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Chief Financial Officer/Co-Chief Executive Officer Overture Center for the Arts
Arttable, Inc.
Chief finance officer job in Madison, WI
As a member of Overture Center's executive shared leadership team, the ChiefFinancialOfficer (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.
DUTIES & 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 in supporting the Executive Leadership Team, coordinating meetings, managing executive communication, and delivering 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 ChiefFinancialOfficer (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.
QUALIFICATIONS
The ChiefFinancialOfficer (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.
TO APPLY
To submit a cover letter and resume with a summary of demonstrable accomplishments, please visit *******************************************************************************************************************************
COMPENSATION
$170,000 - $185,000 annually
APPLICATION DEADLINE
02/08/2026
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$170k-185k yearly 5d ago
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Chief Financial Officer/Co-Chief Executive Officer, Overture Center for the Arts
Acord (Association for Cooperative Operations Research and Development
Chief finance officer job in Madison, WI
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 ChiefFinancialOfficer (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 ChiefFinancialOfficer (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 ChiefFinancialOfficer (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.
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$170k-185k yearly 3d ago
Chief Financial Officer
Rockford Rescue Mission 3.7
Chief finance officer job in Rockford, IL
PRINCIPAL DUTIES/RESPONSIBILITIES: Provide support, oversight, leadership, and direction to the Finance and Information Technology (IT) departments. Oversee and direct strategy, systems, reporting, compliance, policies, and procedures in accordance with Mission goals, objectives, and applicable regulations. Responsible for oversight of an $8.6 million annual operating budget. Collaborate with the Leadership Team to ensure the optimal selection and use of technological solutions; support vendor/broker agreements and information management and conduct feasibility assessments. WORKING CONDITIONS: Indoor office environment which requires sitting at a desk. Computer work is required. Occasional travel to other Mission sites or outside training. May involve some lifting and moving equipment. Please go to our website for a full description of duties/responsibilities at *************************************************************
$116k-191k yearly est. 60d+ ago
Managing Director, Investment Advisory
Bankers' Bank 4.4
Chief finance officer job in Madison, WI
Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH, and Indianapolis, IN.
Bankers' Bank is launching a new investment advisory service, and we're seeking an experienced Managing Director - Investment Advisor to drive this initiative out of our Elk Grove Village, IL office. This individual will be responsible for advising bank investment portfolios as part of Bankers' Bank investment advisory consulting services. This person will possess specific knowledge of bank investment portfolio management and fixed income investments as well as demonstrate teamwork and enthusiasm for growing new business.
Position Functions:
Financial Advisory
Build a new strategic revenue business line with profit/loss responsibility.
Develop new client relationships for Bankers' Bank.
Lead client meetings to identify portfolio management issues and offer strategic solutions to meet bank financial objectives and risk tolerance.
Collaborate with Bankers' Bank team to deliver comprehensive consultative advice regarding portfolio accounting, interest rate risk, asset liability management, and securities transactions (non-discretionary basis).
Review portfolio performance and model investment scenarios.
Perform market research to stay current on financial trends.
Develop ongoing deliverables, reporting, and engagement tools for bank management teams.
Collaboration & Trading
Collaborate across sales and trading functions in support of client investment activity.
Work with Risk and ALM services to promote new customers.
Trade fixed income investments for limited non-advisory relationships (non-discretionary).
Other Duties
Perform other duties as assigned to meet the needs of the organization.
Qualifications
Ideal candidate will have a Bachelor's degree in finance, accounting, banking investments, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job. Ten years of experience working in a bank, trust company, registered investment advisor or accounting firm. Preferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses.
$135k-257k yearly est. 60d+ ago
Managing Director
Bank of Montreal
Chief finance officer job in Madison, WI
Application Deadline:
02/26/2026
Address:
1 W Main Street
Job Family Group:
Wealth Sales & Service
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.
Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor.
Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs.
Leads a deal team to meet client needs when acting as the lead relationship manager.
Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
Plays a leadership role in developing banking expertise across the group to deliver the overall desired client experience.
Demonstrates an in-depth understanding of the financial planning/advisory approach utilized in managing client relationships.
Demonstrates an in-depth understanding of the credit risks associated with lending to the client base to manage the risks of the loan portfolio.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Identifies emerging issues and trends to inform decision-making.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Partners with the leadership team on strategic direction and complex line-of-business projects.
Conducts independent analysis and assessment to resolve strategic issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Acts as the prime subject matter expert for internal/external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance and addresses any issues.
Develops and negotiates complex credit strategies, ensuring appropriate remuneration.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes.
Ensures high quality of information obtained to support decisions.
Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
Applies financial planning skills and concepts against each client's personal and financial situation.
Acts as an ambassador to enhance BMO's reputation in the market.
Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
Performs sales and service support activities to meet client needs and maintain overall service levels.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Influences how teams/groups work together.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Communicates abstract concepts in simple terms.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
Expert leadership and people management skills.
Expert negotiation skills.
Proven track record in developing and growing a profitable financial or related client service business.
Significant technical expertise in the areas of financial planning, banking products and services.
Broad and diverse background of the financial service industry and expert knowledge of the banking, and personal and commercial credit disciplines.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Able to manage ambiguity.
Data driven decision making - Expert.
Salary:
$123,300.00 - $214,200.00
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 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 visit: ********************************************
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 *************************
BMO is proud to be an 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 ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$123.3k-214.2k yearly Auto-Apply 2d ago
Director of Workforce Management and Capacity Planning
Datavant
Chief finance officer job in Madison, WI
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
The Director of Workforce Management, Forecast Planning & Capacity will provide strategic leadership and long-term planning for all Payer WFM programs supporting multi-site, multi-channel and Global contact center operations. This leader will own the end-to-end forecasting, capacity planning, scheduling strategy, and workforce technology ecosystem to ensure the organization can meet service, efficiency, and growth objectives.
The Director will oversee a high-performing team of leaders, analysts, and system SMEs responsible for developing proactive staffing models, building scalable workforce processes, and operationalizing automated and dynamic plans across phone, digital, and outsourced channels. This role will partner closely with Operations, Finance, HR, Technology, Inventory Management, and senior leadership to align workforce strategies to business goals, emerging customer demand, and evolving contact center capabilities.
**You will:**
_Strategic Leadership & Workforce Planning_
+ Develop the enterprise workforce management vision, strategy, and operating model for forecasting, staffing, capacity planning, scheduling, and intraday management across all channels.
+ Create dynamic capacity models incorporating growth projections, seasonal and cyclical patterns, product roadmap changes, financial targets and personnel types for all retrieval methods.
