Chief finance officer jobs in Wausau, WI - 52 jobs

A leading financial consultancy is seeking a Senior Vice President, Complex Financial Instruments to enhance its Valuations team. The role includes managing complex securities valuations and ensuring client satisfaction. The ideal candidate possesses a strong background in financial modeling with proficient skills in R, Python, and MATLAB, and has a commitment to collaboration. This position is critical for driving the firm's growth and offering tailored solutions to clients in a high-performance culture. #J-18808-Ljbffr

A local construction materials firm in Marathon, WI, seeks a Vice President of Tax, Investments & Audit. This leadership role focuses on tax strategy, compliance, and investment management. The ideal candidate has over 10 years of experience in corporate tax or investment management, strong analytical and communication skills, and a preferred CPA certification. The position requires a collaborative approach and the ability to present financial reports to executive leadership. Competitive salary and a professional office environment are offered. #J-18808-Ljbffr

For immediate consideration, CLICK HERE Compassion. Accountability. Collaboration. Foresight. Joy. These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day. Aspirus Health in WAUSAU, WI is seeking a DIRECTOR- SYSTEM FINANCIAL CLEARANCE to join our PATIENT ACCESS-REGISTRATION team! This position is responsible for providing leadership, oversight, and strategic direction for the Financial Clearance program for all Aspirus entities. Responsibilities include planning, developing, implementing, and operating a structure of centralized leadership & standardized activities for patient registration, pre-registration, patient insurance eligibility and verification, patient authorizations, patient initiated financial questions, price estimates, pre-service authorizations, and pre and post service self-pay collections. This position works to appropriately integrate and facilitate best practices, implement efficiencies, achieve key performance metrics, and align with Aspirus' strategic plan while maintaining high quality and customer service standards and ensure the department is operating within rules and regulations applicable to the department. This position serves as an internal expert for all Financial Clearance functional areas and provides a bridge between clinical and revenue cycle areas to support quality patient care and revenue cycle objectives. This position supports the effective execution of the electronic medical record (EMR). Experience/Qualifications Knowledge of financial clearance and/or collection principles and practices normally acquired through completion of a bachelor's degree in accounting, finance, or related area is required. Advanced degree in Hospital or Health Service Administration, Business, or Organizational Development is preferred. Ten years' management experience in a setting necessary to develop leadership skills that includes work experience in the field of financial clearance and/or collection practices Experience with electronic medical records and other ancillary information technology systems used in financial clearance areas. Possesses a high level of resourcefulness, innovation, and interpersonal and critical thinking skills. Ability to use independent sound judgment and decision-making. Ability to deal with frequent interruptions. Ability to prioritize workload. Ability to collaborate including building, leading, motivating and coordinate activities of a cross-functional and/or multi-corporate team. Possesses project management and analytical skills necessary to develop and implement appropriate changes. Strong personnel management skills to direct work of and motivate assigned staff. Excellent verbal and written communication skills including the ability to communicate technical concepts to a non-technical audience. Understanding of general business concepts and regulatory environment, especially those affecting patient access areas. Strong troubleshooting skills. Possesses conflict resolution skills Strong customer orientation. Professionalism. Position requires some travel. Annual competencies as required by Aspirus and/or various regulatory agencies based on entity and/or job position. Employee Benefits Full benefits packages available for part- and full-time status. PTO accrual from day one! Generous retirement plan with match available. Wellness program for employees and their families. Our Mission: We heal people, promote health and strengthen communities. Our Vision: Aspirus is a catalyst for creating healthy, thriving communities, trusted and engaged above all others. As an Aspirus team, we demonstrate caring, we plan to impact the future, work with happiness and enthusiasm, recognize our power to make a difference and improve the health of our communities. Aspirus Health is a nonprofit, community-directed health system based in Wausau, Wisconsin, serving northeastern Minnesota, northern and central Wisconsin and the Upper Peninsula of Michigan. The health system operates 18 hospitals and 130 outpatient locations with nearly 14,000 team members, including 1,300 employed physicians and advanced practice clinicians. For more information visit aspirus.org. Click here to learn more. Ready to APPLY CLICK HERE

The Chief Financial Officer (CFO) is a senior executive who manages and makes decisions on the financial operations of well established international manufacturing company. This position will have an impact on the day-to-day and ongoing company operations, helping to analyze, strategize, and improve the company's financial position. This seasoned strategist fully understands current accounting practices and trends and is comfortable in a leadership role that demands clear communication and presentation skills. Position will be based onsite in Stevens Point, WI. Essential Functions Job Responsibilities • Responsible, either directly or by managing staff, for all cash management, investments, insurance, budgeting, and financial reporting, helping to drive the company's financial strategy and hiring needs. • Coordinate the development of the annual operating, capital, and program budgets, and reporting against the same. • Ensure cash flow is compatible with company operations, by overseeing the day-to-day accounting, recording, reporting, and internal control activities of the organization. • Responsible for inventory costing and analysis by product line to ensure accurate cost calculations and making strategic decisions to optimize company profitability. • Continually drive for functional transformation within the finance department and across the entire organization to align with overall business goals and structure. • Lead the development and use of best-practice policies, practices, and tools that ensure a well-controlled yet flexible organization with strong fiscal management, project management, cross team communications and workflow. • Responsible for management of the North American Tax department. • Comply with federal, state, and local financial requirements by studying existing and new legislation, enforcing compliance, and taking action where appropriate. • Research the value of revenue opportunities, stay current on economic trends, analyze internal operations, identify areas of cost reduction and process enhancement. • Perform risk management through analysis of company liabilities and investments and evaluate and manage capital structure and fundraising initiatives. • Monitor performance with tracking, establish corrective measures as needed, and prepare detailed reports, both current and forecasting for earnings calls, the management team, and the rest of the company. • Produce company financial records and information to report to consolidation software. • Manage finance and tax department personnel ensuring performance of daily responsibilities, setting clear expectations, and evaluating performance of direct reports. Knowledge, Skills, and Ability • Leadership skills, with steadfast resolve and personal integrity. • Skill and ability to maintain high ethical standards. • Strong analytical and strategic thinking skills. • Exceptional verbal, written, and visual communication skills. • Proactive and self-motivated with the ability to work independently and in a team environment. • Skill and ability to prioritize tasks, meet deadlines, and adapt to changing priorities and business needs. • Understanding of advanced accounting, regulatory issues, and tax planning. • Advanced level skills using computer applications (Microsoft Suite, enterprise software). • Advanced level math proficiency. • Ability to work onsite daily with occasional domestic and international travel requirements. Qualifications Education: • Bachelor's degree in accounting, business accounting, or finance required; Master's degree preferred. • CPA a strong plus. Experience Required: o 10+ years' experience in finance management positions (international experience) o 5+ years' experience in executive leadership positions. • Preferred: o Experience with mergers, acquisitions, and investor relations. o Experience working in a manufacturing environment. Additional Information All your information will be kept confidential according to EEO guidelines.

