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Chief Financial Officer- Client Accounting & Advisory Services

Company: Extension, Inc.
Location: Milwaukee
Posted on: January 28, 2025

Job Description:

Extension is seeking a Chief Financial Officer for a direct hire opportunity with one of our clients in Brookfield, WI.About Our Client:

  • Great reputation and assists in serving non-profit organizations!
  • Professional opportunities for career advancement due to company growth!
  • Comprehensive benefit package and pension offered!
  • 5-hour work week and a great team culture!Key Objectives/Role Responsibilities:
    • Lead the accounting team, providing strategic financial guidance and oversight.
    • Identify and implement process improvements and best practices to ensure optimal delivery.
    • Collaborate with clients to establish financial policies and actively contribute to the development of long-term strategic goals.
    • Lead and drive capital planning initiatives, risk management, KPI analysis, and interactions with board of directors.
    • Oversee the financial administration, planning, and budgeting processes, ensuring effective resource allocation.
    • Manage long-term budgeting, cost control, and financial planning.
    • Manage cash flow and forecasting, ensuring the timely and accurate execution of financial accounting functions.
    • Lead and coordinate audit activities, ensuring compliance and best practices.
    • Effectively manage multiple client engagements, balancing priorities and delivering high-quality outcomes.
    • Build and maintain strong relationships with clients, becoming an integral member of their management teams.
    • Cultivate a robust network of external business contacts and establish yourself as a thought leader within your service and industry.
    • Resource internal staff of the firm as technical and client-specific questions arise.Qualifications:
      • A minimum of 5 years of relevant experience in roles such as Assistant Controller, Controller, or similar.
      • Nonprofit industry experience required.
      • Bachelor's degree in accounting, finance, or related field is required; open to candidates with a combination of experience and training in lieu of a degree.
      • CPA certification is preferred, not required.
      • Experience with QuickBooks or Sage is beneficial.Salary Information:
        • $105,000-$130,000, based on experience.We're looking forward to connecting with you and are excited to help you make your next career move!
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Keywords: Extension, Inc., Carol Stream , Chief Financial Officer- Client Accounting & Advisory Services, Accounting, Auditing , Milwaukee, Illinois

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