+ Lead long-range forecasting development that leverages predictive analytics, advanced modeling, and scenario planning to support budget planning and operational readiness.Build dynamic staffing frameworks that respond to real-time volume trends and inventory shifts, enabling proactive decision-making and rapid load balancing.
_Operational Excellence & Technology Ownership_
+ Oversee the governance, optimization, and roadmap of WFM technology systems, including forecasting engines, scheduling platforms, outbound dialers, and real-time management tools.
+ Drive automation initiatives that reduce manual effort, streamline capacity workflows, and increase forecasting accuracy (e.g., machine learning-enabled models, automated campaign pacing, real-time dynamic intraday tools).
_Business Partnership & Cross-Functional Alignment_
+ Collaborate with Operations and Inventory leaders to align staffing strategies to operational needs, inventory flows, and priority work drivers.
+ Partner with Finance, Operations and HR to ensure workforce plans and staffing models align with budget expectations, headcount targets, and ROI frameworks.
+ Present workforce forecasts, business cases, and performance narratives to executive leadership, translating data into clear, actionable insights for decision-makers.
_Team Leadership & Development_
+ Lead, mentor, and develop a team of managers, supervisors, analysts, and system administrators responsible for forecasting, planning, scheduling, intraday actions, and telephony operations.Establish performance standards, KPIs, and continuous improvement programs across the WFM organization.
+ Create a culture of operational excellence, cross-training, and analytical rigor while ensuring succession planning and skill development across the team.
_Performance Monitoring & Continuous Improvement_
+ Oversee enterprise reporting of forecast accuracy, staffing adherence, capacity utilization, dialer performance, and service delivery metrics.
+ Identify gaps in performance, workflow inefficiencies, and control weaknesses while leading strategic initiatives to close those gaps.
+ Optimize vendor/BPO partner models, including capacity plans, performance SLAs, and volume allocation strategies.
_Risk, Compliance & Governance_
+ Ensure all outbound dialing activities and workforce processes comply with regulatory requirements, risk controls, and documented procedures.Partner with business stakeholders and risk teams to maintain accurate control inventories, workflows, and monitoring routines that support consistent internal and external control testing.
**What you will bring to the table:**
+ Bachelor's Degree in Business, Operations, Analytics, or related field (Master's preferred), or equivalent experience.
+ 10-12+ years of progressive Workforce Management experience, including forecasting, capacity planning, scheduling, and real-time management in a multi-channel contact center environment.
+ 5+ years of leadership experience managing large, multi-layered WFM teams (managers, analysts, supervisors, administrators).
+ Demonstrated expertise in Director-level strategic planning, including enterprise forecasting models, long-range capacity planning, budget alignment, and scenario modeling.
+ Advanced analytical capability, including experience developing automated forecasting models, predictive analytics, or machine learning-supported planning tools.
+ Proven experience overseeing large-scale telephony and outbound dialing platforms (NICE/CXOne, RingCentral, Genesys, or equivalent), including campaign strategy and system performance optimization.Strong knowledge of WFM platforms, telephony routing systems, and dialer technologies, with a focus on automation and scalability.
+ Exceptional business acumen, with the ability to translate data insights into strategic recommendations for senior executives.
+ Strong understanding of complex inventory management and how inventory flows impact capacity demand, dialing strategy, and operational performance.
+ Advanced proficiency in SQL, analytics tools (PowerBI, Tableau), and Excel, with the ability to build and direct analytical frameworks.
+ Experience working with outsourced contact centers, including staffing governance, productivity metrics, and performance management.
+ Deep knowledge of call center KPIs, workforce optimization methods, and operational workflows.
+ Outstanding communication abilities, with experience presenting to executives, leading cross-functional workstreams, and influencing strategic decisions.
\#LI-BC1
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation.
The estimated base salary range (not including variable pay) for this role is:
$167,000-$208,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
$167k-208k yearly 23d ago
Assistant Finance Director - Accounting Services
State of Wisconsin
Chief finance officer job in Madison, WI
The City of Madison Finance Department is looking to hire our next Assistant Finance Director for Accounting Services. This is a key leadership role in the Finance Department that is responsible for citywide financial reporting, enterprise resource planning, accounting policies, and internal control procedures. The Accounting Services section includes 22 full time employees and is responsible for general and enterprise accounting, procurement, and payroll services. A strong candidate will be knowledgeable of modified and accrual basis of accounting for governmental entities; debt and arbitrage accounting; payroll accounting; internal controls; key management, communication, and team-building principles; and preparation of financial reports and other financial documentation.
Position Summary
The position offers a hybrid work schedule of a maximum of three days per week on a remote basis. A greater in-office presence may be required periodically for meetings, events, training, onboarding, or other operational needs. This schedule may change based on operational needs and organizational requirements. The position is headquartered at the City-County Building in Madison, WI.
Salary Information
$130,362.18 - $156,355.16 Annually
Job Details
* Evaluate, develop, and maintain citywide accounting policies, procedures, and internal controls in compliance with Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), and other federal and state programs.
* Implement new standards (e.g. GASB pronouncements) and recommend improvements to existing practices to ensure the City remains in compliance with applicable standards.
Qualifications
* Seven (7) years of progressively responsible professional accounting experience, including conducting complex financial reporting, implementing enterprise resource planning (ERP) systems, developing accounting and internal control policies, and ensuring organizational practices conform with governmental accounting standards.
* At least three (3) years of experience must be in governmental (fund) accounting.
* This may include experience in state or municipal government, public utilities, school districts, special authorities, or other governmental entities; AND
* Two (2) years of supervisory experience that includes overseeing a variety of professional staff, which may include other supervisors, multiple program areas, and/or performing a wide scope of management duties.
How To Apply
Interested candidates can apply online at the City of Madison website.
Deadline to Apply
Application deadline is February 1, 2026.
$130.4k-156.4k yearly 15d ago
Chief Operating Officer
Wisconsin Aviation 3.2
Chief finance officer job in Watertown, WI
Job DescriptionSalary:
Wisconsin Aviation is seeking a strategic and results-driven Chief Operating Officer (COO)to oversee and optimize the day-to-day operations of our general aviation business. We are a lean organization with a broad scope in general aviation. Our internal fleet of approximately 50 aircraft are from 152s to light jets. The COO will play a critical leadership role in ensuring operational excellence across all departments, including flight school, maintenance/avionics, FBO services, charter, compliance, and safety. Wisconsin Aviation supports the Dane County Regional Airport (DCRA) by fueling commercial aircraft and providing maintenance on-call service to airlines. This position is ideal for an aviation professional with strong business acumen, industry knowledge, and a passion for advancing general aviation services.
