Finance Director Jobs in Racine, WI

Join our dynamic, family-owned business, Equipment Leasing Group of America as we seek an experienced VP of Credit & Pricing. We have experienced explosive growth, with a revenue increase of over 40% last year alone. Are you ready to enhance cash flow and drive our growth trajectory? Do you have the expertise to underwrite significant portfolio purchases and effectively manage credit risk? If you are passionate about shaping the future of our company while fostering a positive team culture, we want to hear from you! Position Overview As the VP of Credit & Pricing, you will lead our credit and collections functions, ensuring the implementation of robust credit management practices that optimize cash flow and mitigate risk. This strategic role demands exceptional leadership and analytical skills. Key Responsibilities Underwrite portfolio purchases and conduct thorough reviews of credit write-ups, providing actionable feedback. Develop and maintain structured approval tiers for credit transactions. Chair the Credit Committee, overseeing scheduling and preparation of meeting agendas. Facilitate discussions, lead votes on credit approvals, and document outcomes. Collaborate with sales to ensure a comprehensive understanding of customer financial profiles. Oversee portfolio credit management, analyzing trends and delinquency rates. Review key performance metrics and strategize on collections efforts. Provide training and mentorship to the credit and collections team. Create and maintain a comprehensive documentation checklist for credit applications and approvals. Finalize term sheets and ensure compliance with internal policies and external regulations. Collaborate with the accounting team to determine optimal strategies for managing collections. Member of Leadership Team effecting positive changes in company strategy. Address delinquency issues and implement corrective actions as necessary. Establish and monitor performance metrics for the credit and collections department. Assist Sales team on credit calls with the customers. Travel as needed to meet with clients, stakeholders, or attend industry events. Report on portfolio performance and provide strategic insights to senior management. Oversee and manage the credit queue to ensure timely processing of credit applications and inquiries. Coordinate and manage workout strategies. Supervise the repossession and resale processes for equipment, ensuring compliance with all regulations. Skills Required Bachelor's Degree in Finance, Accounting, Business Administration, or a related field; MBA preferred. Minimum of 10 years of experience in credit management and collections, with at least 5 years in a leadership role. Proven ability to underwrite and manage credit portfolios effectively, with a strong analytical background. Exceptional communication and interpersonal skills, with a focus on customer engagement. Familiarity with financial software and CRM systems; proficiency in data analysis tools is a plus. Strong understanding of risk management principles and credit policies. Benefits We offer the following benefits to our employees: Full-time position, Monday through Friday in our office in Northfield Business casual dress code, creating a comfortable and professional work environment Health insurance plan (50% coverage of employee only) Paid time off 401(k) matching Dental Insurance (A la carte and employee paid) Vision Insurance (A la carte and employee paid) Disability Insurance (short term 100% employer Paid; long term a la carte and employee paid) Employee assistance program (EAP) Accident, Critical Illness, Hospital Indemnity (A la carte and employee paid) Legal Services (A la carte and employee paid) LifeLock with Norton (A la carte and employee paid) Pet benefits and Solutions (A la carte and employee paid) Health Savings Accounts (HSA) Flexible Savings Account (FSA) FSA, Dependent Care & Commuter Basic & Voluntary life Coverage (Employer paid up to $15K, a la carte over $15K and paid by employee) Group Whole Life Coverage (A la carte and employee paid) Application Question(s): What is your experience with AI? What are your intolerables? How many years of experience do you have in credit management? Education: Master's (Preferred) Experience: Equipment Leasing/Finance: 10 years (Required) Equipment Finance: 5 years (Required) Hours: 40+ hours/week, Monday through Friday, Onsite only, no remote work Office Dress: Business Casual (jeans allowed), Monday through Friday Job Type: Full-time How to Apply: Interested candidates should submit their resume and cover letter detailing their relevant experience. For more information about our company, visit *************** Job Type: Full-time Pay: $125,000.00 - $200,000.00 per year

The Director of Commercial Finance plays a key role in driving strategic financial planning and decision-making, collaborating closely with commercial and marketing teams to develop short- and long-term strategies. This role includes budgeting and forecasting, creating models for growth projections, and leading special projects such as pricing strategies, process optimization, and market research to enhance business performance and competitiveness. Key Responsibilities Market Research: Delivery of competitor analysis, market trends and associated commentary to the Leadership team. Process optimization: Reviewing existing processes and procedures to develop recommendations for improvement efforts. Analyzing financial and operational results to better understand company performance Utilizing BI tools to delivery meaningful insights into business performance Communicating to senior management the reasons behind the product/market performance and results Providing detailed analysis and commentary on customer activities (new wins, losses, product life cycle. Preparing business cases to support new investment, strategic and other business decisions Communicating results and recommendations to key partners on revenue and profitability generation Determining key drivers of pipeline activity Providing insights to senior management around financial modelling, forecasts and profitability Other duties as assigned This position has two direct reports Skills and Requirements A Bachelor's degree in Accounting or Finance is required, with professional qualifications such as CA, CPA, or CFA strongly preferred. A minimum of 10-14 years of relevant analytical experience, demonstrating a high level of business acumen. Advanced proficiency in business intelligence (BI) tools and reporting software, along with exceptional quantitative and analytical capabilities. Proven ability to address and resolve complex challenges effectively. Excellent communication skills, with a talent for building strong relationships and influencing stakeholders. Strong interpersonal and leadership skills, coupled with enthusiasm, high energy, and a collaborative mindset. Comfortable in a fast-paced, multi-tasking environment, with a willingness to "roll up your sleeves" and manage an increasing workload as needed. The role reports directly to the CFO, emphasizing a high level of accountability and leadership. Salary range: $175,000 - 230,000.00 For more information on benefits go to: Join Our Team - Synergy A note to recruitment agencies - We do not require any additional recruitment services at this time and are not accepting unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

