Director of Finance

Annex Wealth Management, LLC.; Wisconsin; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life & Disability Insurance

Paid Time Off

401(k) Retirement Plan

Company Events

Growth opportunities

Holiday & Summer hours

Casual Fridays

Job summary

Annex Wealth Management is seeking a Director of Finance to lead budgeting, forecasting, reporting, and daily financial operations while supporting M&A and guiding the finance team. This role partners with executive leadership to provide decision support and scale finance capabilities with growth.

The candidate will own budgeting, forecasting, cash flow management, and financial systems improvements, strengthening accuracy and efficiency across the organization.

Qualifications

• Bachelor's in finance or related field required.
• 7–10 years of accounting/finance experience preferred.
• Financial services industry experience preferred.
• Advanced knowledge of balance sheet reconciliations and monthly deadlines.
• Strong analytical skills with ability to investigate variances and provide insights.
• Solid understanding of GAAP and audit readiness.

Responsibilities

• Lead development and execution of the firm’s financial strategy.
• Partner with executive leadership to translate financial insights into business decisions.
• Own budgeting, forecasting, and long-range financial planning processes.
• Manage cash flow, working capital, and allocation strategies.
• Serve as primary financial liaison to auditors, banking partners, and tax advisors.
• Lead, develop, and mentor the Finance team.

Skills

Leadership

Financial planning

GAAP knowledge

Advanced Excel

QuickBooks

Salesforce (helpful)

Education

Bachelor's in finance or related field

Tools

Excel

QuickBooks

Salesforce

Job description

Lead the financial operations that keep Annex strong, and the insights that keep us growing

Director of Finance

The Director of Finance leads budgeting, forecasting, reporting, accounting, and daily financial operations while supporting M&A and managing the finance team. As a strategic partner to leadership, this role brings clarity to financial performance, strengthens decision support, and ensures finance capabilities scale with the firm’s growth.

What You’ll Do

• Ownership:Lead development and execution of the firm’s financial strategy in alignment with organizational growth goals
• Thought-Leader & Financial Planning:Partner with executive leadership to translate financial insights into business decisions
• Scenario Planning:Own and oversee budgeting, forecasting, and long-range financial planning processes
• Visibility & Optimization:Manage andoptimizecash flow, working capital and allocation strategies
• Relationship Management:Serve as primary financial liaison to external stakeholders including auditors, banking partners, and tax advisors
• Team Leader:Lead, develop, and mentor Finance team members, fostering accountability and continuous improvement
• Technology Effectiveness:Drive improvements in financial systems, reporting tools, and data integration to enhance efficiency and scalability

Preferred Qualifications

• Education& Experience:Bachelor's in financeor related field is preferred.Must have 7-10years experiencein accounting/finance
• Financial Experience:Prior financial services industry experience is preferred
• Technical Proficiency:Advanced knowledge of balance sheet reconciliations and the ability to complete them within strict monthly deadlines
• Critical& StrategicThinking:Strong analytical skills with the ability to investigate variances and provide clear, actionable insights
• Compliance:Solid understanding of GAAP and compliance standards, with a consistent focus on audit readiness and accuracy
• Accuracy & Detail:High attention to detail, ensuring error-free financial data andmaintainingstrong accuracy ratings
• Software Competency:Advanced Excel andQuickBooksaccounting system skills for managing, analyzing, and reporting financial data, prior experience with Salesforce is helpful

Annex Wealth Management - Know the Difference

Join Our Growing Team in one of our 9 locations!

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud six-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.

What You Can Expect

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of:

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Holiday & Summer hours
• Casual Fridays

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity

Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.