Wisconsin Aviation operates 3 FBOs is southeast Wisconsin; Madison, Watertown and Juneau with approximately 180 employees.**************************
If you're interested in this great opportunity, please learn more and apply at *********************************** tab or email **********************.
$93k-135k yearly est. Easy Apply 29d ago
Accounting Assistant Treasurer's Office
McHenry County (Il 3.9
Chief finance officer job in Woodstock, IL
Unleash your potential as the next Accounting Assistant in the Treasurer's Office Be part of a professional work environment of continuous improvement as we strive to build on our successes and learn from the challenges we face. Our work environment focuses on formal and informal training to improve your professional and technical skills, as well as mentoring and coaching by a supportive management team. We are looking for the right person who wants to be part of a successful results-oriented team and can grow both as a team member and as a leader.
The Treasurer's Office is seeking a full-time Accounting Assistant to provide excellent customer service to visitors and callers by addressing questions and issues, and accepting and processing county tax payments and passport applications. The Accounting Assistant also performs work of some complexity such as processing and accounting functions. Periodically this can be a fast-paced work environment that can require multi-tasking the work at hand.
Salary: $19.74 per hour based on a 37.5 hour work week. This totals 1,950 hours in a year, making the annual salary $38,493.
Schedule: 8:00am - 4:00pm, Monday - Friday during the first 6 weeks. After that, the employee has the option to remain on that same schedule or transfer to a 4-day work week with the hours of 7:15am - 5:15pm.
Job Functions
* Accepts and processes passport applications.
* Receives and processes property tax payments and balances batches.
* Processes cash receipts, verifies cash drawers, and enters values into accounting program.
* Enters data into county spreadsheets and databases to build reports. Balances and files, bank statements and reports.
* Composes, types, and distributes correspondence, reports, memoranda, and charts that may include areas such as property tax payments, advance tax, passports and other related issues.
* Perform other assigned duties, that may include special projects, as well as expanded job responsibilities that will be developed through discussion, planning, and additional training and mentoring.
Minimum Qualifications Required
* High school diploma or GED; and
* Two to three years of working in an office or business environment and contributing as a team member working with the public, processing payments and working with others.
* Associate degree in accounting/finance, technology, or business is preferred.
Key Skills / Abilities (able to do the following):
* Effectively deliver capable writing and verbal communications.
* Collaboratively problem-solve.
* Concentrate on learning new concepts, skills, and technology and applying this knowledge and ability.
* Be discreet and show independent judgment.
* Meet deadlines by applying skills, focus, and commitment.
* Proficiently use office equipment and software.
* Accurately prepare, create, and proofread documentation and accounting data.
* Use basic math and data entry skills to provide accounting support in the Treasurer's Office.
BENEFITS:
* Four Blue Cross Blue Shield medical plans, 2 Delta Dental plans, and 2 vision plans to choose from.
* Pension: Illinois Municipal Retirement Fund (IMRF).
* Nationwide Retirement Solutions (457b and Roth457) plans.
* Employer paid Life and AD&D insurance policy with the option to buy up additional coverage for employees and dependents.
* Tuition Reimbursement and Student Loan Repayment Programs.
* Paid vacation, sick, personal days and 13 paid holidays.
* Free Employee Assistance Program for employees and their family members.
* Access to the McHenry County Employee Wellness Program.
Must be able to successfully pass a background screening.
McHenry County is an equal opportunity employer. No applicant for employment shall be discriminated against because of age, race, color, religion, sex, marital status, national origin, Veteran status, or disability.
$38.5k yearly 20d ago
Corporate Director of Cooked Operations
Corporate & Technical Recruiters, Inc.
Chief finance officer job in Columbus, WI
Corporate Director of Cooked Plant Operations The Corporate Director of Cooked Plant Operations is a senior leadership role responsible for the overall management of our food processing facilities producing ready to eat cooked foods. They support cooked (RTE) production operations from a corporate oversight position, focusing on meeting production targets, ensuring quality and safety, and managing all aspects of the plant's cooked products.
Key responsibilities:
• Operational leadership: Provides strategic direction for all plant operations, including production, processing, & packaging.
• Production management: Sets short- and long-term production goals and monitors key performance indicators (KPIs) to ensure efficiency, optimize production processes, and maximize productivity.
• Quality and compliance: Ensures strict adherence to all food safety regulations, including those from the USDA, FDA, and HACCP.
• Budgeting and finance: Monitors financial reports to control costs and ensure profit margins.
• Team management: Leads senior plant management to help foster a cohesive and safe workplace culture.
• Safety programs: Engages with comprehensive safety programs and culture to protect employees and align with company values and regulations like OSHA.
• Continuous improvement: Applies industry best practices, such as Lean or Six Sigma methodologies, to drive continuous improvements in cost, quality, and efficiency.
• Cross-functional communication: Collaborates with other departments, such as quality control & product management to ensure seamless operations.
Required skills and qualifications
• Experience: Typically requires 10 or more years of experience in food processing operations, with previous management experience in a USDA-regulated facility.
• Education: A bachelor's degree in business, engineering, food science, or a related technical field is often preferred.
• Certifications: Certifications in Lean, Six Sigma, or similar process improvement methodologies are highly valued.
• Leadership and management: Excellent leadership, communication, and strategic thinking skills are essential for managing staff and achieving business objectives.
• Problem-solving: The ability to address major production challenges, handle pressure, and solve problems quickly and effectively.
$130k-206k yearly est. 17d ago
Director of Finance
Therma-Stor Careers 4.4
Chief finance officer job in Madison, WI
The Director of Finance advances our mission through strategic financial leadership, operational partnership, and strong financial governance. This role directs long-range and annual financial planning, forecasting, analysis, and reporting to provide clear insights that guide decision-making on opportunities, risks, and business performance. As a key member of the business leadership team, the Director of Finance will also serve as a pivotal change agent, championing a growth mindset, challenging conventional thinking, and enabling an entrepreneurial
Responsibilities:
Strategic Leadership & Change Enablement
Partner cross-functionally with the leadership team to develop and execute strategic plans that improve operating leverage, cash generation, and business performance.
Shape and reinforce a culture grounded in growth mindset, speed, accountability, and entrepreneurial thinking.
Act as a change leader, helping the organization think differently, build new capabilities, and adopt new processes that support growth and continuous improvement.
Planning, Forecasting & Financial Management
Lead the long-range and annual planning processes, incorporating both bottoms-up operational input and top-down strategic priorities.
Oversee monthly financial reviews, identifying risks, opportunities, and actions related to revenue, margin improvement, productivity, and cash generation.
Support the annual budgeting and forecasting processes, including orders, sales, SG&A, and productivity initiatives.
Ensure timely, accurate monthly financial close and reporting.
