Chief finance officer jobs in Cedar Rapids, IA - 2,160 jobs

A leading nonprofit arts organization located in Madison, WI, is seeking a Chief Financial Officer/Co-CEO to provide strategic leadership and operational excellence. This role requires substantial experience in finance, nonprofit regulations, and cultural organizations. The ideal candidate will guide financial operations, manage risk, and ensure compliance while promoting a collaborative culture. Competitive compensation of $170,000 - $185,000 annually is offered, with a strong emphasis on community representation and mission alignment. #J-18808-Ljbffr

Organization Overture Center for the Arts (Overture Center) was dedicated on September 18, 2004, in the heart of vibrant downtown Madison, Wisconsin. Their vision is to create extraordinary experiences through the arts with a mission to support and elevate the community's creative culture, economy, and quality of life through the arts. Overture Center's unwavering commitment is to be the region's preeminent stage for extraordinary artistry, to cultivate diverse and emerging talent, and to serve as the arts' epicenter for community engagement. It strives to provide exceptional experiences for all. Overture Center features seven state-of-the-art performance spaces and five galleries where national and international touring artists, nine resident companies, and hundreds of local artists engage audiences in over 500,000 educational and artistic experiences annually. Overture Center takes pride in presenting spectacular performances alongside free and low-cost programs that nurture creativity, curiosity, and diversity, while also driving the local economy and contributing to the vitality of a growing city. Designed by César Pelli, the 388,000-square-foot facility is anchored by the 2,251-seat Overture Hall-a crisp geometric structure crafted from limestone and glass, featuring a grand lobby that extends over the sidewalk to shelter its entrance. Within the lobby, light-wood ceilings and travertine flooring create a warm, inviting atmosphere. The auditorium itself is defined by softly illuminated balconies cascading downward and an undulating acoustic ceiling, shaping a contemporary space. Unobstructed sightlines, superb acoustics, and cutting‑edge technical support ensure flawless performances of music, theater, dance, and more. The 1,089-seat Capitol Theater preserves its original architectural splendor, including the Grand Barton Organ, ornate ceiling, wall niches, proscenium arch, and chandelier lighting. The Playhouse, a 350-seat thrust theater, and four flexible performance/event spaces expand performance and event opportunities. Through thoughtful integration of existing venues and historic building elements, the complex maintains the pedestrian‑friendly character of downtown Madison. The circa 1920 stone facade of the former Yost's Department Store remains as the main entrance to the Overture Center complex. At the heart of the facility, glass facades connect Overture Hall with the Madison Museum of Contemporary Art-a separate nonprofit entity with independent governance, operations, and maintenance. A new glass dome bathes the building's interior with natural light, illuminating a four‑story rotunda flanked by art galleries and the intimate Rotunda Stage, an indoor amphitheater. Complementing its vibrant resident companies, Overture Center's 2025-2026 season offers a compelling lineup of performances. Eight major Broadway productions are gracing its stages, including The Book of Mormon, Some Like It Hot, Hamilton, Kimberly Akimbo, Back to the Future: The Musical, Riverdance 30 - The New Generation, Disney's Beauty and the Beast, The Great Gatsby, and Water for Elephants. The season further features a diverse array of other touring productions, the acclaimed “Up Close” and Cabaret Series, National Geographic Live presentations, and free Kids in the Rotunda shows. Notable highlights include performances by the Jazz at Lincoln Center Orchestra with Wynton Marsalis, Cirque Mechanics' Tilt!, and the comedic duo Colin Mochrie and Brad Sherwood. Overture Center embraces its profound responsibility to mirror the community it serves and to honor the shared humanity at its core through its Community Advisory Council, which represents diverse constituencies. The Council advises Overture Center staff on community and educational programming and identifies opportunities to deepen community engagement and foster meaningful partnerships with local organizations and constituents. Overture Center is committed to accessibility, with at least 35% of their artistic experiences provided for no or little cost to the community through their 15 education and engagement programs, which include Kids in the Rotunda, Onstage Student Field Trips, International Festival, and The Jerry Awards. As an early leader in Broadway tactile tours and audio‑described performances, Overture Center is Kulture City certified and serves as a partner site for Disney Musicals in Schools, Carnegie Hall's The Lullaby Project, the Kennedy Center's Any Given Child, and The Jimmy Awards. Overture Center Foundation, Inc., a private 501c(3) nonprofit corporation, became the sole operator of Overture Center on January 1, 2012. Overture Center Foundation is governed by a 24‑member board of directors, chaired by Jim Yehle. Overture Center engages a total full‑time staff of 88 employees, more than 208 part‑time and variable front‑of‑house staff, more than 276 variable stagehands, and more than 500 volunteers. The organization's projected budget for the fiscal year ending June 30, 2026, anticipates revenue of $24 million, with approximately $18.7 million from program services, $4.7 million from annual fund contributions and grants, and $3.3 million in special campaign and other philanthropic funding. Their endowment stands at approximately $8 million. Community With more than 270,000 residents, Madison is a city of diverse neighborhoods and vibrant communities, renowned for its rich cultural scene encompassing art, music, cuisine, and much more. As the capital of Wisconsin and the state's fastest‑growing city, Madison boasts a dynamic economy anchored by a robust and expanding technology sector, alongside numerous corporate headquarters. Access to quality schools, healthcare facilities, and infrastructure, coupled with affordability, income levels, and residents' engagement with these opportunities, are key factors that consistently rank the Madison region and Dane County among the nation's best places to live, work, study, and enjoy a high quality of life. Home to nearly 50,000 students, the University of Wisconsin‑Madison remains deeply committed to impacting lives beyond its academic walls. Rooted in the enduring Wisconsin Idea, the