TWO NEWLY CREATED POSITIONS Korn Ferry has partnered with our client on their search for the role, FINANCE DIRECTOR & FINANCE MANAGER | ACQUISITION INTEGRATION SUPPORT PLEASE READ THE JOB DESCRIPTION AND REQUIREMENTS CAREFULLY BEFORE APPLYING ONLY QUALIFED CANDIDATES WILL BE CONSIDERED Purpose of the Jobs: The Director & Manager of Finance are responsible for the leadership, execution and successful delivery of the finance integration activities and preparation of financial results of recent and future acquisitions made by the company. Such activities include assessing the finance function of acquired entities, implementation of company's accounting and finance policies, data mapping / transformation, system integration, synergy tracking, and financial statement preparation. The role will continue the development of the overall finance integration processes, based on company's finance integration playbook, with a focus on achieving the organizations' integration objectives and milestones. The Director position reports directly to the VP of Finance Operations but will work closely with key finance and accounting functional leaders, as well as the M&A and integration teams, and third-party consultants. The Director plays an essential role liaising across these teams, ensuring cross-functional collaboration to successfully integrate new businesses into the platform. The Manager will report to the new Director. The ideal candidate has significant finance, accounting, strategy and related project management experience in the following areas: business and asset acquisitions (M&A), financial statements, accounting policy, revenue recognition including percentage of completion accounting, internal controls, and financial planning and forecasting. This person is a dynamic problem-solver with strong business acumen and able to communicate effectively. As the M&A / integrations cycle ebbs and flows, both the Director and the Manager will also be involved in supporting other company finance initiatives and projects. The projects may include system implementations, policy/procedure development, banking integration or internal control upgrades. Such projects require similar support and project management to integrations, including detailed project plans with clear timeline, deliverables and roles and responsibilities. Essential Job Duties and Responsibilities: Collaborate with the M&A team during the due diligence phase to ensure that finance integration matters are considered prior to acquisition. Lead finance and tax workstreams from due diligence through integration, including management of external consultants, ensuring timelines and deliverables are met. This includes but is not limited to overseeing and/or assisting in the preparation of: Quality of earnings Net working capital analysis Earnout calculations Proforma Financials Opening Balance Sheet and Purchase Price Accounting Liaise pre- and post-close with acquired businesses to communicate finance integration expectations and provide clear deliverables in line with the finance integration priorities. Evaluate acquired businesses' financial practices, identifying gaps to company standards. Leveraging the integration playbook, develop a comprehensive project plan tailored to address the operational and financial gaps of each acquisition. This will include working with individuals across the finance team, as well as cross functionally, to ensure that finance integration tasks are properly identified and prioritized. Lead the execution of the finance integration plan, guaranteeing key milestones and associated timelines are met.This includes but is not limited to: Executing finance integration activities (proforma reporting, mapping, open balance sheet preparation, system integration, banking integration, etc.) Effectively assigning and tracking deliverables, communicating expectations, and providing status updates to key stakeholders Timely identification of project risks and development of associated mitigation measures Management of hand-off between integration team and corporate finance team ensuring a smooth transition at the end of the integration period. Evaluate finance resource needs for each acquired entity and assist, as needed, in the hiring of such resources. Serve as the primary point of contact for finance integration activities between all parties (company, acquired businesses, and third-party consultants) ensuring succinct communication, unified efforts, clarity around objectives, and escalation of issues Assist in the review, documentation, and implementation of company's accounting and finance policies and procedures at acquired entities. This includes ensuring that businesses keep their financials in accordance with GAAP and meet platform reporting requirements. Ongoing development and refinement of the finance integration process, reflecting the business model and scale of the acquired entities, showing awareness and adoption of industry's best practices. Assist in any system implementations or system enhancements as required. Participate in special projects, ad hoc reporting, etc. in support of broader finance department initiatives Ability to travel and work onsite at the acquired companies or company's business units located throughout the U.S. (up to 25% of the time) Other tasks and duties as assigned Required Education/Experience: Undergraduate degree in accounting or finance and a CPA License (preferred) An MBA or other advanced degree preferred 8 - 10+ years in accounting leadership roles, including demonstrated management experience leading an accounting team Public accounting or experience working in a private equity owned company preferred Experience with M&A, Due Diligence and Integration in an acquisition environment; or similar demonstrated process improvement and change management experience Experience and demonstrated understanding of percentage of completion accounting (strongly preferred) Experience in at organizations with project-based accounting preferably in Construction, Engineering, or other project-based industry experience Strong understanding of ERP systems with implementation experience preferred Proficiency in G/L, business intelligence and reporting tools preferred MS Office suite proficiency required Competencies Financial Management Attention to detail and ability to work independently Organized with the ability to multi-task in a fast-paced environment Effective stakeholder partner who will leverage an understanding of the business to provide meaningful support Drive a continuous improvement approach Strong communicator, who embraces change and operates effectively within a decentralized reporting environment that is undergoing change Strong understanding of mergers & acquisitions, including the different phases of activity from identification to integration Must be a strong relationship builder, outgoing, and able to effectively liaise with a broad range of stakeholders, externally and internally Strong ability to use experience and analysis to gain support and influence others Strong quantitative, analytical, written, and oral communication skills Excellent organizational and peer management skills Self-starter and highly motivated; must have intellectual curiosity, desire to learn, and passion for delivering industry best practice Compensation $200k salary + a 25% bonus SE# 510707636

