Talent.com
Director of Finance

Director of Finance

Wegner CPAsMadison, WI, USA
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

The Director of Finance oversees the day-to-day financial operations of Wegner CPAs. The Director of Finance works closely with the Managing Partner and is responsible for financial planning, reporting, compliance, and ensuring the firm's financial practices support growth, profitability, and operational efficiency.

Primary Duties and Responsibilities

Financial Strategy and Leadership

  • Serve as a key member of the leadership team, providing financial insights to support organizational strategy.
  • Assist in identifying financial risks and develop strategies to mitigate them.
  • Provide financial analysis and recommendations to support decision-making and to drive profitability and growth.

Financial Management and Reporting

  • Oversee the preparation of monthly and annual financial statements.
  • Manage cash flow, investments, and banking operations.
  • Lead the development of annual budgets.
  • Monitor firm profitability by practice area and client.
  • Accounting and Compliance

  • Ensure compliance with GAAP and regulatory requirements.
  • Oversee billing, collections, accounts payable and payroll functions.
  • Implement internal controls to safeguard assets and improve processes.
  • Oversee preparation of firm's tax returns and work with Wegner's tax partner on preparing partnership tax return.
  • Coordinate with external auditors for annual 401(k) audit and ensure compliance with regulations.
  • Firm Operations and Performance

  • Develop and monitor key performance indicators to track utilization, realization, write-off, RPH, receivables, WIP, etc.
  • Provide leadership with periodic financial and practice management reports to effectively and efficiently run their respective areas.
  • Collaborate with HR and Operations on compensation structures, benefits, and resource allocation.
  • Hire, train, mentor and develop finance team.
  • Oversee Firm's renewal of professional liability and other Firm insurance, not including employee benefits.
  • Required Education

    Bachelor's Degree in Finance or Accounting.

    Skills and Experience

  • Minimum of ten years of experience in finance or accounting preferred
  • CPA designation strongly preferred
  • Highly proficient in Microsoft Office Suite
  • Demonstrated outstanding leadership skills
  • Demonstrated outstanding time management skills, ability to multi-task, determine priorities
  • Ability to operate independently and "self manage" multiple projects
  • Ability to work with and meet deadlines
  • Ability to maintain confidentiality at all times
  • Strong verbal and written communication skills
  • Strong attention to detail
  • Ability to think innovatively and make suggestions for improvements
  • Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

    Please be aware that as part of our hiring process, Wegner CPAs participates in E-Verify. Your employment eligibility will be confirmed through the E-Verify program upon hire.

    Job Posted by ApplicantPro

    Create a job alert for this search

    Director Of Finance • Madison, WI, USA

    Related jobs
    • Promoted
    Director of Strategic Finance

    Director of Strategic Finance

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director, Strategic Finance and Analytics.Key Responsibilities Act as a strategic partner to functional leaders, ensuring alignment and execution across teams Identify...Show moreLast updated: 5 days ago
    • Promoted
    Head of Finance

    Head of Finance

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Head of Finance to build and lead the financial backbone that empowers the organization to scale with confidence. Key Responsibilities Operate as the senior-most finance...Show moreLast updated: 1 day ago
    • Promoted
    Director of Carrier Management

    Director of Carrier Management

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director, Carrier Management.Key Responsibilities Sets and leads the national carrier strategy to enhance client outcomes Negotiates strategic agreements and fosters e...Show moreLast updated: 2 days ago
    • Promoted
    Finance and Operations Leader

    Finance and Operations Leader

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Head of Finance, Accounting, and Business Operations.Key Responsibilities Lead financial strategy, operational excellence, and provide business insights to senior leade...Show moreLast updated: 2 days ago
    • Promoted
    Senior Finance Analyst

    Senior Finance Analyst

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Senior GTM Finance Analyst, Self Serve.Key Responsibilities Build, maintain, and improve financial models to forecast self-serve ARR Partner with cross-functional team...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Commercial Finance

    Director of Commercial Finance

    Emmi RothStoughton, WI, US
    Full-time
    At Emmi Roth, we're passionate about creating exceptional cheeses.As a leader in the specialty cheese industry, we blend traditional craftsmanship with innovation. Our commitment to local sourcing a...Show moreLast updated: 29 days ago
    • Promoted
    State Licensed VP of Administration

    State Licensed VP of Administration

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a VP, Divisional Administrative Manager.Key Responsibilities Define and execute the national strategy for branch administrative management Lead, mentor, and develop seni...Show moreLast updated: 2 days ago
    • Promoted
    Finance Director, Marvin Operations - Located in Warroad, MN

    Finance Director, Marvin Operations - Located in Warroad, MN

    MarvinMadison, WI, United States
    Full-time
    The Finance Director, Marvin Operations will be responsible for leading a team of professionals whose primary focus will be to partner with and support the operations team with the ultimate goal of...Show moreLast updated: 30+ days ago
    • Promoted
    Finance and Accounting Director

    Finance and Accounting Director

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director of Finance & Accounting.Key Responsibilities Serve as lead accountant for client businesses and oversee client teams to ensure value and insights are delivered...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Engineering (Payments)

    Director of Engineering (Payments)

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director of Engineering (Payments).Key Responsibilities Lead engineering teams for the Payments vertical, ensuring timely and high-quality project delivery Build relat...Show moreLast updated: 1 day ago
    • Promoted
    Regional Sales Director

    Regional Sales Director

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Regional Sales Director, Retail Lending.Key Responsibilities Drive sales targets and revenue goals for the Retail Lending Business Unit across the Eastern Region Overs...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Origination

    Director of Origination

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director or Sr.Key Responsibilities Sourcing, negotiating, and executing Power Purchase Agreements (PPAs) and complex power off-take arrangements Building and maintain...Show moreLast updated: 2 days ago
    • Promoted
    Director of Underwriting

    Director of Underwriting

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director of Underwriting to oversee underwriting operations for an extended warranty company across multiple product lines. Key Responsibilities : Build and maintain rela...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationJanesville, Wisconsin
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 23 days ago
    • Promoted
    Director of FP&A

    Director of FP&A

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director of FP&A, Americas Hardware.Key Responsibilities Own the complete P&Ls for the Americas region & Commercial Business, optimizing financial performance Lead ann...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Alliance Management

    Director of Alliance Management

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director of Alliance Management.Key Responsibilities Manage a broad portfolio of complex global partnerships at all stages of their lifecycle Mentor and lead Alliance ...Show moreLast updated: 3 days ago
    • Promoted
    FINRA Series 65 Licensed Director

    FINRA Series 65 Licensed Director

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for an Advisor Advice Solutions & Partnerships Director.Key Responsibilities Build and manage a forward-looking Advisor Managed Accounts (AMA) pipeline across partner firms a...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Director of Payments Strategy

    Director of Payments Strategy

    VirtualVocationsMadison, Wisconsin, United States
    Full-time
    A company is looking for a Director of Product, Payments.Key Responsibilities Lead payment platform integrations to ensure a reliable and scalable payment experience Define payout and settlement...Show moreLast updated: 13 hours ago