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Investment Accountant: Excel Automation & Reconciliation Pro

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Thompson Investment Management, Inc.
Full Time position
Listed on 2026-01-29
Job specializations:
  • Accounting
    Financial Analyst, Accounting & Finance, Financial Reporting
  • Finance & Banking
    Financial Analyst, Accounting & Finance, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Madison, Wisconsin is seeking a tech-savvy Investment Accountant with strong Excel skills to streamline processes and solve complex problems. The role includes pricing securities, maintaining client accounts, and enhancing workflow efficiency through automation. Candidates should hold a Bachelor’s degree in Finance or Accounting and have experience with investment accounting. Familiarity with Advent APX is preferred.

This position directly impacts client satisfaction and operational effectiveness.
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