CFO

Our client is an organization in the greater Milwaukee area looking for a CFO. This company is looking for someone with 15+ years of relevant experience, collaborative and has outstanding leadership qualities. This company is a small, growing start up with opportunities to grow business, lead and develop a team!

The CFO will be responsible for, but not limited to, the following:

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.

The CFO will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s degree in accounting or 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