Top Hybrid Finance Jobs in Minneapolis–Saint Paul, MN

Perform complex general ledger and bank reconciliations, support monthly/quarterly/annual close, prepare and review journal entries, audit branch cash, mortgages, delinquent accounts, dividends, and allowance for loan losses. Support tax withholding, audits, process improvements, cross-department training, and maintain GAAP compliance while providing backup and procedural documentation.

Manage assigned customer accounts to minimize past-due balances through collections, dispute resolution, reconciliations, and credit management. Collaborate with Sales, Customer Care, and Finance to resolve payment and order issues, maintain documentation, identify high-risk accounts, and support process improvements across the order-to-cash cycle while preserving strong customer relationships.

Build and manage client relationships by sourcing and converting leads, creating comprehensive long-range financial plans, maintaining and updating client plans and CRM, coordinating with internal teams (tax, trading, CIO), ensuring regulatory compliance, and staying current on market trends to drive referrals and business growth.

Lead tax engagements for middle-market clients including technical reviews, team supervision, budgeting, billing, and business development. Serve as trusted advisor, manage multiple client relationships, ensure quality control and on-time delivery, mentor staff, and participate in practice development and proposals.

Prepare monthly, quarterly, and annual financial reporting; build DOMO visualizations; assist budgeting, planning, and forecasting; consolidate budgets, develop assumptions, and create management presentations; perform trend and variance analysis to deliver actionable financial insights.

Perform pre-funding, post-closing, targeted, and vendor QC reviews of mortgage loan files to assess accuracy, investor eligibility, regulatory compliance, and adherence to policies; validate findings, manage vendor responses, track defects and trends, support remediation, and produce QC reporting to drive process improvements and control enhancements.

Generate client invoices and proformas, support e-billing and billing exceptions, assist with trust account deposits/disbursements, prepare billing reports, apply cash receipts, handle billing inquiries, and perform miscellaneous accounting tasks per firm policies.

As a Virtual Financial Advisor, you'll provide clients with personalized financial guidance, utilizing Thrivent's resources and building relationships to help them achieve their financial goals.

Manage assigned customer accounts and collections for distributors, reconcile accounts, process AR transactions (debits/credits, journal entries), analyze customer credit risk and recommend limits, support SOX 404 controls, resolve billing inquiries, and collaborate with sales, customer service, and AR teams to improve processes.

Enter and reconcile new and closed sales transactions and commissions, process checks/payments and deposits, perform month-end reconciliations and journal entries, research and resolve commission discrepancies, maintain records and reports, support accounts receivable and escrow tasks, and handle general administrative duties as assigned.