- 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.
- 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.
- Medical insurance
- Vision insurance
- 401(k)
- Disability insurance
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Chief Financial Officer - Milwaukee - Truity Partners
Description
Chief Financial Officer
Milwaukee, WI — Salary: $150,000.00-$180,000.00
Responsibilities
Required Experience
Equal Opportunity Employer
Benefits
Seniority: Executive | Employment type: Full‑time | Job function: Accounting/Auditing and Finance
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