Chief Financial Officer - Milwaukee - Truity Partners

    Truity Partners
    Truity Partners Milwaukee

    1 day ago

    $80,000 - $150,000 (USD) per year *
    Description

    Chief Financial Officer


    Milwaukee, WI — Salary: $150,000.00-$180,000.00

    Responsibilities

    • Serve as a strategic advisor to the CEO and leadership team on financial planning, business strategy, growth initiatives, and capital allocation.
    • Lead the development of long-term financial strategy aligned with company objectives.
    • Translate financial data into actionable insights to support decision‑making across the organization.
    • Lead acquisition evaluation, including financial analysis, modeling, due diligence, valuation, and integration planning.
    • Develop complex financial models to assess strategic initiatives, investments, and expansion opportunities.
    • Oversee all accounting, financial reporting, budgeting, forecasting, and cash‑flow management activities.
    • Continuously improve financial processes, controls, and systems to support scale and efficiency.
    • Serve as a strong leader, coach, and mentor to the finance and accounting team, fostering professional growth and development.
    • Ad hoc projects as needed.

    Required Experience

    • Bachelor's degree in accounting or a closely related field preferred.
    • 15+ years of related experience.
    • CPA, highly preferred.
    • FinTech or PE/VC experience highly preferred.
    • Collaborative and takes initiative.
    • Outstanding leadership ability.
    • Excellent written and verbal communication skills.

    Equal Opportunity Employer

    Benefits

    • Medical insurance
    • Vision insurance
    • 401(k)
    • Disability insurance

    Seniority: Executive | Employment type: Full‑time | Job function: Accounting/Auditing and Finance


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    * This salary range is an estimation made by beBee
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