MRI Wausau, a division of Angott Search Group, is pleased to partner with a $4B Midwest-based financial institution in the search for a Senior Vice President of Commercial Lending. This executive role sets the vision and strategy for Commercial Lending and Treasury Management, driving growth across commercial loan and deposit portfolios. This leader builds and develops high-performing teams, ensures sound credit and compliance practices, and expands treasury services to deliver exceptional value to commercial clients. Key Responsibilities Lead commercial lending and treasury management teams to achieve portfolio growth and strategic goals Drive expansion of commercial loans, deposits, and treasury management relationships Build, develop, and optimize talent to meet organizational objectives Partner with senior leadership to establish and execute commercial lending and deposit strategies Ensure strong credit quality, regulatory compliance, and risk management practices Promote full-relationship banking across commercial, treasury, and personal services Identify opportunities to improve service delivery, efficiency, and profitability Qualifications Bachelor's degree in Business, Finance, or related field 10+ years of commercial banking leadership experience Strong background in commercial lending, treasury management, and business development Proven ability to grow commercial relationships and lead sales-oriented teams Solid understanding of commercial banking regulations and credit practices Strong leadership, relationship management, and strategic skills

Are you ready to join a dynamic team at Peoples State Bank as our Executive Vice President, Chief Credit Officer? This is your opportunity to lead our credit strategy while working onsite in beautiful Wausau or Milwaukee, WI. Imagine the excitement of shaping a robust credit portfolio that directly impacts our customers and community. You'll have the chance to collaborate with passionate colleagues, driving innovation and agility in our banking services. Plus, our culture is all about supporting each other while having fun along the way. Join us in fostering an environment where accountability and teamwork thrive. Your expertise will be valued, and you'll help us uphold our commitment to excellence. You will be provided great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Competitive Salary, Paid Time Off, Birthday Day Off, Fresh Focus Day Off, Volunteer Paid Time Off, Paid Holidays, Bank-wide Incentive Program, and Employee Stock Purchase Plan. Take the leap and apply to be part of something bigger than banking! Who are we? An Introduction Peoples State Bank's vision is to "be a catalyst for growth with our customers." That starts with our employees, who are customer-focused in all that we do. Being honored by American Banker magazine as one of the "Best Banks to Work For" in America is a recognition our employees are incredibly proud of. They bring enthusiasm to do right by our customers every day. Peoples is an employer of choice in Wisconsin, providing exceptional benefits, flexibility, and teamwork that brings out the best in our employees. What's your day like? As the Chief Credit Officer (CCO) at Peoples State Bank, you'll play a critical role in shaping the bank's financial future by measuring and managing the aggregate risk within our diverse loan portfolio. You'll oversee our commercial credit and collection policies, ensuring that we monitor and mitigate risks effectively. Collaborating with a dynamic team, you will coordinate the management and resolution of problem credits while working closely with legal counsel to navigate the collections process. Your strategic recommendations will guide management and the board in making informed decisions. You will be responsible for achieving our lending objectives and ensuring the credit department operates efficiently, maintaining high standards for both individual loans and overall portfolio quality. This position offers the chance to make a significant impact in a way that aligns with our ideal team player culture of humble, hungry, and smart. What matters most To thrive as the Chief Credit Officer (CCO), you'll need a robust set of skills and experience. A Bachelor's degree is essential, along with at least 10 years of commercial credit analysis experience and a minimum of five years in commercial lending. Proven management experience in credit risk is a must, as you will lead our credit department toward success. Familiarity with selling and monitoring SBA loan programs will set you apart, while specialized formal credit training is highly preferred. You should possess the ability to analyze significant amounts of data and communicate key insights clearly and effectively. Advanced computer literacy and excellent communication and presentation skills will empower you to engage stakeholders and drive strategic objectives. In this role, your expertise will directly influence our lending practices and enhance our commitment to customer-focused service. Knowledge and skills required for the position are: Bachelor's degree in business or related area. 10 years of commercial credit analysis experience. A minimum of five years of commercial lending experience preferably within a bank environment and management experience in the area of credit risk. Experience selling and monitoring SBA loan programs. Specialized formal credit training preferred. Ability to effectively analyze significant amount of data and information and distill and communicate it to the key points. Advanced computer literacy. Excellent communication and presentations skills. To learn more about why you should join Peoples State Bank visit here: ****************************************** We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