Come work with us! Vice President of Finance and Administration Work with a Mission: The Great Lakes Protection Fund is not a typical endowment. We are a pioneering, permanently endowed, non-profit corporation, launched to protect and restore the Great Lakes ecosystem. With a $160 million endowment, we have funded over 300 innovative project teams and distributed millions in discretionary funds to empower Great Lakes states. Our work drives tangible environmental change, influencing policies, launching market-based solutions, and safeguarding the world's largest freshwater resource. Join our team of seven dedicated professionals to help shape the future of the Great Lakes. The Role: We're seeking a strategic leader who excels in finance, administration, and operational oversight to join our senior leadership team in our Evanston office. Reporting to the Executive Director, you'll be the Fund's operational backbone-aligning investment, finance, and administrative functions with our impact-focused mission. This role is a unique blend of strategic foresight and hands-on action, ideal for someone who thrives in a collaborative, mission-oriented environment. The Particulars: - Align Financial Strategy with Impact: Manage a $160+ million endowment, overseeing risk, return, and performance while ensuring alignment with our environmental mission. Oversee budgeting, forecasting, financial reporting, accounting, and audits. You'll work closely with our Board's Finance Committee and investment advisors, balancing fiscal responsibility with our ambitious goals. - Seek Organizational Excellence: Beyond finance, you'll oversee HR, compliance, IT, risk management, and more-ensuring we have resilient, efficient systems that empower our team to do their best work. You'll make sure the bills are paid, keep us compliant, and support the doing of our mission. - Inspire and Mentor: Lead our operations team, from accounting contractors, investment advisors, to executive support; fostering a culture of collaboration, innovation, and continuous improvement. You'll be a servant leader, dedicated to growing our team's capabilities. About You: You're a special combination of strategist and operator. With a decade or more of finance and investment experience, ideally with a CPA or CFA credential, you bring expertise in endowment management, GAAP (especially in the non-profit sector), operations management, and financial reporting. You have a proven track record of making sound financial recommendations to senior leaders and are excited to work closely with our Executive Director and Board. You also bring something unique: a passion for making a difference. You're not looking for just a finance role-you want to apply your skills to a mission that matters. You're curious, adaptable, and thrive in a small team setting where you can see the impact of your work every day. Experience in environmental or mission-driven organizations is a plus, and a background in public accounting or small-business operations would also be an asset. We encourage applicants of all races, genders, and backgrounds. If you see yourself succeeding in this role, please apply. Why the Great Lakes Protection Fund? This is an opportunity to work with an organization at the forefront of environmental innovation. Over the past 35 years, we have doubled our endowment and pioneered solutions that reduce critical threats to the Great Lakes, created new markets for environmental quality, and improved ecosystem health. Help us chart a sustainable future for one of the world's most vital natural resources. We are a small team based in Evanston, Illinois. Compensation is market competitive, based on your qualifications, and includes a generous benefit package. Ready to Join a Team That's Changing the World? If you're an accomplished, impact-driven finance leader ready to bring your skills to an organization that makes a difference, we want to hear from you! Please send your resume and a cover letter describing your interest to ****************

Director of FP&A We have been retained by a $150M PE backed manufacturer who is looking to hire a newly created Director of FP&A to drive revenue growth and build out the finance functions. This position will report directly into the CFO. Private equity experience is a must. Responsibilities Multi-faceted position involving accounting, financial, FP&A, and corporate finance with strong exposure to both senior leadership and private equity investors Develop and monitor thoughtful financial analyses and key performance indicators that provide senior leadership with timely insights into trends, profitability, and growth drivers Partner with cross-functional teams (e.g., sales, supply chain, and operations) to evaluate processes and performance to drive efficiencies as well as understand and monitor ROIs Play a major role in the development of monthly financial reporting packages Play a major role in the annual budget planning process and sales/contribution margin forecasting (price vs volume by segment) Provide actual to plan analysis and variance explanations which will involve interpreting and summarizing large data sets M&A Diligence Qualifications: Bachelor's Degree in Accounting or Finance (CPA is a plus) Manufacturing highly preferred Experience working in a private equity-backed, growth company environment M&A experience (financial analysis, due diligence, and integration) Experience working with a BI platform, data modeling, KPI's Experience in the manufacturing industry is a plus Entrepreneurial spirit and thrives in a process driven, fast-paced environment coupled with Midwestern culture and values Excellent analytical, presentation, and communication skills Ability to work independently or within a team environment