university's outreach includes programs such as distributing farm produce to families in need, mentoring and tutoring local schoolchildren, and offering free humanities courses to low‑income adults. The city's downtown area continues to attract educated young professionals who favor high‑density rental housing, drawn by Madison's proximity to the university and major private‑sector employers. Madison's five nearby lakes provide abundant recreational options, including fishing, boating, and watersports, while the 1,260‑acre University of Wisconsin Arboretum offers over 20 miles of trails for hiking and exploration. Recognized by USA Today as one of the top 10 cycling towns in the country, Madison boasts an extensive network of bike lanes and paths, complemented by a popular bike‑share program, BCycle. In addition, NerdWallet recently named Madison the greenest city in America, highlighting its excellent air quality and an impressive 12.7 parks per 10,000 residents-more than any other U.S. city. This accolade reflects Madison's 200 miles of hiking and biking trails, a bicycle population that exceeds cars, a strong presence of green jobs, and a growing number of Leadership in Energy and Environmental Design (LEED) certified buildings and venues. Sources: U.S Census Bureau; Madison Region Economic Partnership, Livability; City of Madison Housing Report; Madison Parks Division Position Summary As a member of Overture Center's executive shared leadership team, the Chief Financial Officer (CFO) and Co‑Chief Executive Officer (Co‑CEO) will be responsible for guiding the organization's strategic direction, leadership culture, and operational success in partnership with their fellow Co‑CEOs and the Board of Directors. This role will combine executive leadership in financial and business operations with shared responsibility for the strategic, cultural, and mission‑driven direction of the organization. As CFO/Co‑CEO, this position will provide strategic leadership of all finance and business operations functions, including budgeting, financial reporting, compliance, legal affairs, risk management, insurance, administrative operations, and support for governance. The CFO/Co‑CEO will ensure that Overture Center remains financially resilient, operationally sound, and aligned with best practices, while fostering collaboration, transparency, and values‑aligned decision‑making. The CFO/Co‑CEO will safeguard Overture Center's tax‑exempt status through rigorous compliance with all applicable nonprofit tax laws and reporting requirements. As one of several partnering Co‑CEOs, they will provide collaborative executive leadership to ensure unified strategic direction, operational excellence, and cultural alignment across the organization. They will share responsibility for setting and executing Overture Center's strategic plan, fostering cross‑functional collaboration, and will represent Overture Center in the Madison community and beyond. The role will champion and provide expertise regarding Administration and Finance at Overture Center and serve as a backup to the other Co‑CEOs to ensure continuity, stability, and shared accountability. Roles and Responsibilities Organizational Leadership and Strategy Serve as a member of the Executive Leadership Team and partner with the Co‑CEOs to shape strategy, champion an inclusive culture, and align financial practices with organizational goals. Model shared leadership and co‑accountability in decision‑making, risk management, and mission delivery. Direct the Manager of Executive Support and Board Operations to support the Executive Leadership Team, coordinate meetings, manage executive communication, and deliver on special projects. Lead special cross‑functional initiatives that support innovation, organizational alignment, and administrative excellence as required. Represent Overture Center internally and externally, fostering trust, visibility, and mission alignment across stakeholder groups. Participate in the Capital Projects and Capital Expenses Work Group, steering financing, budgeting, and risk management for facility upgrades and major equipment purchases. Oversee all federal and state nonprofit tax filings-IRS Forms 990, 990‑T, Wisconsin Form 4‑T, and related schedules-ensuring accuracy, compliance, timely submission, and ongoing protection of Overture Center's tax‑exempt status, including strict adherence to lobbying and political‑activity limits. Embrace other organizational leadership and strategy responsibilities as required. Finance, Business Operations, and Risk Management Provide data‑driven strategic leadership of Overture Center's Finance and Business Operations functions, including multi‑year financial modeling, contingency planning, internal controls, and budget development that promote transparency, accountability, and organizational learning. Partner with Programming, Marketing, and Operations to forecast and reconcile all earned‑revenue streams-box office, concessions, merchandise, rentals-and lead nightly tour/union show settlements to protect margins and ensure strong cash flow. Monitor and manage cash flow, liquidity, and short‑ and long‑term financial sustainability. Ensure effective oversight of payroll processes in partnership with the Director of Finance, including compliance with applicable laws, accurate reporting, and integration with financial systems and budgeting. Develop and implement financial policies, procedures, systems, training, and internal controls in alignment with nonprofit best practices that support organizational resilience and proactive risk mitigation. Maintain strong relationships with banking partners and financial institutions to support operating needs, compliance, and investment strategies. Oversee enterprise‑wide risk management, including insurance coverage, claims, legal compliance, and cybersecurity strategy in coordination with IT. Embrace other finance, business operations, and risk management responsibilities as required. Board and Governance Support Serve as the primary staff liaison to the Finance, Audit, Investment, Governance and Nominations, and Overture Foundation Corporation (OFC) Committees of the Board. Participate in Board of Directors meetings, Executive Committee sessions, and committee chair meetings. Provide direction to the Manager of Executive Support & Board Operations to ensure timely preparation of meeting materials, policy compliance, and effective board communications. Monitor board policy compliance and ensure that board‑approved actions are appropriately documented and executed. Collaborate with the Board of Directors and fellow executives to ensure alignment between strategic plans and operational execution across departments. Lead endowment and long‑term investment strategy