What are the responsibilities and job description for the Chief Financial Officer- Client Accounting & Advisory Services position at Extension, Inc?
Extension is seeking a Chief Financial Officer for a direct hire opportunity with one of our clients in Brookfield, WI.
About Our Client:
Key Objectives/Role Responsibilities:
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.
- A minimum of 5 years of relevant experience in roles such as Assistant Controller, Controller, or similar
- Nonprofit industry experience required
- Bachelors’ degree in accounting, finance, or related field is required, open to candidate 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
- $105,000-$130,000, based on experience
Salary : $105,000 - $130,000