Director of Financial Planning and Analysis (FP&A) Our client is an innovative specialty manufacturing company, catering to a wide range of industries in consumer goods. They are private equity owned, financially stable, and growing. Position Summary: The Director of Financial Planning and Analysis (FP&A) will lead the company's financial planning, budgeting, and forecasting processes to support their growth strategy. Reporting to the CFO, this position will act as a strategic partner to executive leadership, delivering insightful analyses and actionable recommendations to drive profitability, operational efficiency, and long-term value creation. Key Responsibilities: Financial Planning & Forecasting: Lead the annual budgeting process and periodic forecasting to ensure alignment with the company's strategic goals. Develop robust financial models to analyze revenue, costs, margins, and capital expenditures. Strategic Analysis & Reporting: Deliver accurate, timely, and actionable financial reporting and insights to senior leadership. Analyze business performance against budgets and forecasts, identifying key trends, risks, and opportunities. Partner with operational teams to track and optimize financial performance by segment or project. M&A Support: Conduct financial due diligence, including assessing the target company's financial performance, synergies, and risks. Develop pro forma financial statements and integration plans to support deal valuation and execution. Assist in post-acquisition integration efforts, ensuring alignment with strategic and financial objectives. Decision Support: Provide financial insights to support key business decisions, including pricing strategies, capital investments, and growth initiatives. Conduct scenario planning and sensitivity analyses to assess financial impact. Process Improvement: Streamline and enhance FP&A processes, tools, and reporting systems to improve efficiency and effectiveness. Drive the implementation of financial planning software and systems to support scalability. Leadership & Collaboration: Lead and mentor a team of finance professionals to deliver high-quality outputs and continuous development. Act as a trusted advisor and partner to cross-functional teams, fostering collaboration across departments. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred. 8+ years of progressive FP&A experience, ideally in a manufacturing or packaging environment. Public accounting/M&A consulting experience a plus. Strong analytical skills with demonstrated success in financial modeling and data-driven decision-making. Expertise in ERP systems and financial planning tools (QlikView a plus) Exceptional communication skills, with the ability to present complex information clearly and concisely. Proven leadership and team management abilities, fostering a culture of accountability and growth. Experience in process improvement, automation, and system implementation a plus.

Controller (40269) Our client is an organization in the Racine County area looking for a Controller. Our client is looking for someone with 5+ years of experience, driven, and has excellent interpersonal skills. This company offers a dedicated team, forward-looking culture, and room for professional growth & development. This position is hybrid. The salary for this position is $100k - $120k. The Controller will be responsible for, but not limited to, the following: RESPONSIBILITIES Manage all month-end closing processes and procedures. Oversee AP, AR, and GL processes. Manage all local statutory, tax, compliance, banking and payroll related topics. Act as key point of contact and work directly with external auditors and external stakeholders on tax, banking, payroll, etc. Work with IT to implement new ERP system. Lead and participate in cross-functional and cross divisional process improvements. The Controller will possess the following: EXPERIENCE REQUIRED 5+ years of finance and accounting experience. Prior management experience preferred. ERP & Global experience preferred. Excellent communication & interpersonal skills. Ability to handle feedback as well as self-reflect. Equal Opportunity Employer The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

Description of Job: Provide business support for Integrated Business Planning, Pipeline Management and Business Planning and Finance. Assists and support pipeline management in providing financial analysis of key pipeline projects and develops financial models/charts to enhance the management of the pipeline project portfolio. Develops, interprets, and implements complex financial and accounting concepts or techniques for financial planning and overall financial control. Directs all functional groups (i.e.; R&D, Sales, Marketing, Regulatory, HR, Admin, etc.), as well as regional international companies to coordinate the planning process and prepares company annual short- and long-range business plans. Monitors progress towards goal and projects outcomes by analyzing sales and expense forecast and financial trends monthly. Performs ad hoc expense and revenue analysis to aid in Management's decision-making process. Oversees determination of transfer prices for international affiliates. Conducts business research as assigned for feasibility, profitability and ability to contribute to goal achievement. Prepares Management presentations to support. Provide financial support for Licensing opportunities. Prepares key analyses and management slides for key senior executives. Principal Responsibilities: Pipeline Management Support: Develop and create financial models for analysis of key Pipeline projects leading to accurate NPV, IRR, and risk analysis Assist and support management in Pipeline project decision making. Collaborate with business management and development in determining key inputs and data collection of inputs for the Pipeline database. Integrated Business Planning: IRR Facilitator Role - Filters unresolved issues from previous reviews, prepares them for escalation, and ensures financial reconciliation. Identify gaps between the operational plan and commitments, recommending actions to close these gaps for executive decision-making. Business Planning: Manages and supports the preparation of annual Short Range Plan (SRP) and Mid- Range Plan (MRP) on a Performance and Entity basis. Assist management in developing assumptions regarding the volumes of business that could be expected under the current business plan and under alternative strategies, each in conjunction with each of the scenarios for possible rate conditions. Oversees the development of Transfer Prices for Intercompany sales to international affiliates. This involves working with the various regional companies to finalize sales plans, sales and marketing cost allocations while functioning within the company's transfer pricing strategy. Manages the monthly Financial Reporting of the Performance Sales and Commentary through work with the regional affiliate companies and business managers. Communicate monthly variance report information to Management. Prepare monthly analyses of product profitability using cost accounting software. Continually review methodology to improve and enhance results. Prepares key management presentations including SRP, MRP and for the President and CEO. Conduct cost/benefit analysis and/or breakeven analysis for various projects. Provide financial support for Licensing/Acquisitions as requested.