Prevail Bank is seeking a dynamic and forward-thinking Chief Operating Officer (COO) to lead the bank's technology, digital, payments, operations, and innovation strategy. This executive will be responsible for driving operational efficiency, enhancing the digital customer experience, and ensuring the bank's infrastructure supports scalable, secure, and compliant growth. The ideal candidate is a strategic leader with deep experience in banking operations, payments, IT governance, and digital transformation. This position will work closely with decision makers in other departments to identify, recommend, develop, implement and support cost-effective technology solutions for all aspects of the organization. This position is part of Prevail Bank's executive management team, and will help determine the bank's long-term direction, policies and procedures, and addresses other strategic issues. General expectations of executive management are listed below. Duties and Responsibilities Strategic Leadership Serve as a key member of the executive leadership team, contributing to overall business strategy and execution. Lead the development and execution of the bank's technology roadmap, aligning IT and operations with business goals. Champion a culture of innovation, continuous improvement, and customer-centric thinking. Methodically plans, analyzes and schedules multiple interrelated tasks and / or initiatives based upon their value, scope, schedule and resource requirements. Technology & Innovation Oversee all IT functions including infrastructure, cybersecurity, core banking systems, digital banking platforms, and vendor management. Drive the adoption of emerging technologies (e.g., AI, automation, cloud computing) to enhance operational efficiency and customer experience. Ensure robust cybersecurity and data governance frameworks are in place and compliant with regulatory standards. Coordinate and facilitate consultation with stakeholders to define business and system requirements for new technology implementations. Define and implement the bank's operational resilience strategy, including Disaster Recovery and Incident Response, ensuring alignment with regulatory requirements and risk appetite. Stay abreast of ongoing changes and industry innovation via banking publications, working/networking groups, or industry roundtables, and any other sources of knowledge. Operations Management In conjunction with managers of the various areas, lead all bank operations including deposit and loan operations, payments, and back-office functions. Optimize operational workflows to improve efficiency, reduce risk, and enhance service delivery. Implement and monitor key performance indicators (KPIs) to track operational effectiveness and service quality. Risk & Compliance Collaborate with Risk, Fraud, Compliance, and Audit teams to ensure operational and IT activities meet regulatory and internal control requirements. Lead business continuity planning and disaster recovery strategies for operational resilience. People & Culture Build and mentor high-performing teams across IT and operations. Foster cross-functional collaboration and a culture of accountability, innovation, and service excellence to support the bank's sales culture. Manage staffing, including recruitment, supervision, scheduling, development, evaluation and disciplinary actions of direct reports. Ensure back-ups are trained and functional for all key positions. Uniform Executive Team Expectations: Clear expectations are set for staff, and they are held accountable. Develop staff and develop career paths for individuals with high potential and initiative. Proactive management of underperformers is necessary. Ensure adequate training is done for new hires. Ensure staff engagement with technology remains high. Focus main department initiatives and goals on strategic planning action plans and high-priority items set by the board and senior management. Manager success is based on how the department does at hitting these goals. Ensure the department knows how they impact the mission and vision and how they play a key role in that success. Continue to evolve processes and procedures to increase efficiency and customer experience. Adequate cross-training and procedures are complete and up to date for all areas you oversee. Complete projects that fall within the department timely and ensure adequate training is completed. After go-live progress should be monitored along with adoption and satisfaction. Use feedback from the department to improve processes. Hit ROI targets. Continue to look for training opportunities for staff development- certifications programs, recurring annual training, etc. Manage all risks associated with your department (fraud, cyber, reputational, monetary, CX, etc.) Support other departments as needed to help accomplish our mission and our current goals. Manage staffing levels and cross-train to ensure critical duties are covered and we are staffed effectively to meet the demand. Active involvement in the community Perform other duties as required to fulfill the responsibilities of the position. Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies. Comply with bank standards for attendance and hours of work. Qualifications Education/Experience: Bachelor's degree from four-year college or university is preferred, but not required. 10+ years of progressive leadership experience in banking or financial services, with a strong background in IT and Operations. Proven track record of leading digital transformation and operational excellence initiatives. Deep understanding of banking regulations, core systems, and cybersecurity frameworks. Strong leadership, communication, and change management skills. Preferred Attributes: Experience with core banking system conversions or digital banking platform implementations. Familiarity with fintech partnerships and innovation ecosystems. Ability to translate complex technical concepts into business value. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Project Management: The ability to plan, organize, and execute projects effectively from initiation to completion. Time Management: Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. Working EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel: Valid driver's license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Title: Corporate Controller Reports to: Chief Financial Officer The Corporate Controller will lead all functions in the accounting, cost accounting and financial reporting areas, implementing best practices, support internal control compliance, and provide leadership. Responsible for ensuring the financial performance of the company fairly and accurately reflects the company's current financial position. Supervisory Responsibilities Provide strong leadership, setting a positive example and fostering a collaborative work environment. Manage and develop a team, providing feedback, coaching, and guidance to support their growth and success. Ensure compliance with company policies and regulations. Essential Duties Manage the consolidation and review of the monthly financial statements and related reports to be presented to the Board, bank, and management. Responsible for ensuring financial and accounting policies are developed and maintained in accordance with sound accounting practices and Generally Accepted Accounting Principles (GAAP) Responsible for understanding all accounting pronouncements as issued, and responsible for proper implementation of the accounting records and financial statements of the company. Responsible for completion of all annual audit reports and compilation of tax reporting requirements. Lead audit preparation work and interactions with external auditors. Responsible for completion of annual budget. Supervise and maintain a comprehensive understanding of the cost accounting function, including both standard and actual cost methodologies. Responsible for implementing optimal product costing practices tailored to each business unit and supporting the necessary reporting for performance analysis. Review operations and financial business procedures and policies to drive improvements and standardization across all business units. Leading internal team on implementations of new modules or upgrades, including increased utilization and best practices of technology systems. Understands and manages appropriate procedures and processes around month-end and quarter-close activity. Provides financial analysis and project status updates as needed management. Including a focus on standardizing and automating analytics, emphasizing education around what the analytics means to end users. Required Skills and Abilities Excellent presentation, reporting, and communication skills. Strong analytical thinking with the ability to handle complex issues, pay close attention to detail, and consistently meet deadlines. Proven ability to think and build strategically, while remaining willing and able to execute in a hands-on manner. Works independently and exercises sound judgment in decision-making. Education and Experience Knowledge of finance, accounting, economics, and general business principles normally acquired through the completion of a Bachelor's degree in Finance, Accounting, Economics, or related field and/or equivalent work experience. Minimum of 7-10 years of relevant experience in accounting, finance, or a related field. Proficient in spreadsheets, databases, MS Office and experience with ERP's (Microsoft D365, FinOps, Infor-Syteline), Experience with SQL Server Reporting Services (SSRS), Microsoft Power BI, and/or Structured Query Language (SQL) coding is preferred. Experience with financial analysis, forecasting and budgeting. Experience with ERP optimization and automation to drive financial results. Physical Requirements Capability Ability to stand, walk, and move around for extended periods of time. Capability to lift and carry objects of various weights up to 50 pounds occasionally. Proficiency in using hands, fingers, and arms for tasks such as typing and writing. Sufficient visual acuity to read documents and recognize details at close and distant ranges. Ability to hear and understand verbal communication. Flexibility to bend, stoop, and reach low or high objects. Ability to perform physically demanding tasks, such as lifting, pushing, pulling, or carrying heavy objects. Adaptability to work in varying environmental conditions, such as temperature extremes, noise, dust, or fumes, depending on the nature of the job. Willingness to adhere to safety protocols and wear protective gear, including helmets, goggles, gloves, and safety shoes, as required by the job. Travel Requirements This position requires occasional overnight travel and/or occasional travel during the workday. Driver Qualification The ability to drive a company owned/leased vehicle or personal vehicle on behalf of the company is preferred. Inclusion in the company's driver qualification program is required to drive a company owned/leased vehicle or personal vehicle. Becoming a qualified driver includes: Agree to the company driving policies that apply to company owned/leased vehicle or personal vehicle as applicable. Possess and maintain a valid driver license and be a minimum of 21 years of age. Maintain an acceptable driving record, as evidenced by completion of a baseline motor vehicle record check and ongoing monitoring. When driving a personal vehicle on behalf of the company, must provide a copy of the declaration page from personal auto insurance that shows the policy dates and minimum coverage amounts ($300,000 bodily injury per accident/$100,000 property damage per accident or if driving less than 5 hours/200 miles a year $50,000 bodily injury per accident/$10,000 property damage per accident or the state minimum, whichever is more). This requirement is initially and then annually thereafter. This job description is intended as a general outline of the primary responsibilities of the position. It is not intended to be an exhaustive or comprehensive list of all duties, responsibilities, or activities that may be required. The employer reserves the right to modify, add, or remove any responsibilities, duties, or activities as deemed necessary with or without notice. Volm Companies is an equal opportunity employer and is committed to providing reasonable accommodation to qualified individuals with disabilities and other protected characteristics. If you require reasonable accommodation to perform the essential functions of the job, please inform us and we will work with you to address your needs. Benefits As a family-owned and operated company, we offer a comprehensive benefits package designed to support you and your family. We offer a strong foundation of benefits, including access to medical, dental, and vision coverage, an HSA employer contribution, and a 401k with profit sharing to secure your future. To support your overall well-being and family life, we offer additional benefits beyond the core package, such as paid vacation, wellness stipends, childcare reimbursement assistance, and much more. We are committed to continuously enhancing our benefits to meet the evolving needs of our team.

