tax, treasury, and external audit to apply accounting policy and generate superior quality analysis. The role requires a continuous improvement mindset with a desire to automate work to create an efficient and accurate consolidation and reporting process while improving the control environment.

Position Responsibilities & Essential functions

  • Lead the end-to-end preparation of consolidated financial statements, including footnotes and Management Disclosure & Analysis ("MD&A"), in accordance with US GAAP, ensuring accuracy, clarity and quality for internal and external stakeholders.
  • Own the preparation of consolidated financial statements and reporting package submissions to CDK's private equity owner in accordance with IFRS, bringing strong judgment and rigor to complex global reporting requirements
  • Review and validate supporting schedules and footnote support from business partners to ensure completeness, accuracy and compliance with relevant accounting standards
  • Oversee additional reporting deliverables, including government census reporting and standalone financial statements for various legal entities
  • Perform insightful financial statement analysis to identify trends, anomalies, and business drivers, and communicate findings to senior leadership and cross-functional partners as needed
  • Maintain consolidation hierarchies and account mappings in FCCS system, ensuring data integrity and efficient close processes
  • Perform technical accounting research, prepare technical memos and advise on the application of complex accounting guidance
  • Monitor, interpret and implement new Accounting Standards Updates (ASU)
  • Assist with development, review, monitoring and application of accounting policies
  • Prepare top-side journal entries as needed
  • Support internal and external audit requests
  • Develop strong working relationships with cross functional stakeholders by demonstrating strong analytical, problem-solving and interpersonal skills
  • Champion process improvements and automation to streamline reporting and reduce close timelines
  • Strengthen internal control environment for consolidations and reporting by executing and monitoring ongoing control procedures and documentation related to compliance with Sarbanes-Oxley (SOX) requirements
  • Complete special projects as assigned

Qualifications & Job Requirements

  • Bachelor's degree in Accounting or Finance required
  • 5 or more years of experience with public company accounting and/or auditing public companies (SOX 404 environment).
  • Proven experience in financial reporting and/or technical accounting, with the ability to navigate complex guidance and deliver high-quality outputs
  • Deep knowledge of U.S. GAAP
  • Strong proficiency with commonly used financial system tools
  • Ability to manage multiple deadlines, prioritizing effectively, and driving work forward independently
  • Strong analytical and problem-solving abilities, with the capacity to interpret data, think strategically, and form sound conclusions
  • Collaborative mindset and ability to contribute meaningfully within a team
  • Exceptional attention to detail and commitment to accuracy and quality in all deliverables
  • Advanced knowledge of Excel

PREFERRED ATTRIBUTES & Qualifications

  • CPA designation preferred
  • Oracle Cloud and FCCS preferred
  • Knowledge of IFRS
  • Private-equity reporting experience
  • Big Four and/or SaaS industry experience.
  • Exposure to IPO readiness or SEC reporting

Base Salary: $115,000 - $140,000

CDK Global is committed to fair and equitable compensation practices. Compensation packages are based on several factors, including but not limited to skills, experience, certifications, and work location. The total compensation package for this position may also include annual performance bonus, benefits and/or other applicable incentive compensation plans.We offer Medical, dental, and vision benefits in addition to:

  • Paid Time Off (PTO)

  • 401K Matching Program

  • Tuition Reimbursement

At CDK, we believe inclusion and diversity are essential in inspiring meaningful connections to our people, customers and communities. We are open, curious and encourage different views, so that everyone can be their best selves and make an impact.

CDK is an Equal Opportunity Employer committed to creating an inclusive workforce where everyone is valued. Qualified applicants will receive consideration for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, creed or religion, age, disability (including pregnancy), results of genetic testing, service in the military, veteran status or any other category protected by law.

Applicants must be legally authorized to work in the United States without the need for current or future employment-based visa sponsorship.

The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. CDK retains the right to change or assign other duties to this position as needed.


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