Utility Pipe Supply, a proven and successful distributor of underground pipe and related accessories, is seeking a motivated, ambitious, and detail-oriented Director of Finance and Operations to join our growing team. This is a unique opportunity to step into a critical role, set up and manage key financial and operations processes, and drive your own career path. We are looking for a doer-someone who is hands-on, proactive, and resourceful-who also has the ambition and potential to grow into a Senior Management role as the company scales. This is more than just a job; it's a pathway to leadership for the right candidate who is eager to take ownership, solve problems, and drive results. If you're looking to expand your career in a dynamic environment where your contributions will directly impact business growth and operational excellence, we encourage you to apply. Key Responsibilities Financial Leadership Oversee key financial statements, including Profit & Loss, Balance Sheet, and Cash Flow. Verify, allocate, and post transactions to the general ledger and chart of accounts. Reconcile entries and balance all accounts. Manage Accounts Payable and Receivable processes. Assist with financial forecasting and cash flow planning to support strategic decision-making. Coordinate tax-related activities (e.g., federal, state, and local tax obligations). Operational Management Lead vendor Purchase Order processes and inventory logistics. Manage domestic and international shipping and inventory imports. Analyze revenue and operational workflows to identify gaps and implement improvements. Foster vendor relationships and negotiate contracts to maximize value. E-Commerce and Systems Integration Support the integration and management of e-commerce platforms like Shopify, Amazon, and Microsoft tools. Leverage ERP systems such as NetSuite for operations, reporting, and financial processes. Utilize technical expertise to streamline workflows and improve efficiency. Leadership Development Take initiative on cross-functional projects to support business growth and improve operational efficiency. Partner closely with the Owner/President to develop and execute company strategy. Assume increasing responsibility over time, with the goal of transitioning into a Senior Management role. Human Resources Support Assist with HR functions such as job postings, onboarding, and payroll processing. Manage employee benefits and ensure compliance with relevant regulations. Qualifications Bachelor's degree in Finance, Accounting, Business, or a related field preferred; equivalent relevant experience will be considered. 3 to 10 years of experience in finance, accounting, or business operations. Strong leadership potential with an interest in developing into a Senior Management role. Advanced proficiency in Microsoft Excel, including data modeling and analysis. Experience with NetSuite and e-commerce platforms (Shopify, Amazon) is highly desirable. Excellent problem-solving, decision-making, and project management skills. Demonstrated ability to adapt and thrive in a fast-paced entrepreneurial environment. Knowledge of inventory management, purchase orders, and logistics is a plus. Compensation & Benefits Competitive salary based on experience and qualifications. Comprehensive benefits package, including: Health insurance 401(k) plan with employer match Flexible Paid Time Off (PTO) policy Clear career development pathway, with mentorship and leadership opportunities. Why Join Us? Leadership Opportunity: Grow with a company that values initiative and fosters professional development. Entrepreneurial Impact: Work directly with seasoned entrepreneurs and influence the future of the business. Comprehensive Exposure: Gain hands-on experience in all facets of running a small business. Career Growth: A stepping stone to a Senior Management role in a dynamic and growing company.

Our client is a mission-driven nonprofit dedicated to serving our community through education leadership. We are seeking a passionate and experienced Controller to lead our financial operations and contribute to our mission. The Controller will oversee and manage all financial activities of the organization, ensuring the integrity and accuracy of financial reporting, compliance with applicable regulations, and alignment with our faith-based mission. This role includes strategic financial planning, day-to-day financial management, and collaboration with leadership to support decision-making. Controller Responsibilities Oversee the full cycle of accounting operations, including accounts payable, accounts receivable, payroll and general ledger Prepare, analyze, and present timely and accurate financial statements, budgets and forecasts to senior leadership and the board Ensure compliance with all applicable financial regulations, nonprofit accounting standards and organizational policies Coordinate annual audits and tax filings, including Form 990 Develop and monitor internal controls to safeguard the organization's assets Manage cash flow planning and optimize the organization's financial health Provide financial analysis and reporting to support strategic planning and program evaluation Supervise and mentor finance team members, fostering a collaborative and mission-focused work environment Work closely with leadership to align financial strategies with the organization's faith-based values and goals Be part of a compassionate and purpose-driven team Play a pivotal role in shaping the financial health and sustainability of a mission-focused organization Hybrid work environment with flexibility Competitive salary and benefits package Controller Requirements: Bachelor's degree in Accounting, Finance or a related field (CPA or MBA preferred) 7+ years of progressive accounting experience, including leadership roles, preferably in a nonprofit or faith-based organization Strong knowledge of nonprofit accounting standards (GAAP) and compliance requirements. Proficiency in accounting software and financial systems Demonstrated experience managing audits and preparing financial statements Excellent leadership, organizational, and communication skills Commitment to the mission, values, and faith-based principles of the organization Thanks, Joey Anderson Team Lead, Accounting & Finance Recruiting LaSalle Network LaSalle Network is an Equal Opportunity Employer m/f/d/v. LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets.