with the Board Investment Committee, monitoring performance and ensuring policy compliance to safeguard Overture Center's long‑range financial stability. Embrace other board and governance support responsibilities as required. Internal Culture Development and External Relations Champion a workplace culture grounded in trust, transparency, collaboration, and innovation, and promote behaviors that foster belonging, respect, and shared accountability. Align culture‑building efforts with business outcomes by integrating employee experience, inclusion, and engagement metrics into operational planning and leadership evaluation. Serve as a thought leader and culture carrier across the organization to ensure corporate culture is aligned with Overture Center's mission and strategic vision of responsible financial stewardship and operational excellence. Oversee business contracts and serve on the Negotiation Team for union agreements, ensuring alignment with operational and cultural priorities. Negotiate and monitor resident‑organization rent models, and present co‑promotion agreements, ensuring terms balance mission impact with cost recovery. Collaborate with legal counsel to reduce organizational risk and ensure proper handling of legal matters. Embrace other internal culture development and external relations responsibilities as required. Traits and Characteristics The Chief Financial Officer (CFO) and Co‑Chief Executive Officer (Co‑CEO) will be a skilled visionary leader who values frequent interaction and collaboration with others. They will possess exceptional people skills and the capacity to work collaboratively with staff, customers, and other stakeholders. The CFO/Co‑CEO will be comfortable working in a fast‑paced environment, prioritizing tasks, and responding to the needs of others. Strategic thinking, trustworthiness, adaptability, and a sense of humor will be important traits of the successful CFO/Co‑CEO. Responsible and knowledgeable, they will be a clear communicator, supportive, understanding, and balanced. A natural collaborator, the CFO/Co‑CEO will advocate for and with the internal staff and external contractors. The CFO/Co‑CEO will possess a deep appreciation for the arts and will champion the continuing improvement of the Overture Center's experience, ensuring the organization's long‑term success. Other key competencies include: Teamwork, Planning, and Organizing - The capacity to cooperate with others to meet objectives as well as establish courses of action to ensure that work is completed effectively. Leadership and Conceptual Thinking - The ability to organize and influence people to believe in a vision, create a sense of purpose and direction, and the ability to analyze hypothetical situations, patterns, and/or abstract concepts to formulate connections and new insights. Problem Solving and Personal Accountability - The clarity to define, analyze, and diagnose key components of a problem to formulate a solution, while at the same time being answerable for personal actions. Decision Making and Negotiation - The dexterity to analyze all aspects of a situation to make consistently sound and timely decisions while also listening to a variety of diverse groups and absorbing different viewpoints. Experience and Qualifications The Chief Financial Officer (CFO) and Co‑Chief Executive Officer (Co‑CEO) will have senior management experience in a multifaceted, multi‑venue public events facility with a minimum of eight years of progressively responsible finance and business leadership experience, including four years in a senior or executive role. A bachelor's degree in finance, accounting, business administration, or a related field is required; a CPA or MBA is strongly preferred. Experience in nonprofit arts or cultural organizations, including working with nonprofit boards and governance committees, is strongly preferred, with a deep knowledge of nonprofit financial regulations, GAAP, budgeting, investment policy, and compliance. The CFO/Co‑CEO will have previously demonstrated excellence in executive leadership, strategic thinking, and change management. Strong interpersonal, facilitation, and communication skills, including board and public engagement, with proven ability to influence across diverse internal and external stakeholders. Experience negotiating union contracts and managing legal risk is preferred. Proficiency in the Microsoft Office suite, budgeting software, and board governance platforms, and strong digital literacy and adaptability are beneficial. Overture Center values the many ways leadership and financial acumen are developed, both professionally and personally. Overture Center strongly encourages applications from individuals whose lived experience and diverse career paths have comparably prepared them to provide strategic, operational, and cultural leadership at the highest level. Working Conditions This is a hybrid office position, supporting a flexible work environment that includes both remote and on‑site responsibilities. The role requires regular use of standard office equipment and frequent interaction via digital platforms. Occasional evening or weekend hours will be required to attend events, meetings, or represent the organization in the community. Compensation and Benefits Overture Center offers a salary range between $170,000 and $185,000. The total benefits package includes vacation and holiday time as well as medical, life, vision, and dental insurances, and short‑ and long‑term disability. Retirement benefits are provided through a 401(k) plan, with Overture Center matching 100 percent of deferrals up to one percent, plus 50 percent of deferrals over one percent and up to six percent of employee compensation with immediate vesting. Application and Inquiries To submit a cover letter and resume with a summary of demonstrable accomplishments, please visit ****************************************************************************************************************************** Email ********************************* Overture Center for the Arts is committed to social and racial justice through a focus on access, equity, diversity, and inclusion. Overture Center aspires to break down the social constructs that have served to divide us by race, ethnicity, gender identity, sexual orientation, religion, and range of abilities. Overture Center supports an arts community that engages and uplifts people of diverse backgrounds, especially those who have historically been marginalized and left on the periphery of traditional arts organizations. Overture Center aims to ensure members of their diverse community are represented and included in all facets, creating an environment where everyone is welcome and feels a sense of belonging. #J-18808-Ljbffr

