Job Description

The Chief Financial Officer (CFO) is a key strategic leader that will oversee all financial operations and strategies of the firm. This role involves direct leadership over financial planning, risk management, record-keeping, and financial reporting to enhance profitability and ensure financial compliance and business integrity. The CFO will sit out of our Waukesha branch. 

*Individuals that complete the questionnaire will be prioritized in the review process, don't worry it is short and simple!

Key Responsibilities:

• Formulate and implement comprehensive financial strategies.
• Manage and direct all aspects of the organizations financial operations and ensure compliance with applicable laws and regulations.
• Develop and implement strategy for financial forecasting, budgeting, and the establishment of long-term financial goals.
• Direct and execute M&A strategies, assess potential deals, conduct due diligence, and lead financial negotiations .
• Oversee property management, acquisitions, and lease negotiations to optimize the firm's real estate portfolio, communicating the financial benefits and risks of various real estate decisions to executive leadership.

Qualifications:

• CPA certified (active or past).
• 10+ years in financial management and advisement, preferably in the public accounting space.
• Excellent understanding of tax law and GAAP.
• Experience with M&A activities and post-acquisition integration.

Benefits

Applicants must be authorized to work in the U.S.

Preferred Skills

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