Responsible for providing financial expertise, business support and oversight for a designated business area to assist in achieving key objectives. Guides management on financial-related matters and decisions. Manages daily financial inquiries for a designated business area. Contributes to the development and execution of business team priorities by participating in joint issue identification, analysis and resolution. Job Responsibilities : Partners with business management to maintain a strong understanding of the key business drivers of the assigned area, specific business processes and priorities, and future strategic direction of the assigned area. Collaborates with business management and support teams to ensure strong execution, delivery of customer value and positive business results. Develops and fosters a cross-functional team approach, providing financial management support to all levels of the business team. Leads the preparation of the financial forecasts and budgets, including the identification/quantification of risks and opportunities; involves facilitating the negotiation and agreement of key operational metrics and inputs. Performs periodic analyses of variances as compared to plan, forecast and prior periods. Prepares presentations and documentation of budget and forecast information. Addresses issues with appropriate teams to develop plan of action. Identifies opportunities to improve processes and practices. Works with business and functional teams to develop consistent management reporting and processes. Supports monthly reviews and periodic business planning sessions. Involves evaluating financial and operational results, monitoring data and contributing to the development of key initiatives. Identifies and analyzes various investments and substantiates rationale for projects through business case developments. Directly manages team members including hiring, developing, motivating and directing people as they work, and manages teams indirectly across client and operational organizations (including assisting in the development, training and assignment of work/projects to other members of the team). Participates in medium term and strategic planning for the assigned business area. About Walgreens and WBA : Walgreens (****************** is included in the U.S. Retail Pharmacy and U.S. Healthcare segments of Walgreens Boots Alliance, Inc. (Nasdaq: WBA), an integrated healthcare, pharmacy and retail leader with a 170 year heritage of caring for communities. WBAs purpose is to create more joyful lives through better health. Operating nearly 9,000 retail locations across America, Puerto Rico and the U.S. Virgin Islands, Walgreens is proud to be a neighborhood health destination serving nearly 10 million customers each day. Walgreens pharmacists play a critical role in the U.S. healthcare system by providing a wide range of pharmacy and healthcare services, including those that drive equitable access to care for the nations medically underserved populations. To best meet the needs of customers and patients, Walgreens offers a true omnichannel experience, with fully integrated physical and digital platforms supported by the latest technology to deliver high quality products and services in communities nationwide. The actual salary an employee can expect to receive, plus bonus pursuant to the terms of any bonus plan if applicable, will depend on experience, seniority, geographic location, and other factors permitted by law. To review benefits, please visit jobs.walgreens.com/benefits. An Equal Opportunity Employer, including disability/veterans. Basic Qualifications Bachelors degree and at least 2 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics OR High School Diploma/GED and at least 5 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics. At least 2 years of experience identifying operational issues and recommending and implementing strategies to resolve issues and problems. At least 2 years of experience in applying analytics principles (Statistics, Mathematics, Operations Research, Business Management, Economics or Finance). At least 2 years of experience with project management (for example: planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives). Experience working as the financial liaison on a business team. At least 1 year of experience of direct leadership, indirect leadership and/or cross functional team leadership. Willing to travel up to 5% of the time for business purposes (within state and out of state). Preferred Qualifications Masters Degree or MBA Experience using time management skills such as prioritizing/organizing and tracking details and meeting deadlines of multiple projects with varying completion dates. Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling). Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font). Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns). RequiredPreferredJob Industries Retail

Join a publicly traded manufacturing company experiencing significant domestic and international growth! We're seeking a Senior Financial Analyst to become a key member of our growing finance team. Why this role stands out: Collaborate cross-functionally with high exposure to operational leaders. Have your voice heard and make a real impact. Blend corporate FP&A with strategic business partnering. Be part of a team-oriented culture, working on special projects alongside driven colleagues. Key Responsibilities: Conduct financial analysis to track monthly performance, explain variances, and identify trends. Lead corporate planning for multiple business units, including budgeting, profitability analysis, and forecasting. Develop and refine forecast models, dashboards, and revenue projections. Analyze business performance, KPIs, trends, and market conditions. Support annual business planning, including consolidation, review, and presentation of forecasts. Collaborate to enhance analytics and streamline processes. Present findings and recommendations to executive leadership and across business units. Requirements: 3+ years of finance experience. Bachelor's degree in accounting or finance. Proven potential for promotion, with opportunities for growth within the organization.

The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary. Responsibilities Prepare the company's expense plans and monthly forecasts Accurately update systems to actual results, forecasts, and budgets Analyze and provide commentary on variances Communicate with vendors and ensure on-time processing of vendor allowances Ensure compliance with internal and external accounting standards and financial policies Qualifications Bachelor's degree or equivalent in Finance or Accounting 4+ years' of relevant experience Proficient in Microsoft Excel Strong quantitative financial skills

IFG US is partnering with a client located in the North Suburbs who is looking for an experienced Senior Financial Analyst who will help build out the finance function. Responsibilities Prepare the company's expense plans and monthly forecasts Sales monthly actual reporting and analysis Create ad-hoc reports and analysis to support other departments business decision making Excel modeling and report linking Create dashboards and reports in Power BI to enhance business analysis and insights Financial statement preparation skills (P&L, BS and Cash Flows Statement) Accurately update systems to actual results, forecasts, and budgets and maintain Analyze and provide commentary on variances Create and "own" the quarterly Board reporting package Create KPIs for stores including SKU evaluation and margin, client profitability, AR, AP, Daily Sales, Inventory Levels, Vendor Analysis and Spend, Rebate Analysis, etc. Qualifications Bachelor's degree or equivalent in Finance or Accounting 5+ years' of relevant experience Advanced level Excel skills required (VBA, SQL, SQL, etc.) Power BI experience required Strong Data manipulation skills required Strong quantitative financial skills Experience with SAP ERP highly preferred M&A preferred but not required