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion. Responsibilities Set strategic direction for technology-enabled tax advisory services Lead business development to drive growth Oversee multiple impactful projects Maintain executive-level client relationships Mentor and develop future leaders Shape the direction of client engagements Implement digitization and automation initiatives Adhere to tax regulations and standards What You Must Have Bachelor's Degree in Accounting A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Corporate and partnership taxation knowledge Assisting financial services companies with tax impact Tax structuring of funds and financial assets Enhancing tax efficiencies of cross-border flows Developing and sustaining meaningful client relationships Leading teams to generate vision and direction Utilizing automation and digitization in tax services Evaluating and negotiating contracts Leveraging pricing tools for strategies The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. #J-18808-Ljbffr

A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr

Application Deadline: 02/04/2026 Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Responsibilities Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non‑routine situations. Broader work or accountabilities may be assigned as needed. Qualifications 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency Financial Analysis Salary $88,800.00 - $165,600.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please see https://jobs.bmo.com/global/en/Total-Rewards. About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. #J-18808-Ljbffr

A nonprofit organization located in Oak Brook is seeking an Assistant Executive Director for Finance and Administration. This role will act as the Chief Financial Officer, overseeing financial operations, budgeting, HR strategy, and compliance. The ideal candidate will have over 12 years of financial leadership experience, ideally within nonprofits, and possess a strong background in financial management and risk assessment. The position offers a competitive compensation package along with a hybrid working environment. #J-18808-Ljbffr

A nonprofit healthcare organization is seeking an Assistant Executive Director for Finance and Administration. This pivotal role involves serving as Chief Financial Officer, overseeing financial operations, strategic direction, and compliance. The ideal candidate has extensive experience in financial leadership, especially in nonprofit or mission-driven organizations, with a focus on budgeting and risk management. The position offers a competitive compensation package and promotes a culture of impact in patient care through strategic operational oversight. #J-18808-Ljbffr

We meticulously craft our job descriptions to clearly define the skills necessary for success and the expected performance level of the role, resulting in detailed content. Our goal is to ensure the description accurately reflects the job you will perform. This is a hybrid role (three days per week at our HQ in Chicago, IL) and will report directly to the CEO. Who We Are Crafty elevates workplace food and beverage programs with enhanced services managed in one innovative, centralized platform. Founded in 2015, our mission is to help companies craft better workplaces. From DraftKings to Robinhood to Zillow, we work with the world's biggest brands to foster a culture of employee connectivity and productivity. Headquartered in Chicago, with offices in New York and the Bay Area, Crafty manages food and beverage programs for 500+ offices in 45+ markets across 5 countries. The Role Crafty is on a high‑growth trajectory to craft better workplaces, and we're seeking a seasoned financial leader to elevate us to the next level. Reporting to the CEO, you'll be instrumental in defining our financial strategy. We're looking for a dynamic individual to oversee all financial functions and collaborate closely with key stakeholders to drive growth and optimize financial performance on our pathway to profitability. Responsibilities Lead the Finance function (Accounting, AP, AR, Payroll, FP&A, Contracts) and embed financial discipline across the organization. Partner with leadership to shape strategy and drive key decisions through a deep understanding of financial metrics and economic factors. Own annual planning, MBRs, QBRs, and all‑hands meetings to set company goals that align with business strategy. Evaluate M&A opportunities and determine capital allocation decisions with rigorous ROI logic. Communicate financial performance and strategy to investors, banking partners, and other external stakeholders. Optimize revenue growth, profitability, and cash flow through pricing strategy, contract negotiation, and procurement. Oversee accurate and timely financial reporting, internal controls, risk mitigation, tax compliance, and regulatory adherence. Required Attributes Operational rigor, ownership mentality, and low‑ego. Strategic thinker with growth mindset; ability to influence executive and board decisions. Data‑driven communication; translate complex financial information into simple insights. Effective across verbal, written, and non‑verbal channels; adept at collaboration and feedback. Proven people leadership; inspire and build high‑performance teams. Ideal Experience Deep experience leading Finance teams; former CFO or senior finance executive. Background in Food & Beverage or a physical product/service industry. Experience scaling companies (250-1,000 employees) with $50‑$500 million ARR and zero‑based budgeting. What We Offer We provide a competitive compensation package that includes a Crafty healthcare plan (primary health, dental, vision), an automatic 4% 401(k) contribution, unlimited paid time off and sick leave, certification courses, and generous parental leave. The role also offers the opportunity to shape the future of a rapidly growing company and includes Crafty‑grade snacks, beverages, and fun events. Salary target: $275,000 - $325,000 On Track Earnings per year in Chicago (final offers vary by location, experience, and expertise). Crafty provides equal employment opportunities (EEO) to all employees and applicants for employment without discriminating against race, color, religion, sex, sexual orientation, national origin, age, disability, or genetics. #J-18808-Ljbffr