The County Materials Family of Companies manufactures and delivers concrete construction products to meet the demand for growing communities. We rely on our talented and dedicated team members to provide reliable products with personalized service. We are seeking a Vice President of Tax, Investments & Audit for County Materials at Marathon, WI. The Vice President of Tax, Investments & Audit leads the company's tax, internal audit, and investment functions, ensuring compliance, strong financial governance, and strategic capital allocation. This role provides insight to the executive team, manages risk, and drives financial performance across corporate and family investments. Job Duties: * Lead the company's tax strategy to minimize liabilities and ensure compliance with federal, state, local, and applicable international regulations. * Oversee preparation and filing of corporate and family tax returns, property taxes, and other required filings. * Manage relationships with external advisors, auditors, and regulatory authorities. * Direct investment strategy, portfolio management, and capital allocation decisions in partnership with the CFO. * Conduct financial due diligence for mergers, acquisitions, and strategic initiatives. * Lead the internal audit function, ensuring compliance, risk mitigation, and strong internal controls. * Collaborate with Legal, Accounting, FP&A, and Treasury to align strategies and improve operational efficiency. * Mentor and lead team members, fostering a culture of accountability, compliance, and continuous improvement. * Prepare and present financial reports, analyses, and strategic recommendations to the owner and executive leadership. Work Environment: * Office-based role; professional business environment. * Standard working conditions with occasional lifting of up to 25 pounds. Physical Requirements: * Frequent sitting, walking, talking, and hearing. * Occasional standing. * Ability to lift and move up to 25 pounds as needed. Experience & Qualifications: * Bachelor's degree in Accounting, Finance, Economics, or related field; Master's degree preferred. * 10+ years of progressive experience in corporate tax, public accounting, or investment management, including 3-5 years in a leadership role. * Strong knowledge of U.S. federal, state, and local tax laws; international tax experience is a plus. * Proven experience developing and managing corporate investment strategies or treasury portfolios. * Strong financial modeling, analytical, and presentation skills. * Excellent communication, negotiation, and stakeholder management skills. * CPA preferred; additional certifications such as CFA, MBT, or JD/LLM in Tax are a plus. * Proficient in Microsoft Office and financial/ERP systems.

blue Stone has been retained to search for a Vice President of Enterprise Applications by one of the largest wholesale contractor supplies distributors in the U.S. This employee focused, growth driven organization is recognized as one of the best-performing workforces in the world. You must convey confidence and demonstrate strong leadership as you help to develop a leading edge technology environment. Job Description As a Vice President of Enterprise Applications, you will be reporting directly to the CIO. You will direct the process and development cycles of the enterprise applications environment. You will be responsible for managing the development teams who also create, design, and implement their own customized applications. Although your past experience and accomplishments are relevant, your foresight and ability to lead new initiatives and execute smart decisions are critical to this role. Qualifications • Ten years of IT experience and five years of team supervision/management. • Knowledge and familiarity with Enterprise Systems, including, IBM i series, Web Sphere Portal, and Business Objects. • Excellent communication skills, both verbal and written, and the ability to effectively articulate directives. • Minimal travel is required. Additional Information Work with blue Stone Search. We want to help you make your next career move. Please call Nadine Stangas at ************. Follow us at **********************

Job Title: Chief Financial Officer - U.S. Operations Reports To: Group CFO & Divisional Leadership Employment Type: Full-time We are seeking a strategic and hands‑on Chief Financial Officer (CFO) to lead the financial management of our U.S. subsidiaries and serve as a trusted business partner to divisional Managing Directors. This role is pivotal in driving growth, ensuring financial discipline, and delivering timely, accurate insights, with a strong focus on operational execution, profitability, and value creation. The CFO will act as the primary financial interface between U.S. operations and Group Finance in the UK, with responsibility for robust reporting, governance, internal controls, and commercial finance across all U.S. entities. Key Responsibilities Strategic & Operational Leadership Partner closely with divisional Managing Directors and senior leadership as a true business‑partner CFO to drive execution against target operating models and strategic priorities. Work with management to translate operating and financial targets into actionable plans, ensuring alignment across finance, operations, and commercial teams. Lead, develop, and unify finance teams across U.S. subsidiaries, fostering a performance‑driven culture focused on accountability, transparency, and value creation. Drive continuous cost control and efficiency initiatives across U.S. operations, ensuring disciplined expense management while supporting growth objectives. Identify, recommend, and lead strategic actions aimed at improving profitability, margin performance, and return on investment. Support strategic initiatives, including potential M&A, integration efforts, and post‑acquisition optimization, in collaboration with Group Finance. Back‑Office Integration & Synergies Lead the identification and realization of back‑office synergies across U.S. businesses, including finance processes, systems, controls, shared services, and organizational structures. Standardize financial processes and reporting where appropriate to improve efficiency, scalability, and consistency across the U.S. platform. Collaborate with Group Finance and U.S. leadership to support integration initiatives that enhance operational effectiveness and cost efficiency. Group Interface & Reporting Serve as the principal liaison between U.S. subsidiaries and Group Finance. Deliver timely, accurate monthly management reporting, forecasting, and variance analysis. Ensure alignment of U.S. financial reporting with Group policies and IFRS‑based standards. Financial Planning, Budgeting & Analysis Lead the annual budgeting process in coordination with Group Finance. Support divisional leadership in long‑term strategic planning. Implement rigorous cost control frameworks and ensure adherence to budgets. Collaborate on cost savings initiatives, including group‑level procurement. Conduct financial analysis, scenario planning, and performance monitoring to guide decision‑making. Identify risks and opportunities while providing actionable insights to U.S. and Group leadership. Audit & Compliance Oversee annual audits and coordinate with external auditors. Ensure compliance with U.S. GAAP, IFRS (for group accounts), tax regulations, and local statutory requirements. Financial Controls & Procedures Maintain and enhance internal control and governance frameworks across U.S. operations. Treasury & Banking Manage treasury operations, credit lines, intercompany funding, and cashflow forecasting. Maintain strong relationships with U.S. banks and financial institutions. Ensure compliance with loan covenants and reporting obligations. Insurance & Risk Management Oversee all U.S. insurance programs, including renewals, claims, and coverage adequacy. Implement and monitor risk mitigation strategies. Qualifications CPA or equivalent professional financial qualification preferred. Minimum 10 years of senior financial leadership in U.S.‑based operations. Strong expertise in U.S. GAAP and IFRS reporting standards. Proven experience in FP&A, cost control, and budgeting. Demonstrated success working with corporate finance and cross‑border operations. Exceptional analytical, organizational, and communication skills. High integrity, strong sense of ownership, and self‑motivation. #J-18808-Ljbffr