Cost Productivity, 80/20 & Operating Analytics
Lead financial analysis for cost-savings initiatives; hold teams accountable for delivering measurable results.
Own 80/20 analysis, including quad reviews, pricing recommendations, obsolete inventory tracking, and identification of low-volume products/customers for action.
Inventory, Cash & Asset Management
Champion the division's drive toward an efficient working capital target, including weekly analytics and cross-functional action plans.
Lead the quarterly excess and obsolete inventory process, ensuring root-cause insights inform future NPD, sourcing, and operations planning.
Safeguard company assets and ensure strong internal controls while continuously looking for ways to drive efficiency.
Coordinate all capital expenditure requests, including justification, payback, and alignment with business priorities.
Maintain proper accounting controls, procedures, and compliance standards across all financial processes.
Leadership & Talent Development
Lead, develop, and mentor a team of accounting and finance professionals to enhance capability, performance, and business partnership.
Conduct formal performance evaluations, provide direction, and support career growth while driving accountability and operational excellence.
Education Requirements/Qualifications:
Bachelor's degree from four-year college or university (CPA/MBA a plus)
5+ years of progressive business experience including 3+ years' experience as a Plant Finance Manager or equivalent experience, preferably in a manufacturing environment.
Lean Manufacturing and/or 80/20 experience will merit strong additional consideration.
Ability to drive continuous improvement culture capable of challenging the status quo and conventional wisdom to help improve business.
An assertive leader with a bias for action and an entrepreneurial orientation, with a willingness to move fast and inject velocity into everything we do.
A demonstrated track record of owning and driving results; not just reporting results.
Proven capacity for critical thinking, logical reasoning, and complex problem diagnosis to uncover root causes and design effective solutions.
Demonstrates a learning mindset and a high degree of intellectual curiosity about the business.
Relishes change and is very comfortable operating in an environment of ambiguity.
Excellent communication skills and ability to build consensus and gain internal alignment across different stakeholder groups - cross functional team, Division management and executive leadership.
About Madison Air
As one of the world's largest privately held companies, Madison Air exists to help our customers realize the often invisible, but very real return better air has for us all. We believe better air is a transformational force for good and we are on a mission to unleash it. Our unique business model leverages the air expertise of our 8,000 passionate entrepreneurs who do air better than anyone; an ingenious collection of entrepreneurial businesses with iconic brands; winning innovation and superior customer experience that make businesses, communities, and the world safer, healthier, and more productive.
$105k-143k yearly est. 49d ago
Corporate Controller (Insurance)
Understory 4.3
Chief finance officer job in Madison, WI
Understory is seeking a highly skilled Corporate Controller to lead our accounting operations and ensure world-class financial management as we scale. This role will be central in driving accuracy, compliance, and insight across our global entities, serving as a trusted partner to leadership in aligning financial rigor with our ambitious growth strategy.
Your main role responsibilities will include:
Monthly, quarterly, and year-end closes across multiple domestic and international entities.
Produce GAAP-compliant financial statements, management dashboards, and board packages-ensuring accuracy, timeliness, and consistency of all results.
Provide executive oversight of AP, AR, GL, fixed assets, premium recognition, loss reserving, and ceded reinsurance.
Monitor evolving regulatory requirements; coordinate with external auditors, tax advisors, and regulators.
Build SOX-ready policies, narratives, and testing protocols. Identify control gaps, implement remediations, and foster a culture of continuous improvement and risk mitigation.
Own the annual plan and rolling forecasts. Deliver insightful variance commentary, scenario modeling, and cash-flow projections that inform company decision-making.
Translate financial data into actionable insight for underwriting, data science, and operations-aligning financial goals with corporate strategy and growth objectives
You're exactly the professional we're looking for if you:
Prior experience working in the insurance industry required
Hold a Bachelor's degree in Accounting, Finance, or a related field; CPA is preferred
Have at least 4 years of accounting experience
Demonstrate expert knowledge of US GAAP, statutory, and and internal-control frameworks (SOX or similar)
Have led close and audit cycles end-to-end, delivering timely, accurate results under tight deadlines
Possess excellent analytical, problem-solving, and organizational skills-staying focused under pressure and resisting overwhelm when managing multiple projects
Showcase a meticulous attention to detail and a commitment to delivering high-quality results, easily pivoting as priorities shift
You are open to working a Hybrid schedule in our Madison, WIoffice OR remotely elsewhere with occasional in-person requirements
Compensation includes:
Competitive base salary commensurate with experience.
Comprehensive benefits package including health, dental, vision, and retirement plans.
About Understory
Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions.
Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change is increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap.
Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities.
Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit **************************
$120k-170k yearly est. Auto-Apply 60d+ ago
Corporate Controller
Clasen Quality Chocolate, Inc. 3.4
Chief finance officer job in Madison, WI
Clasen Quality Chocolate (CQC) is a world-class manufacturer of chocolate and innovative coatings. We have recently been awarded the Top Workplaces Award by the WI State Journal - No. 2 Large Employer and the Benefits Award. CQC has been growing double digits annually because of our flexibility, commitment, respect and integrity, and we are looking for quality individuals to join our team. Working for a family-owned company provides you with the opportunity to wear many different “hats,” make a difference every day, and have fun doing it! We are committed to being an Employer of Choice in Southern Wisconsin and offering our employees a variety of traditional and unconventional benefits.
We are currently accepting applications for a Corporate Controller Corporate Office on the East side of Madison, WI, ranked the “#1 Best Place to Live” by Livability.com.
This is a full-time, salaried position working first shift Monday - Friday, currently at least 3 day per week in the office. Four days per week in-office is preferred. This position may receive after hours calls. This position reports to the Director of Finance.
BENEFITS:
Health, Dental, Vision Insurance (Low deductible and copays, LASIK reimbursement, Adults orthodontics)
Company-paid Life and Disability Insurance
401(k) Match - up to 5%
Paid Vacation, Personal and Volunteer days plus 11 holidays
Paid maternity/paternity leave
Wellness: Free fruit, insurance discounts, gym and run/walk/bike event reimbursement, free wellness checks
Scholarships - Employee, spouse, and children
Summer Camp Reimbursement - children of employees
Tuition reimbursement
Employee appreciation events
Free chocolate and coating!
On-site fitness facility
Annual Bonus Potential - 5%+
JOB SUMMARY: The purpose of this position is to direct policies and procedures to safeguard the company assets and provide accurate and timely historical and forecasted financial information to enable sound decision making throughout the company.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Carry out supervisory responsibilities in accordance with the Company's policies and applicable laws for all direct reports. Responsibilities include planning, assigning and directing work, appraising performance, addressing complaints and resolving problems.