Title: Senior Financial Analyst Job Summary/Overview Reporting to the Controller, this position manages and analyzes project and product costs, including job costing, inventory valuation, and month-end closing functions. This position provides financial insights to support operations, manufacturing processes, and pricing decisions. Essential Duties and Responsibilities Manage project and product cost environments, including part and job costing, and oversee job and product cost data management. Conduct comprehensive financial analysis, including product line and project margin analysis, inventory calculations, and month-end cost of sales. Provide accurate cost data and financial insights to operations groups, and support decision-making with detailed product costing information for margin analysis and pricing decisions. Ensure the integrity of monthly inventory valuations and cost of sales determinations and verify cycle counting accuracy. Utilize advanced reporting and query tools for management reporting, problem-solving, and maintaining and enhancing cost applications across all operating units. Safeguard inventory valuation through annual physical inventory coordination and ongoing monitoring and assess and calculate obsolete and excess inventory periodically. Lead the annual budgeting process, including manufacturing plans and cost setting, and manage month-end and year-end closing processes. Oversee capital asset management, including FAS maintenance and internal project tracking, and support year-end audit processes and other financial reporting requirements. Knowledge, Skills, Competencies, and Abilities Knowledge in financial analysis, cost management, budgeting, forecasting, and understanding of manufacturing processes. Strong ability to analyze complex financial data, provide actionable insights, and ensure accuracy in financial reporting. Proficiency in professional communication, building effective relationships, and collaborating with colleagues, stakeholders, and external auditors. Efficiently manage multiple projects, time, and resources to meet deadlines and achieve objectives. Advanced skills in financial software, ERP systems, and Microsoft Office Suite. Flexibility to adjust to changing priorities, proactively identify issues, and implement effective solutions while maintaining high ethical standards. Required Qualifications Bachelor's degree in finance or accounting preferred, or a Bachelor's degree in business with 3+ years' experience in accounting and finance. CPA or CMA, preferred. 3+ years' related experience, preferably in a manufacturing environment. About Columbus McKinnon: Columbus McKinnon is a leading worldwide designer, manufacturer and marketer of intelligent motion solutions that move the world forward and improve lives by efficiently and ergonomically moving, lifting, positioning and securing materials. Key products include hoists, crane components, precision conveyor systems, rigging tools, light rail workstations and digital power and motion control systems. We are focused on commercial and industrial applications that require the safety and quality provided by our superior design and engineering know-how. Columbus McKinnon is a publicly traded company that has been in business for almost 150 years - proud of our heritage, where we come from, and where we're going. As Columbus McKinnon grows globally, so does our need for driven and inspired employees. Join our winning team! Columbus McKinnon Corporation promotes a diverse and inclusive workforce and is an Equal Opportunity Employer that does not discriminate against employees or applicants for employment on the basis of race, color, national origin, ancestry, age, religion, sex, gender, gender identity, gender expression, sexual orientation, physical or mental disability, medical condition, genetic information, military or veteran status, marital status, or any other Federal or State legally-protected classes. We also value the safety of all associates and work hard to maintain a Drug Free Workplace.

JOB TITLE: Investment Operations and Reporting Manager TRAVEL: Infrequently EMPLOYMENT STATUS: Full-time; Exempt EXPERIENCE REQUIREMENTS: Ø Bachelor's Degree Ø 3+ years in relevant role Ø Experience in investment management software (Caissa, Burgiss, or similar) is preferred but not required FIRM OVERVIEW B1 Capital Partners is an investment-focused family office located in Lake Forest, Illinois. The office is comprised of a senior team of investment professionals averaging 20 years of industry experience. The team collectively has managed over $10 billion in capital across all asset classes globally, with particular expertise in alternative investments (hedge funds, private equity, co-investments, direct investments, etc.). B1 Capital Partners investment strategy is global, fundamentally-driven and long-term. That strategy is empowered by the family's long-term vision and dedication to best-in-class institutional execution. These attributes, coupled with the family's strong reputation, their significant operating assets and the investment team's overall reputation, make B1 Capital an attractive long-term partner to our investment partners. POSITION OVERVIEW The Investment Operations and Reporting Manager will work directly with members of the investment and operations teams in managing all aspects of performance reporting including the reconciliation and analysis of portfolio cash flows and valuations. The role will also include managing the broader relationships with third parties related to performance and reporting including investment reporting systems, custodial banks, administrators and external managers. This role requires attention to detail and the ability to work independently to create high quality deliverables against deadlines. RESPONSIBILITIES • Responsible for the accuracy and integrity of the investment performance reporting processes and practices across a diversified portfolio of private equity, public equity, hedge funds, and credit managers. • Compile, review and reconcile cash flow and performance data for portfolio investments • Assist with data aggregation and portfolio analysis related to asset allocation, underlying exposure, risk and liquidity metrics and attribution of the portfolio • Manage receipt and storage of communication from investment managers including capital calls and distributions, capital account statements, and audited financial statements • Coordinate manager onboarding across systems and reports and oversee the inflow and accuracy of performance and exposure information from managers • Prepare monthly, quarterly and annual investment performance reports • Manage relationships with third party systems including Caissa (total performance reporting), Burgiss (private market reporting), Citco (administrator), Northern Trust (custodian), and Canoe (reporting automation) • Drive process improvement to create efficiencies and automation in the investment reporting process • Work with internal accounting team and third-party accounting partners to coordinate and ensure accuracy of reporting • Provide support to the investment and operations teams by assisting in ad hoc project and analytical work QUALIFICATION AND POSITION REQUIREMENTS • Experience working in investment operations and reporting for an investment organization, endowment, foundation, family office, or custodial bank • The ability to deliver high-quality work in timely fashion with limited supervisory oversight • Strong attention to detail • Excellent quantitative and analytical skills • Continuous improvement mindset • Significant experience with MS Excel, Outlook and Power Point; exposure to investment analysis software (e.g., Bloomberg, Burgiss, Caissa, etc.) preferred. Additional experience handling large amounts of data and the ability to create automation is a plus. • Excellent time/project management skills and ability to manage and deliver against deadlines COMPENSATION Competitive compensation package including base salary, annual bonus and generous benefits CONTACT Please e-mail your resume and cover letter referencing “Investment Operations Position” to ************

