Chief Financial Officer

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 GAAP

Mergers and Acquisitions

Public Accounting

Portfolio Management