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross‑functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The Valuations team delivers comprehensive solutions across a wide range of illiquid investments, industries and geographies. By applying rigorous financial modeling and analytical frameworks to inform strategic decision‑making, the Valuations team plays a critical role in identifying value, mitigating risk and driving impact across the business and investment lifecycle. The Senior Vice President, Complex Financial Instruments role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. The Senior Vice President, Complex Financial Instruments role will help expand the VAL team experience and allow the firm to provide the full suite of services to clients for all valuation related needs. The Senior Vice President will report directly to the VAL Practice Line Leader and will focus on taking a lead role in managing and executing complex securities valuations as well as supporting the VAL team in other corporate/portfolio valuation engagements. You will support key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities Work with the Portage Point team (Associates to Managing Directors) and our clients to develop comprehensive valuation solutions Perform valuation analysis on a wide range of illiquid investments broadly distributed across industries and geographies while using accepted and relevant approaches and theory Design financial models including option pricing model, Monte Carlo simulation, binomial models, and other financial models used to value financial instruments (e.g. contingent consideration, management incentive plans with market-based vesting conditions, fixed income securities, swaps, exotic options, convertible debt, commodity derivatives and other securities) Support senior leaders in cross‑functional engagements across service lines as opportunities arise Interview clients, including face‑to‑face meetings, to gather data and pertinent information Develop and maintain strong client relationships by delivering high‑quality, tailored solutions and providing proactive strategic advice Report and present analyses and conclusions both verbally and in written reports Provide coaching and mentorship to junior team members Lead internal trainings and best practice sharing Support business development and client relationship efforts Support talent acquisition and firm‑building initiatives Contribute to a high‑performing, inclusive and values‑driven culture Qualifications Bachelor's degree and / or master's degree in Finance, Accounting, Economics, Applied Mathematics, Financial Engineering or related field from a top undergraduate program CFA, FRM or PRM certified (preferred but not required) Proficiency in R, Python, MATLAB, C, Crystal Ball and / or other code / application required to run simulation‑based models Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia Invested in a team‑based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed Eight plus years of experience constructing and reviewing valuation models and other financial models including: option pricing models, Monte Carlo simulation, binomial models, DCF, comparable company, and other financial instrument models Commitment to develop personal network and relationships and uncover and sell new opportunities and engagements Superior written and verbal communication skills, including executive‑ready presentation and reporting skills Proven ability to thrive in lean, fast‑moving teams High attention to detail, responsiveness and ownership mindset Track record of success in high‑pressure, client‑facing environments $300,000 - $350,000 a year The City of New York and the State of California require Portage Point to provide compensation information for this role. This range represents the anticipated minimum and maximum base + bonus for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant's qualifications (education, training and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances. #J-18808-Ljbffr

Vice President of Tax, Investments & Audit (Project Management) The County Materials Family of Companies manufactures and delivers concrete construction products to meet the demand for growing communities. We rely on our talented and dedicated team members to provide reliable products with personalized service. We are seeking a Vice President of Tax, Investments & Audit for County Materials at Marathon, WI. The Vice President of Tax, Investments & Audit leads the companys tax, internal audit, and investment functions, ensuring compliance, strong financial governance, and strategic capital allocation. This role provides insight to the executive team, manages risk, and drives financial performance across corporate and family investments. Job Duties Lead the companys tax strategy to minimize liabilities and ensure compliance with federal, state, local, and applicable international regulations. Oversee preparation and filing of corporate and family tax returns, property taxes, and other required filings. Manage relationships with external advisors, auditors, and regulatory authorities. Direct investment strategy, portfolio management, and capital allocation decisions in partnership with the CFO. Conduct financial due diligence for mergers, acquisitions, and strategic initiatives. Lead the internal audit function, ensuring compliance, risk mitigation, and strong internal controls. Collaborate with Legal, Accounting, FP&A, and Treasury to align strategies and improve operational efficiency. Mentor and lead team members, fostering a culture of accountability, compliance, and continuous improvement. Prepare and present financial reports, analyses, and strategic recommendations to the owner and executive leadership. Work Environment Office-based role; professional business environment. Standard working conditions with occasional lifting of up to 25 pounds. Physical Requirements Frequent sitting, walking, talking, and hearing. Occasional standing. Ability to lift and move up to 25 pounds as needed. Experience & Qualifications Bachelors degree in Accounting, Finance, Economics, or related field; Masters degree preferred. 10+ years of progressive experience in corporate tax, public accounting, or investment management, including 35 years in a leadership role. Strong knowledge of U.S. federal, state, and local tax laws; international tax experience is a plus. Proven experience developing and managing corporate investment strategies or treasury portfolios. Strong financial modeling, analytical, and presentation skills. Excellent communication, negotiation, and stakeholder management skills. CPA preferred; additional certifications such as CFA, MBT, or JD/LLM in Tax are a plus. Proficient in Microsoft Office and financial/ERP systems. #J-18808-Ljbffr

