Director of Finance Job at Truity Partners, Milwaukee, WI

  • Truity Partners
  • Milwaukee, WI

Job Description

Job Description

Director of Finance (43063)

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Our client is an organization in the Greater Milwaukee area looking for a Director of Finance . Our client is looking for a well-rounded accounting and finance leader who can combine strong technical knowledge with a business-focused mindset. This individual will oversee key accounting and financial planning activities while partnering across the organization to improve performance and support decision-making. This role offers significant visibility to leadership and long-term growth potential for someone interested in progressing into broader finance leadership.

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The salary range for this position is $130k–150k .

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The Director of Finance will be responsible for, but not limited to, the following:

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RESPONSIBILITIES

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  • Serve as a strategic finance partner to leadership and teams throughout the organization.
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  • Partner cross-functionally with operational and commercial leaders to understand business performance and identify opportunities for improvement.
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  • Lead the monthly financial reporting process and communicate results, trends, risks, and opportunities to senior leadership.
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  • Develop and present forecasts, dashboards, KPIs, and other financial and operational performance metrics.
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  • Translate financial results into meaningful business insights and actionable recommendations.
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  • Provide oversight of the month-end close process and ensure financial information is complete, accurate, and timely.
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  • Review journal entries, accruals, account reconciliations, fixed assets, prepaid expenses, and supporting financial schedules.
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  • Lead budgeting, forecasting, and longer-term financial planning activities.
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  • Analyze profitability, margins, expenses, and other key drivers of business performance.
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  • Develop financial analyses and scenarios to support strategic and operational decisions.
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  • Establish strong financial discipline across the organization through effective reporting, processes, and accountability.
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  • Maintain appropriate internal controls and identify opportunities to strengthen accounting and finance procedures.
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  • Support leadership with ad hoc analysis, business cases, and other strategic initiatives.
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  • Help enhance financial systems, reporting tools, and processes as the needs of the organization evolve.
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  • Provide leadership and guidance within the finance function while helping develop the capabilities of the broader team.
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  • Take on increasing responsibility for the overall finance organization as experience and business knowledge grow.
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The Director of Finance will possess the following:

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EXPERIENCE REQUIRED

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  • Bachelor's degree in Accounting, Finance, or a related field required.
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  • 7+ years of progressive accounting, finance, controllership, FP&A, or related experience.
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  • CPA preferred.
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  • Strong understanding of both accounting fundamentals and forward-looking financial planning and analysis.
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  • Experience with month-end close, financial reporting, budgeting, forecasting, and financial analysis.
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  • Ability to move beyond reporting the numbers to interpret financial results and provide meaningful business recommendations.
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  • Demonstrated ability to partner effectively with operational and commercial leaders outside of Finance.
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  • Leadership experience strongly preferred; candidates with limited formal people management experience may be considered if they demonstrate strong leadership capabilities and executive presence.
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  • Public accounting experience is valued, and candidates looking to transition directly from public accounting with the appropriate background will be considered.
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  • Strong analytical and problem-solving skills with the ability to understand the operational drivers behind financial performance.
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  • Excellent presentation and communication skills with the confidence to interact with senior and executive leadership.
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  • Proactive and self-directed with the ability to balance detailed accounting responsibilities with broader strategic priorities.
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  • Strong business judgment and the ability to influence decisions across multiple functions.
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  • Desire and demonstrated potential to grow into broader executive finance leadership over time.
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Equal Opportunity Employer

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The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program and company-sponsored benefits, subject to the rules governing those programs.

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