A leadership role in business development and sales management, specifically for recruiting, training, and supporting a high-performing team of Market Leaders. Must have experience in CRE lending. Here's a concise summary of the key focus areas: Core Responsibilities Recruiting & Onboarding Lead the recruitment process to expand the Market Leader team. Manage training, onboarding, orientations, and annual team events. Sales Strategy & Team Development Develop companywide sales strategies targeting market penetration and sales cadences. Coach Market Leaders to create opportunities, manage pipelines, and close deals. Build accountability through performance metrics and personalized improvement plans. Cultivate a top-tier sales team capable of driving end-to-end deal processes. Sales Management & Discipline Engage with Market Leaders to refine business plans, address roadblocks, and track progress. Manage sales activity using tools like Salesforce to streamline reporting and improve efficiency. Facilitate weekly team calls to ensure alignment and progress. Market Expansion Drive market share growth in specific target regions. Focus on generating and converting new opportunities. Key Competencies and Skills Proven success in consultative sales and team coaching. Excellent interpersonal and communication skills for senior-level relationship management. Strong understanding of commercial real estate, or finance-related industries. Expertise with tools like Salesforce, MS Excel, and other CRM systems. Preferred Experience 4+ years of experience in CRE lending Background in finance, banking, or real estate development. Experience in leveraging technology for sales reporting and management.

CULINAIRE is in hiring a high energy, highly creative professional F&B DIRECTOR / EXECUTIVE CHEF to work at the Milwaukee Art Museum. This combined position encompasses the full leadership of both the culinary and beverage operations that includes catering and restaurant. This position will oversee all aspects of food preparation, menu development, beverage service, including staff management, quality control, cost management, and ensuring a cohesive dining experience for the guests, while heightening the level of food presentation for all catered events. CULINAIRE provides upscale food and beverage management services to a very diverse collection of national accounts to include art museums, cultural landmarks, hotels, restaurants, performing theaters, and special event venues. While our portfolio is diverse, the one constant in every operation that we manage is our total commitment to our associates to put their career path, safety and success as top priority, and to our client to provide top quality food product and service to our customers and guests. CULINAIRE offers our associates an entrepreneurial atmosphere with continued growth and leadership opportunities along with a competitive base salary and commission structure. Our benefits include AD&D, dental, disability, identify theft, legal services, life, company sponsored medical, pet services, and vision, along with a lucrative 401K company match and paid time off. A few important responsibilities: Supervises, coordinates and participates in activities of the catering and culinary team Oversees catering and restaurant operations Technical expert, teacher, and trainer for all aspects of the operation Responsible for food purchasing, establishes food cost controls and offers solutions Ensures quality, consistency and creativity are at the highest level while maximizing the operations personnel and resources Innovation and creative culinary talent Technical requirements include: Creative and innovative culinary skill while meeting financial goals A teacher of the importance of consistency in preparation and presentation Thorough knowledge of safe food handling and preparation techniques Instill safety and sanitation habits in all associates Current and cutting edge on new products, presentations, and technical execution Strong inventory and cost control with an understanding of finding solutions 8 years of culinary experience with no less than 3 years managerial role at a high-quality operation Leadership and Management skill set: Achieves goal while maintaining a high expectation to standards in regard to quality and presentation Communicates goals and expectations and inspires associates to achieve goals and advance their careers Build positivity, morale and spirit Demonstrate ability to lead by example Participative management style, and lead by example Instill a guest service attitude with all staff members Clear and concise written and verbal skills Heavy client interaction required Excellent organizational and time management skills Basic knowledge of Microsoft Word, Excel, Google Drive and E-mail ServSafe Certification a plus, or Manager's Food Handler's Certification required Culinaire is a drug free environment, EOE and E-Verify Employer.

February 16, 2024 11:00 pm We are on the lookout for a dynamic and experienced Chief Finance Officer to lead our Healthcare Operation Cluster, based in Kenya. If you have a strategic mindset, thrive in a fast-paced environment, and are ready to make a significant business impact, this is the opportunity for you. * **Impactful Work:** Join a vibrant work environment valuing innovation, collaboration, and professional growth * **Transparent Leadership:** Experience a leadership team that is accessible, transparent, and values employee feedback. * **Growth Opportunities:** Elevate your career with unparalleled opportunities for professional growth, directly contributing to the evolution of the cluster. KEY RESPONSIBILITIES * **Strategic Finance Planning:** Develop and maintain accounting and finance strategies aligned with short and long-term objectives. * **Performance Monitoring and Reporting:** Monitor business performance, establish corrective measures, and prepare detailed reports. * **Financial Leadership:** Oversee day-to-day planning, management, and control of all financial activities, ensuring alignment with business goals. * **Team Management:** Manage and monitor the performance of the finance department, ensuring proper internal control exercise. * **Business Expansion:** Prepare business plans for new projects, leading business planning, forecasting, tax aspects, and budgeting efforts. * **Risk Management and Strategy:** Perform risk management, analyze company liabilities and investments. Manage capital structure and working capital initiatives. * **Compliance and Auditing:** Work closely with internal and external auditors, ensuring compliance and timely statutory financial statements. Ensure alignment of controls, processes and accounting across different geographies. QUALIFICATIONS & EXPERIENCE * Qualified Professional with a minimum of 5 years' experience in an executive leadership role/senior management position. * Experience in operating in different jurisdictions. * In-depth knowledge of risk management practices. * Strong analytical and financial management capabilities. * Excellent communication, negotiation, and interpersonal skills. * Strong team player working with cross functional teams * Result-oriented with the ability to maintain high standards of corporate governance principles.