Prepare ad hoc reporting/analysis including forecasting to assist senior management in decision making and achievement of annual financial plan.
Perform all tasks assigned by the Director of Finance, while following all company, safety, and quality policies and procedures.
General Accounting functions including the following:
Maintaining the integrity of financial statements and related reporting:
Coordinate and oversee monthly closing activities, including account analysis and reconciliations, preparation of journal entries, and generating the monthly financial reporting package.
Maintain consolidated financial statements for all CQC entities including intercompany eliminations.
Ensure accounting policies and procedures are adhered to and implement new policies and procedures as needed.
Coordinate and manage annual operating budget process.
Oversee and support all activities related to the annual audit.
Coordinate and manage all activities related to preparing periodic and annual tax returns.
Participate in strategic tax planning and management of tax compliance activities.
Participate in annual review of insurance policies with insurance broker.
Participate in financial planning and analysis as follows:
Development of budgets and long-term financial forecasts.
Monitor budget performance and provide variance analysis.
Analyze financial data to identify trends, risks and opportunities.
Develop and maintain dynamic financial models for scenario planning.
Coordinate with cost accounting functions as needed to ensure the following:
Product costs are being accurately maintained.
Sales quotes are completed with accurate cost information in a timely manner.
Participate in Continuous Improvement initiatives for the department and companywide.
Maintain regular attendance at work. Adherence to company in-office policies, currently at least 3 days per week in-office. 4 days per week in-office preferred.
Position interacts with all functional areas. Main interactions are with corporate personnel including the President, senior management, managers, and plant managers.
Travel to training and/or CQC facilities.
Other duties as assigned.
Perform all tasks assigned by the supervisor, while following all company, safety, and quality policies and procedures.
QUALIFICATIONS:
EDUCATION / EXPERIENCE:
Required
Four-year BBA degree in accounting
Certified Public Accountant certificate
Minimum of 5 years of accounting experience
Minimum of 3 years of supervisory experience
Minimum of 3 years of experience in a manufacturing company with more than 500 employees.
Advanced knowledge of Microsoft Excel
Intermediate knowledge of Microsoft Word, Outlook, and PowerPoint
Preferred
Private food process manufacturing company experience
Experience with Tier 1/Tier 2 enterprise resource planning (ERP) systems
Microsoft D365 preferred
SKILLS AND ABILITIES:
Analyze and communicate business data using a methodical, easy-to-understand approach
Managerial and supervisory skills
Business acumen
Detail oriented
Honesty, integrity and good business ethics
Technical aptitude and analytical skills
Good interpersonal skills
CQC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability, protected veteran status, race, color, religion, sex, national origin, sexual orientation, gender identity or any other characteristic protected by law.
#ZR
$122k-172k yearly est. Auto-Apply 60d+ ago
Site Financial Controller
Novares
Chief finance officer job in Janesville, WI
So who are we?
We are a team of reach for the stars, innovative, game changers that are currently looking to add to our Finance team. We are a Tier 1 automotive supplier that has been producing automotive components to the top automotive manufacturers since 1972. We have done a lot of growing since then and have recently joined a larger Tier 1 automotive supplier, The Novares Group.
We offer many top quality employee benefits like a full fitness center with fitness instructor, a fully staffed onsite wellness clinic, 401K with company match, medical/dental/vision insurance, tuition reimbursement and so much more!
Here you aren't just a number but part of a family. We know our people aren't just important; they are the most important part of any successful organization.
Main Objectives:
Establish & coordinate different administrative services of the subsidiary
Supervises account-keeping, compliance with legal requirements and group standards, management of accountancy services and preparation of consolidated financial statement, in accordance with Group reporting standards.
Guarantees reliability and lead times for publication of company economic data (budget, reporting and consolidation according to Group standards, social audits according to local accounting requirements, local tax returns, cash flow, medium-term plan).
Manages and optimizes cash with the support of the Business Unit / Corporate Treasury.
Implements all means enabling funding of the subsidiary (contact with banks, search for funding, search for subventions).
Ensures that all means are implemented to recover debts of the company (customer due payments, etc.).
Guarantees reliability of cash forecasts in the short term (6 months) medium term (12 months) and in the scope of the medium term plan of the subsidiary.
Accountable for the management control of the site and interface with the Financial network.
Supervises local IT.
Support Partner to Operations
Is a strong partner of the Plant Manager and the team to set and meet financial and operational targets, improve hourly rates, enforce internal controls and processes.
Prepare and challenge budget plans, forecasts, hourly rates of all plan-specific financial studies/projects, with a
focus on associated action plans.
Validates profitability of investments and products.
Advises Plant Director / Business Unit / Finance network where appropriate (within field of expert knowledge).
Carries out specific analysis at the request of the Plant Manager and Financial network.
Represents the company as delegation of authority for tax and administrative organizations in the country concerned, banks and local insurance companies, local courts in the event of disputes/proceedings involving the company.
Manage their Business Activity
According to the business activity objectives, establishes action plans and coordinates the missions of his/ her team in a consistent way.
Proposes and controls the annual operational activity budget.
Proposes necessary resources to achieve objectives and implements necessary actions for any changes in staff
(recruitment, transfers, dismissals) and investments according to budget and social constraints.
Follows activity performance indicators, implements corrective actions if necessary, and communicates them to teams.
Carries out the annual appraisal interviews, creates the objectives of his/her team, by associating the functional ones, then ensures the deployment.
Develops employee skills and proposes necessary training to maintain performance working with the Staff Manager.
Advises employees on their career development in agreement with the staff manager and promotes internal mobility.
Proposes wage increases, in agreement with the Staff Managers and within the framework of the HR Group policy.
Applies appropriate disciplinary measures to staff if necessary.
Strives to maintain team motivation and a positive working atmosphere.
Controls and approves expenses (trips, etc.) along with absence requests for their team.
Ensures updates of job definitions according to Group processes.
Prepares reports and reporting documents for the activity.
Internal Control
Ensures existing internal control rules are applied (segregation of duties, rights management, etc.).
Proposes improvements when necessary.
Implement processes to embed internal controls.
$71k-111k yearly est. 60d+ ago
Finance Controller
Octopus.com 3.9
Chief finance officer job in Madison, WI
Requirements
Required Skills/Abilities:
Strong communication skills (written and verbal).
Self-managed, target-oriented.
Open-minded, proactive attitude.
Ability to work with time pressure and stress.
Education and Experience:
Degree in Finance and Economics.
5 years' experience in FMCG industry in Management Accounting area incl. standard costing, capex management and preparation business cases.
Knowledge of SAP controlling / production module.