SPECIFICATION DIRECTOR - ASSET MANAGEMENT Shine Associates, LLC has been retained to search, identify and recruit a Director - Asset Management on behalf of our client. This position will be based in Chicago, IL. CONFIDENTIALITY Information contained in this position specification is confidential. CLIENT DESCRIPTION Founded in Dallas, Texas in 1965, the Company consistently ranks as one of the top managers and developers of office, industrial, retail, and mixed‑use properties. The firm is a respected full‑service real estate firm providing investment management, development, and a suite of integrated services to owners, investors, lenders, and occupiers. The Company has approximately 3,000 employees across 35 global offices responsible for a $19B development pipeline, 550M SF of property management and leasing assignments, and $20B in assets under management. The Investment Management team is an SEC‑registered investment advisor headquartered in Chicago, IL and currently manages $5.0B in real estate assets. ESSENTIAL DUTIES AND RESPONSIBILITIES Based in Chicago and reporting to the separate account portfolio managers, the Director will have responsibility over all strategic, transactional, and operations issues for a to‑be‑determined portfolio of primarily office and industrial assets located across the United States. Create strategic plans for each asset including valuations, cash flow projections, annual operating and capital budgets. Set, evolve and execute redevelopment, leasing and sale plans and direct all aspects of relationships with regional partners and third‑party service providers. Aggressively predict and respond to dynamic market conditions. Oversee the budget process for all assets under management. Work closely with leasing staff, regional partners and third‑party contractors to structure, negotiate, review and execute leases. Monitor overall performance of assigned properties against plan and budget. Plan for and anticipate cash flow needs and oversee draw disbursements. Provide high quality lender and investor reporting. Support acquisition, financing and refinancing execution. Continuously keep senior management and investors informed on evolving strategies. Provide strategic, investment and analytical direction and oversight to regional partners and internal personnel. QUALIFICATIONS, SKILLS AND EXPERIENCE Qualified professionals will have 7-10+ years of demonstrable success in managing a portfolio of complex, diverse commercial real estate, including office, industrial, multifamily and medical office. Additional experience in asset/portfolio reporting is strongly desired. Proven leadership with a creative hands‑on approach to operations, leasing, development, capital markets, financing, marketing, and ownership issues. Ability to exceed investment/return performance objectives. Proven experience creating value from acquisition through disposition. Strong financial statement, lease and loan document analysis skills. Effective management of analyst and associate staff. Accountability for regional partner relationships at development and operating levels. Knowledge of industry trends and competitors. Collaborative team player in a professional environment. Strong computer skills - Excel, Word and ARGUS. Excellent oral and written communication skills. Unquestionable integrity and a strong work ethic. Bachelor's degree required. COMPENSATION The annual compensation is approximately $240,000-$280,000, plus discretionary bonus, LTIP and a variety of benefits. CONTACT INFORMATION Shine Associates, LLC 45 School St., Suite 301 Boston, MA 02108 Hillary H. Shine, Principal Kelsey E. Shine, Director Cell: ************** / ************** Email: ****************************** / ***************************** #J-18808-Ljbffr

A biopharmaceutical company is seeking a VP of Finance to oversee financial operations and drive financial strategy during Phase III trials. Key responsibilities include leading budgeting processes, managing clinical finance, and ensuring compliance with all financial regulations. The ideal candidate has at least 10 years in finance, a strong background in biotech, and excellent analytical skills. This leadership role is crucial for supporting the company's mission in treating rare diseases. #J-18808-Ljbffr

A membership organization for family offices is seeking a Director of Finance in Chicago. The successful candidate will manage day-to-day accounting, lead budgeting and forecasting, and oversee cash management. This role requires deep knowledge of corporate accounting and excellent communication skills. Applicants should have 5-8 years of experience, ideally in public accounting and holding a CPA. The position offers an opportunity for professional growth and communication with senior leadership, providing a dynamic work environment focused on collaboration and development. #J-18808-Ljbffr

Thompson Palm Springs is seeking an experienced Director of Finance to join our hotel Leadership Committee. Thompson Palm Springs has quickly become the desert's most exciting destination since opening in 2024. Perched in the heart of downtown boasting an iconic midcentury modern design, this chic urban resort offers bungalow‑inspired guest rooms and suites available to locals and visitors alike. Lola Rose brings a bold, modern approach to Eastern Mediterranean dining, inspired by the spice markets of Istanbul and seasonally available California bounty. Bar Issi, a breezy and elevated coastal Italian restaurant brings a blend of relaxed luxury and culinary sophistication to the desert. Two outdoor pool venues with immersive mountain views, an on‑site HALL Napa Valley Tasting Room and over 35,000 square feet of retail and restaurant spaces anchor the resort. As a member of the Leadership Committee, the Director of Finance is a highly visible role with exposure to Senior and Corporate leadership. This position reports directly to the hotel's Managing Director. The Director of Finance plans, organizes, directs, and controls the accounting and control function of the division, reports operational results, and provides financial oversight of property operations. This highly collaborative leadership position is a role model in the hotel for Hyatt financial processes and communications. Duties include, but not limited to: Responsible for short- and long-term planning and the management of the accounting function Participate in total hotel management as a member of the Hotel Executive Committee Manage and lead hotel on‑site accounting functions to ensure proper fiscal management, timely and accurate reporting and analysis for the hotel. This responsibility also includes hotel financial planning, budgeting, accounting and cash management. Assist in nurturing the important relationship with the owners. Be responsible for supervising and coordinating owner reporting as required. Provide custom reports, respond quickly to questions or requests and attend meetings Manage SOX compliance Complete the year-end audit process. Review and approve all reconciliations and audit work papers. Coordinate external auditor's visits, respond to auditor requests, approve any and all adjustments, reconcile the audit numbers to the property numbers and approve the final audit Prepare and review all monthly and annual financial statements. Investigate, review and analyze the variance explanations, involving the department managers in this process. Take initiative to manage trouble shooting for respective cost controls and revenue enhancement Aid in the preparation and final review of the annual business plans Supervise the Information Technology function. Additionally, have a sound understanding of the hotel operational and back‑office systems as well as Microsoft Office products Have a sound understanding of the forecasting system and the tools from Revenue Management. Review monthly and quarterly property financial forecasts. Assure that the forecast is attainable Coach and counsel employees to reflect Hyatt service standards and procedures This is an exempt (salaried) role. The salary range for this position is $116,400 - $180,500. This is the pay range for this position that Thompson Palm Springs reasonably expects to pay. Decisions regarding individual salaries will be based on a number of factors including experience and education. Qualifications 6 years or more of hotel Finance experience Previous experience as Hotel Director of Finance required Exceptional communication and presentation skills Demonstrated ability to effectively interact with people of diverse socioeconomic, cultural, disability, and ethnic backgrounds Proven track record of finance department leadership success Understands Hyatt systems and SOPs Results driven, energetic, and focused Service oriented style with professional presentations skills Finance degree an asset Must possess the following strengths: high energy, entrepreneurial spirit, motivational leader, proven track record in high volume concept, effective communicator, effective in providing thoughtful leadership and ability to improve the bottom line Clear concise written and verbal communication skills in English Must be proficient in Microsoft Office products Why work for Thompson Palm Springs? Health, Dental, Vision Insurance eligibility after 30 days of employment Paid Time Off (PTO) Compassionate Leave Life Insurance Paid Holidays 401k Retirement Savings Plan & Company Match Paid Parental Leave & Adoption Assistance Program Free & Discounted Hotel Rooms at Hyatt Hotels around the World! Our Vales: Empathy | Integrity | Respect | Inclusion | Experimentation | Wellbeing All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. #J-18808-Ljbffr

