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Assistant Controller – Milwaukee, WI

This position is primarily responsible for management of  accounting  and reporting activities, supporting the preparation of  Board and Committee reports and for working collaboratively with WWBIC leadership to ensure completion of organizational objectives.  This position will have supervisory responsibility for our hardworking accounting team.

Specific responsibilities include oversight of day to day and month end accounting and  related  reporting,  internal control of receipt of revenues, costs and program  budgets,  analysis of financial data and  presentation of financial reports in an timely manner,  assisting WWBIC leadership with budget planning and analysis, and managing and tracking the performance of invested assets.

The position requires a minimum of 5 years of  experience in an accounting and/or financial reporting and previous supervisory experience.  A Bachelor’s degree and knowledge or both Generally Accepted Accounting Principles (GAAP) and Office of Management and Budget (OMB) regulations is required.  Must have strong communication, organization and analytical skills along with a high comfort level in Microsoft Office .  Must work collaboratively and  be committed to supporting and developing a strong Accounting team.   Valid driver’s license and proof of  insurance is needed.  

The salary is competitive, depending on qualifications.  Benefits include full health and dental coverage, 403(b) savings plan and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to patricia.lohmann@wwbic.com.

Financial Coach – Milwaukee, WI (flexible to full or part-time/limited term until September 2018)


This position is responsible for coordinating WWBIC’s Financial Capability programming and working individually with program clients.  The Coach will assist with enrollment and case management of program participants, develop communication strategies to ensure participant and program goals are met, and conduct financial capability programming in group and individual settings.  In addition, the Coach will maintain accurate and timely program documentation and coordinate program logistics involving outreach, orientation, workshop administration, and other program management functions.


This position requires a Bachelor’s degree and a minimum of three years’ experience, preferably working in social work/case management and financial capability programs.  Experience working with programs serving individuals with disabilities, low-to-moderate income and other traditionally underserved populations is preferred.  The capacity to function in a fast-paced, growing organization is vital.  This ideal candidate is professional, flexible, positive and able to communicate effectively and work collaboratively with diverse audiences, both in groups and one-on-one.  Valid driver’s license and proof of insurance is required as position requires travel to meet with clients.  Evening and weekend hours required.  


To apply, please email a cover letter, resume & salary requirements to: patricia.lohmann@wwbic.com