$81k-120k yearly est. 60d+ ago
Director of Finance - Manufacturing
Provision People
Chief finance officer job in Rockford, IL
Our award-winning client is seeking a Director of Finance / Manufacturing to join their team. We're seeking a Director of Finance to join our leadership team! In this critical role, you'll be a key partner in driving business growth and profitability.
Responsibilities:
Analyze markets and assess new business ventures for profitability.
Establish robust financial policies, procedures, and reporting systems.
Develop financial and cost models to inform strategic decisions.
Collaborate directly with ownership and the board of directors.
Required Qualifications:
Strong accounting background with expertise in financial planning and new product costing.
Proven ability to build and utilize financial models for strategic purposes.
Excellent communication and interpersonal skills to interact effectively with executive management.
Supervisory experience leading other accounting professionals (a plus).
$81k-128k yearly est. 60d+ ago
Deputy Finance Director
Wisdems
Chief finance officer job in Madison, WI
The Opportunity: The Deputy Finance Director supports the Finance Director in all aspects of financial strategy, operations, oversight, and development. This person will take lead on many day-to-day tasks, larger projects, manage staff, and work in tandem with the Finance Director on departmental strategy.
Job Responsibilities
Collaborate with the Finance Director to execute a multi-year revenue strategy, setting goals and trajectories for donor growth, retention, and major donor programs.
Work closely with the Call Time Manager to support the Call Time, Major Donor and surrogate Call Time programs.
Work closely with the Events Manager to ensure successful fundraising events.
Supervise finance staff and interns; coordinate workflows and project timelines.
Assist with implementing and updating the finance plan including -- events, call time, online solicitation, direct mail solicitation, political action committee solicitation, and major donors.
Plan and staff in person meetings with donors.
Assist in building, maintaining, and stewarding donor relationships, including personalized outreach and reporting.
Collaborate with the compliance team and finance director to track income, adjust goals as needed, and ensure proper source coding of all contributions.
Qualifications(Required):
Finance Events Program Experience - Prior experience running and/or supporting a finance events program.
Call Time Experience - Demonstrated experience effectively supporting and/or running a successful call time program.
Technical Proficiency - Highly proficient in Excel, showing aptitude for managing large data sets.
Excellent Communication Skills - Demonstrable strong written and verbal communication.
Management Skills - Ability to manage relationships within your team, bring out the best in your employees, and treat employees equitably across lines of difference; including but not limited to feedback, performance, and engagement.
Core Qualifications
Accountability & Solution-Oriented: You take full ownership of your actions and commitments, holding yourself to a high standard and seeing objectives through to completion. When challenges arise, you approach them with a problem-solving mindset, focusing on solutions rather than pointing fingers.
Collaboration & Teamwork: You succeed by working as a team, stepping up to support teammates, and sharing knowledge freely. You actively break down silos by connecting across teams, inviting different perspectives, and staying open to new ideas to achieve shared goals.
Growth & Adaptability: You are dedicated to continuous improvement and challenge yourself to learn and adapt. You proactively seek, offer, and act on feedback with openness and can anticipate potential obstacles to take proactive steps.
Respect & Inclusion: You build strong relationships by treating everyone with kindness, dignity, and trust. You approach interactions assuming positive intent and have the courage to address difficult topics directly and honestly while showing care for others.
Transparent Communication: You communicate openly and honestly to build trust and alignment. You are proactive in setting clear expectations, sharing the "why" behind decisions, and providing timely updates to ensure the right people have the information they need.
Benefits: Great benefits including; excellent health care ($1/month), dental ($1/month), vision ($1/month), life insurance (free), short term and long-term disability (free), mileage reimbursement, monthly cell phone stipend, paid vacation days, retirement plan with employer match, 4 floating holidays, 9 paid holidays.
Equity and Inclusion: The Democratic Party of Wisconsin has a vision for a deeply inclusive and diverse party organization, membership, and electorate. In order to be successful at the Democratic Party of Wisconsin candidates must have the cultural competence to successfully work with a diverse array of constituency groups. We especially strongly encourage applicants with close ties to Black, Indigenous, AAPI, Latinx, Muslim, non-English-speaking, disability, and LGBTQIA+ communities. The Democratic Party of Wisconsin is an Equal Opportunity Employer.
$75k-117k yearly est. 60d+ ago
Financial Aid Assistant Director - Enrollment & Retention | Financial Aid
University of Wisconsin Stout 4.0
Chief finance officer job in Whitewater, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:Financial Aid Assistant Director - Enrollment & Retention | Financial AidJob Category:Academic StaffEmployment Type:RegularJob Profile:Financial Aid Asst DirJob Duties:
The Office of Financial Aid at the University of Wisconsin-Whitewater seeks a Assistant Director of Financial Aid (AE086, Financial Aid Assistant Director).
Position Summary:
The Assistant Director of Financial Aid is a 12-month, full-time position that reports to the Director of Financial Aid. The Assistant Director assists the Director in providing direction and leadership for the day-to-day operations of the office, oversees aspects of financial aid administration and aid programs, and contributes to the development of office policies and procedures in accordance with applicable rules and regulations. They support the Director in administration of all federal, state, and institutional financial aid programs, including compliance and reporting, and make decisions and represent the office in the absence of the Director. Along with the Director, the Assistant Director is responsible for supervision, management, and the mentoring of staff.
The Assistant Director works as a team member in a fast-paced workplace focused on customer service, providing support to all students at the university. They serve as liaison with other institutional stakeholders, ensuring consistent and responsive delivery of information and support through administrative, committee, and outreach efforts.
Responsibilities:
The following examples of duties and responsibilities illustrate the general range of tasks assigned to the position, but are not intended to define the limits of required duties. Other essential duties may be assigned consistent with the general scope of the position.
In the absence of the Director of Financial Aid, serve as senior administrator in the office.
Support the Director with overall administration of the office.
Hire, train, and supervise staff within the financial aid office, including student employees.
Assist with the development, implementation, monitoring, and revision of policies and procedures relating to financial aid. Monitor internal controls and processes to ensure consistent application of policies and procedures for all activities related to financial aid programs, as well as, review, interpret, and implement new and updated federal and state regulations.
Provide detailed information and professional guidance to students and family members regarding financial aid. Information is provided via telephone, email, in person, and occasionally to groups at campus informational and summer orientation events.
Complete file review and verification of aid applications for an assigned subset of students in determining federal, state, and institutional aid eligibility.
Help develop and implement programs to support university recruitment, retention, graduation, and other student success goals.
Serve as a liaison to federal, state, and professional agencies on financial aid matters, including federal, state, and Universities of Wisconsin reviews and audits.
Participate in university committees, including medical withdrawal, enrollment extenuating circumstances, and campus calendar committees, and campus-wide programs as needed.
