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Strategic Financial Partners Jobs in Appleton, WI

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Certified Public Accountant (CPA)

Appleton, WI · On-site

$80K - $125K/yr (+ commission)

Partner with clients to offer personalized financial advice, tax strategy, and proactive solutions that drive growth and financial health. * Accounting Software & Systems: Utilize modern accounting ...

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Senior Tax Accountant

Green Bay, WI · On-site

$80K - $125K/yr (+ commission)

Additionally, the role involves offering strategic financial advice, performing audits, and ... We value integrity, expertise, and partnership in building lasting client relationships.

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Senior Tax Accountant

Neenah, WI · On-site

$80K - $125K/yr (+ commission)

Additionally, the role involves offering strategic financial advice, performing audits, and ... We value integrity, expertise, and partnership in building lasting client relationships.

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Strategic Financial Partners information

What is the difference between Strategic Financial Partners vs Financial Advisor?

AspectStrategic Financial PartnersFinancial Advisor
CredentialsCFP, CFA, CPACFP, ChFC, CPA
Work EnvironmentCorporate, consulting, or firm-basedIndependent or firm-based
Industry UsageFinancial services, consultingPersonal finance, investment management
Primary FocusStrategic planning, corporate financePersonal financial planning, investments

Strategic Financial Partners typically focus on corporate and strategic financial planning, often working within consulting or corporate environments. In contrast, Financial Advisors primarily assist individuals with personal financial planning and investment management. While both roles require similar certifications, their work settings and client focus differ significantly.

What are popular job titles related to Strategic Financial Partners jobs in Appleton, WI?

For Strategic Financial Partners jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Strategic Financial Partners jobs in Appleton, WI look for?

The top searched job categories for Strategic Financial Partners jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Strategic Financial Partners jobs?

Cities near Appleton, WI with the most Strategic Financial Partners job openings:

Infographic showing various Strategic Financial Partners job openings in Appleton, WI as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Operations Finance Business Partner

Faith Technologies Inc.

Menasha, WI • On-site

Full-time

Re-posted 6 hours ago


Faith Technologies rating

8.1

Company rating: 8.1 out of 10

Based on 55 frontline employees who took The Breakroom Quiz

186th of 453 rated engineering


Job description

You've discovered something special. A company that cares. Cares about leading the way in construction, engineering, manufacturing and renewable energy. Cares about redefining how energy is designed, applied and consumed. Cares about thoughtfully growing to meet market demands. And as "one of the Healthiest 100 Workplaces in America" is focused on the mind/body/soul of team members through our Culture of Care.

The Operations Finance Business Partner is responsible for providing comprehensive financial support and strategic insights to the operational business groups and their project management teams. This role serves as a key financial partner, building trust and strong relationships to help leaders manage their projects and profit centers effectively. The ideal candidate will be proficient in financial analysis, forecasting, and reporting, with a strong ability to communicate complex financial information clearly and effectively to non-finance professionals. Strong analytical, interpersonal, and communication skills are essential.

MINIMUM REQUIREMENTS

Education: Bachelor's Degree in Finance or Accounting. CPA, MBA or other certification is favorable but not required.

Experience:A minimum of 7-10 years of experience in finance or corporate accounting, with a minimum of 3 years in a direct operations or project-focused environment.

Travel: 5-10%

Work Schedule: Typical work hours are between 7:00 a.m. and 5:00 p.m. Monday - Friday. However, work may be performed at any time on any day of the week to meet business needs.

KEY RESPONSIBILITIES

  • Strategic Financial Partnership: Acts as a financial business partner to project management and operational leadership on complex initiatives and strategic decisions.

  • Operational & Project Analysis: Provides detailed financial analysis and insights to support business strategies, focusing on project profitability, customer analysis, and overall financial performance.

  • Budgeting and Forecasting: Leads and supports the budget and forecast processes for supported operational groups to ensure alignment with short- and long-term business goals.

  • Performance Monitoring: Analyzes financial results, monitors variances, identifies trends, and recommends actions to operational leaders to optimize financial project performance.

  • Data Interpretation: Interprets and communicates complex financial data to support decision-making, highlighting trends, causes, risks, and opportunities.

  • Process Improvement: Drives ongoing improvement and innovation in financial processes, procedures, and tools within the operations finance function.

  • Cross-Functional Collaboration: Serves as the primary liaison between operations and other financial departments (e.g., accounting, tax) to ensure accurate financial project alignment and resolve unique issues.

  • Cash Flow and Profitability Management: Monitors project cash flow, including over/under billing and Days Sales Outstanding (DSO), and performs profitability analysis for projects and customers.

  • Ad Hoc Analysis: Leads special projects and provides ad hoc financial analysis as required by operational and finance leaders.

  • Performs other related duties as required and assigned.

The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

How Does FTI Give YOU the Chance to Thrive?

If you're energized by new challenges, FTI provides you with many opportunities. Joining FTI opens doors to redefine what's possible for your future.

Once you're a team member, you're supported and provided with the knowledge and resources to achieve your career goals with FTI. You're officially in the driver's seat of your career, and FTI's career development and continued education programs give you opportunities to position yourself for success.

FTI is a "merit to the core" organization. We recognize and reward top performers, offering competitive, merit-based compensation, career path development and a flexible and robust benefits package.

Benefits are the Game-Changer

We provide industry-leading benefits as an investment in the lives of team members and their families.You're invited to review the full list of FTI benefits available to regular/full-time team members. Start here. Grow here. Succeed here. If you're ready to learn more about your career with FTI, apply today!

Faith Technologies, Inc. is an Equal Opportunity Employer - veterans/disabled.

Employment is contingent upon successfully passing a background and drug test


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