Compassion. Accountability. Collaboration. Foresight. Joy. These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day. Aspirus Merrill Hospital in Merrill, WI is seeking a VP- CHIEF ADMINISTRATIVE OFFICER to join our ADMINISTRATION team! The Chief Administrative Officer collaborates on strategic vision, leadership, and oversight assuming accountability for the effectiveness of their respective business unit and functions. The position leads the development of short and long-term strategies, goals, objectives, and plans and interacts with a high level of expertise in their areas of responsibility. They are responsible for the adherence to the Regional, Business Unit and functional budgets and vitals measurements. The position provides administrative oversight and direction to departmental leaders within their assigned Business Unit or functional area. They are advocates for strategies that drive engagement and retention of top performers. Experience/Qualifications * Knowledge and experience in the following normally acquired through completion of a Bachelor of Science degree in a related field, master's degree desired: * Healthcare Administration * Business Administration * Leadership training and experience * Financial management * Lean methodology and or related knowledge * Customer service methods * Strategic planning * Effective communication and Employee engagement * Comprehensive knowledge of healthcare delivery, operations and financial management practices. * 7-10 years of healthcare leadership experience including responsibility for clinical departments, program management, clinical outreach, quality, and process improvement is desired. * Membership in the American College of Healthcare Executives preferred. Employee Benefits * Full benefits packages available for part- and full-time status. * PTO accrual from day one! * Generous retirement plan with match available. * Wellness program for employees and their families. Aspirus Merrill Hospital is a 25-bed critical access hospital that provides primary and specialty services to Merrill and rural Lincoln County. Our services to you includes inpatient hospital care, 24/7 emergency department (level IV trauma designation), urgent care as well as imaging, laboratory, and rehabilitation services. To learn more about Merrill click here. Our Mission: We heal people, promote health and strengthen communities. Our Vision: Aspirus is a catalyst for creating healthy, thriving communities, trusted and engaged above all others. As an Aspirus team, we demonstrate caring, we plan to impact the future, work with happiness and enthusiasm, recognize our power to make a difference and improve the health of our communities. Aspirus Health is a nonprofit, community-directed health system based in Wausau, Wisconsin, serving northeastern Minnesota, northern and central Wisconsin and the Upper Peninsula of Michigan. The health system operates 18 hospitals and 130 outpatient locations with nearly 14,000 team members, including 1,300 employed physicians and advanced practice clinicians. For more information visit aspirus.org. Click here to learn more. Credentials:

Prevail Bank is seeking a dynamic and forward-thinking Chief Operating Officer (COO) to lead the banks technology, digital, payments, operations, and innovation strategy. This executive will be responsible for driving operational efficiency, enhancing the digital customer experience, and ensuring the banks infrastructure supports scalable, secure, and compliant growth. The ideal candidate is a strategic leader with deep experience in banking operations, payments, IT governance, and digital transformation. This position will work closely with decision makers in other departments to identify, recommend, develop, implement and support cost-effective technology solutions for all aspects of the organization. This position is part of Prevail Banks executive management team, and will help determine the banks long-term direction, policies and procedures, and addresses other strategic issues. General expectations of executive management are listed below. Duties and Responsibilities Strategic Leadership Serve as a key member of the executive leadership team, contributing to overall business strategy and execution. Lead the development and execution of the banks technology roadmap, aligning IT and operations with business goals. Champion a culture of innovation, continuous improvement, and customer-centric thinking. Methodically plans, analyzes and schedules multiple interrelated tasks and / or initiatives based upon their value, scope, schedule and resource requirements. Technology & Innovation Oversee all IT functions including infrastructure, cybersecurity, core banking systems, digital banking platforms, and vendor management. Drive the adoption of emerging technologies (e.g., AI, automation, cloud computing) to enhance operational efficiency and customer experience. Ensure robust cybersecurity and data governance frameworks are in place and compliant with regulatory standards. Coordinate and facilitate consultation with stakeholders to define business and system requirements for new technology implementations. Define and implement the banks operational resilience strategy, including Disaster Recovery and Incident Response, ensuring alignment with regulatory requirements and risk appetite. Stay abreast of ongoing changes and industry innovation via banking publications, working/networking groups, or industry roundtables, and any other sources of knowledge. Operations Management In conjunction with managers of the various areas, lead all bank operations including deposit and loan operations, payments, and back-office functions. Optimize operational workflows to improve efficiency, reduce risk, and enhance service delivery. Implement and monitor key performance indicators (KPIs) to track operational effectiveness and service quality. Risk & Compliance Collaborate with Risk, Fraud, Compliance, and Audit teams to ensure operational and IT activities meet regulatory and internal control requirements. Lead business continuity planning and disaster recovery strategies for operational resilience. People & Culture Build and mentor high-performing teams across IT and operations. Foster cross-functional collaboration and a culture of accountability, innovation, and service excellence to support the banks sales culture. Manage staffing, including recruitment, supervision, scheduling, development, evaluation and disciplinary actions of direct reports. Ensure back-ups are trained and functional for all key positions. Uniform Executive Team Expectations: Clear expectations are set for staff, and they are held accountable. Develop staff and develop career paths for individuals with high potential and initiative. Proactive management of underperformers is necessary. Ensure adequate training is done for new hires. Ensure staff engagement with technology remains high. Focus main department initiatives and goals on strategic planning action plans and high-priority items set by the board and senior management. Manager success is based on how the department does at hitting these goals. Ensure the department knows how they impact the mission and vision and how they play a key role in that success. Continue to evolve processes and procedures to increase efficiency and customer experience. Adequate cross-training and procedures are complete and up to date for all areas you oversee. Complete projects that fall within the department timely and ensure adequate training is completed. After go-live progress should be monitored along with adoption and satisfaction. Use feedback from the department to improve processes. Hit ROI targets. Continue to look for training opportunities for staff development- certifications programs, recurring annual training, etc. Manage all risks associated with your department (fraud, cyber, reputational, monetary, CX, etc.) Support other departments as needed to help accomplish our mission and our current goals. Manage staffing levels and cross-train to ensure critical duties are covered and we are staffed effectively to meet the demand. Active involvement in the community Perform other duties as required to fulfill the responsibilities of the position. Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies. Comply with bank standards for attendance and hours of work. Qualifications Education/Experience: Bachelors degree from four-year college or university is preferred, but not required. 10+ years of progressive leadership experience in banking or financial services, with a strong background in IT and Operations. Proven track record of leading digital transformation and operational excellence initiatives. Deep understanding of banking regulations, core systems, and cybersecurity frameworks. Strong leadership, communication, and change management skills. Preferred Attributes: Experience with core banking system conversions or digital banking platform implementations. Familiarity with fintech partnerships and innovation ecosystems. Ability to translate complex technical concepts into business value. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Project Management: The ability to plan, organize, and execute projects effectively from initiation to completion. Time Management: Ability to effectively manage ones time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. Working Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel: Valid drivers license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management.