Participate in professional organizations, conferences, and workshops when appropriate.
Complete all training required for the position.
Additional duties as assigned.
Conditions of Appointment:
University of Wisconsin-Whitewater does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources. UW-Whitewater is not an e-verify employer, therefore STEM extensions are not options for work authorization.
Key Job Responsibilities:
Manages and implements policies and activities for a unit
Exercises supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 full-time equivalent (FTE) employees
Ensures appropriate staffing, identifies and addresses training needs, and provides back up for area functions as necessary
Provides strategic leadership to campus partners and serves as a liaison to internal and external stakeholders
Helps develop and make recommendations for the unit budget
Establishes operational procedures and protocols to support the unit to both prospective and continuing students
Department:
The Office of Financial Aid
Compensation:
Well-qualified candidates can expect a starting salary within the range of $68,000 - $74,000, commensurate with the candidate's education, related experience, and qualifications.
UW System employees receive an excellent benefit package. To learn more about the UW System's comprehensive benefit package, review the UW System Employee Benefits Brochure.
Required Qualifications:
Bachelor's degree
Three or more years of progressively responsible experience with financial aid programs in a college or university setting.
Extensive knowledge of Title IV regulations governing federal student aid. Areas of concern include verification, needs analysis, conflicting information, packaging, special circumstances, professional judgment, dependency overrides, federal reporting requirements, and Return of Title IV Aid.
Experience with various financial aid systems, including COD, NSLDS, FSA Partner Connect/FAFSA Partner Portal, etc.
Demonstrate the ability to effectively lead and guide personnel.
Possess strong customer service and written and verbal communication skills.
Must be detail-oriented with excellent time management, analytical/problem-solving, and organizational skills.
Familiar with integrated student information systems and document imaging systems.
Proficiency with Microsoft Office and the ability to learn new software programs.
Knowledge of and adherence to FERPA and other privacy laws and regulations.
Preferred Qualifications:
Additional education (Master's degree in higher education, college student personnel, business administration, counseling, or a related field preferred).
Previous leadership or management experience in the administration of student financial aid.
Knowledge of and experience with other university functional areas that work closely with and/or directly impact financial aid administration, including Registrar's, Admissions, and Student Accounts/Cashiering Offices.
Previous experience with financial aid programs designed specifically to support university recruitment, retention, and graduation goals.
Experience with PeopleSoft/Oracle Campus Solutions and ImageNow.
Knowledge, Skills and Abilities:
Ability to interact respectfully with people with diverse socioeconomic, cultural and ethnic backgrounds
Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills
How to Apply:
Only complete application packages will be considered. This includes online submission of the following documents:
Cover Letter
Resume
Name and contact information for three professional references
Contact Information:
If you have questions regarding this recruitment or if you are unable to complete the application online due to a disability or system problem, please contact us at ************** or **********.
For questions regarding this position, please contact:
Melissa Walton
***************
**************
To Ensure Consideration:
Applications received by February 4th, 2026, are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. The most qualified applicants will be invited to participate in the next step of the selection process.
CAMPUS INFORMATION:
UW-Whitewater is a thriving public university located in southeastern Wisconsin. It leads the way in providing world-class, affordable higher education programs to more students than neighboring regional comprehensives in the University of Wisconsin System. A collaborative team of 1,300 faculty and staff are devoted to the success of the university's 11,500 students at its main and Rock County campuses. The team provides high-impact practices and academic programs - online and in person - from associate to doctoral levels. Recognized nationally for affordability, inclusion, and career development, UWW serves approximately one-third first-generation students and boasts strength in many areas, especially business and education. The campus and community embrace the Warhawk Family spirit, supporting the university's arts and nationally recognized NCAA Division-III level championship athletics. As a proud institution of access, more than 10 percent of undergraduate students use the acclaimed Center for Students with Disabilities - a priority mission since the 1970s.
UW-Whitewater's campuses are located centrally near Milwaukee, Madison, and Chicago, offering easy access to the cultural and commercial opportunities of major metropolitan areas. Near both Lake Geneva and the Wisconsin Dells, the area attracts numerous visitors from across the country. Whitewater is a vibrant college community near the Kettle Moraine State Forest offering area residents seasonal outdoor enjoyment. The nearby Rock County campus is located in Janesville, a town of 60,000 located on the Rock River and known as Wisconsin's Park Place.
ORGANIZATION INFORMATION:
The University of Wisconsin-Whitewater is part of the 13-campus Universities of Wisconsin (***************************
Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept confidential. In response to a public records request, the University will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a).
Per Regent Policy Document 20-19, University of Wisconsin System Criminal Background Check Policy and Universities of Wisconsin Administrative Policy 1275 Recruitment Policies, UW-Whitewater requires criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment. All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked.
The University of Wisconsin-Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.
For UW-Whitewater Campus safety information and crime statistics/annual Security Report, see Annual Security and Fire Safety Report if you would like a paper copy of the report please contact the UW-Whitewater Police at ************.
UW IS AN EQUAL OPPORTUNITY EMPLOYER:
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
$68k-74k yearly Auto-Apply 14d ago
Associate Director, GPS Business Operations
Bristol Myers Squibb 4.6
Chief finance officer job in Madison, WI
Working with Us Challenging. Meaningful. Life-changing. Those aren't words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You'll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.
Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.
Position Summary
The GPS Business Operations Role is accountable for 1) Leading and coordinating key business, including annual planning cycles, process improvements, change management, communications and performance tracking across GPS 2) Driving data analytics and visualization strategies by collaborating with cross functional teams to collect, process, and analyze data from diverse sources delivering actionable insights to key stakeholders 3) Overseeing the development, documentation, and evolution of business processes, governance frameworks, and best practices 4) Conducting internal and external benchmarking to ensure operational relevance and identify opportunities for continuous improvement.
Key Responsibilities
* Establish, document, maintain, evolve, and facilitate GPS and Chief of Staff (CoS) standing governance, business processes and best practices.
* Facilitate meetings using GPS governance framework, setting of agendas, priorities, and objectives; understand and triage topics for discussion and alignment. Facilitate discussions in a structured manner to ensure effective decision-making and alignment among stakeholders
* Drive simplification, standardization, and consistency of the operating rhythm and related governance across GPS.
* Identify and oversee the required processes and tools to evaluate performance and enable pro-active data-driven risk detection and decision taking.
* Drive development of dashboards; monitor key performance indicators and business metrics to support data-driven decision-making.
* Plan, manage and lead projects and/or multifunctional teams set to implement continuous improvement initiatives.
* Continually assess GPS business processes with the mindset of continuous improvement as well as internal and external benchmarking.