Ready to make a big impact? Wow Bao is on the hunt for a passionate and strategic Director of Finance. The Director of Finance will serve as a strategic partner to the CEO/President and executive team, overseeing all financial operations and driving the company's growth objectives. This role requires deep expertise in CPG and food manufacturing, with a proven ability to scale operations, optimize profitability, and ensure financial integrity across multiple business channels. This role will be highly visible in the organization and will be a key influencer in helping the company achieve its long-term goals. This is achieved through a thorough analysis of financial and operational data to support forecasting, budget planning, and adherence, building strong connections with Wow Bao's internal and external stakeholders, and developing a forward-looking, strategic vision. This position will report directly to the CEO/President and requires 5 days a week on-site in Chicago, Illinois. Why Join Wow Bao? Join the adventure! Be part of a fast-growing, innovative brand that's shaping the future of food Make an impact. Opportunity to shape financial strategy during a pivotal expansion phase. Collaborative and creative. Thrive in an entrepreneurial culture that values bold ideas and big growth. Bao-tastic perks! Enjoy all the delicious, flavorful bao you can handle! ABOUT WOW BAO At Wow Bao, we believe that life is too short for uninspired food. We're here to transform the Asian Street Food experience from everyday and expected to extraordinary and inventive. Wow Bao is the fastest growing Frozen Asian Snack brand in the United States! Through strategic relationships with retail partners Wow Bao is now available in over 16,000 grocery stores nationwide! Wow Bao has a proud history of delivering restaurant-quality food, beginning in 2003 with the opening of our first location. Since then, we've grown into an omni-channel brand, serving guests through our retail business, food service, Chicago restaurants, airports, virtual kitchens, and universities. Today, we're excited to take the next step in our journey with the launch of our corporate-owned food manufacturing plant-positioning Wow Bao for continued growth across all verticals. Wow Bao is the only brand to be recognized three times by Fast Casual magazine as a Top 100 Movers & Shaker. Ranked no. 1 in 2019 and 2022 and no. 4 in 2023, we are the only brand to have taken home the honor more than once. WE FOSTER A CULTURE OF CARING At Wow Bao, every team member leads from a place of care. Whether it's our guests or employees, we put people first. We strive to inspire, motivate, and appreciate one another every day. We live by the golden rule and treat everyone with kindness, empathy, respect, and a healthy dose of humor. We take our work, not ourselves, seriously. Assess and evaluate financial performance in the context of long-term operational goals, budgets, and forecasts. Build, maintain, and update financial analyses and tools to continuously monitor performance and health of all business channels. Manage cash and working capital through proper planning and forecasting. Build financial forecasting models to evaluate impacts of strategic and operational initiatives including new product launches, supply chain improvements, etc. Work closely with Wow Bao's CEO/President and Board of Directors on key business decisions and building long-term strategic plans, annual capital/operating plans, budgets, as well as tactical initiatives. Prepare weekly operational reports for Management team summarizing the performance of the various business channels. Manage external consultants working on data analysis and reporting. Partner with operations to improve cost efficiency in food manufacturing and CPG distribution. Implement systems for inventory management, cost accounting, and margin optimization. Prepare monthly financial reporting to investors and Board of Directors. Oversee tax planning and audit. Work with external auditors to deliver annual audits. Work with various company departments, including our Marketing team, to help manage and monitor spend, return on invested capital (ROIC), and other key operational metrics. Perform ad-hoc analysis to help drive decision-making on strategic and/or tactical initiatives. Monitor and help manage pricing of Wow Bao's products through its various revenue channels. Lead the creation and execution of bonus compensation plans while working closely with CEO/President. Participate in pivotal decisions as they relate to strategic initiatives, operational models, and manufacturing capacity expansion. Maintain outstanding banking relationships and other strategic relationships with vendors and business partners. Work as a liaison between Wow Bao and the company's product manufacturers and distributors. Find, recommend, and collaborate with other team members to execute margin improvement initiatives. Lead cross-functional strategic plan and annual budget process. Create Investor Relation / Board Level presentation decks. Manage insurance renewals (non-health). Collaborate with Human Resources on payroll, health insurance renewals, 401(k) fiduciary responsibilities, including risk & liability management. Provide mentorship, development, and training to the members of the Finance team. Be available to assist and work during Wow Bao offsite events as needed. Assist with responsibilities and duties in other departments and as assigned by management. Perform calmly and effectively in an extremely busy and fast-paced work environment. Other tasks and projects assigned on an as needed basis. ADDITIONAL REQUIREMENTS Minimum 10+ years in Finance, Accounting, or related field. Proven experience in CPG and food manufacturing industries. Bachelor's degree in Finance, Accounting, or related field required; MBA, CPA, or advanced degree is preferred Track record of scaling businesses and managing multi-channel operations. Sense of urgency and focus on results. Partake in a professional and positive work environment. Proficiency in Tableau for data visualization and reporting. Analytical mindset with expertise in using data to make informed business decisions. Excellent communication and project management skills, with the ability to manage external partnerships and internal stakeholders. Excellent reading, writing, and oral proficiency of the English language. Proficiency with Microsoft Office suite, including Excel, PowerPoint, and Word. Perform calmly and effectively in a fast-paced work environment. The salary range for this position is between $160,000 to $180,000. The actual salary amount will vary depending on the applicant's experience, skills and abilities as well as internal equity and market data. Wow Bao is an Equal Opportunity Employer. Health Insurance (medical, dental, vision) 401(k) Retirement Plan Voluntary life insurance Voluntary disability insurance Paid Time Off Paid Sick Leave Restaurant discounts Employee Discount Programs with Perkspot and Working Advantage We foster a culture of CARE #J-18808-Ljbffr

Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional's practice. This individual will satisfy this requirement through two major functions - partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm's financial professionals, and teams on all things related to Oppenheimer's financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer's goals-based financial planning process Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning Operate as a bridge to the various platforms that represent the firm's product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications Minimum of 7 years' experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies Bachelor's degree in business, finance, accounting or related field required FINRA Registration: Series 7 and 66 (or 63 and 65) required Active state life and health insurance license required Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software The ability and flexibility to travel, approx. 10-25% of the year Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time. High ethical standards geared toward putting the clients' best interest first Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure Strong working knowledge of Microsoft Office suite Strong attention to detail Compensation For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #J-18808-Ljbffr

A global environmental organization in Illinois seeks a Director of Nature Markets to lead efforts in conservation finance, particularly in Africa. The ideal candidate will have over 7 years of experience in biodiversity markets, strong strategic thinking, and extensive project management skills. This role demands leadership in developing sustainable market initiatives and engaging with various stakeholders. You can expect a dynamic work environment with opportunities for professional growth and making a substantial impact on global conservation efforts. #J-18808-Ljbffr

A leading luxury hotel chain is seeking a Director of Finance to oversee financial operations at their Chicago location. Responsibilities include managing cash flow, preparing financial statements, and ensuring compliance with regulations. The ideal candidate will have over 5 years of experience in hospitality finance, excellent communication skills, and a Bachelor's degree in Finance or Accounting. This role also involves supervising finance staff and conducting audits to maintain financial integrity. #J-18808-Ljbffr

Chief Financial Officer About Alverno College Alverno College is deeply rooted in the Milwaukee community it calls home. At Alverno, you'll find a community that inspires, challenges, and supports its students throughout their academic journey. Founded in 1887, Alverno College ("Alverno") is a four-year independent Catholic liberal arts college for women sponsored by the School Sisters of St. Francis, and Wisconsin's first Hispanic-Serving Institution. The College also offers a robust array of graduate and degree completion programs for women and men. For more than 130 years, Alverno has been transforming lives with a powerful combination of liberal arts education and career preparation with an innovative and empowering educational model that includes non-graded assessment and an abilities-based approach to teaching and learning which has been studied by colleges and universities around the world. With more than 17,000 alums worldwide, Alverno prepares undergraduate women and graduate women and men for lives of personal and professional distinction and meaningful engagement with the world. Alverno purposefully fosters an inclusive community based on our Catholic and Franciscan values that engages students in active and collaborative learning and fosters academic excellence. Alverno's mission and vision creates an organization that attracts purpose-driven students, faculty, staff, and professionals. The College enrolls approximately 525 undergraduates and 528 graduate students in its 29 majors and 19 graduate programs. There are 196 full-time employees (40 full-time faculty and 153 full-time staff) plus 20 part-time/temporary staff, 195 adjunct faculty members and 100 student employees. The operating budget for Alverno is approximately $35 million and the College's assets total $88 million. The Opportunity Alverno College is seeking a Chief Financial Officer and Vice President of Finance and Administration (CFO/VP) who will be a strategic leader with a proven track record of financial management and business acumen. This executive role requires a talented, collaborative individual who can oversee Alverno's financial operations, drive fiscal strategy, and support the administrative functions that are critical to the College's success. This leader will bring a blend of technical competence, astute financial judgement, and disciplined execution to the table, ensuring that Alverno's financial systems, practices, and procedures are robust, yet agile enough to meet the challenges of a rapidly evolving higher education landscape. Building upon a solid financial foundation and positive momentum, the CFO/VP will lead, develop, and manage a team of professionals including the Controller, the Director of Human Resources, the Facilities Manager, and their respective teams. In addition, the CFO/VP will oversee the wholly outsourced Information Technology function, including the Chief Information Technology Officer assigned to the College from our external technology partner. The CFO/VP and team will coordinate and oversee the financial functions of the College and work collaboratively with important partners including the cabinet members leading the Advancement Office, Academic Affairs, and Enrollment Services/Financial Aid. As staff liaison to the Finance and Audit committee of the Board of Trustees and an effective partner to the President, the CFO/VP will be committed to excellence, consistently providing strategic leadership and judgment using tools that ensure strong and effective governance. In addition, they will interpret and effectively communicate to the College leadership, board, faculty, and staff complex financial information and translate it into clear implications for the institutional strategies needed to ensure the future success of Alverno. In addition, strong candidates will offer: Ten or more years of progressive finance experience and management oversight. Previous experience in higher education administration, preferably in a private college environment. Sensitivity for and understanding of academic disciplines and issues preferred. Experience applying accounting/finance knowledge within an integrated reporting system. Strong project management and organizational skills with attention to detail and the ability to prioritize and manage multiple tasks/events on time and within budget. Extensive knowledge of accounting software, spreadsheets, and word processing software. Broad and deep knowledge of and experience with complex financial business models is required. Advanced experience with contract negotiation. CPA preferred and master's degree preferred. Compensation & Benefits This is a full-time, on-site work environment. The successful candidate must be based in Milwaukee, Wisconsin. As a senior leader of the organization, the flexibility to adapt schedules to meet business needs is necessary. Relocation support will be provided. The annual salary for this role will be based on a range, starting at $185,000- $225,000 and will be commensurate with the successful candidate's skills and experience. Alverno College also offers a generous benefits package. How to Apply DSG | Koya has been exclusively retained for this engagement, which is being led by Tiara D. Muse. Submit a compelling letter of interest and resume by filling out our Talent Profile. All inquiries are strictly confidential. Read full position profile here. To apply, visit: *************************************************************************** #J-18808-Ljbffr