Job Title: Corporate Controller Reports to: Chief Financial Officer The Corporate Controller will lead all functions in the accounting, cost accounting and financial reporting areas, implementing best practices, support internal control compliance, and provide leadership. Responsible for ensuring the financial performance of the company fairly and accurately reflects the company's current financial position. Supervisory Responsibilities Provide strong leadership, setting a positive example and fostering a collaborative work environment. Manage and develop a team, providing feedback, coaching, and guidance to support their growth and success. Ensure compliance with company policies and regulations. Essential Duties Manage the consolidation and review of the monthly financial statements and related reports to be presented to the Board, bank, and management. Responsible for ensuring financial and accounting policies are developed and maintained in accordance with sound accounting practices and Generally Accepted Accounting Principles (GAAP) Responsible for understanding all accounting pronouncements as issued, and responsible for proper implementation of the accounting records and financial statements of the company. Responsible for completion of all annual audit reports and compilation of tax reporting requirements. Lead audit preparation work and interactions with external auditors. Responsible for completion of annual budget. Supervise and maintain a comprehensive understanding of the cost accounting function, including both standard and actual cost methodologies. Responsible for implementing optimal product costing practices tailored to each business unit and supporting the necessary reporting for performance analysis. Review operations and financial business procedures and policies to drive improvements and standardization across all business units. Leading internal team on implementations of new modules or upgrades, including increased utilization and best practices of technology systems. Understands and manages appropriate procedures and processes around month-end and quarter-close activity. Provides financial analysis and project status updates as needed management. Including a focus on standardizing and automating analytics, emphasizing education around what the analytics means to end users. Required Skills and Abilities Excellent presentation, reporting, and communication skills. Strong analytical thinking with the ability to handle complex issues, pay close attention to detail, and consistently meet deadlines. Proven ability to think and build strategically, while remaining willing and able to execute in a hands-on manner. Works independently and exercises sound judgment in decision-making. Education and Experience Knowledge of finance, accounting, economics, and general business principles normally acquired through the completion of a Bachelor's degree in Finance, Accounting, Economics, or related field and/or equivalent work experience. Minimum of 7-10 years of relevant experience in accounting, finance, or a related field. Proficient in spreadsheets, databases, MS Office and experience with ERP's (Microsoft D365, FinOps, Infor-Syteline), Experience with SQL Server Reporting Services (SSRS), Microsoft Power BI, and/or Structured Query Language (SQL) coding is preferred. Experience with financial analysis, forecasting and budgeting. Experience with ERP optimization and automation to drive financial results. Physical Requirements Capability Ability to stand, walk, and move around for extended periods of time. Capability to lift and carry objects of various weights up to 50 pounds occasionally. Proficiency in using hands, fingers, and arms for tasks such as typing and writing. Sufficient visual acuity to read documents and recognize details at close and distant ranges. Ability to hear and understand verbal communication. Flexibility to bend, stoop, and reach low or high objects. Ability to perform physically demanding tasks, such as lifting, pushing, pulling, or carrying heavy objects. Adaptability to work in varying environmental conditions, such as temperature extremes, noise, dust, or fumes, depending on the nature of the job. Willingness to adhere to safety protocols and wear protective gear, including helmets, goggles, gloves, and safety shoes, as required by the job. Travel Requirements This position requires occasional overnight travel and/or occasional travel during the workday. Driver Qualification The ability to drive a company owned/leased vehicle or personal vehicle on behalf of the company is preferred. Inclusion in the company's driver qualification program is required to drive a company owned/leased vehicle or personal vehicle. Becoming a qualified driver includes: Agree to the company driving policies that apply to company owned/leased vehicle or personal vehicle as applicable. Possess and maintain a valid driver license and be a minimum of 21 years of age. Maintain an acceptable driving record, as evidenced by completion of a baseline motor vehicle record check and ongoing monitoring. When driving a personal vehicle on behalf of the company, must provide a copy of the declaration page from personal auto insurance that shows the policy dates and minimum coverage amounts ($300,000 bodily injury per accident/$100,000 property damage per accident or if driving less than 5 hours/200 miles a year $50,000 bodily injury per accident/$10,000 property damage per accident or the state minimum, whichever is more). This requirement is initially and then annually thereafter. This job description is intended as a general outline of the primary responsibilities of the position. It is not intended to be an exhaustive or comprehensive list of all duties, responsibilities, or activities that may be required. The employer reserves the right to modify, add, or remove any responsibilities, duties, or activities as deemed necessary with or without notice. Volm Companies is an equal opportunity employer and is committed to providing reasonable accommodation to qualified individuals with disabilities and other protected characteristics. If you require reasonable accommodation to perform the essential functions of the job, please inform us and we will work with you to address your needs. Benefits As a family-owned and operated company, we offer a comprehensive benefits package designed to support you and your family. We offer a strong foundation of benefits, including access to medical, dental, and vision coverage, an HSA employer contribution, and a 401k with profit sharing to secure your future. To support your overall well-being and family life, we offer additional benefits beyond the core package, such as paid vacation, wellness stipends, childcare reimbursement assistance, and much more. We are committed to continuously enhancing our benefits to meet the evolving needs of our team.

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. Managing Director, IB // M&A The Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm\'s rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls Create and present client deliverables Negotiate, document and assist in transaction execution Lead internal trainings and best practice sharing Lead business development and client relationship efforts Support talent acquisition and firm-building initiatives Contribute to a high-performing, inclusive and values-driven culture Qualifications Bachelor's degree from a top undergraduate program Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed 15 plus years of middle market investment banking experience Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment Experience with privately held and sponsor-backed businesses Commanding knowledge of current market terms and trends Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders Superior written and verbal communication skills, including executive-ready presentation and reporting skills Proven ability to thrive in lean, fast-moving teams High attention to detail, responsiveness and ownership mindset Track record of success in high-pressure, client-facing environments The compensation: $1,200,000 - $3,000,000 a year. The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant's qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA/SIPC. #J-18808-Ljbffr