* Stay up to date with industry trends and best practices in data analytics and visualization and bring innovative solutions for consideration to enhance operational efficiency
* Creative Storytelling: Ability to transform complex ideas into clear, engaging, and visually appealing presentations.
* Organize cultural and team-building events, activities, and workshops to promote collaboration, inclusivity, and a strong sense of belonging among CoS employees.
Qualifications & Experience
* Bachelor's degree in supply chain, data analytics, life sciences and/or business administration required with 8+ years of relevant work experience; advanced degree preferred.
* Strong Project Management capability skills, PMP preferred.
* 4+ years of experience in business operations, supply chain, data analytics, structuring analytical tools, and data visualization, preferably in pharmaceutical or related industry.
* Proficient with data science and analytics, modeling platforms, and visualization tools (e.g. Tableau, Spotfire, PowerBi, Solvace, PowerApps); up to date on emerging technology and able to quickly adapt to new digital ways of working/systems.
* Excellent written and verbal executive-level communication skills, with the ability to present ideas clearly and confidently to stakeholders at all levels.
* Ability to prioritize work with autonomy and drive results under pressure, cultivate growth mindset in others.
* Skilled in leading cross-functional, complex projects with high organizational impact; requiring enterprise stakeholder management, leading and influencing activities and non-direct team members, leading across multiple sites, workstreams globally.
* Excellent collaboration, problem solving and interpersonal skills, with the ability to interface with a broad range of internal and external stakeholders at all levels of the organization.
* Proven critical thinking, analytical and logic skills with a focus on fact-based decision-making.
* Financial management awareness and strong acumen - clear understanding and alignment on the business problem, value/return on investment, identifying critical stakeholders and team members, building project structure/approach, and creating robust execution plans
* Ability to work in a fast-paced environment, organized and able to prioritize execution activities to meet multiple deadlines in a dynamic, rapidly changing environment
* Demonstrated learning agility and ability to inspire adaptability across the organization.
* Proven track record of fostering innovation and creativity within a team or individual setting; Capable of bringing structure to vaguely defined problems while using creative yet pragmatic problem-solving approaches and execution management.
* Strong dedication to upholding and enhancing quality standards in work output.
* Proficient in Microsoft Office Suite, with advanced skills in PowerPoint, including the use of animations, transitions, and multimedia elements.
#LI-Hybrid
If you come across a role that intrigues you but doesn't perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.
Compensation Overview:
Madison - Giralda - NJ - US: $178,500 - $216,300
New Brunswick - NJ - US: $178,500 - $216,300
Princeton - NJ - US: $178,500 - $216,300
The starting compensation range(s) for this role are listed above for a full-time employee (FTE) basis. Additional incentive cash and stock opportunities (based on eligibility) may be available. The starting pay rate takes into account characteristics of the job, such as required skills, where the job is performed, the employee's work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated experience.
Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit *************************************
Benefit offerings are subject to the terms and conditions of the applicable plans in effect at the time and may require enrollment. Our benefits include:
* Health Coverage: Medical, pharmacy, dental, and vision care.
* Wellbeing Support: Programs such as BMS Well-Being Account, BMS Living Life Better, and Employee Assistance Programs (EAP).
* Financial Well-being and Protection: 401(k) plan, short- and long-term disability, life insurance, accident insurance, supplemental health insurance, business travel protection, personal liability protection, identity theft benefit, legal support, and survivor support.
Work-life benefits include:
Paid Time Off
* US Exempt Employees: flexible time off (unlimited, with manager approval, 11 paid national holidays (not applicable to employees in Phoenix, AZ, Puerto Rico or Rayzebio employees)
* Phoenix, AZ, Puerto Rico and Rayzebio Exempt, Non-Exempt, Hourly Employees: 160 hours annual paid vacation for new hires with manager approval, 11 national holidays, and 3 optional holidays
Based on eligibility*, additional time off for employees may include unlimited paid sick time, up to 2 paid volunteer days per year, summer hours flexibility, leaves of absence for medical, personal, parental, caregiver, bereavement, and military needs and an annual Global Shutdown between Christmas and New Years Day.
All global employees full and part-time who are actively employed at and paid directly by BMS at the end of the calendar year are eligible to take advantage of the Global Shutdown.
* Eligibility Disclosure: The summer hours program is for United States (U.S.) office-based employees due to the unique nature of their work. Summer hours are generally not available for field sales and manufacturing operations and may also be limited for the capability centers. Employees in remote-by-design or lab-based roles may be eligible for summer hours, depending on the nature of their work, and should discuss eligibility with their manager. Employees covered under a collective bargaining agreement should consult that document to determine if they are eligible. Contractors, leased workers and other service providers are not eligible to participate in the program.
Uniquely Interesting Work, Life-changing Careers
With a single vision as inspiring as "Transforming patients' lives through science ", every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.
On-site Protocol
BMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:
Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.
Supporting People with Disabilities
BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to **************************. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.
Candidate Rights
BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.
If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information: *********************************************
Data Protection
We will never request payments, financial information, or social security numbers during our application or recruitment process. Learn more about protecting yourself at *****************************************
Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.
If you believe that the job posting is missing information required by local law or incorrect in any way, please contact BMS at ********************. Please provide the Job Title and Requisition number so we can review. Communications related to your application should not be sent to this email and you will not receive a response. Inquiries related to the status of your application should be directed to Chat with Ripley.
R1597928 : Associate Director, GPS Business Operations
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients.
Essential Job Functions:
+ Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements,
+ Provide direct operational support with the use of technical and operational solutions for external clients and lending partners
+ Develop and maintain relationships with clients and their lending partners.
+ Create, participate, and provide feedback in prospective client presentations
+ Performing tasks and reporting related to warehouse financing in ProMerit
+ Professional and timely communication with clients via conference calls, zooms and email
+ Coordinate meetings, send out meeting planners and take notes on calls
+ Analyze and process client requests in a timely manner and meet deadlines
+ Recommend process improvements to streamline operations and enhance efficiency
+ Liaise with offshore resources to ensure seamless coverage of all client requirements
+ Collaborate with marketing team to prepare materials for external distribution
+ Support ad-hoc projects and other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience
+ Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
+ 2 plus years related industry experience and/or training preferred, highly regulated
+ Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives
+ Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
+ Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO
+ Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events
+ Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics
+ Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies
+ Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations
+ Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security.
\#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$50,000.00 - $80,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision (******************************************************************************************************
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
How much does a chief finance officer earn in Janesville, WI?
The average chief finance officer in Janesville, WI earns between $54,000 and $166,000 annually. This compares to the national average chief finance officer range of $80,000 to $257,000.
Average chief finance officer salary in Janesville, WI