What You'll Do: The Tax Director oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a leadership position that is proactive and solution oriented, offering depth of experience to our clients in the fast‑paced world of start‑up accounting. This position reports to the Head of Escalon's Tax Practice. A successful Tax Director at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self‑motivated and responsible possessing strong communication, interpersonal, analytic, and time‑management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients. Day‑to‑Day Responsibilities also include: Build relationships and interact with clients to implement optimal income tax strategies. Deliver technical guidance on income tax implications of business decisions and transactions. Provide top level review of income tax returns. Identify and mitigate income tax risks. Collaborate with cross department internal stakeholders to generate tax revenue opportunities and support clients' tax needs. Mentor, train, and manage tax managers/staff and improve tax compliance processes. Foster a collaborative and positive team culture. Assist with M&A tax due diligence requests and other special tax projects. What You'll Bring Must Haves: Bachelor's degree in accounting or related field, and/or equivalent work experience. 12+ years in a busy, complex tax environment. CPA license or JD required. Nice to Haves: Master's degree in Taxation preferred but not required. Experience with tech start up organizations preferred but not required. Why You'll Enjoy Working at Escalon: We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well. Medical, Dental and Vision options Life and Disability STD/LTD 10 Paid holidays each year Flexible PTO 401K Retirement Plan Incentive compensation If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee's geographic location. In addition to those factors - we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Escalon is an equal opportunity/affirmative action employer. More about us: Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech‑enabled platform to small‑ and medium‑sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US‑based remote workforce and global delivery team in India, Escalon's solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in‑house talent and (iii) the cost frictions associated with scaling internal back‑office teams as businesses grow. For more information on Escalon: ************************* Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross‑sell/up‑sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology‑enablement and offshore capabilities. In late 2022, New Harbor Capital made a growth equity investment in Escalon Services. About New Harbor Capital New Harbor Capital is an experienced, lower middle‑market private equity firm that seeks to partner with growth‑minded, founder‑owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long‑term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech‑enabled services, healthcare, and education services. #J-18808-Ljbffr

Job Family Business or Functional Leader About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary The Chief Operating Officer - World Financial Group (WFG) & VP Transamerica will serve in an executive capacity and will be responsible for the development and execution of WFG's operating strategy to support the continued growth and digital transformation of WFG. This role will also oversee the leaders of the operations, distribution partner integration, agent servicing and governance functions for WFG. This position will report to and work closely with the President of WFG & SVP of Transamerica. Responsibilities * Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth. This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position. * Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada. * Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model. * Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience. * Champion the identification and mitigation of organizational risks within the business unit and agency structures. * Drive high-quality execution and operational excellence by communicating clear direction and expectations. Build and manage with strong compliance, regulatory & industry ethical standards. * Lead, coach, and mentor a team of 120+ individuals. Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization. Build high performing, diverse teams to meet business needs. Provide superb coaching. * Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada. * Serve as a strategic change leader to drive digital adoption for profitable business results. Qualifications * Bachelor's degree in a business field or equivalent experience * Minimum of 10 years industry leadership experience with deep technology and Agile experience, financial services operations/service delivery, broker/dealer operations, and administration. * Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of B2B agents and financial professionals. * Tech savvy with proven track record of digital expertise, ensuring integrated API infrastructure for connected and efficient data exchange within the digital ecosystem. * Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses. Exceptional problem solving and negotiating skills. * Transformational experience driving top line growth. * Outstanding ability to influence, motivate, and collaborate with all stakeholders. * Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders). * Proven experience in the ability to attract and retain top talent in the industry. * Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer. Preferred Qualifications * Entrepreneurial mindset with experience in business development and/or sales to bring strategic and creative vision to the Company and successfully transition to BAU activities. * Proven executive leadership experience with an insurance distribution organization. * Life license * FINRA Series 6, 63 * FINRA Series 7 and 24 * FINRA Series 66 or 65 * SAFe or CSM certification * Knowledge of Transamerica and Transamerica products * Experience working with National Financial Services (Fidelity platforms) FMAX, Wealthscape, and e-Money Working Conditions * Office or hybrid-remote environment * Frequent Travel 25 to 50% This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023