Compassion. Accountability. Collaboration. Foresight. Joy. These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day. Aspirus Health in WAUSAU, WI is seeking a VP- SYSTEM FINANCE AMBULATORY to join our FISCAL SERVICES team! The Vice President - Finance, Ambulatory performs all duties necessary to support all Aspirus medical group and ambulatory areas. This position will be accountable to the day-to-day activities that drive the business with the goal of optimizing financial performance through improving cost structures and pursuing growth opportunities. This position will have a deep understanding of the operations and financial outcomes for the areas they support and are able to identify through data analytics where there are potential financial risks and opportunities. The VP Finance - Ambulatory will provide guidance to the medical group and ambulatory operational leadership so better and informed decisions are made and to drive the improvement items to implementation. This position is also a key finance leader for Aspirus so it will matrix with all finance and operational leaders outside of direct areas of accountability, as needed, to support the organization as all activities that will be performed by this position are in support of the strategy, vision and values of the entire health system. Experience/Qualifications * Knowledge of medical group and ambulatory service financial management, policy and standards normally acquired through completion of a Bachelor's Degree in Business Administration with a major in Accounting or Finance is required. * A Master's degree in business administration or similar is preferred. * Eight to ten years' experience in healthcare financial management along with four to five years of specific financial management experience in a medical group field is required. * Certified Public Accountant (CPA) desired. Employee Benefits * Full benefits packages available for part- and full-time status. * PTO accrual from day one! * Generous retirement plan with match available. * Wellness program for employees and their families. Our Mission: We heal people, promote health and strengthen communities. Our Vision: Aspirus is a catalyst for creating healthy, thriving communities, trusted and engaged above all others. As an Aspirus team, we demonstrate caring, we plan to impact the future, work with happiness and enthusiasm, recognize our power to make a difference and improve the health of our communities. Aspirus Health is a nonprofit, community-directed health system based in Wausau, Wisconsin, serving northeastern Minnesota, northern and central Wisconsin and the Upper Peninsula of Michigan. The health system operates 18 hospitals and 130 outpatient locations with nearly 14,000 team members, including 1,300 employed physicians and advanced practice clinicians. For more information visit aspirus.org. Click here to learn more.

Prevail Bank is seeking a dynamic and forward-thinking Chief Operating Officer (COO) to lead the banks technology, digital, payments, operations, and innovation strategy. This executive will be responsible for driving operational efficiency, enhancing the digital customer experience, and ensuring the banks infrastructure supports scalable, secure, and compliant growth. The ideal candidate is a strategic leader with deep experience in banking operations, payments, IT governance, and digital transformation. This position will work closely with decision makers in other departments to identify, recommend, develop, implement and support cost-effective technology solutions for all aspects of the organization. This position is part of Prevail Banks executive management team, and will help determine the banks long-term direction, policies and procedures, and addresses other strategic issues. General expectations of executive management are listed below. Duties and Responsibilities Strategic Leadership Serve as a key member of the executive leadership team, contributing to overall business strategy and execution. Lead the development and execution of the banks technology roadmap, aligning IT and operations with business goals. Champion a culture of innovation, continuous improvement, and customer-centric thinking. Methodically plans, analyzes and schedules multiple interrelated tasks and / or initiatives based upon their value, scope, schedule and resource requirements. Technology & Innovation Oversee all IT functions including infrastructure, cybersecurity, core banking systems, digital banking platforms, and vendor management. Drive the adoption of emerging technologies (e.g., AI, automation, cloud computing) to enhance operational efficiency and customer experience. Ensure robust cybersecurity and data governance frameworks are in place and compliant with regulatory standards. Coordinate and facilitate consultation with stakeholders to define business and system requirements for new technology implementations. Define and implement the banks operational resilience strategy, including Disaster Recovery and Incident Response, ensuring alignment with regulatory requirements and risk appetite. Stay abreast of ongoing changes and industry innovation via banking publications, working/networking groups, or industry roundtables, and any other sources of knowledge. Operations Management In conjunction with managers of the various areas, lead all bank operations including deposit and loan operations, payments, and back-office functions. Optimize operational workflows to improve efficiency, reduce risk, and enhance service delivery. Implement and monitor key performance indicators (KPIs) to track operational effectiveness and service quality. Risk & Compliance Collaborate with Risk, Fraud, Compliance, and Audit teams to ensure operational and IT activities meet regulatory and internal control requirements. Lead business continuity planning and disaster recovery strategies for operational resilience. People & Culture Build and mentor high-performing teams across IT and operations. Foster cross-functional collaboration and a culture of accountability, innovation, and service excellence to support the banks sales culture. Manage staffing, including recruitment, supervision, scheduling, development, evaluation and disciplinary actions of direct reports. Ensure back-ups are trained and functional for all key positions. Uniform Executive Team Expectations: Clear expectations are set for staff, and they are held accountable. Develop staff and develop career paths for individuals with high potential and initiative. Proactive management of underperformers is necessary. Ensure adequate training is done for new hires. Ensure staff engagement with technology remains high. Focus main department initiatives and goals on strategic planning action plans and high-priority items set by the board and senior management. Manager success is based on how the department does at hitting these goals. Ensure the department knows how they impact the mission and vision and how they play a key role in that success. Continue to evolve processes and procedures to increase efficiency and customer experience. Adequate cross-training and procedures are complete and up to date for all areas you oversee. Complete projects that fall within the department timely and ensure adequate training is completed. After go-live progress should be monitored along with adoption and satisfaction. Use feedback from the department to improve processes. Hit ROI targets. Continue to look for training opportunities for staff development- certifications programs, recurring annual training, etc. Manage all risks associated with your department (fraud, cyber, reputational, monetary, CX, etc.) Support other departments as needed to help accomplish our mission and our current goals. Manage staffing levels and cross-train to ensure critical duties are covered and we are staffed effectively to meet the demand. Active involvement in the community Perform other duties as required to fulfill the responsibilities of the position. Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies. Comply with bank standards for attendance and hours of work. Qualifications Education/Experience: Bachelors degree from four-year college or university is preferred, but not required. 10+ years of progressive leadership experience in banking or financial services, with a strong background in IT and Operations. Proven track record of leading digital transformation and operational excellence initiatives. Deep understanding of banking regulations, core systems, and cybersecurity frameworks. Strong leadership, communication, and change management skills. Preferred Attributes: Experience with core banking system conversions or digital banking platform implementations. Familiarity with fintech partnerships and innovation ecosystems. Ability to translate complex technical concepts into business value. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Project Management: The ability to plan, organize, and execute projects effectively from initiation to completion. Time Management: Ability to effectively manage ones time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. Working Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel: Valid drivers license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management.